Managing groups

Managing groups allows you to organize members into teams based on roles, departments, or project requirements. This helps you organize resources into manageable units.

Creating a new group

To create a new group, go to the Resource Board:

1. Click on the  Create a new group button in the Groups panel

2. In the pop-up window, enter a group name and select the members to include.

3. Click  to create the group.

Adding members to the group

You can add members to a group in two ways:

• Click the ➕ button on the group card. Select the members you want to add from the dropdown list.

Or

• Drag and drop members from the Members panel directly into the group.

Removing members from the group

To remove a member from a group, hover over the member’s name and click the icon that appears next to it.

Renaming groups

To rename a group, click on the group’s name to make it editable. Type the new name, then click the ✔️ button to save your changes.

Viewing groups

You can view your groups in two different modes in the Resource Board:

• List view: Displays all groups in a compact list format

• Grid view: Shows each group in a box with its members listed inside.

Deleting groups

To delete the group, hover over the group card, then click on the icon to delete the group from your list.