The grouping function is available in numerous modules: the task management, ideas, topics, content, and events module.

1. Setting up a grouping path

2. Modifying a grouping path

3. Saving a grouping path

4. Deleting a grouping path

5. Different grouping options by module

Setting up a grouping path (using the example of the Topics module)

1. Open the Topics module in the table view.

   

2. Click the grouping icon.

   

3. Click the Pick a field to group by button and select the first grouping level.

   

4. The selected option appears at the height of the button. Repeat the process until the grouping path meets your requirements. Note that a maximum of 4 grouping levels can be selected.

   

5. As you add grouping levels, the results are summarized in the table below according to your specifications.

   

6. Click the arrow to the left of a grouping level to view all subordinate levels and, ultimately, the associated topics.

   

Modifying the order of the fields of a grouping path

To adjust the order of a grouping path, you don't have to remove and re-add the options by clicking on the X on the right. You can easily change the order by dragging and dropping.

To do this, click in the center of the field whose position you want to change, holding the mouse down and dragging the option to the desired location.

After the desired position is reached, release the mouse and the grouping path is changed.

Saving/reusing grouping paths

Created grouping paths cannot be saved and applied the next time with one click.

However, the paths are not deleted when you switch to another module, so the next time you visit the topic module, you will always find the last grouping path you created. Even after a full logout the grouping path will still be there.

Even after a grouping path has been deleted/deactivated (see next section), it will be displayed again with the previously entered field combinations when reactivated.

As long as you have not manually deleted the fields using the X to the right, the grouping path will remain.

Deleting a grouping path

To deactivate an active grouping, click on the blue colored grouping icon. This will remove the grouping and re-enable the default table view.

In this case, the grouping path remains in the background, so it will be restored when you click the grouping icon again.

To permanently delete a grouping path, click the X next to each field in the path. This way you will get an "empty" grouping the next time you click on the grouping symbol.

Different grouping options by module

Depending on the module in which you apply the grouping function, the fields by which grouping is possible vary.

In Task Management, you can group by the following options:

• Status

• Added by

• Updated by

• Assigned to

• Priority

• Due on

• Start date

In the Ideas module, you can group by the following options:

• Content type

• Topic

• Topic category

• Added by

• Updated by

• Target audience

• Event

• Responsible user

• Assigned user

• Assigned group

In the Topics module, you can group by the following options:

• Topic category

• Added by

• Updated by

• Target group

• Responsible user

• Events

• Assigned user

• Assigned group

In the Content module, you can group by the following options:

• Status

• Content type

• Post type

• Topic

• Event

• Topic category

• Channel

• Responsible user

• Added by

• Updated by

• Cross-post

• Target audience

• Goals

• Story

• By months (publication date)

• By Months (Creation Date)

• Assigned user

• Assigned group

In the Events module, you can group by the following options:

• Event groups

• Repeat

• Topics

• Topic category

• Responsible user

• Assigned target group

• Tags

• Assigned user

• Assigned group