Using Custom Groups to Sort and Organise Your Team Members
Managing a large team can be challenging, but don’t worry, we’ve got you covered. Let’s break down how to make it easier to stay organised!
Creating Custom Groups (How & Why)
Groups in One Good Card for Teams are a way to organise your team members into smaller, more manageable categories. For example, you could create groups based on:
- Departments (e.g., Marketing, Sales, HR)
- Roles (e.g., Managers, Executives, Support Staff)
- Regions (e.g., Singapore, US, Europe)
By grouping your team members, you can easily manage their profiles, apply changes, and ensure that everyone is aligned within their respective categories. This helps with better organisation, quicker updates, and clearer communication within your team.
How to create and assign groups?
- Head to the Members Profile section and click "Manage Groups"
- Name the group based on how you want to categorise your members (e.g., Marketing Team, Sales Department, etc.)
- Click Add Group to create a new group.
- You can also color-code these groups to make things visually easier to spot.
- Once you're done, don’t forget to click Save Changes!
- Back in the dashboard, Use the search or sort options to find the members you want to assign to a specific group, and select them.
- Click Add to Group and choose which group(s) you want to add them to. Each user can be part of multiple groups, so feel free to add them to as many as necessary!