Groups

In this section, you can create, manage, and update groups. Please note that any white spaces or special characters in group names will be automatically replaced with underscores.

Create a Group

To create a new group, follow these steps:

1. Access the "Groups" Tab: Right-click anywhere inside the "Groups" tab.

2. Open the Actions Context Menu: Click on the actions context menu.

3. Select "Groups": From the context menu, select the "Groups" option.

4. Name Your Group: Enter the name you want for the group. Any white spaces or special characters in the name will be automatically replaced with underscores. You can create multiple by separating with a ",".

5. Click "Create": Click the "Create" button. You also have the option to choose a template based on an existing document, which will recursively copy its contents.

6. Group Created: Congratulations! You've successfully created a new document for your group. You can now proceed with group management.

Update a Group

To update a group, follow these steps:

1. Locate the Group: Find the group you want to update in the "Groups" tab.

2. Edit Visible Table Parameters: You can now update any visible table parameter, such as changing the group's status to "Ready to start."

3. Access Additional Parameters: For other parameters, click the group item and go to the "Parameters" tab. Here, you can assign members to the group and make more detailed updates.

   Update access to grant access for users that have that permission

4. Add Important Data: Additionally, you can fill in any other important data, such as start and end dates for the project. This allows you to maintain a comprehensive record of your project's details.