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. When using Task Groups together with a task tracker page, displaying new tasks is automatic. This means that when a new task is added to the group, no page update is required.
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.¶
Tip
To add tasks to the task group, tasks must first exist. For help on how to create a task, see:
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.¶
