Project groups
The groups setup determines the features that are available on a project as well as some defaults. The following picture shows some pre-setup project groups and the features they have access to.
Project groups must be made available to be used in projects. For more information please see step 4 - projects.
How to edit a pre-existing project group
Select the pre-existing project group that you would like to edit then press EDIT.
How to create a project group
Press NEW
Fill out the selectin criteria for your project group.
Enable features that you want the project group to have access to.
Check the tabs
Projects
You can enable project groups to be used in certain projects by pressing
then moving chosen projects over to the available side.
Task categories
Task categories can be added in this tab by pressing
then filling out the selection criteria.
Task types
Task types can be added in this tab by pressing
then filling out the selection criteria.
Status & Rules
Custom fields
- Once you are happy with your new project group press CREATE.
- Your new project group will now be available for use.