Grouping is a powerful way to leverage your network in Clickety. One contact may be a friend, customer, former coworker, engineer, and living in New York. These are all relevant. Their group memberships should reflect it.
As a leader, your work is almost never pre-defined and definitely not the same thing day in and day out; you have to identify what needs to happen, decide on a good enough process, and get things going. Groups are how you set the context and map out stages for your people work.
For example, if you want to run an event, you’ll want to identify the people who should attend, who should present, and make sure materials are taken care of. You can create a group for your event, make stacks or sub-groups for each type of person (attendee, presenter, staff), and add people (instead of searching for them by name, try searching previous interactions).
Create a Group
Next to Groups on the left menu, select New and give your group a name. You can also select a specific glyph to represent the group (a random glyph is assigned to all new groups).
There are two views for groups: table view and board view. Table view will show you all of the contacts you have in a group. Board view will allow you to create workflows for these contacts using stacks, which we’ll cover below.
Add Users to a Group
There are three ways to add someone to a group:
- By selecting “Add people” from the group itself.
- By adding existing groups from the left side of a contact’s profile card.
- By dragging a person’s card from one group or board to a group name on the left.
Stacks can help you further refine the way you organize your contacts (like sub-categories) or they can be used for a left-to-right workflow (like parts of a funnel).
When you select board view, any contacts in your group will show up in a stack labeled “Unassigned” (you can hide this stack by clicking the arrow at the top of the stack). Click “New stack,” and give it a name (you can also select a glyph and add a description). Drag users from the unassigned stack to where they need to be.
You can sort people in a stack manually or by recency, depending on how you want to use the stack. In general, sorting by least recent helps to make sure you’re not letting relationships idle; sorting by most recent allows you to quickly see who is actively engaged.
Groups and Stacks We’ve Found Useful
Set goals for contact freshness
Using a group to keep in touch with important people that you don’t see regularly can help you ensure that you’ve not been long forgotten when you need your network. Create stacks for how frequently you should reach out and sort each stack by least recent. When you have time for reaching out, those stacks will be right there, letting you know the last time you reached out to a contact, so you can send a quick note to the folks that need to hear from you most. These are great for groups of people you hope to work with more closely in the future, like potential investors, clients you hope to work with again, or your top 10 list of folks you want to hire when the time is right.
Plan a trip
What better way to keep your network relationships healthy than by interacting with people face to face? When visiting another city, you’ll want to meet with the people you know there, but you also only have so much time and can only see so many of them. Be sure that you are meeting with the people that matter most to you by creating stacks for Inviting, Scheduling, and Declined. Invite several of the most important contacts and add them to the Inviting stack. If they accept, move to Scheduling and if you can’t meet them, move to Decline (depending on the length of your trip, you may also want Scheduled and Met columns for tracking purposes). Once the highest value contacts are scheduled, you can reach out to other folks in that location and continue to fill in your agenda with the people most valuable to you.