Organising with groups

Group your sites to keep your dashboard tidy as your site list grows.

Overview

A flat list of sites works fine when you've got a handful. But once you've got ten, twenty, or more, it helps to organise them. Groups let you bundle related sites together by client, project, environment, or whatever makes sense for your team. Each group becomes a pill in the dashboard filter bar, so you can click a group to show just those sites instead of scanning the whole list.

Creating a group

1. Open the card menu for the site you want to group

   On your dashboard, open the menu (the more-actions button) on the site card you want to group.

2. Choose Move to group

   Choose Move to group from the card menu. A modal opens where you can either create a new group or add the site to an existing one.

3. Name your group

   If you're creating a new group, type a name. Something descriptive works well, like "Production", "Marketing sites", or a client name. Then click Create group.

   To add the site to an existing group instead, switch to the Existing tab, select the group, and click Add to group.

Once you've created a group, it appears as a pill in the filter bar showing the group name and how many sites it holds. Click the pill to view just that group.

How groups work on your dashboard

Focusing on one group

To focus on one set of sites, click that group's pill in the filter bar; the dashboard then shows only those sites. Your sites always render together in one card grid; grouping changes what the filter shows, not how the grid is laid out.

Ungrouped sites

Ungrouped sites simply appear in the dashboard grid alongside everything else. To put one in a group, open its card menu and choose Move to group.

Filtering by group

Each group appears as a pill in the filter bar at the top of your dashboard, alongside the health filters (All, Healthy, Needs attention, Down, and Paused when any site is paused). Each pill shows how many sites are in that group. Click a group pill to show only that group's sites: a quick way to check on one client or one project without scrolling through everything else.

Creating a group from the filter bar

If you're an owner or admin, the filter bar also has a New group button. Click it to create an empty group straight away, then add sites to it later. Members can see and filter by groups, but only owners and admins can create them.

Moving sites between groups

To move a site to a different group, open its card menu, choose Move to another group, then pick the new group and click Add to group. The site moves out of its current group and into the one you select.

Removing sites from a group

To take a site out of its group without deleting it, open its card menu and choose Remove from group. The site stays on your dashboard, just no longer in that group.

Groups are for organisation, not permissions

Groups are purely a way to organise your dashboard view. They don't affect who can see a site. Everyone on your team can see every site, regardless of which group it's in. Owners and admins can create and change groups; members can view and filter by them but can't manage them.

Related

• Your dashboard for understanding the dashboard layout and site list
• Adding and removing sites to manage which sites DomainDash checks