Create a client group Last updated: Aug 16, 2026

Group clients together so you can manage them — and create tasks for them — as a unit.

1. In the left navigation, open Clients > Groups.
2. Click New at the top-right of the Client Groups page.
3. Enter a Group Name (required), and optionally a Description, Phone, and Email.
4. Save the group. It then appears as a card on the Client Groups page.

Open a group card later to edit its details, add or remove members, or view its tasks.