Overview
Categorizing tasks under groups helps the team compartmentalize better. Users can easily scan through the project to identify Group Tasks and collaborate accordingly.
User Access
Only Admins, Managers, and Guides can create/edit/delete task groups on a project level.
Admin and Managers can also create/edit/delete task groups on the template level.
Task owners are able to create new tasks and add them to existing task groups, but cannot create new task groups.
How to Create a Task Group & Add Tasks to it
At the bottom of a milestone click on the TASK GROUP ICON
Name the task group
You can add a description if needed to help you remember the objective of the task group is
You can also send a task group completion message if you'd like to congratulate the team when they complete the task group!
To add tasks you have several options:
Within the task card you can toggle the Group Tasks together button ON (shown above)
Drag and drop
Best Practices
Use task groups for when you have a series of tasks that must be completed before the start of a subsequent task! (i.e. Tasks A + B must be completed before Task C starts)
Use task groups as "mini milestones"
FAQs
Can I make tasks dependent on a task group?
Can I make tasks dependent on a task group?
Absolutely! Just select the type of dependency and then select which task group you'd like it to be dependent on!
What does a task group look like?
What does a task group look like?
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