Org Chart

Build Your Succession Planning Dashboard

Define which positions require a succession plan and customize your dashboard with key metrics

Written by Rin
Updated over a week ago

Merging Chart Copies

Learn how to apply changes made within a chart copy to another chart.

Written by Rin
Updated over a week ago

Build Your Positions Dashboard

Define the importance level of each position in your organization and customize your dashboard with key metrics

Written by Rin
Updated over a week ago

View Position History

Learn what position data is tracked and where to view position records.

Written by Rin
Updated over a week ago

Creating Dotted Line Relationships via CSV Import

Learn how to format your CSV import file to automatically create dotted line relationships.

Written by Erika
Updated over a week ago

Org Chart Visualization Tools

Customize your org chart with color coding, departments, adding data filters, and display options.

Written by Rin
Updated over a week ago

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