How to create a group

Key point: Create a new group.

Prerequisites

You must have a role of manager or contributor in the project that contains the group.

From the create a group page, you can quickly create a group.

While not necessary, if you would like to customise the default settings for your group, you can also edit the default advanced options (group) and group properties.

Quickly create a group

  1. Title – enter a title to display in the UI. (The Name field auto-fills with the entered title, but it can be changed.) If no title is entered, the Name entered is used.
  2. Name – enter a unique name for the group.
  3. Description – enter a short description.
  4. Welcome messageoptional – you can include a welcome message
  5. Clear the checkbox if you don’t want to join the group automatically after creation.
  6. Click the Submit button to create the new group

Advanced options

Explained in detail in the advanced options (group) document are the many options that can be set when creating your new group. After setting your options, you might also want to customize the following group properties.

Group properties

Explained in detail in the group properties form document are the various properties you can set when creating your new group or project, including those for the following:

  1. Task & document workflow
  2. Notification
  3. Index

When advanced options or group properties have been set, you can:

  1. Clear the checkbox if you don’t want to join the new group automatically after creation.
  2. Click the Submit button to create the group.