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Setup Grouping Templates

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A grouping template records how a class is divided into groups. When you create a session and choose a grouping template, students are grouped automatically, and the same template can be reused. This guide explains how to create, edit and delete grouping templates. Each step comes with a screenshot, and the red numbered markers in each screenshot match the numbered instructions in the text.

Demo video: Create a Grouping Template
Note　Before creating a grouping template, create a user list of your students; see Setup User Accounts and User Lists.

Section 1　Create a Grouping Template

Step 1Open Grouping Template
  1. Click Grouping Template under Administration in the left menu (marker 1).
  2. Click New (marker 2).
The Manage Grouping Template page.
Figure 1. The Manage Grouping Template page.
Step 2Name the template
  1. Enter a template name (marker 1), for example "3A Groups".
  2. Click Add / Remove Students (marker 2) to choose students.
  3. When the groups are ready, click Save (marker 3). Click Cancel to discard the template.
Naming the template.
Figure 2. Naming the template.
Step 3Choose students
  1. At the top of the Select Students window, choose a user list (marker 1), for example "3A Students".
  2. Select students in the list (marker 2). Hold Shift or Ctrl (⌘ on a Mac) to select several at once.
  3. Click Add to put them in the template, or Remove to take them out (marker 3).
  4. The list below (marker 4) shows the students in the template.
  5. Click Confirm (marker 5).
The Select Students window.
Figure 3. The Select Students window.
Step 4Group students by hand
  1. The students you added start in Ungrouped (marker 1).
  2. Drag students into the groups on the right (marker 2).
  3. Maximum Student per Group (marker 3) sets the largest number of students a group can hold.
Dragging students into groups.
Figure 4. Dragging students into groups.
Step 5Group students automatically
  1. Instead of dragging, enter a number in Student per Group at the bottom of the page (marker 1), for example 2.
  2. Click Distribute (marker 2) and students are placed into groups of that size (marker 3). You can still drag students to adjust.
  3. When you are done, click Save at the top of the page.
Grouping students automatically.
Figure 5. Grouping students automatically.

Section 2　Edit or Delete a Grouping Template

Step 6Edit or delete
  1. Choose a template in the template menu (marker 1). Its groups appear below.
  2. Click Edit (marker 2) to rename the template, add or remove students and change the groups, then click Save.
  3. Click Delete (marker 3) to delete the template. A deleted template cannot be restored.
Editing or deleting a grouping template.
Figure 6. Editing or deleting a grouping template.
Tip　To use a template, choose From Group Template when you create a session; see the Teacher Quick Start Guide. Inside a session you can also group students at random or save the session's groups as a new template; see Create Virtual Classrooms and Features Overview.