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.

Follow these steps to create your first list

  1. Go to your Org Chart tab.
  2. Click the drop-down arrow next to your chart name at the top of the page.
  3. Click Lists and click + Create a List

Customize any list by adding a name, description, members, and roles

  1. Create a List Name by choosing a unique title for your list to help define this specific group of employees.
  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. Assign each person a Role once they have been added. These optional 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)
  2. Here you will see all lists that have been created.
  3. Once you select a specific list, all list members will be viewable along with any roles that have been assigned.
  4. To edit your list select the blue Manage List button in the top left corner of your page.
  5. Always remember to Save any changes you make.

Adjust Visibility and Permissions

Lists are a great way to connect employees and to inform your workforce of who is working on a specific project. However, sometimes you may need your lists to remain visible to only select individuals. For this reason, you can decide whether or not a list is visible to the entire company or only available to select people/collaborators.

There are two ways to access the window to adjust list visibility and permissions.

Option 1: When viewing a specific list

  1. Click on the visibility (eye) icon found in the upper right of the page.
  2. Decide who this list will be Visible to, by selecting Collaborators Only or All Employees.
  3. Under Collaborators, add employees that you would like to allow the ability to edit this list.
  4. Adjusting the toggle for Link Sharing provides a link to share the list with viewing only permissions. This a great option for sharing a specific list with individuals outside of your organization.

Option 2: When viewing all lists you have created in the Charts/Lists Window

  1. Hover over a specific list to see the 3 dot menu and the duplicate list icon appear in the upper right of the list card.
  2. Click on the 3 dot menu to open the dropdown option.
  3. Select Share to access the window where you will adjust visibility and add collaborators.
  4. Decide who this list will be Visible to, by selecting Collaborators Only or All Employees.
  5. Under Collaborators, add employees that you would like to give list editing permissions.
  6. Adjusting the toggle for Link Sharing provides a link to share the list with viewing only permissions. This a great option for sharing a specific list with individuals outside of your organization.

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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