> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Group view

> The Group view; How to creating diary views; The New group view dialog

The **Group view** in the Diary allows you to view and manage multiple users' or resources' schedules in a single calendar view. Use group views to streamline planning, check availability, and create follow-ups directly for team members or resources.

## View multiple diaries

1. Go to the **View** tab in the Diary screen.

2. Select a group from the list (<i class="ph ph-caret-down" aria-label="Dropdown icon" />).

   * Predefined groups are based on your organization's setup and include user groups or resources, such as departments or conference rooms.

3. The selected group's diaries will be displayed in the **View** tab, where you can check schedules or plan follow-ups.

## Create a new group view

1. Go to the **View** tab in the Diary screen.

2. Click <i class="ph ph-dots-three-circle-vertical" aria-label="Task menu" /> and select **New group view**.

   Alternatively, select **Copy** to base the new view on an existing one.

3. In the **New group view** dialog, enter a **Name** and an optional **Description** for your group view.

   ![New group view dialog in the Diary screen -screenshot][img1]

4. Choose who and which resources to include in the group view. You have several options:

   * **Associates:** Select a user from your organization, then click <i class="ph ph-caret-circle-right" aria-label="Arrow right" /> to add them to the view. You can filter the list by user group to find people more easily.

   * **Project:** Choose a project, select a project member, then click <i class="ph ph-caret-circle-right" aria-label="Arrow right" /> to add them to the view.

   * **Resource:** Select a resource, such as a meeting room or equipment, then click <i class="ph ph-caret-circle-right" aria-label="Arrow right" /> to add it to the view.

   <Tip>
     Click **Select all** to select everyone in the list and add them to the view in one action.
   </Tip>

5. Rearrange the group order if needed: Select a person or resource, then use <i class="ph ph-caret-circle-up" aria-label="Move up" /> and <i class="ph ph-caret-circle-down" aria-label="Move down" /> to adjust their position. This order determines how they are displayed in the **View** tab.

6. Click **Save** to finalize the group view or **Cancel** to discard changes.

<Tip>
  Use the **Task** menu to manage existing views. You can **Copy** pre-defined groups and **Edit** or **Delete** groups that you created.
</Tip>

## Which diaries can I include?

When creating a group view, you can include any combination of associates, resources, or project members:

* **Associates:** Add team members or colleagues to monitor their schedules.
* **Project members:** Add members of a specific project to focus on team availability.
* **Resources:** Include shared resources like meeting rooms or equipment. The resource list is defined in Settings and maintenance.

## Options in the Task menu <i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />

The **Task** menu provides the following options for managing group views:

| Option              | Description                                                               |
| ------------------- | ------------------------------------------------------------------------- |
| Edit                | Modify a group view you created. Predefined group views cannot be edited. |
| New group view      | Create a new custom group view.                                           |
| Copy                | Duplicate an existing group view.                                         |
| Delete group view   | Remove a group view that you created.                                     |
| Invite participants | Add attendees to a follow-up directly from the group view.                |
| Help                | Access the user guide (this page).                                        |

## Edit group view

You can edit group views that you have created. Predefined group views cannot be changed. Follow these steps to update a group view:

1. Click <i class="ph ph-dots-three-circle-vertical" aria-label="Task menu" /> and select **Edit**.

2. In the **Edit group view** dialog:

   * To add persons or resources: Select them from the list and click <i class="ph ph-caret-circle-right" aria-label="Arrow right" />.

   * To remove users or resources: Select them from the right pane and click <i class="ph ph-caret-circle-left" aria-label="Arrow left" />.

   * To rearrange the order: Select an item and use <i class="ph ph-caret-circle-up" aria-label="Move up" /> and <i class="ph ph-caret-circle-down" aria-label="Move down" />.

3. Click **Save** to apply your changes, or click **Cancel** to discard them.

<h3 id="troubleshoot">
  Why is the Edit option unavailable?
</h3>

You can only edit group views that you have created. Predefined group views, such as those created by administrators or defined in **Settings and maintenance**, cannot be modified. To make changes:

1. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-label="Task menu" />) and select **Copy**.

2. Save the new group view under a different name.

3. Edit the copied group view as needed.

## Delete group view

You can delete group views that you have created. Predefined group views cannot be removed.

1. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-label="Task menu" />) in the **View tab**.

2. Select **Delete group view** from the menu.

3. Confirm the deletion in the dialog by choosing **Yes**.

[img1]: /media/loc/en/diary/new-group-view.png


## Related topics

- [Learn about the View tab](/en/diary/learn/index#tabs.md)
- [Create follow-up for associate](/en/diary/learn/create-follow-up#associate.md)