Group By
How to group output in Word Templates using Custom Placeholders
Grouping Items
If you want to group your data by a specific column (like Status, Priority, or Owner), you can fully control how the grouped output appears in your document – directly from your Word template.
This is done by using custom placeholders in your template.
The Logic
To group your output, simply wrap the section you want repeated inside two custom placeholders:
{{TableStart:GroupByColumnName}} {{TableEnd:GroupByColumnName}}
Replace ColumnName with the exact name of the column you want to group by.
Examples
'Shipping Method' is the title of your status column.
If you have a status column called 'Priority', it would be:
This will create one grouped section per priority (e.g., "High", "Medium", "Low").
Grouping Subitems
You can also group subitems by any of their own columns — for example, by their Status, Priority, or Person column. This works just like grouping on the main item level, but uses a dedicated subitem group placeholder wrapped around a standard Subitems table.
The Logic
Wrap your subitems table with a GroupBySubitem... placeholder pair, naming the subitem column you want to group by:
Replace ColumnName with the exact name of the subitem column you want to group by.
Example
To group subitems by their Status column:
Each status value (e.g. Done, Working on it, Stuck) will produce its own section, containing only the subitems that match that status.
Example docx template
Download: Item-Level template with grouped subitems table
Download: Board-Level template with grouped items and subitems combined
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