To use Groups in Tasks or Submittals, you first need to create one or more groups from the Team page using PlanGrid for the web. Only people who are members of a project can be assigned to a group in that project.
- Navigate to the Team page
- Select “Groups”
- Select “Create Group”
- Enter a name for the group and click “Next”
- Select the people you’d like to add to the group and click “Create”