Create User Groups Within Your Team

Only Business team admins can create user groups

Organize your team into user groups to quickly share projects and notes with specific departments, squads or sub-teams within your organization. 


What are User Groups?

Creating user groups allows you to quickly share projects and notes with a specific group of users within your team.

User groups are particularly useful for larger teams, as it allows them to:

 

  • Quickly share or un-share projects or notes with multiple team members at once.
  • Instantly notify multiple team members at once via group mentioning.
  • Streamline the onboarding process. When new employees join your team they can be added to a specific user group, granting them immediate access to all projects and notes shared with this group.

Create user groups for different departments, regional offices, leadership groups or sub-teams within your organization.


Create a User Group

Business team administrators can create a user group from the My Team section of the accounts page. To access this page and create a group:

 

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account to access the accounts page.
  3. Click My Team on the left side of the accounts page.
  4. Click + Add Group.

    Add_Group_2x.png

  5. Enter a name for your new group and click Add.

You can add users to your new group by clicking and dragging their username into one of your groups:

add2group.gif


Share a Project or Note With a User Group

Inviting a user group to a project or note works just like inviting a single user:

 

  1. Click Share at the top of your project board or note.
  2. Enter the name of a user group in your team or select it from the suggestions listed. (In Notes, you will first have to click +Add.)
  3. Click Share. The entire user group now has access to the project or note.

    invitegroup_2x.png
User Group Permissions

Roles and permissions for user groups can be modified in the project members tab, just like with any other user. 
If a user has been added to a project or note both individually and as part of a user group, the permissions assigned to them individually will trump those assigned to their group.
If a user is part of more than one group in a project or note, and if these groups have been assigned different permissions levels, the user will be granted the higher permissions level.

usergruoprandp_2x.png


Mention a User Group

Important

Before you can mention a user group, you'll first need to invite that group to the project or note you're working in.

Use the @ key in a comment or checklist item to mention a user group. All members of the user group will receive a notification and be alerted to your comment/checklist item. To mention a user group:

 

  1. Navigate to a checklist or the comments section in any task.
  2. Type the @ key.
  3. Click the user group you'd like to mention.
  4. Press ENTER. Each member of the group will receive a notification.

    user_group_screenshot.png

It is not possible to mention user groups in Notes. 


Rename or Remove a User Group

  1. Click your user avatar in the top-right corner of the MeisterTask interface.
  2. Select Account to access the accounts page.
  3. Click My Team on the left side of the accounts page.
  4. Click the small arrow next to one of your user groups.
  5. Select rename or remove from the drop-down menu.

    RenameRemoveUserGroup_2x.png

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