Create groups for tasks - Monday.com Tutorial

- [Narrator] The organizational structure of monday.com boards are groups and items. Groups are color-coded ways of organizing your items. There's no right or wrong way to organize, and it's going to be whatever works best for you and your team. For example, there's a lot of different ways that I can organize and group this conference. Each group could be a date range. One group here might be six months out, and then all those tasks contained within, and then the next group might be three months out and then one week prior to the conference, et cetera. In this case, however, I'll group them by task type. The first thing I'll do to get started is click inside the group title that it gives me by default and use my cursor to type a new title. I'll call this one attendees. Hit the Enter key and now I'll come down to the second group, which you can see has a completely different color, and we'll change that text. I'll make this task list all about the venue, and finally, we can add one more group. There's two ways to do that. If I want to add a group at the end, I can click Add New Group down here at the bottom. However, most of the time, you'll probably be clicking this blue arrow next to New Task and choosing New Group of Tasks. This is going to put your new group at the top of the list instead. I'll call this one Speakers. I'll hit the Enter key, and now I've got my new task list. Now that the groups are created, we can manipulate them and do things with them. For example, to rename them at any time, I can just click my cursor inside and type a new name. I can click to collapse the group. In fact, I could do that for all my groups. This way it's nice and tidy, and maybe I only want to expand the one group that I'm actively working on. I can hover my mouse over the three dots to the left of the group name and do some more things. I can duplicate the group and all the tasks within. I can rename it, I can also change the group color from here to something completely different. Finally, I can click the three dots and also delete or archive the group. If I delete it, maybe I made a mistake or I feel like I just don't need that group anymore, and I can archive it when I still want to keep the data and get back to it later. If I don't like the order of these groups, I can click on the arrow where I click to collapse the group and drag it to a new spot. For example, maybe I would like the speakers underneath attendees, but before venue. I'll let it go in the spot that I want it in instead. So remember, you can add groups at any time by clicking the down arrow and choosing New Groups of Tasks. You can rename it. You can click the three dots to do things like change the color or duplicate it. You can even export the data to Excel. Now that our groups are created, we can start adding items next.