This article will outline the differences between subgroups and duplicating a group, and potential uses for both
Subgroups vs. duplicating a group
Duplicating a group
To duplicate an existing group, navigate to your Client/Groups page, select the group you want to duplicate, click the three dots and duplicate the group.
This will make an exact copy of the group with all the tasks, notes, events, files, discussions and group homepage. You will need to invite the new members to the duplicate group (as members of the original group will not be carried over, except the member who created the group).
Subgroups
Subgroups are designed for content sharing purposes. In order to create a subgroup navigate to your group setting, go to general settings and then select the parent (main) group.
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.
Also when you create a task or subtask in the subgroup it stays in that subgroup.
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: