Task groups are meant to logically group project tasks. Examples for an IT project could be Sales, Design, Development, Testing, Delivery, User Acceptance Testing, handover, GoLive, Support; with having various project tasks in each of these Task groups.

Task group list page

The task group list page shows the task group ID, short name and name, and whether or not it is active. Via the 3 dots you can edit a task group or delete it, if not in use in projects.

Create a Task group

In Admin app > Timesheet setup > Task groups, you can create a Task group by click +New on the top right: a dialog will appear:

Enter Task group ID, Short name and Name and swithc active to ON if the Task group can be used in projects:

click ADD to add the Task group to the list of Task groups:

Edit a Task group

Via the 3 dots you can select the EDIT option:

the Edit screen appears: here you can modify e.g. the name and then click SAVE to save your changes (stays in the screen) or click Save and close to return to the list page:

Delete a Task group

Via the 3 dots you gan remove a Task group, as long as it is not linked to a project (so as long as not in use):

If you then confirm, the Task group will be deleted:

If you want to remove a Task group that is linked to a project, you will get an error: you cannot remove:

Use of Task groups in projects

Linking Task groups to Projects and linking Project tasks to Task groups has to be done in the Projects setup screen.

In a project, in edit mode, you can add Task groups to a project by click ADD in the Task group part of the project screen:

Then you can select a Task groups from the list (no multi select), IF they are active: