Grouping records

Grouping splits a view into sections by the value of one field. Tasks by assignee, contacts by company, anything by status. On a Board view the groups are the columns.

Grouping is saved on the view, alongside filters and sorts. It changes how records are drawn, never the records themselves.

Grouping a view

1. Open view settings

   Click the gear icon to the right of the view tabs.

2. Choose Group

   Under Data, click Group.

3. Pick the field to group by

   Every record with the same value in that field lands in the same section.

4. Tune the sections

   Set the section order, hide sections you don’t care about, and decide whether empty ones show.

   

What you can group by

Field type	Sections
Select, Status	One per option, in the option order you set. Empty sections appear even with no records, so you can drag into them
Checkbox	Two: Checked and Unchecked
Relation	One per linked record — this is how you bucket records by something in another database
Date	One per day
Number	Numeric buckets; the bucket size is configurable (100 by default)
Anything else	One section per distinct formatted value, plus No value

Options

• Sort — manual (drag sections into the order you want; the default for Status, so lifecycle order is preserved), ascending, or descending.
• Hide empty groups — on by default everywhere except boards, where empty columns are usually the point.
• Hidden values — hide specific sections without filtering their records out of the view.
• Number bucket size — the width of each numeric band when grouping by a number field.

Grouping by a relation

Because you can group by a Relation field, you can organise records by anything you can model as a record in another database. Make the second database, add a relation field pointing at it, link the records, then group by that field. Each linked record becomes a section, and dragging a record between sections re-links it.

This is the general shape for “collect these records under a thing” — the grouping field does the collecting, and the other database gives that thing a name, dates, an owner, and anything else you want on it.

Grouping and boards

A Board view is grouping, drawn as columns. Its group field must be a Select or Status, and dragging a card to another column writes that field on the record. Everything above about section order and hidden sections applies to board columns too.

See also Sorting records — sorting orders records within each section, grouping decides what the sections are.