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How to Create and Use Task Groups

15 Jun 2026

Task Groups allow you to group individual tasks into a series. This will allow you to quickly and easily assign multiple tasks in a batch. They can be assigned based on job title or other training needs.

Go to the Utilities tab, select the Task Groups

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Enter the name of the new task group in the text box, then click “Create Task Group”.

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Go to the Task tab. Select the tasks you need to group together, then click “Add to Group.”

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After clicking the “Group Selected” button, you will be prompted to assign the selected tasks to a Task Group. Use the drop-down menu to select the desired Task Group and click the “Add Tasks to Group”.

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You can view the tasks assigned to a group by clicking the desired Task Group edit button.

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When you click edit for a particular task, you will see which groups the task is assigned to.

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