Create and Edit Project Groups
How to create a group
Step 1: Click the '+New project group' button at the top of the homepage.
A modal will pop up to create your project group.
Step 2: Select the type of group you want to create.
Only individuals that have 'Admin' permissions at your organization can create Public groups.
Step 3: Select how you want to create your group.
Projects = Selecting from a list of your projects. You can click on the row to add the project to your group.
Categories = Select what tags you want to include in your group. You can select as many tags as you want.
Note: As you create more projects with the same tags, Part3 will automatically pull those projects into the group for you! 💫
Step 4: Create a name for your project group and provide a brief description of the group if you wish!
When you're ready, click 'Save project group'.
You created your project group! Read more here about group analytics and how to use them.
How to edit or delete your project group
Step 1: Click the 3 dots in the top right corner of the group banner. Select 'Edit group'.
If you're not an Admin, you will only have the option to edit private projects that you created.
Step 2: The original modal will appear and you can modify any of the information needed. When finished, click 'Save project group'.
Remember, only individuals with 'Admin' permissions at your organization can create, edit, and delete public groups.
If you wish to delete your project group, click the red 'Delete' button in the bottom right corner.
A popup will appear to confirm if you want to delete the group. Don't worry, this will not impact any projects within the group.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io