How do Groups work with Boards?

Groups can be used to create Boards that are viewable by specific team members.

You can use your groups to customize who sees specific Boards in your account. This will help your team members to only see what they need to.

To filter your Boards by Groups:

  • Select either Contacts or Jobs from the top menu
  • If you don't see your Boards, toggle to the Board view at the top

Boards Access-1

  • Click on the 3 dots in the Board you want to update
  • Select "Edit" from the drop-down menu

Boards Menu Edit

In the Edit Board window, click on the "Available to" drop-down menu and select "Specific Groups".

Group - Edit Board

Under the "Available to" drop-down menu, a new option will appear for "Groups". Clicking in the text field will pull up a drop-down menu containing your groups. After you update your board with the correct group, click on the blue Save board button.

A Board that is available to specific groups will only be viewable by the team members in the group(s).