How to edit Client Group(s) for a Work item

SamG,

I have been using Client Groups in the traditional way - multiple family members, multiple owners of a company, multiple companies owned by several owners, etc. 

However, I have also been using Client Groups that have a similar set of Work requirements. For example, we have a dozen or so clients that have a specialized type of employee benefit program.  These benefit programs have the same special requirements, such as fiscal year ends, payrolls that occur only once or twice during the year, funding deadlines, etc.  It would have been simple if the payroll Work, for example, could be searched by the “Employee Benefit” Group to see which members still needed to make decisions, while retaining the ability to see the Work status for payroll within the traditional group.

You have caused me to think through this more thoroughly.  Another possible solution is to be a little more creative and extensive with Work Types, and then do searches based on a combination of Client Group and Work Type.  What do you think?

SR