Use Room Grouping to star key Rooms, run bulk actions, and control how the Rooms dashboard sorts and filters your list. Keep the list readable with sticky group/column headers and a collapsible Templates area. For Pro and Enterprise workspaces, add Subgroup filtering and Team Columns so your team applies the same labels across Rooms. Keep favorites private per user while you standardize shared columns at the account level.
Prerequisites & Requirements
Plan:
Core Room Grouping (favorites, multi-select, sorting, sticky headers, minimize templates): All plans
Subgroup filtering and Team Columns: Pro and Enterprise only
Permissions:
Bulk actions: Room owners, Admin and up (for archive/delete)
Create/edit/delete Team Columns: Admin only
Technical Specs:
Mobile support includes limitations (for example, no favorite toggle / hover behavior)
How to star Rooms (Favorites)
Go to the Rooms table (Main dashboard).
Click the Star icon next to a Room to mark it as a favorite.
Use the Starred filter to show only favorites.
How to bulk manage Rooms with multi-select
Go to the Rooms table (Main dashboard).
Hover over a Room row and click the checkbox.
Select additional Rooms.
Use the floating action bar to run bulk actions (for example, Archive or Delete).
Important: Keep selections while you change filters or sorting. Clear selections when you switch tabs or enter a Room.
How to sort Rooms and prioritize unread comments
Go to the Rooms table (Main dashboard).
Open Sort and select the field you want.
Toggle Unread comments first to move Rooms with unread comments to the top.
Important: Turn on Unread comments first by default and keep the preference for future sessions.
How to collapse the Templates section
Go to the Rooms table (Main dashboard).
Collapse Templates to hide the section by clicking the chevron.
Reopen it when you need it.
How to filter Rooms by subgroup (Pro and Enterprise)
Go to the Rooms table (Main dashboard).
Open the Subgroup dropdown filter.
Select a subgroup (for example, a team or category).
How to add Team Columns for consistent labels (Admin, Pro and Enterprise)
Go to the Rooms table (Main dashboard).
Add a Team Column (Admin only).
Choose a column type:
Single Select
Number
Text
Save the column.
Use the column to filter and sort Rooms across the account.
Troubleshooting & Error States
Q: Why can’t I star Rooms on mobile or in preview mode?
Answer: Star Rooms from the desktop Rooms dashboard. Favorites don’t work on mobile or in preview mode.
Q: Why can't I use Subgroup filtering?
Answer: Upgrade to Pro or Enterprise, then use the Subgroup dropdown in Rooms.
Q: Why can’t I add or edit Team Columns?
Answer: Ask an Admin to create or update Team Columns. Non-admins see a restriction toast when they try to edit.
Q: Why do I see an upgrade prompt when I try to add a Team Column?
Answer: Upgrade to Pro or Enterprise to use Team Columns.
Pro-Tips
Star your top accounts, then toggle Starred during pipeline review so you focus on the Rooms that need action first.
Create Team Columns for deal stage and priority so RevOps and sellers filter the same way across the account.
