Fieldlens - Grouping your projects
Updated over a week ago

For organizing purposes, you can create groups within your account to keep your projects grouped either by Customer, Division, or any other qualification you decide. This tool allows you to organize the projects you are working on and helps you find your projects easily and to group them into any categories you decide. You do not need to be a Project Organizer to create your own groups.


You can see your Projects grouped on the web and on your Mobile device (Only available for Android devices)

To create Groups follow the instructions below:

  1. Click the gear icon next to the project name.

  2. Select the project on the left that you wish to start your group with.


  3. Click on the Add a project Group to select a Group from your list or create a new group.


  4. Start typing the name of your group. If the group already exists you'll see a list to select from, otherwise you can add that Name as a new Group.


  5. One project can belong to multiple Groups, for example in this case I have two groups one for California projects and also one for my Customer Geico.
    Using the x next to each group you can remove the project from the group as well.


  6. I can select other projects and assign them to those groups as well.


  7. Once you have created your groups you can look at and select them from the dropdown on the top left.

Tip!

Groups created are based on user profiles, so any groups you create will not show on other users from your company.

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