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Groups

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General Description​

Groups are the primary place to interact and exchange information in the Cotalker environment. From a group's panel, you can go to channels and subgroups. Depending on the type of group, you can create and view tasks, create other channels, or access a link to other information.

Group Types​

Groups – which can only be created by administrators – are classified into four kinds:

Standard Groups​

Normally, we refer to standard groups simply as groups. They incorporate a list of users and include channels, i.e., chat rooms for messaging and answering surveys. Groups can have subgroups and more than one channel.

Workflow Groups​

Workflow groups, also known as task groups, are similar to standard groups in that they include channels and subgroups. Their great advantage is that they host tasks with their corresponding channels. You can access task details either through the group panel or the channel workspace.

This kind of group is a link that can be found in the main menu bar or group panel. It can redirect the user to another source of information, whether internal or external to the Cotalker environment.

Category Groups​

All group types can be grouped into categories. These category groups then appear as sub-menus in the Main Menu Bar.


Group Display​

Groups can be displayed either in group view or task view.

  • Task View: This is the default view for workflow groups. It displays tasks in one of the available task views.
  • Group View: Contains the group panel, which can display sub-groups, folders, links, channels, and tasks. Standard groups are always displayed in group view. Although this is not the default view for Task groups, the admin can set them to be displayed in group view.

Task View​

How to access a workflow (task) group:​

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  1. Choose a task group from the Main Menu Bar.
  2. Tasks appear according to the predetermined task view.
  3. The task view toolbar appears above, allowing to change the task view appearance and display filters.
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For more details about task views and their display options, go to the Task View section.

Group View​

How to access a group:​

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  1. Choose a standard group through the Main Menu Bar.
  2. The group panel opens up, displaying the content and available options.

Group Panel Layout​

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  • a.) Task Viewer: Appears within workflow groups. Permits viewing tasks with display filters.
  • b.) Group Search Tool: Search within the group.
  • c.) Channel and Subgroup list: Access channels and subgroups.
  • d.) Actions Button: Depending on the group's configuration, create channels, tasks, or access a URL.