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How to easily create and manage groups of projects for better organization

Learn everything you need to know about groups: creation, management, and essential actions to boost productivity.

Sviatoslav Kalyta avatar
Written by Sviatoslav Kalyta
Updated this week

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:

  1. Click the plus (+) button and choose Create group from the menu (see the screenshot below for reference).

  2. 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:

  1. Open the group.

  2. Inside the group, click the plus (+) button and choose Create project (refer to the screenshot below for visual guidance).

  3. 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.

  1. 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.

  2. Pin – Pin the group to the top for easy access.

  3. Mute – Turn off notifications for this group.

  4. Leave – Leave the group. If you're an admin, you can always rejoin the group later.

  5. Rename – Easily rename the group if there are any errors in its name.

  6. Make copy – Create a copy of the group along with its projects — but without any files.

  7. Delete – Permanently delete the group with no recovery option.

  8. Archive – Archive the group to hide it from members temporarily, when it’s not needed.

  9. Move to team – Move the group, along with all its content, to another team within the same company.

  10. Settings – Access group settings to view or edit the group description, upload/download files (admins only), and change the group avatar.

Note: Some actions are permission-based:

  • Admins have full access to all features.

  • Members can use: Mute, Leave, and Settings.

  • Guests can only use: Mute and Leave.

How to use the group and project filters

You can open the filter by clicking the Filter button, as shown in the screenshot below. This filter works specifically for the Groups block and out-of-group projects only.

Once opened, the filter panel is divided into two parts:

  1. Left panel – lets you choose a filter category:

    • Name

    • Creator

    • Assignee

  2. Right panel – shows relevant options based on the category you’ve selected.

How each filter works

Each category works the same way, with some specific options:

  1. Name - displays checkboxes for all group names and out-of-group projects.

  2. Creator - shows the names of users who created the groups or projects. You’ll see "Me" next to your own name.

  3. Assignee - lists the assigned admins or owners for each group. You’ll also see:

    • "Me" – if you’re assigned to a group.

    • "No set" – to display all groups that currently have no assignee.

Unselect All

Every category has an Unselect All checkbox.

You can use it to:

  • Deselect all checkboxes in that section.

  • Select all checkboxes again with one click, helping you quickly reset the filter.

Using the Search bar

Each filter section has its own search field, which resets when you switch to another tab.

Start typing a name (e.g., “Pi”) to narrow down the list. You’ll also see a Select button next to the matched result—clicking it will select only that checkbox and deselect the others.

How the visual clarification works

Any time you apply a filter, it will be highlighted with a blue color—so you can easily see what’s active.

You can combine filters from different sections (Name, Creator, Assignee) to narrow down your search and find exactly what you need with minimal effort.

How to collapse and resize groups and projects

You can easily adjust the layout of your workspace by collapsing or resizing sections.

  1. To resize a section:

    Hover over the divider line between blocks (Groups or Projects). When it highlights in blue, click and drag to resize the block horizontally.

  2. To collapse a block:

    Click the arrow icon located at the bottom-right corner of each section.

    • Clicking it will collapse the section.

    • Click again to expand it back.

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