How to access
Sidebar → + New Group Or: Groups → My Groups → Create GroupWhat are Private Groups
Private Groups provide:- Member-created - Any authorized member can create a group
- Controlled membership - Creator controls who can join
- Customizable features - Enable only the features you need
- Project-focused - Perfect for temporary or permanent collaborations
Creating a Private Group
1
Click New Group
Click + New Group in the sidebar or from your groups list.
2
Enter basic info
Provide a name that clearly identifies the group’s purpose.
3
Set visibility
Choose Private to restrict visibility to members only.
4
Select features
Toggle on the features your group needs:
- Discussions
- Events
- Files
- Issues (with optional sub-settings)
5
Configure issues (optional)
If issues are enabled, configure:
- Priority levels
- Due dates
- Issue types
6
Save
Click Save to create the group.
Group Settings
Basic Settings
Display name for the group. Make it descriptive.
Explain the group’s purpose and what members can expect.
Group category for organization (if categories enabled).
Visibility Settings
Joinable - Any member can join without invitation.
Private - Only invited members can join.
Feature Toggles
Enable discussion forum for the group.
Enable events calendar for the group.
Enable file storage and sharing.
Enable issue/task tracking for the group.
Issue Settings
When issues are enabled:Allow setting priority on issues (High, Medium, Low).
Enable due dates for issues.
Enable categorizing issues by type.
Enable status tracking (Open, In Progress, Done).
Managing Members
Adding Members
As a group administrator:- Go to group → Members tab
- Click Add Members
- Search for members by name
- Select members to invite
- They’ll be added immediately (or receive invitation based on settings)
Member Permissions
Restrict member additions to group administrators only.
Removing Members
- Go to group → Members tab
- Find the member
- Click remove/kick
- Confirm removal
Group Roles
- Owner - Full control, can delete the group
- Admin - Can manage members and settings
- Member - Can participate based on group permissions
Group Permissions
Control what members can do:Only administrators can create discussion posts.
Only administrators can create events.
Only administrators can upload files.
Using Group Features
Discussions
Perfect for:- Project updates and status reports
- Decision-making conversations
- Brainstorming and ideation
- Meeting notes and follow-ups
Events
Create group-specific events:- Team meetings
- Project milestones
- Working sessions
- Deadlines and reviews
Files
Share project resources:- Documents and spreadsheets
- Images and presentations
- Reference materials
- Deliverables
Issues
Track tasks and work items:- Create issues for tasks
- Assign to team members
- Set priorities and due dates
- Track status through completion
Issue Management
Creating Issues
- Navigate to group → Issues tab
- Click Create Issue
- Fill in:
- Title
- Description
- Type (if enabled)
- Priority (if enabled)
- Due date (if enabled)
- Assignee (optional)
- Save
Issue Workflow
Issue Types
If types are enabled, categorize issues:- Task
- Bug
- Feature
- Discussion
- Question
- (Custom types)
Use Cases
Project teams
Project teams
Create a group for a specific project with all team members, shared files, and task tracking.
Working groups
Working groups
Establish temporary groups for specific initiatives or committees.
Interest groups
Interest groups
Let members form groups around shared interests (photography, hiking, etc.).
Event planning
Event planning
Create a group for planning a specific event with the organizing team.
Board/committee
Board/committee
Private space for board members or committee work.
Training cohorts
Training cohorts
Group participants of the same training session for collaboration.
Best Practices
Clear purpose
Clear purpose
Give your group a clear name and description so members understand its purpose.
Right features only
Right features only
Enable only the features your group actually needs to avoid clutter.
Active ownership
Active ownership
Ensure groups have active owners who manage membership and content.
Regular cleanup
Regular cleanup
Archive or delete groups that are no longer active.
Appropriate permissions
Appropriate permissions
Set permissions that match how you want the group to function.
Related Features
- Groups Overview - All group types
- Issues - Task and issue tracking
- Files - Document management
- Events - Event management