Smart Grouping Tool Paste lists, set rules, check violations, and fine-tune with drag & drop

What is Smart Grouping Tool?

Smart Grouping Tool is an online grouping system designed for event planners, teachers, and team managers. Simply paste your list, set tags and rules, and the system automatically calculates the optimal grouping solution, saving significant manual arrangement time.

Key Features

• Quick List Import: Supports copy-paste with automatic name recognition and duplicate prevention.
• Flexible Tag System: Assign multiple tags to each person (e.g., gender, interests, skills) for easy rule configuration.
• Rule Engine: Set hard rules (must comply) or soft rules (prefer to satisfy), such as "separate males and females" or "group accounting with finance".
• Priority Grouping: Designate certain tags as priority to ensure critical requirements are met first.
• Real-time Validation: Instantly checks for rule violations after grouping with visual indicators.
• Drag & Drop: Supports drag-and-drop adjustment for manual optimization.
• Excel Export: One-click export of grouping results, rule lists, and violation details.
• Auto Repair: System analyzes violations and provides adjustment suggestions.

Use Cases

• Event Grouping: Camps, seminars, workshops team allocation.
• Classroom: Class grouping, project teams, heterogeneous grouping.
• Team Formation: Project team building, cross-department collaboration, skill matching.
• Competition: Sports team division, debate grouping, game matchmaking.

How to Use

1. Paste List: Copy participant names into the text box for automatic parsing.
2. Set Tags: Add tags (e.g., male, female, programming, design) and check applicable tags for each person.
3. Create Rules:
   • Choose rule subject (tag or person)
   • Choose relation (together or separate)
   • Choose rule object
   • Decide if hard (must) or soft (prefer)
4. Set Parameters:
   • Total groups
   • Allow ±1 person per group (increases success rate)
   • Mark priority tags
5. Execute Grouping: Click "Start Grouping" for automatic calculation.
6. Review & Adjust:
   • Check violation list
   • Use drag-and-drop for manual adjustments
   • Use "Suggest Fix" for automatic optimization
7. Export: Download Excel file with results, rules, and violations.

Technical Features

• Client-side Processing: All calculations run in your browser; no data uploaded, ensuring privacy.
• Real-time Feedback: Violations recalculated instantly after each adjustment.
• Error Tolerance: Allows temporary storage of hard rule violations for exploring different solutions.
• Rollback: Automatically saves violation-free states for easy restoration.
• Responsive Design: Supports desktop and mobile devices.

FAQ

Q: What if all hard rules cannot be satisfied?

A: The system marks violations and provides fix suggestions. You can:

• Adjust rules (change hard to soft)
• Increase number of groups
• Enable "±1 person" option
• Manually adjust grouping

Q: What does priority grouping mean?

A: Priority tags are processed first in the grouping algorithm, ensuring their related rules are satisfied first. Suitable for critical requirements like "leaders must be distributed across groups".

Q: Can I import Excel lists?

A: Currently supports text paste only. You can copy names from Excel and paste directly into the text box.

Q: Is data uploaded to servers?

A: No. All processing runs in your browser; names and settings never leave your device.

Tips & Tricks

• Use Soft Rules Wisely: Not all requirements need 100% satisfaction. Setting secondary conditions as soft rules greatly increases grouping success.
• Phased Setup: Start with critical hard rules, confirm feasibility, then gradually add secondary rules.
• Use Bench: If some people are hard to assign, place them in bench first and adjust manually later.
• Regular Export: Export Excel backup immediately after finding satisfactory grouping to avoid mistakes.

Start using Smart Grouping Tool now and make grouping simple and efficient!