Groups are how users like you categorize their work items. How many groups you create is entirely up to you - you can have one group, where you just put everything. Or, if you want to get a bit more organized and descriptive, you can “group” like work items together.
Here are some examples:
- Say there are work items you complete on a recurring basis, such as:
- Fire extinguisher inspections
- Air filter replacements on your HVAC, or
- Checking fuel oil levels on your boiler
Then maybe you create a "Recurring Work Items" group.
- Or maybe you prefer to see all work items related to a specific type of equipment. You could create groups like:
- "Kitchen & Foodservice Tasks,"
- "HVAC Tasks," and
- "Plumbing Tasks"
- Or, say you have a project that is made up of a lot of subtasks (ex: renovating a bathroom). You could name the project "Bathroom Renovation" and group all the associated work items within it (paint the walls, install tile, etc.).
Just give the group a name, include a helpful description describing what the group is, and assign a color. That’s it!
For a complete overview, check out our video below: