User groups

User groups are a great way to view your tasks more efficiently. User groups are customizable, so feel free to experiment and learn which workflows are best for your practice. To edit user groups:

  1. Navigate to Settings —> Groups.
  2. Name your new group and add as many users as you’d like to this group.
  3. Save this new user group.

Once you’ve saved, you should see your new group as a filter in your Tasks tab. If you don’t, please log out and log back in and you should be able to see the new user group as a filter (top of Tasks view).

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