What you need to know
Workflow Groups lists the groups of one department. A is a set of projects you follow together, for example every appeal due this fall. Each group has a board that adds up the tasks of all its projects. Joining or leaving a group changes nothing on a project. Moving, skipping or assigning a task from the group changes it on its own project.
How to get here
In the left menu, open WorkFlow PM and select Workflow Groups. The WorkFlow PM menu shows when you have a role in a department.
What is on this screen
At the top, Department picks whose groups you see, and the line under the title counts the open groups. A manager also sees New group. Below it, Show closed adds the closed groups to the list.
What you can do here
- Create a group and add projects
- Open a group's board: A group's board.
- See and change who is in a group: A group's members.
- Find a closed group: tick Show closed. To open it again, see Close or reopen a group.
Who can do what here
Anyone with a role in the department sees its groups and their boards. A department manager or a company administrator creates groups, changes their members, and closes or reopens them. New group does not show for anyone else. See Who can see and do what.
Things to know
- A group belongs to one department, and holds only that department's projects.
- Two open groups of one department cannot have the same name. A closed group's name can be used again.
- A group is never deleted. When you no longer need it, close it.
Good to know
Closing a group touches none of its projects. They go on as before, and the group keeps its board, read only.