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

Team Admins can create a user group from the My Team section of the accounts page:

1. Click your user avatar in the top-right corner of MeisterTask.
2. Select Account from the drop-down menu. This will open the Accounts page.
3. Click My Team on the left side of the accounts page.
4. Select the tab Groups.
   
   
5. Click New Group.
6. Enter a name for your new group.
7. Click Create Group.

Add a team member to a group

1. Select the tab Members. 
2. Hover your mouse over the name of user.
3. Select the three dots menu.
4. Click Add to group.
5. Tick the group(s).
6. Click Add.

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 to open the Project Settings. 
2. Click Sharing.
3. 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.)
4. Click on suggestion. 
5. Optional: Change their role. 
6. Click Share. The entire user group now has access to the project or note.

Mention a user group

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.
   
   

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 tab Groups.
5. Hover with your mouse over the name of an existing group.
6. Select the three dots menu.
7. Select Rename group or Remove group.
   
   

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