The service groups are used to have by default the services by project type. Use them to save time when setting up your projects and entering timesheets!


Before creating your service groups, go to the “Organization” menu at the bottom left of your screen. Then select the “Projects” tab.

Image showing the tabs of the organization update. The "Projects" tab is highlighted.

Scroll down the page until you see the “Use service groups” function. Make sure the box is checked.

Image showing the service group usage function that must be checked.

Add service groups

Go to an existing project or create a new project. Then click on the “Services” tab.

You will see the option to update the service selections at the top of the page, as well as a list of all the services in your organization. Click on the update.

Image showing the location of the link to the service selections update.

Then add a new selection of services.

Image showing the link to select to add a service selection.

Give it a name and select the desired services.

Image showing an example of a new service group.

Collabox keeps your selections in memory. So, when you start a new project, you only have to select the desired service group!

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you. (418) 907-9274