Rename Task Groups

If you would like to change the name of a task group, you can do so in Task Group Mode in Kanban and Row Views, as well as in Plan View. It is also possible to rename task groups in Portfolio tab Project View.

[All Work] [Kanban + Row] Task Group Mode

1. In the left sidebar, click on a project to enter single project view. Alternatively, you can use Single Project Search to select the project.
2. In Kanban or Row View, in the top right corner of the page, switch the Task Group Mode toggle to on.
   
   
   Note: If you can't switch the toggle to on (toggle is inactive), check that you only have one project selected in the left sidebar. Task Group Mode cannot be turned on when multiple projects are selected.
3. Locate the task group that you want to rename, hover over its name, and click on the More Actions icon that appears.
4. Select Rename Task Group.
   
5. Enter the new task group name and hit Enter on your keyboard.

[All Work] Plan View

In Plan View, you can rename task groups in the Projects & Tasks sidebar.

1. In the Projects & Tasks sidebar, locate the task group that you want to rename, hover over its name, and click on the More Actions icon that appears.
2. Select Rename Task Group.
   
3. Enter the new task group name and hit Enter on your keyboard.

[Performance] Portfolio View

You can also rename task groups from the Performance tab Portfolio View.

1. In Portfolio View, locate the project that contains the task group that you want to rename. Click on the expand Arrow icon to the left of the project name to see its task group(s).
2. Hover over the name of the task group that you want to rename and click on the Edit Pencil icon.
3. Enter the new task group name and hit Enter on your keyboard.
   
   
   Tip: You can also select the Rename Task Group option in the Task Group More Actions menu that you can access on the far right of the task group row.