Creating and managing Groups

What is a Group?

A Group allows you to organize all of the jobs related to a specific initiative, goal, or big piece of work into a list or schedule.

In WorkSight, a Group is used to divide an Area into a meaningful division for an Organization. Jobs are created in Groups to assign Employees to a Schedule and for Timecard hours to gross calculations.

There are two ways to create a Group:

1. From the Settings Screen: Click your profile photo. In the drop-down menu, select “Settings”. Select the Organization>Group option from the sidebar. For more details, please view the Group article in the Settings category of the Help Desk. Creating and managing Groups in Settings

2. From the WorkSight Sidebar: In the left Sidebar, click on the Area you wish to add a Group to, and then click on Add Group in either the left Sidebar or in the Area Groups screen.

Create a Group

Create a Group to collaborate with other people in WorkSight.

To create a new Group:

1. In the left Sidebar, select the Area you wish to add a Group to.

2. Click on Add Group, either in the left Sidebar or in the Main Pane. WorkSight opens the Add Group Dialog. The Area field is pre-populated

   

3. Fill in the Group Name

4. Click on Save or press Enter to save changes

5. WorkSight creates the Group under the Area and displays it in the left Sidebar and in the Main Pane

Find & Access Groups

You can access a group:

1. From the list of projects in the sidebar

2. From the Area pane

Group Actions

To access your Group’s Actions

1. In the left Sidebar, click the three-dot icon next to the Group you want to edit.

2. When you click the three-dot icon, you can:

   1. Rename a Group

   2. Duplicate Group. All Jobs for the group are duplicated into a new Group in the original Area. Job Properties are duplicated; Assigned Employees are not duplicated. When duplicating a group, the end date is set to indefinite (yyyy-mm-dd) if left blank.

   3. Delete a Group, if no jobs are associated with it

   4. Archive a Group, if no jobs are associated with it

   5. Unarchive a Group