New user group / Edit user group

It is very common that tasks are created for consistently the same user group. There is no need to assign each user to a task separately. It is enough to create a permanent user group in the web panel. A given group can be assigned to a location or task,or alternatively, excluded from it.

A real-life scenario: A company creates tasks for its chain of stores. So it creates the User Group "Shops" which each store is assigned to. After creating a task, there is no need to assign each store account to it, just assign the group of users named "Shops". The company wants to check the arrangement of a given products (e.g. alcohol) in the store. However, not every of its stores sells alcoholic beverages. In such a case the company creates a user group "stores without alcohol" to which each such store is assigned. After creating the task, it is enough to assign the "Shops" group to it and exclude the "shops without alcohol" group.

How to create a new user group ?

From the main menu on the left-hand side, choose the Users section
Go to the User Groups tab
Click the +New Group button. You will then be moved to the window for creating a new user group.
Enter the name of the group. This name will be displayed in the list of user groups and in the search engine. TaskTask recommends using unique group names, the app does not verify the uniqueness of the field.
Next, specify whether the group is to be "universal" or to be associated with a specific client. A "universal" group is available for all clients; a group associated with a client will only be available for that client's tasks.
If you specify that the group is not "universal", select the clients for whom it is to be visible.
Now use the search engine to find the users you wish to add to the group. After searching for a particular user, press the green 'tick' icon to add them to the group.
After adding users to the group press the green Create Group button .

Please Note: It is possible to assign a user to a group from the Edit User Profile view.

How to edit a user group?

After saving the User Group you can edit it at any time. In order to do so, please adhere to the following steps:

From the Main Menu on the left-hand side, choose the Users section.
Go to the User Groups tab.
Enter the name of the User Group you wish to edit into the search engine.
After searching the group, click on the pencil icon on the right-hand side.
You will be moved to the view of the group you require. This view is the same as the view of creating a new group, so it is edited according to steps 4-7 of the previous list.