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Project Grouping

Se Hee avatar
Written by Se Hee
Updated this week

Project grouping is a way to organize projects so they are easier to manage and track. You can categorize them in whatever way makes sense for you.

You can add your projects into existing groups created by the workspace admins/creator, or set up your own group.

Reminder: Project groups are visible to all workspace members (except guests), so naming is important.

How to create a Project Group:

  • Option 1: Simply drag and drop a project on top of another project to consolidate them under a project group.

  • Option 2: You can also create a project group by clicking on the drop-down icon next to the green New Project button on top and selecting Create a project group.

How to rename & delete your Project Group:

1 - Hover over the 3-dot next to the group name and right-click.

2 - From there, you can choose to delete or rename the project group.

NOTE: Deleting a project group only removes the grouping. Your projects will remain in your Project Dashboard and are not deleted.

How to add or remove projects from the Project Group:

1 - Click on the gear icon below the star icon on a project to open the Project Properties panel. If you are inside a project, you can access its properties in the “Settings” page.

2 - Look for the Project Group section.

3 - From here, you can remove the project from its project group by clicking on the "x" button, or add it into a new group by selecting any existing groups you see on the list.

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