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:
- Navigate to Settings —> Groups.
- Name your new group and add as many users as you’d like to this group.
- 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).