{"id":116,"date":"2022-02-24T07:40:51","date_gmt":"2022-02-24T07:40:51","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=116"},"modified":"2026-03-05T15:28:55","modified_gmt":"2026-03-05T15:28:55","slug":"create-and-manage-group","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/manage-project-in-plaky\/organize-board\/create-and-manage-group\/","title":{"rendered":"Create and manage Item Groups"},"content":{"rendered":"\n
Who can use this feature?<\/span>
<\/rect><\/mask><\/path><\/g><\/svg>Everyone with access to the Board<\/span><\/div>
<\/rect><\/mask><\/path><\/g><\/svg>Available on all plans<\/span><\/div><\/div><\/div>\n\n\n\n

All Items in Boards are grouped in sections called Item Groups. These Groups are color-coded and help you organize and visually divide the Items into different sections, with each section representing any notion meaningful to you, or related to the project, process, or activity you’re trying to manage.<\/p>\n\n\n\n

Keep in mind that, in addition to being marked by color, Groups are also structured by Fields created at the Board level. Once created, fields are set up as templates for all Groups in that Board.<\/p>\n\n\n\n

Once you create the Board, an empty Item Group and an empty Item sample are automatically created. These samples are always available at the top of the Board, and can be edited and further customized.<\/p>\n\n\n\n

However, if you’d like to add a new Item Group manually, follow the steps below.<\/p>\n\n\n\n

<\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
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All the actions listed below can be performed by any Team Member with access to the Board.<\/p>\n<\/div><\/div>\n\n\n\n

To add a new Item Group:<\/p>\n\n\n

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Web<\/div>\n\t\t\t<\/div>
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iOS<\/div>\n\t\t\t<\/div>
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Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
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  1. Navigate to New Item\/Subitem<\/strong> at the top left corner of the Board<\/li>\n\n\n\n
  2. Choose New group of Items<\/strong> from the dropdown<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    You’ll get the template for the new Group. Customize it according to your needs.<\/p>\n\n<\/div>

    \n\n
      \n
    1. Tap on +<\/strong> button at the top of the screen<\/li>\n\n\n\n
    2. Choose New<\/strong> Group<\/strong> of Items<\/strong><\/li>\n\n\n\n
    3. Enter Item group name<\/li>\n\n\n\n
    4. Tap Add<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n

      or<\/p>\n\n\n\n

        \n
      1. Scroll down to the bottom on the screen on the Board<\/li>\n\n\n\n
      2. Tap on +New Group<\/strong> label<\/li>\n\n\n\n
      3. Enter Item group name<\/li>\n\n\n\n
      4. Tap Add<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n

        Once you\u2019ve created a new Item Group, it will be visible on the Board on the iOS and web app.<\/p>\n\n<\/div>

        \n\n
          \n
        1. Go to Workspace and Board you\u2019d like to add Group to<\/li>\n\n\n\n
        2. Tap\u00a0+<\/strong>\u00a0icon at the bottom right part of the screen<\/li>\n\n\n\n
        3. Choose\u00a0New group<\/strong><\/li>\n\n\n\n
        4. In\u00a0Create<\/strong>\u00a0group<\/strong>\u00a0modal enter Group name<\/li>\n\n\n\n
        5. Tap\u00a0Create<\/strong>\u00a0group<\/strong>\u00a0to confirm the action<\/li>\n<\/ol>\n\n\n\n
          \"\"<\/figure>\n\n\n\n

          At the moment, you can create Item Groups in Table Board View only. We\u2019re working on providing this option in Kanban View, as well.<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

          Change color<\/h2>\n\n\n\n

          The Groups are color-coded to represent different sections in which the Items are Grouped. This color can be changed according to your needs and or preferences. <\/p>\n\n\n\n

          To change Group color:<\/p>\n\n\n

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          Web<\/div>\n\t\t\t<\/div>
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          iOS<\/div>\n\t\t\t<\/div>
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          Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
          \n\n
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          1. Click on the arrow<\/strong> to open the dropdown menu<\/li>\n\n\n\n
          2. Choose Change color<\/strong><\/li>\n\n\n\n
          3. Choose a color from the palette<\/li>\n<\/ol>\n\n\n\n
            \"Change<\/figure>\n\n<\/div>
            \n\n
              \n
            1. Navigate to the Group<\/li>\n\n\n\n
            2. Tap on the arrow next to the group name<\/li>\n\n\n\n
            3. Select Change color<\/strong><\/li>\n\n\n\n
            4. Choose color from the palette <\/li>\n\n\n\n
            5. Tap Save<\/strong> to complete the action<\/li>\n<\/ol>\n\n<\/div>
              \n\n
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              1. Tap on the three dots<\/strong> next to the group name<\/li>\n\n\n\n
              2. Tap on Change group color<\/strong><\/li>\n\n\n\n
              3. Select the color you prefer<\/li>\n\n\n\n
              4. Tap on Change color<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                \"change<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                Collapse\/Expand<\/h2>\n\n\n\n

                If there are a lot of Items and Item Groups on your Board, you can use the option to collapse them to have a better overview of the Board in question. You can expand\/collapse the Group you are modifying, or all the Groups in the Board. All Groups are expanded by default. <\/p>\n\n\n\n

