How to Create Groups

We love to give you options for managing your workload and team efficiency. That's why we've introduced Groups.

You can organize members for a more productive and efficient workflow, allowing Team Admins or Team Owners to assign entire groups to a project instead of individual users. You can find Groups in the Team Settings section of each Team.

Create a Group:

1. From the Team Settings page, click Groups.
2. Click Create Group.
3. Click on theDropdown icon.
4. Click Rename.
   
   1. The Rename The Group window will open.
   2. Type in the name of your choice.
   3. Click Rename.
5. Under the Invite New Members section, type in the member Name or Email.
6. To finish adding members, click Send Invite.
   • You'll be able to see the newly added members under Member's List.

Assign a Group to a Project:

1. Go to Projects.
2. Click Create Project.
3. Type in your Project's name.
4. Click Create Project.
5. Click on the Email, name, or group bar, and type in your Group's name.
6. Click Invite Members.

Note: Creating Groups is only available for the Optimize and Enterprise plan. Click here to find out more about Creatopy's plans.