A Group is a simple space to work alone or collaborate with others using basic functionality which is Tasks, Discussions and Documents. On occasion, you might also want to use KPIs and tools to make better decisions in the same environment. You can learn more about what Groups are in our introductory video below. 



Using Groups

Other users can see a Group and all the information within it if they’re a part of the team, as with all ISMS.online work areas. You can check who has access to the Group by clicking Team in the top right-hand corner of the screen.



Navigating to Groups

All Groups can be found by hovering over the 'Work' menu in the navigation bar and selecting 'All work', this list can then be filtered by 'Groups':

 

Creating a new Group

New Groups can be created by clicking the green 'Create new' button in the top right of the 'All work' page. From here you can select 'Group' and click the green 'Create new' button again. You can then name your Group and set its purpose and goals; these are optional but a great way to keep the team focused on what this area is. 



Team

Once you’ve created your new Group you can add Team members. Using the search under the ‘Team’ button in the top right corner, add ISMS.online users by typing their name in the text box and selecting matched results. 



Searching

You can use the search bar in the top left of your screen to search specifically within that Group if you're on a Group page, this will allow you to drill down within the area and only display results relevant to your search