A Group is a dedicated space where you can work independently or collaborate with others on Tasks, Discussions, and Documents. You can also make use of KPIs and other tools within the Group to support better decision-making.
Navigating to Groups
All Groups can be accessed by:
- Hovering over Work in the navigation bar.
- Selecting All Work.
- Filtering the list by Groups.
Creating a New Group
To create a new Group:
- Go to the All Work page.
- Click the green Create New button in the top right corner.
- Select Group and click Create New again.
You’ll then be able to:
- Name your Group.
- Set its purpose and goals (optional, but useful for keeping the team focused).
Adding Team Members
Once your Group is created, you can add team members by:
- Selecting the Team button in the top right corner.
- Using the search field to find ISMS.online users by name.
- Clicking on the matched result to add them to the Group.
Searching Within a Group
When you’re on a Group page, the search bar in the top right allows you to search only within that Group. This helps you quickly locate information, showing only results relevant to that space.
