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Subgroups vs. duplicating a group

This article will outline the differences between subgroups and duplicating a group, and potential uses for both

Duplicating a group

To duplicate an existing group, navigate to the green 'New Client or Project' button, hit the dropdown and select 'Duplicate Existing' 

This will make an exact copy of the group 

 

Selecting 'Duplicating Existing' will bring up the option to assign a New Group Name and select the group you wish to copy 

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The group will be copied, you will see the group in the group list on the left of the main dashboard. Then you will need to add your members.

 

Subgroups

Subgroups are designed for content sharing purposes. Please see our subgroups article 

In contrast to duplicating a group, when you create a subgroup it will carry across existing members from the main to subgroup. However, once the subgroup has been created removing or adding a member in the subgroup will not change the members in the main group. Equally, if you remove a member in the main group this will not remove the member in the subgroup. 

It is the content (files/notes/discussions/events/tasks) that will be carried across and updated from main to subgroup. You can alter the flow with additional settings, please see our subgroups article for more information 




Choosing which method fits best for your use-case 

 

If you are new to Clinked, duplicating a group is a good place to start. Once you understand the system and put your workflows into place, you may want to use subgroups.

 

Duplicating a group is best if you want an exact copy of an existing group. It is effective if you want the same structure/group content to be copied to form another separate group. For instance if you wish to have a template group which is then copied to form new groups.

Whereas, subgroups are designed for content sharing purposes. Subgroups work well if you want to set up a main group and have the ability to share across content to multiple groups. You will be able to see the subgroup list and access them from the designated main group. Here are some potential use-cases for subgroups with our content features:

  • Files: if you needed to share files across multiple groups
  • Notes: if you wanted to make changes to a note that would be updated across multiple groups
  • Events: if you have quarterly calls or annual meetings you could use subgroups to share these events with multiple groups 
  • Discussions: you require a discussion forum to be shared with multiple client groups 
  • Tasks: You have repetitive/similar tasks for each client group and wish to share a task list down (e.g. a board pack item task list)

 

Now you understand the difference between duplicating a group and setting up a subgroup. Check out our other articles that help you to define your group structure: