What you need to know
Close a when you no longer follow its projects together. A closed group leaves the open list and becomes read only. Closing never moves, cancels or removes a project: each one goes on as before. You can reopen the group at any time. You need to be a department manager or a company administrator.
Before you start
Close and reopen are on the group's board. On Workflow Groups, select Board on the group's row. A closed group shows in the list only when Show closed is ticked.
What to do
To close a group:
- On the group's board, select Close group at the top right.
- Read the question: “The group becomes read-only and leaves the open list. Its members are untouched: closing never moves, cancels, or removes a project.” Select Close group.
To reopen a group:
- On Workflow Groups, tick Show closed. Select Board on the closed group's row.
- Select Reopen group at the top right, then Reopen group in the question.
Confirm it worked
A closed group shows Closed beside its name, and the day it closed in the line under it. It is gone from the list until you tick Show closed. A reopened group shows Open and is back in the list.
If it did not work
- There is no Close group or Reopen group button: your role does not allow it. Ask a department manager.
- Reopening says “An open group with that name already exists in this department. Rename it, or close the other one first.” Another open group took the name while this one was closed. Rename or close that other group first, then reopen this one. A closed group cannot be renamed.
Good to know
In a closed group, nothing can be changed: no members added or removed, and no tasks ticked. Each of its screens says “This group is closed. Reopen it to change its members or act on its tasks.” The projects themselves can still be worked on from their own pages.See also Workflow Groups.