Assigning Groups

Assigning groups to an individual reference (panel)

  1. Switch to the desired reference in the Reference Editor.
  2. Click the Content tab.
  3. Then select the blue Groups field label.
  4. In the All groups column on the left, select one or more groups.
  5. Click the Assign arrow_right_o_black icon.
  6. Click OK okay_o_black.

Assigning groups to an individual knowledge item (panel)

  1. Switch to the Knowledge workspace.
  2. Double-click the desired Knowledge item.
  3. Then select the blue Groups field label.
  4. In the All groups column on the left, select one or more groups.
  5. Click the Assign arrow_right_o_black icon.
  6. Click OK okay_o_black.

Alternatives

You can also assign groups by right-clicking in the field next to the Groups field label and entering the desired group name. As soon as you begin to type, Citavi will offer you a list of groups that match your input. Click the desired entry.

Assigning groups to multiple references or Knowledge Items

  1. In the Show column, click More.
  2. Click Groups.
  3. Click or highlight the desired reference(s) or knowledge item(s). Hold down the CTRL key while clicking to select multiple items.
  4. To the left of the reference, Handles icon_draging will appear.
  5. Click one of the Handlesicon_draging.
  6. Hold down the mouse button to drag the Handles icon over the desired group.
  7. When the cursor is over the desired group, release the mouse button.