Understanding Groups

Groups bring selected team members together around communication and shared progress. Use the group's available features to support a cohort, working group or other set of people within a team.

Groups, Teams, Tags and Shared Goals

A group is not a replacement for a separate team when you need an independent working environment. A member tag also does not create a chat or grant access to another member's progress.

See Understanding Teams, Organizing Clients with Tags, Chat and Understanding Shared Goals.

Availability

Group features depend on what is enabled for your account. Accountability is currently available to selected teams. If the Groups screen displays a limited-access notice, contact Goalify to discuss access to the new groups feature. Use the options available in your account when setting up a group.

Create a Group

1. Open Groups from the team's navigation.
2. From Actions, choose Add Group.
3. Enter a name that members will recognize.
4. Choose an image if needed.
5. Review the available Chat and Accountability features.
6. Choose Save to create the group, or Cancel to leave without creating it.

Choose Group Features

Give a study cohort a place to check in. Share a weekly practice goal and enable chat so learners can ask questions. If accountability is available and the cohort wants to see one another’s progress, enable it and explain what members will see. For a cohort that prefers private progress, chat can still support the group.

Chat lets group members communicate with one another. Use it when the people in the group need to ask questions or exchange updates.

Accountability lets members see other members' progress. Consider whether shared progress supports the purpose of the group before enabling it, and explain the group's purpose to the participants.

Chat in a Group

Enable Chat in the Features section when you create a group. For an existing group, open it and choose ⋯ → Setup to find Chat under Features. Save your changes.

To open the conversation, select the Chat tab inside the group. The conversation also appears in the main Chat panel for participating members. Manage the people in the conversation through the group's membership. The group's three-dot menu also offers a mute option.

See Using Chat for help opening conversations and finding the message and attachment controls.

Add Members to a Group

1. Open the group by clicking its name in the Groups list.
2. Open the ⋯ menu and choose Manage Shared Items.
3. In the Members selection, find the people you want to include.
4. Select their checkboxes. Clicking a name alone may not change its selection.
5. Choose Save.
6. Review the group's member list to confirm the result.

Use the selector's search field when the team has many members. Review the checked items before saving, especially when the group uses accountability features.

Shared Goals, Workflows and the Group Feed

Groups can bring together shared goals and workflows. Review which items are shared with the group: the available choices can include all, none or a custom selection. Use Manage Shared Items to review the selection before saving.

With Accountability, members can see progress on the shared goals. The group's Social area can show a feed of completed activities and its chat, where enabled. Keep the shared content focused on the group's purpose so people know what they are seeing.

Members can also create their own groups in the Goalify app and invite friends with a code. Those personal groups are separate from the team groups you administer in Goalify Professional.