You’ve already spent time creating rich employee profiles within your Built for Teams’ directory, and now it’s time to streamline your organizational structure and improve collaboration. The Lists feature is designed to give you the ability to group people in all sorts of ways by creating teams, committees, lists of high performers, and other types of non-hierarchical groupings. You can even assign roles within teams for matrix-style structures.

Create a List

  1. Go to your Org Chart page.

  2. Click the drop-down arrow next to your chart name at the top of the page.

  3. Click Lists and click the + icon to Add List.

Customize List Name, Description, Members, and Roles

  1. Give your new list a Name.

  2. Include an optional Description to help define the purpose of the list or include instructions for its members.

  3. Under List Members, add employees by typing the name of each person you want to add to the list and hit the enter key or click the + icon.

  4. Optionally assign each person a Role once they have been added. Roles are intended to be within the scope of the list and can be different from someone’s official title on the org chart. For example, a person might be assigned a ‘Team Lead’ role within the context of the list.

  5. Save your list.

View and Manage your Lists

  1. View or manage a list by going to the Org Chart, then clicking the drop-down arrow next to your chart name at the top (the same location where you created a List). Here you will see all lists that have been created.

  2. Once you select a specific list, all list members will be viewable along with any roles that have been assigned.

  3. To edit your list select the blue Manage List button in the top left corner of your page.

  4. Always remember to Save any changes you make.

Adjust Visibility and Permissions

You can decide whether or not a list is visible to the entire company or only available to select people/collaborators. Here's how to set visibility for a list:

  1. Click on the desired list.

  2. Click on the visibility (eye) icon found in the upper right of the page.

  3. Decide who this list will be visible to, by selecting Collaborators Only or All Employees.

  4. Under Collaborators, add employees that you would like to allow the ability to edit this list by typing their names into the space provided.

  5. Delete any collaborators, if needed, by using the x to the right of the person's name you would like to delete.

  6. The Link Sharing feature provides a way to share the list with people outside of your organization. The list will be read-only for anyone you share the link with.

  7. Always remember to Save any changes you make.

Interested in learning more?

If you’re interested in learning more start a chat with us today. We would love to show you how Built for Teams can help you organize your workforce and help you get started using Lists.

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