Group Templating / Subgroups | Voters

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Group Templating / Subgroups

complete

Tayfun Bilsel

Create master group to push updates (or bulk edits/deletes) to other groups: Files/Notes/Tasks/Events/Discussions

May 22, 2020

Tayfun Bilsel

marked this post as

complete

We are pleased to announce that this feature is now available to our clients. Official announcement and blog/videos to follow :-)

Tayfun Bilsel

Merged in a post:

subgroups

Michel v

Creating subgroups in groups.
I would like to have all my coaching clients in one group, then create a subgroup for every individual client. So I can share group events with all of them at once and work on personal items which each client individually. 
Or is there a better method already in place?

February 20, 2019

August 6, 2020

Olivia Males

Merged in a post:

Calandar

Ellen McPherson

I want to add calandar dates to my clients calandars. They will all be the same dates for each client. Can I add dates once and 'insert to all clients calandars?'

Also same question for the welcome note. Can I use a template?

January 22, 2020

July 28, 2020

Olivia Males

Hi Ellen,
Calendar events are set up for each group so that you can invite your clients to an event in the group - however if you are looking to do this across all groups we are currently reviewing the ability to use parent and children groups and will update you once we have more information.
Thanks, Olivia

Olivia Males

Merged in a post:

Mass Produce

Jenee Garrett

We would like to mass produce across all groups task, calendar reminders, and notes.

August 8, 2018

July 28, 2020

Tayfun Bilsel

Merged in a post:

Task template

Loretta Man

December 6, 2019

June 25, 2020

Tayfun Bilsel

Merged in a post:

Template Tasks

Jaffer Jawad

We have a lot of repetitive tasks. Ideally we'd want to fill in a template task and assign.

August 10, 2018

June 25, 2020

Tayfun Bilsel

Merged in a post:

Delete File Across Multiple Groups

Corey Hayter

Just like being able to add a file to multiple groups, it would be nice to be able to delete a file from multiple groups. Very time consuming to have to go into every group to delete the same file.

November 13, 2019

June 25, 2020

Tayfun Bilsel

Merged in a post:

Add a discussion to multiple groups

Ben Ritchie

I would like to have the ability to create a discussion that is replicated across multiple groups.

I would like to use this function for education items, videos etc. and then have the ability to create discussion around that eduction.

April 30, 2020

June 22, 2020

Tayfun Bilsel

marked this post as

in progress

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