Create and Manage Task Groups

Task Groups allow you to assign multiple tasks to a specific group of app users.

Create Task Groups

1. Sign in to your site

2. Expand the Scheduled Tasks menu and select Groups

3. Click the green plus sign in the bottom right corner

4. Add a Group Name

5. Select the Available Tasks for the group

6. If needed, add a sub-section for the group
   

7. Click Save

8. Click Add Instance next to the group

9. Enter a Label for the instance and click Save

10. You can now add task groups to an app, which allows you to assign the tasks in that group to all users of the app

Delete Task Groups

Note:

You must delete all of the instances within a group before you can delete the group.

1. Sign in to your site

2. Expand the Scheduled Tasks menu and select Groups

3. Click the Delete Group (trashcan) icon

4. Click Delete on the pop-up that says Are you sure you want to delete Group: Name?