                To collapse\/expand Groups:<\/p>\n\n\n

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                Web<\/div>\n\t\t\t<\/div>
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                iOS<\/div>\n\t\t\t<\/div>
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                Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                \n\n
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                1. Navigate to the Group<\/li>\n\n\n\n
                2. Choose Collapse this group<\/strong>\/Expand all groups<\/strong>\/Collapse all groups<\/strong> from the dropdown<\/li>\n<\/ol>\n\n\n\n

                  Table view will adjust accordingly.<\/p>\n\n\n\n

                  \"\"<\/figure>\n\n<\/div>
                  \n\n
                    \n
                  1. Navigate to the Group<\/li>\n\n\n\n
                  2. Tap on the arrow next to the group name <\/li>\n\n\n\n
                  3. Select collapse\/expand the Group<\/li>\n<\/ol>\n\n\n\n
                    \"\"<\/figure>\n\n<\/div>
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                    1. Tap on the three dots <\/strong>next to the group name<\/li>\n\n\n\n
                    2. Tap on Collapse\/Expand<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                      \"collapse<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                      Rename Group<\/h2>\n\n\n\n

                      Whether you’re refining your project structure or adapting to changing priorities, the ability to rename Item groups provides a seamless way to reflect the dynamic nature of your tasks. To rename an Item group:<\/p>\n\n\n

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                      Web<\/div>\n\t\t\t<\/div>
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                      iOS<\/div>\n\t\t\t<\/div>
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                      Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
                      \n\n
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                      1. Navigate to the Group<\/li>\n\n\n\n
                      2. Choose Rename group<\/strong> from the dropdown<\/li>\n\n\n\n
                      3. Enter new group name<\/li>\n\n\n\n
                      4. Press Enter\/Click outside the designated area to complete the action<\/li>\n<\/ol>\n\n<\/div>
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                          \n
                        1. Navigate to the Group<\/li>\n\n\n\n
                        2. Tap on the arrow next to the group name<\/li>\n\n\n\n
                        3. Select Rename group<\/strong><\/li>\n\n\n\n
                        4. Enter new group name<\/li>\n\n\n\n
                        5. Tap Done<\/strong> to complete the action<\/li>\n<\/ol>\n\n<\/div>
                          \n\n
                            \n
                          1. Tap on the three dots <\/strong>next to the group name<\/li>\n\n\n\n
                          2. Tap on Rename<\/strong> <\/li>\n\n\n\n
                          3. Enter new name<\/li>\n\n\n\n
                          4. Tap on Rename<\/strong> to complete the action<\/li>\n<\/ol>\n\n\n\n
                            \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                            Reorder groups<\/h2>\n\n\n\n

                            You can use the drag-and-drop function to change the order of Item Groups on your Board. This can help you sort Item Groups in the way that suits you the most.<\/p>\n\n\n\n

                            To reorder Item Groups:<\/p>\n\n\n

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                            Web<\/div>\n\t\t\t<\/div>
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                            iOS<\/div>\n\t\t\t<\/div>
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                            Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
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                            1. Open your Board to view Item Groups<\/li>\n\n\n\n
                            2. Hover over the name of the Item Group until the Six dots icon<\/strong> appears<\/li>\n\n\n\n
                            3. Click and hold the icon<\/li>\n\n\n\n
                            4. Reorder the Item Groups as you wish<\/li>\n<\/ol>\n\n\n\n
                              \"\"<\/figure>\n\n<\/div>
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                              1. Open your Board to view Item Groups<\/li>\n\n\n\n
                              2. Click on the down arrow next to the name of the Item Group<\/li>\n\n\n\n
                              3. Select Reorder groups<\/strong><\/li>\n\n\n\n
                              4. Drag and drop Item Groups as you wish<\/li>\n<\/ol>\n\n\n\n
                                \"\"<\/figure>\n\n<\/div>
                                \n\n

                                COMING SOON<\/p>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

                                Delete group<\/h2>\n\n\n\n

                                Deleting an Item group allows you to declutter and refine your project structure. To delete a group:<\/p>\n\n\n

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                                Web<\/div>\n\t\t\t<\/div>
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                                iOS<\/div>\n\t\t\t<\/div>
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                                Android<\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
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                                1. Navigate to the Group<\/li>\n\n\n\n
                                2. Choose Delete group<\/strong> from the dropdown<\/li>\n\n\n\n
                                3. Click Delete<\/strong> in the confirmation window to complete the action<\/li>\n<\/ol>\n\n\n\n

                                  The deleted Item group will be kept in your Trash for 30 days, so you can restore it during that period.<\/p>\n\n<\/div>

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                                    \n
                                  1. Navigate to the Group<\/li>\n\n\n\n
                                  2. Tap on the arrow next to the group name<\/li>\n\n\n\n
                                  3. Select Delete group<\/strong><\/li>\n\n\n\n
                                  4. Tap Delete<\/strong> on the confirmation modal to complete the action<\/li>\n<\/ol>\n\n<\/div>
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                                    1. Tap on the three dots <\/strong>next to the group name<\/li>\n\n\n\n
                                    2. Tap on Delete<\/strong><\/li>\n\n\n\n
                                    3. Confirm the action<\/li>\n<\/ol>\n\n\n\n
                                      \"\"<\/figure>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n
                                      \n

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