Create and assign groups

Groups let you bundle people together so you don’t have to assign them to tasks one by one.

What you’ll need

• Admin or Standard member permissions
• Access to Settings

Creating a group

1. Go to Settings > Organization > Groups.
2. Click + to create a new group.
3. Enter a name and description (both required).
4. Add members and/or guests1.
5. Click Create.

Using groups for recurring guests

Create groups with guest emails you use often (like your client’s team). You won’t have to re-type those addresses every time.

Assigning groups to template steps

1. Open a template and select the step (task) you want to assign.
2. Click the assignment box labeled “Assignee”.
3. Pick your group from the dropdown.

Group assignment options

• Maximum assignees² - limits how many people from the group can work on one task. Set this at the organization level.
• For dynamic assignments that change based on process conditions, use assignment actions.

How group assignments work

When you assign a task to a group, the person launching the process picks who actually gets it - specific people from the group or everyone.

In templates, you can only assign the whole group or specific individuals. Once a process is running, any group member can edit the assignment and take ownership.

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Footnotes

1. Unlimited free external users who access processes via guest_code without creating accounts ↩

2. Prevents task bottlenecks by distributing work across multiple group members simultaneously ↩

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