Org Chart

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13 articles in this collection
Written by Rin and Brett

Succession Planning

View, Add, and Manage Succession Plans from Your Org Chart
Rin avatar
Written by Rin
Updated over a week ago

Creating Additional Charts

Create Additional Org Charts to Visualize Changes to Your Organization
Rin avatar
Written by Rin
Updated over a week ago

Creating Lists

Create lists to view and manage various teams, committees, and non-hierarchical groupings
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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.
Brett avatar
Written by Brett
Updated over a week ago

Create an Open Position

Learn how to add a position to your org chart.
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Written by Brett
Updated over a week ago

Assistant Positions on the Org Chart

Learn how to create assistant positions on your org chart.
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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.
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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.
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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.
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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!
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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.
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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.
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Written by Brett
Updated over a week ago

Sharing an Org Chart

Learn the different options available to share your org chart.
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Written by Brett
Updated over a week ago