Creating and Managing Groups in Settings

What is a Group?

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

In FLOW , 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.

2. From the FLOW Sidebar: In the left Sidebar, click Add Group in the Area you wish to populate. For more details, please view the Group article in the Settings category of the Help Desk. Creating and managing Groups

To create or manage the Group

1. Click your profile photo

2. In the drop-down menu, select “Settings”. FLOW loads the Settings Page.

3. In the left sidebar, select the arrow next to Organization to show/hide Organization Components.

4. In the Sidebar, select Group
   The Main Pane will now show a list of groups for the organization

5. If you wish to add a Group click on Add Group button in the Main
   Pane Toolbar, A blank Group Details Pane will be displayed in the Right-hand pane. Go to Step 4

6. To edit a Group, click the pencil (edit) icon in the bottom left corner of any of the Area cards.
   The Right Pane will now display the Group details

7. Complete the Group fields as described below

8. Press Save to commit your changes

Group Fields

Group Name

Type in the name you wish to call the Group

Code

Type is a code associated with the Group

Tags

Tags allow you to categorize, filter and denote additional information.  Multiple tags needed for the Group to assist in searching etc. can be created in this field

Area 

Enter the name of the area the group is associated with

To Save a Group

Click Save or press Enter 

• FLOW closes the dialog and a message will appear in the bottom right corner, confirming that the Group was created successfully.

• The Group will appear in the Group window in Settings and in the Plan Navigation Sidebar on the left, under the Area it is associated with.

To Undo your Group changes

Click Undo or press Esc

1. If you are creating a new group, the right pane fields are cleared,

2. if you are editing an existing group:

   1. the fields revert to the last previously saved values

   2. the Save button is dimmed

Group Actions

To take action on a Group:

1. Click the three-dot (…) icon in the right pane and select from the job action menu

From here, you can:

1. Add a User Defined Field (UDF)
   See Creating and Managing a User Defined Field (UDF)

2. Delete Group, if no jobs are associated with it

3. Archive Group, if no jobs are associated with it

4. Unarchive a previously archived Group