Before you start
Project Groups is part of a Beta program. Right now, this feature is available to all Users on the Elite plan and select Users on the Premium plan. Feature pricing, placement, and availability are subject to change based on usage and feedback.
Admins and Managers can create, edit, delete, and view all Project Groups activities.
Standard Users can view the Project Groups, view the progress within the Group, view the details page and navigate to individual projects from Group view.
Restricted Users can only access Projects that they're assigned to within the Project Group.
On the web
Creating a Project Group
Click on + Create at the top of the Project Feed.
Click New Project Group.
Name the Project Group and select the Projects you'd like to include.
After all Projects are selected, click Create.
Add/Remove Projects from Groups
Click on the Project Group you'd like to edit.
Scroll down to the Projects section and click Edit Projects.
Select/deselect the Projects you'd like to add or remove to the Project Group.
Once those changes have been made, click Save.
Deleting a Group
Click on the Project Group you'd like to delete.
Click the Three Dots Icon to the right of the page.
Click Delete Group Project.
View Group Activity
Click on the Project Group you'd like to view the activity for.
You'll see the Project Group activity on the right-hand side of the page. You can use the filtering tools at the top of the page to view activity by Time Frame and Activity Type.
