A group is a centralized space for creating, managing, and organizing your projects, similar to a folder that holds multiple projects. All users can create a group, except for guests.
How to create a group
To create a new group for your projects, follow these simple steps:
Click the plus (+) button and choose Create group from the menu (see the screenshot below for reference).
In the window that appears, enter a name for the group and add a description. After that, click Create to finish.
You’ll know it’s a group if there’s a right arrow next to its name.
How to create a project in the group
When the group is created, follow the instructions below to create a group project:
Open the group.
Inside the group, click the plus (+) button and choose Create project (refer to the screenshot below for visual guidance).
In the window that appears, enter a name for the project and click Create.
Now that you've learned how to create projects both within and outside of a group, let’s explore all the available project actions.
Actions within a group
There are various actions you can perform on a group, so take the time to explore each one. To view the available actions, click three vertical dots next to the group.
Assign – Assign an administrator to the group, allowing them to use filters to view relevant groups and, in the future, sort files by assignee in the file manager.
Pin – Pin the group to the top for easy access.
Mute – Turn off notifications for this group.
Leave – Leave the group. If you're an admin, you can always rejoin the group later.
Rename – Easily rename the group if there are any errors in its name.
Make copy – Create a copy of the group along with its projects — but without any files.
Delete – Permanently delete the group with no recovery option.
Archive – Archive the group to hide it from members temporarily, when it’s not needed.
Move to team – Move the group, along with all its content, to another team within the same company.
Settings – Access group settings to view or edit the group description, upload/download files (admins only), and change the group avatar.
Note: Most options are only for admins. Members and guests have limited access. Members can only access Mute, Leave, and Settings, while guests have access to Mute and Leave only.