SmartGroups allow you to group together obligations that are similar or identical to streamline your workflow, while still retaining the detail of each underlying obligation. SmartGroups are indicated by bold text.
The obligation dashboard provides a summary row for each SmartGroup, detailing the name, number of obligations within each SmartGroup, and the categories and parties assigned to obligations within the SmartGroup.
To expand the SmartGroup and view individual obligations, click on the arrow next to the SmartGroup name. You can also click into each obligation individually, just as you can with ungrouped obligations.
Creating a SmartGroup
SmartGroups can be created when adding new obligations, or from the obligations dashboard. To create a SmartGroup when creating new obligations, see Group With Existing Obligations.
To create a SmartGroup from existing obligations:
- Select the obligations you would like to group together and use the Bulk Actions drop-down to Add to Group.
- Enter a name for the SmartGroup, create a group description, and then click Add.
Note: To change the name of the obligations in a group to the name of the group, simply check the Apply name change to all obligations in the group checkbox. All other fields (e.g. categories, description, parties) will remain unchanged after they are grouped.
Editing a SmartGroup's name and description
To edit a SmartGroup's name and/or description:
- Click the kebab button on the obligation group and select Edit
- Enter a new name or description and click Save.
-
Note: Changing the name will NOT re-name all obligations within the group
-
Ungrouping obligations
To remove a subset of obligations from a group:
- Expand the SmartGroup and select the obligations you would like to ungroup
- Click the Bulk Actions drop-down and then Ungroup.
To ungroup an entire group:
- Click on the checkmark next to the SmartGroup name
- Use the Bulk Actions drop-down to Ungroup.
- Note: Obligation names will stay the same even after you ungroup them