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Org Chart
Org Chart
15 articles in this collection
Written by
Rin,
Brett,
and
Erika
Org Chart Visualization Tools
Customize your org chart with color coding, departments, adding data filters, and display options.
Written by
Rin
Updated yesterday
Searching the Org Chart
Quickly locate employees, certain roles, specific skills, or certifications held with basic & advanced org chart search functions.
Written by
Erika
Updated over a week ago
Succession Planning
View, Add, and Manage Succession Plans from Your Org Chart
Written by
Rin
Updated over a week ago
Creating Additional Charts
Create Additional Org Charts to Visualize Changes to Your Organization
Written by
Rin
Updated over a week ago
Creating Lists
Create lists to view and manage various teams, committees, and non-hierarchical groupings
Written by
Rin
Updated over a week ago
Moving/Navigating the Org Chart
Learn how to control whether you scroll or click-and-drag to move the org chart around on your screen.
Written by
Brett
Updated over a week ago
Create an Open Position
Learn how to add a position to your org chart.
Written by
Brett
Updated over a week ago
Assistant Positions on the Org Chart
Learn how to create assistant positions on your org chart.
Written by
Brett
Updated over a week ago
Adding Co-CEOs to a Chart
Learn how to have multiple people positioned at the top of your org chart.
Written by
Brett
Updated over a week ago
Creating Dotted Line Relationships
Learn how to use dotted line relationships on the org chart to allow a person to report to multiple people or fill multiple positions.
Written by
Brett
Updated over a week ago
Remove a Person from a Position
Learn how to remove a person from a position on your org chart, creating a vacant position.
Written by
Brett
Updated over a week ago
Making One Person the Head of Two Different Departments
Need to make two different departments that are headed by the same person? Learn how!
Written by
Brett
Updated over a week ago
Wrapping Long Titles on the Org Chart
Does your organization have really long titles? No problem. This article explains how to display the full titles if needed.
Written by
Brett
Updated over a week ago
Displaying a Wide Org Chart
Learn how to use the "Condensed Tree" viewing option to adjust the layout of your org chart.
Written by
Brett
Updated over a week ago
Sharing an Org Chart
Learn the different options available to share your org chart.
Written by
Brett
Updated over a week ago