Board Administrator - Info group management

Create, edit, and delete info groups

Click on your profile icon in the top-right corner, then on "Settings":

 

Navigate to "Info Groups" in the left column. Click on an info group to edit it, on the bin symbol to delete it (only if it contains no members), or on the "+" symbol to create a new group:

 

Type in the name of the new group, choose the board it is related to and click on "Add info group" at the bottom to save:

 

The newly created group is now visible in the overview and can be edited further:

 

If you click on an existing info group, you can add new members or remove existing ones through the corresponding symbols. Under "Settings" you can change the group name:

Note: If you would like to add a new info group member, they must be an active user in order to be shown in the drop-down menu:

 

You can also sort the existing info group members as desired through drag & drop:

 

You can now use the info group to add a pre-defined user set to a meeting as observers or to share an excerpt from the meeting minutes with them.

 

To replicate the group members of an existing info group for a different board or to quickly create a second info group with similar members, you can duplicate an existing info group. To do so, click on the three dots next to the desired info group, then select 'Duplicate':

 

Adjust the name and members if needed, select the correct board, and save by clicking on 'Duplicate' in the bottom-right corner: