All Collections
How to Create Groups in Agility
How to Create Groups in Agility

You can group your Topics, Folders, Targeted Lists, etc. to keep your account nice and organized!

James Green avatar
Written by James Green
Updated over a week ago

In Agility, you can group your content so that it is easier to organize and view. This can be especially helpful when you have a large number of items within each module. For example, if you have a large number of targeted lists, you may wish to group them by purpose, location, or if you're a PR agency, by client.

Groups can be created for targeted lists, saved searches, email distributions, topics, folders, briefings, alerts, subscriptions, and reports.

To create and manage groups in Agility:

Step 1: Click the cog wheel icon under the content you wish to group, whether targeted lists, topics, or so on.

Step 2: Click Manage ___________. The term that follows "Manage" will describe the content you're grouping, whether targeted lists, topics, or otherwise.

Step 3: In the window that opens, click "Create Group" to create your group:

Step 4: In the window that opens, give the group a name, and click "Create." You'll be taken back to the previous page, and you'll see the new group is now available. Items that are not in a group now fall under "Uncategorized."

Step 5: Select the items you wish to move to the new group by checking/ticking the boxes next to each respective item. Again, those items may be targeted lists, topics, briefings, etc. depending on where you are in the platform. Once you have the items you wish to group selected, click the "Actions" button at the bottom of the screen, and select "Move."

Step 6: Choose the group you wish to move the items to, and click "Move."

And you're done! You can click out of the Manage screen, and you'll see your items within your new group:

If you have any questions following this process, or anything else Agility, please let us know by using the live chat button in-platform, or by emailing us at

Did this answer your question?