How to Create a New User Group

Kevin Wall Updated by Kevin Wall

This article will show how to create a new user group.

Groups are useful when wanting to send Tasks or discussions to more than one person.

  1. Select Settings> Users > User Groups. Any groups already configured in your system will be displayed.
  2. Select Create.
  3. Enter a Description.
  4. Select Manage Members.
  5. Use the User Search to identify and populate the group as required.
  6. Select Confirm.
  7. Select Create.
Changes to group membership (adding or removing users) require users to log out and back in to refresh their Tasks list. Users removed from a group will lose access to that group's tasks, except for tasks created using the "All Users" Completion type.

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