---
title: "Moving Members of a Group to a New Group"
slug: "moving-members-of-a-group-to-a-new-group"
updated: 2023-02-12T21:42:15Z
published: 2023-02-12T21:42:15Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Moving Members of a Group to a New Group

You may find occasion when you are required to move all the members of a particular group to a new group, and have them removed from the old group. For instance:

- If you have a workflow that has a number of steps and is repeated quarterly, with the final step placing them in a group called **Reports Processed**.
- When ready to start the process again, those members in the **Reports Processed** need to be moved into a group called **To Process Reports**, and out of **Reports Processed**, which starts the initial step in the workflow again.

A good way to go about this is to create a workflow that watches for people being added to **Step 1 Group (To Process Reports)**, and then checks and automatically removes any members from the **Final Step Group (Reports Processed)**. When you are ready to are ready to start the process again (ie, each quarter as per the example), you can run a report to grab all the contacts from **Step 5 Group**, and move bulk move them to **Step 0 Group** - Triggering the workflow.

Below are screenshots on how you would achieve this practically:

#### Workflow Settings

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28136%29.png)

#### Report - Criteria to Grab all Members from a Specific Group

#### 

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28137%29.png)

#### Report - Click "Generate results"; then click "Show on the screen"

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28138%29.png)

#### Report - Add to an existing group - Click "Choose group"

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28139%29.png)

#### Report - Select the Group and Click "Save"

![image.png](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image%28140%29.png)

          
          

Remember to select **Save** to complete the process!

## Related

- [About Workflows](/about-workflows.md)
- [Reports](/reports.md)