In Project.co V2 a group is a collection of people with a common interest such as a company, team or department.

A few common ways to use groups are:

  • An internal team or department - Creating groups for your internal teams means you can filter projects, tasks and time.

  • Client companies - Create groups for each client company so you can filter projects and tasks by client group.

  • A project team - This could be useful for a group of people who will work on a number of projects together and want to track projects, tasks and time for this broader project e.g party planners.

Groups act as filters for projects and task & they are also a way to add data to invoices. I'll explain each below...

Filters

Groups act as filter for projects, tasks and time. What this means is that if you add groups to projects, tasks and time you can then filter your projects, tasks and time by group.

The result of this is that you could show all projects, tasks and time that are allocated to a specific group.

This can be helpful to understand what team, department or client has which projects or tasks ongoing. Or how much time a group has spent on a particular project or task.

A few examples of things you can achieve with grouping:

  • See group X's people. (Understand who is on the party planning team)

  • See group X's projects. (Understand which projects the party planners have on)

  • See group X's tasks. (Understand which tasks the party planners have in progress)

  • See group X's allocated or actual time. (Understand how much time has been spent planning the Christmas party)

In the example above you can replace the party planners with clients, internal teams, departments or any other group of people you like.

Invoices

When you create a payment request you can specify the group you are invoicing. The groups invoice information will then also show on the invoice once the payment has been paid.

For example, if you have a company you work with (ABC Corp) set up as a group, when you request a payment for wiork completed on a project you can specify their group on the payment request. In this instance, when they have paid the payment your account invoice details and their (ABC Corp) invoice details will show on the invoice.

Inviting People

When people with a creator role invite people to your account they can specify the group those people should be added to.

However, when people with a collaborator role invite people to your account they won't see all the groups within the account. They can only see their group. So they can add people to their own group only.

This can be super useful for many reasons. An example is that you're working with a client (ABC Corp) and you invite your main contact to your Project.co account. They would also like to invite 2 other people they work with to the account so they can collaborate on the projects. When they invite people they are automatically added to the same group so that you can see the other people they have invited to their group. This means that groups can build over time as people are invited by other members of the group.

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