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How to Create Groups in Agility

Organize Topics, Folders, Targeted Lists, and more

Updated this week

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

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Need help? Chat with Support from your dashboard

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