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The basics of groups

 

A group is a color-coded section on your board that contains your items (rows) and helps to categorize and organize them in any way that you wish. When creating a board, you then need to create your groups. A group can represent anything from a week, a month, a specific step of a project, client, or whatever you want!

This article covers everything you can do with a group. 🙌

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Adding a new group

By default, your board will always contain at least one group. You can add as many groups as you want, though! Here are a few different ways to add a new group:

  • Click on the blue "+ Add" button at the top left of your board and select "Group". A new group will then be added to the top of your board which you can rename and edit as you wish!

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  • Hover over the title of any existing group, click on the three-dot menu that appears to the left of it, and select "Add group".

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  • Lastly, you can also add a new group to the bottom of your board by clicking on "Add new group" beneath the final group on your board!

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Customizing a group

Once your group is created, you can rename it and change its color whenever you want. It is so simple! Just click on the three-dot menu to the left of your group's title and then select "Change group color".

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From there, you can choose amongst 18 different colors. You can also rename your group simply by clicking on the group name and typing out whatever you'd like!

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Note:  Columns are added at the board level, not at the group level. This means that the column types added to your board will appear in all of your groups, with no variation between groups.  

 

Duplicating a group

If you need an exact copy of the group you already made, you can simply duplicate the group, instead of recreating it from the start. By choosing "duplicate items", your group and the items/columns within it will be duplicated. You can also duplicate the updates by choosing "duplicate items and updates".

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Tip: You can also duplicate your groups automatically by using automations. Check out this article to learn more about it!

 

Collapsing a group

If you'd like to get an overview of all the groups within your board, you can collapse all your groups (or just one!). To collapse one group, click on the small arrow to the left of the group name. Tocollapse all your groups, click into the group menu and select "collapse all groups". To expand your groups, just click each group!

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Tip: You can use the shortcut Ctrl + G to collapse or expand all your groups at once. 

 

If you have column summaries enabled, you'll be able to get a nice overview of them once the groups are collapsed!

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Moving a group

To move your groups easily within your board, simply drag and drop them to re-organize them to the way you want! This can be done while the groups are collapsed or uncollapsed. 

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You can also move your group to a different board by clicking on "move group to board" as below: 

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Important Note:  Before moving your group to a different board, please make sure the board structures are the same (same columns, in the same order) otherwise, you might lose some information on the way. 

 

Deleting a group

If you'd like to delete a group from your board, all you need to do is click on the three-dot menu to the left of a group name and then click on "Delete" as shown below.

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If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help! 

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