Skip to main content

The basics of groups

A group is a color-coded section on your board that contains your items (rows) and helps to categorize and organize them in any way that you wish. When creating a board, you then need to create your groups. A group can represent anything from a week, a month, a specific step of a project, a client, or whatever you want!

Let's get grouping! 🙌

 

Adding a new group

By default, your board will always contain at least one group. You can add as many groups as you want, though! Here are a few different ways to add a new group:

  • "New Item" button

By clicking on the arrow next to the "New Item" button at the top left of your board, you can choose to add a "New group of Items". A new group will then be added to the top of your board, which you can rename and edit as you wish. 

BC- New Group 1.gif

 

  • Group settings menu

When you hover over the title of an existing group, a three-dot menu appears to the left of it. Click on the three dots and select "Add group" from the dropdown menu.

BC- Add Group via Menu.png

 

  • "Add new group"

Scroll to the bottom of your board, and you will see an "Add new group" button. Click on the button to add a new group to your board. 

BC- New Group 2.gif

 

Customizing a group

Once your group is created, you can rename it and change its color whenever you want. Click on the three-dot menu to the left of your group's title and then select "Change group color".

BC- Change Group Color.png

 

From there, you can choose among 18 different colors. You can also rename your group simply by clicking on the group name and typing out whatever you'd like.

BC- Change group name and color.gif

 

Note:  Columns are added at the board level, not at the group level. This means that the column types added to your board will appear in all of your groups, with no variation between groups.  

 

Duplicating a group

If you need an exact copy of the group you already made, you can simply duplicate it instead of recreating it from scratch. By choosing "duplicate items," your group and the items/columns within it will be duplicated. You can also duplicate the updates by choosing "duplicate items and updates."

BC- Duplicate group.gif

 

Tip: You can also duplicate your groups automatically by using automations. Check out this article to learn more about it!

 

Collapsing a group

If you'd like to get an overview of all the groups within your board, you can collapse your groups. To collapse one group, click on the small arrow to the left of the group name. To collapse all your groups, click into the group menu and select "collapse all groups". To re-expand your groups, just click on each group!

BC- Collapse Groups.gif

 

Tip: You can use the shortcut Ctrl + G to collapse or expand all your groups at once. 

 

If you have column summaries enabled, you'll be able to get a nice overview of the groups once they are collapsed!

BC- Status Overview in Groups.png

 

Moving a group

To move your groups easily within your board, simply drag and drop them to reorganize them. This can be done while the groups are collapsed or expanded. 

BC- Move Groups.gif

 

You can also move your group to a different board by clicking on the three-dot menu to the left of the group name and selecting "Move to", followed by "Move to another board".  

BC- Move Group to Another Board.png

 

Important Note: Before moving your group to a different board, please make sure the board structures are the same (same columns, in the same order). Otherwise, you might lose some information along the way. 

 

Deleting a group

If you'd like to delete a group from your board, click on the three-dot menu to the left of the group name and then click on "Delete".

BC- Delete Group.png

 

Last modified onÂ