Create a group and add projects

A “group” starts with a name and no projects. You make it on Workflow Groups, then add the projects on its Members screen, many at once. You need to be a department manager or a company administrator.

• A group holds the projects of one department. Choose that department first.
• Pick a name no open group of the department has, for example "Springfield fall appeals".

1. 1.
   In the left menu, open WorkFlow PM and select Workflow Groups. In Department, choose the department.
2. 2.
   Select New group. Type the Group name, and a Description if you want one. Then select Create group.

   Workflow Groups · New group

   Example · sample data

   New group

   Department

   Tax Appeals

   Group name

   Description

   CancelCreate group

   1. 1
      Department. The department you chose on the list. The group belongs to it.
   2. 2
      Group name. Required. No other open group of the department may have it.
   3. 3
      Create group. Makes the group, open and with no projects.

3. 3.
   On the new group's row, select Members.
4. 4.
   Under Add members, tick each project to add. Type in Search to find a project by its name or key.
5. 5.
   Select the Add button. It shows how many you ticked, for example "Add 3".

A message at the bottom right says how many were added, for example "Added 3 of 3.". The projects show under Members, marked Member. Select Board to see their tasks together.

• A message says “This property was deleted on 10/06/2026; its work is paused until it is restored.” The work's property or engagement was deleted, and nobody can change its work until the record is restored. See A project or its tasks disappeared.
• There is no New group button: your role does not allow it. Ask a department manager.
• A message says “An open group with that name already exists in this department. Rename it, or close the other one first.” Choose another name, or rename or close the other group first, with Rename group or Close group on its board.
• A project was not added. A message names it, with the reason, for example Already a member. Each project is answered on its own, so the others were added.
• Add members does not show: the group is closed. See Close or reopen a group.