Board grouping allows you to bundle up boards of a similar nature in your board listing together. This helps admins keep the board listing of their organization tidy, which is especially helpful if there are a lot of different boards.
Here's how to do it:
Step 1 - Getting to the board listing
First things first, let's navigate to the board listing. The easiest way to do this is via the URL of your organization's Viima [https://app.viima.com/(your organization)] but you can also get there from any board by clicking "All boards" from the top left dropdown with the current board's name.
Step 2 - Creating a new board group
If you're an admin on any board, you will see a "New board group" button here. Let's click that.
Step 3 - Giving the board group a name
First, let's give the board group we'll be creating a descriptive name so everyone will know what to look for.
In our example, we'll be creating a new group for the quarterly idea challenge boards of 2020. We'll name that accordingly.
Step 4 - Choosing the boards for your group
Next, choose the boards you wish to be included in this group. Note that boards can only belong to one group at a time. If you choose a board that is in another group, it will be moved from that group into this new one.
In order to add boards to a new group, you have to be an admin on each of these boards. Thus, if you do not see a certain board on this dropdown, it is most likely due to you not having an admin role on that board.
In our example, we'll choose the idea challenge boards for 2023.
Step 5 - Position the group & clicking "Create"
Lastly, check that the position of the group is fine. If there are many board groups in your organization, this determines the order of the groups in the board list view. After this, just click the green "Create" button.
In our example, as this is the first group in my organization, the position will be "1".
Viewing different groups on the board list
We can easily open and close the existing groups like dropdown menus.
P.s. The position of the group (which we chose earlier in step 5) only affects the order of the created groups. The ungrouped and archived boards will always remain last on this list.
Editing & removing board groups
Admins can easily edit any existing group by clicking "Edit" next to the group's name. Note, that you can only edit which boards are included in the group if you have admin access to those specific boards.
Admins can also remove a group by clicking the "Remove" button twice. However, please always check with other admins before taking the liberty of removing a group.
