Agility allows you to group items—such as Topics, Folders, Targeted Lists, Saved Searches, Email Distributions, Briefings, Alerts, Subscriptions, and Reports—so you can keep your workspace organized and easy to navigate.
This is especially helpful when you manage a large volume of items, or if you want to categorize lists by purpose, region, project, or client.
🔹 Video Guide
🔹 Step-by-Step Guide to Creating Groups in Agility
Step 1: Click the Cog Wheel Icon
Go to the area of Agility containing the content you want to group (such as Targeted Lists or Topics).
Click the cog wheel icon displayed under that section.
Step 2: Select Manage Manage Targeted Lists
Step 3: Create a Group
In the management window, click Create Group.
Step 4: Name the Group
Enter a name for your new group and click Create.
You’ll return to the management page, where the new group now appears.
Items that are not part of a group remain under Uncategorized.
Step 5: Select Items to Move
Check the boxes next to the items you want to place into the group (Targeted Lists, Topics, Briefings, etc.).
Once selected, click Actions at the bottom of the screen and choose Move.
Select the group you want to move the items into, then click Move.
🔹 You're Done
Exit the Manage screen, and your items will now appear neatly within your newly created group.
📝 Support & Resources
Help Center: Media Relations
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