Managing a lot of users can be time-consuming and stressful. If you have teams of people doing similar work Groups can help.
When to use it
Use Groups to track teams such as Plumbing, Drainlaying, and Roofing. Use these same groups to report on-site visits and jobs using Fergus's reporting features.
How to use it
Configuration
Head to your Profile Icon next to the Help (?) button then select ⚙ Settings > Groups and click the Add New Group button in the top right:
You'll be asked to fill in the details for the group with the option to add Users now (you can choose to add them later):
Once everything looks good, click Save and the new group will appear in the Groups list.
Users who are part of a group will have the group badge shown below their details in ⚙ Settings > Users:
Assign a group to a job
You can assign groups to a new job during its creation, just before finalizing it at the bottom.
To assign a group to existing jobs, open the Job Card and navigate to the Job Summary section. Make sure to assign the group to any relevant job phases. To do this, click on the desired phase located in the bottom left corner, then select the "Assign" dropdown option and choose the appropriate group.
Tagging and Filtering Groups
Groups are beneficial not only for teams but also for tagging jobs. This function makes filtering your Status Board and reports very easy. Here’s how to set up groups for tagging:
1. Go to Settings > Groups > Add New Group
2. Enter a title, like "Urgent Work" or "Commercial Jobs" (adding employees is optional).
3. Click Save
Please Note: You can assign the group when creating a new job or add it to an existing job in the Job Summary section.
Filter by Groups
To view jobs that are tagged with a specific group, go to the Status Board and use the "Filter by User or Group" dropdown at the top. Select your group, and you’ll see all matching jobs right there! Remember to remove the filter if you want to see all jobs again.
You can also filter reports, such as the WIP Report, by group. Many users tag jobs to manage their reports by job type, which is very useful for staying organized. For instance, it's beneficial to switch between viewing reports for electrical work, plumbing tasks, commercial projects, and domestic jobs, among others.
If you need to update the groups assigned to a job, go to the Job Card, open the Job Summary, and simply check or uncheck the groups as needed.
Conclusion
The Groups feature is designed to streamline your workflow by allowing you to efficiently assign teams and tag specific jobs. This functionality not only enhances tracking efficiency but also saves you valuable time. By keeping everything organized, you can focus more on growing your business and less on the complexities of management.