Articles on: CRM

Sub Group

Sub groups will collect multiple members into a smaller group. This feature is originally made to reduce the scope of tasks.

Create a sub group
Go to my account
Go to company
Go to Sub Group
Create a sub group
Click Action -to create a new group
Give a name to the group
Select members
Click on save

Setup the Task widget

Go to my account
Go to company
Go to Apps and portal
Find the Task Widget
Click on the three dots to edit Task Widget visbility
Set the visbility by members' group
You can also select the option - Show member's group task only

Now on the APP main page, you will find a reduced scope of tasks based on your related sub group.

Updated on: 11/07/2022