---
title: "Task grouping."
canonical: "https://support.appfire.com/space/DLP/1557791610/Task%20grouping."
format: markdown
---
## Grouping 

The new grouping mechanism allows for a **two-level grouping** of tasks. Grouping provides you with better insight into your portfolio. Now, you can easily track things like individual allocation and workload across projects and teams.  

![image](media://8ea9ae27-d1a6-4317-b120-5f74d752c44c)

> ✅ Make sure to [adjust the view](#) to ensure you get most out of your data.

Thanks to grouping, you can get **high-level insights into your projects on a portfolio level **(see a few examples):

- Based on assigned tasks, what is the workload assigned to each person in a project.

![image-20240312-092142.png](media://63a49587-a083-4d38-803a-067a6ca4ae60)

- What percentage of individuals' capacity is allocated to a project.

![image-20240320-054200.png](media://bbb85ebe-78b2-42d7-8512-6255a18e55ea)

- Workload associated with timeboxes on a project level (insight into the person’s aggregate workload in each timebox)

![image-20240311-150428.png](media://474c4c1d-47da-4034-aa7b-a40ab1d791e1)

## Manage grouping

### Activate grouping

> ✅ Make sure to [adjust the view](#) to ensure you get most out of your data.

First, select the main swimlane. Then, select how to group the data further into additional swimlanes. 

![Group resourece module swimlanes.mp4](media://2ad6c406-dab3-4ccb-a744-6629e9c309a3)

> 📝 **Note: **Grouping is unavailable when the box you are in doesn’t have sub-boxes.

### Grouping combinations

The new mechanism currently allows for the following grouping combinations:

1. **Individuals** by:
  1. **projects **(sub-boxes)
  2. **teams**
2. **Teams** by:
  1. **projects **(sub-boxes)
  2. **individuals**
3. **projects **(sub-boxes) by:
  1. **individuals**
  2. **teams**

### Clear grouping

Click the orange dot to clear the grouping. 

![image-20240819-103711.png](media://589a384b-59e3-4b44-b4db-29f1c03ac66f)

> Macro (anchor)



## View adjustment

Make adjustments to ensure you get the insights you’re after. 

| **Settings** | **Options** |
| --- | --- |
| **Time period** | Y - Year<br>H - Half Year<br>Q - Quater<br>M - Month<br>W - Week<br>![Time period buttons.](media://a8d002fc-a29e-48b6-a177-2247affd936a) |
| **Aggregation** | ![A dropdown menu with the time period aggregation options.](media://03fe3944-52d4-4065-b932-cc97e22ed08a) |
| **Effort mode** | ![image-20240320-081828.png](media://933abb38-df77-477b-8a88-3282af8af3cc) |
| **View** | ![image-20240320-081905.png](media://979a536e-7399-412e-b696-278c78bdbae3) |

## Affected by

- [Coloring rules](https://appfire.atlassian.net/wiki/spaces/DLP/pages/1227030970) when grouping.