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    Adding a Group
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    Adding a Group

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    Article summary

    Groups are the corner stone of infoodle, helping to keep people organised.

    Video - How to create a group - (6:23)
    1. On the Dashboard, click the + menu on the header bar (top right). On the dropdown Add menu click Group.

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    1. Infoodle will bring up the Add a new group form. Fill in the relevant group details. There are custom fields on this form. See the help pages on Custom Fields for more information.

    2. Groups can be Hibernated or Expired. For more details about those settings see Hibernating and Expiring a Group

    3. Groups can be set to Admin Only. For more information on this setting see Locked/Admin Groups.

    4. The information under Filter Data is used to search for groups in the Advanced Search and Reports sections. It is not necessary to add this information, but helpful when managing a large number of groups.

    5. Click the Save button once you have added the details.

    Note

    Once a new group has been created infoodle makes it easy to organise the members into a roster. To learn how, see Creating a Quick Roster.

    Once you have created a group infoodle allows you to subdivide groups into smaller groups as well, called Subgroups.

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