Follow

Grouping tasks in GenieBelt

What are groups?

Groups are simply a collection of project tasks displayed together on the project Gantt.

Grouping tasks together allows you to read your Gantt more easily and organise tasks by any criteria you want e.g. by different build packages or construction phases.

Groups may also contain sub-groups and can be searched and filtered for across projects using drill down.

The best way of finding out what you can do using groups is by trying them out yourself, they are easy to create.

 

Creating a group and adding tasks

  1. Make sure you are in the project you want to work with.
  2. Make sure you have opened the group side panel. Creating and ordering of tasks and groups is all done here.Screen_Shot_2017-07-24_at_12.49.19.png.png
  3. Make sure you are in the row where you want the new group. Add a group by selecting the 'Group' option in drop-down menu for creating tasks.Screen_Shot_2017-07-24_at_12.51.52.png.png4. Once you have added a group, drag task names in the side panel to below the new group (default name "Group") to add them.

You should now edit your new group's name.

 

Editing a group's name

Follow the steps shown in the screenshot below to edit a group’s name

Screen_Shot_2017-07-24_at_17.00.02.png.png

  

Viewing group progress

Reported progress for a group of tasks may be viewed in the group's details panel.

Screen_Shot_2017-07-24_at_16.58.23.png.png

  

View the tasks you want to see by collapsing groups

Collapsing a group allows you to see only the tasks you are interested in. To collapse a group, simply click this the triangle icon next to the group's name in the side-panel.

Screen_Shot_2017-07-25_at_08.00.41.png.png

If the group has sub-groups within it, collapsing the highest level group will also collapse the sub-groups.

The difference between groups and (old) tags

Groups was introduced to GenieBelt in August 2017. Previously when you added a tag to a task, it created something that looked very much like a group does now. In the absence of a groups feature you could use tags to group tasks, which you no longer have to do.

Here is the main summary of the difference:

Groups

Screen_Shot_2017-07-25_at_13.43.17.png

 

Groups is now the correct way to group your tasks in GenieBelt.

The great thing about groups is that you are able to create sub-groups, which gives you even more control for organising your Gantt

Once you have added tasks into a group, you are able to collapse the group with all the tasks in it so that they are hidden from view. This also includes collapsing any sub-groups within that group.

Additionally, with a group, if you select it you can see a progress summary for all the tasks within that group.

Screencast_.gif

 

Tags

Screen_Shot_2017-07-25_at_13.46.11.png

Tags let you add keywords to tasks, making them easier to find and browse when you've got a lot of them. Use tags when a task might apply to more than one category or when you want to filter results in a certain project or across projects (using drill down) by keywords. You could use tags to associate tasks with, for example, categories and locations.

Untitled_2.gif 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk