How Do I Create Groups?
You can now create custom groups! This has been one of the most significant requests over the years. Groups allows you to group people based on interests or type. Examples could include members who want to volunteer for particular types of tasks like meals or transportation. Or it could be particular types of people like family. You then have the option of communicating to different groups so that announcement posts, tasks, and/or notes are only emailed to and are only visible to the groups you select.
Groups can be private, which means only Site Admins can add people to them, or the can be public so that members can select to join or leave the group.
To create a Group follow these steps:
- Click on "Team" in the green menu bar at the top of the page.
Click on Groups
Click on "Create Group"
Fill out the fields (asterisked fields are required). You can add any members you know you want in the group as well, but that is not required. Decide who can see the group (ex. if you were to create a group called "Family", you may only want the Admins and group members to see it) and who has permission to manage it. Lastly decide if you want to allow "Open Membership" which makes the group public so that members can decide to join and remove themselves as they wish.
- Click "Create Group" and you are done!
- Lastly, if you create groups with open membership, we recommend posting an announcement informing the community about these groups and instructing them to got to the Team section to review.
