Create a Task Group¶

Tip

Task Groups are used to logically group tasks together and neatly display them in a table on a campaign page.

Task groups are very handy when used in combination with Task Tracker pages. It is recommended to use this type of page with task groups, rather than inserting a group onto a page directly. This is because it improves the consistency of page styling and makes the set up and ongoing maintenance of tasks on the page a lot easier. It also reduces the risk of displaying tasks with broken links or tasks that are no longer accessible.

1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.¶

2. 👆 Click the "Tasks" tab 👉 Navigate to "Task Groups".¶

3. 👆 Click "Add Task Group".¶

4. ✍️ Enter the group name and a description if required.¶

Tip

Note that this description field can be formatted and can appear on Task Tracker pages, under the task groups name and before the table containing the tasks.

5. 👆 Click on the plus icon on the "Available Tasks" table to select the tasks to include in this task group.¶

Tip

To add tasks to the task group, tasks must first exist. For help on how to create a task, see:

Create a Task Group¶

1. 👆 Navigate to Campaigns 👉 Select the campaign of interest from the list.¶

2. 👆 Click the "Tasks" tab 👉 Navigate to "Task Groups".¶

3. 👆 Click "Add Task Group".¶

4. ✍️ Enter the group name and a description if required.¶

5. 👆 Click on the plus icon on the "Available Tasks" table to select the tasks to include in this task group.¶

6. 👆 Click "SAVE & RETURN".¶

7. 🥳 The Task Group will now appear in the list of groups. It can then be used in Task Tracker pages or added to a page directly.¶