Organize your team by work group or process

A group can be a conversation among a selected group of people in the business that is on-going or temporary. A group can be a “living” message board that keeps the communication of details between staff members all in one place about a specific topic. Instead of emailing or texting each other back and forth, you can create a group that keeps a recorded history of that topic, a “Daily Log Book,” for example can be helpful for keeping track of incidents, busier than normal days, tasks, etc.

Every group is private only to the people in that group, just like a group text message. Every Group also comes with a built-in Shared Task List, that is shared and visible only to the members of the group.

There is no maximum number of Groups that you can create, and there is no maximum number of people you can have on your team.

Create a Group

On the app:

  1. Click on the +New button.
  2. Click the New Group or Topics button.
  3. Select the team members you would like to add to the new group.
  4. Click the Next button.
  5. Name your group. You can add an optional group description. Click Save.

On desktop:

  1. Click on the +New button.
  2. Click the New Group or Topics button.
  3. Select the team members you would like to add to the new group.
  4. Click the Next button.
  5. Name your group. You can add an optional group description. Click Save.

Add people to an existing group

On the app: