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Advanced Org Design
Advanced Org Design

Plan for growth, reorg, and downsizing with powerful visual tools.

Brett avatarErika avatarJeanne Merchant avatar
4 authors23 articles
Moving/Navigating the Org ChartControl whether you scroll or click and drag to move the org chart around on your screen.
Searching the Org ChartQuickly locate people, roles, skills, or licenses and certifications.
Displaying a Wide Org ChartLearn how to use the Condensed Tree viewing option to adjust the layout of your org chart.
Creating an Open or Filled PositionAdd positions to your org chart.
Creating Assistant Positions on the Org ChartDifferentiate assistant positions from standard positions.
Creating Dotted Line Relationships via CSV ImportFormat your CSV import file to automatically create dotted-line relationships.
Adding Co-CEOs to a ChartLearn how to have multiple people positioned at the top of your org chart.
Removing a Person from a PositionLearn how to remove a person from a position on your org chart, creating a vacant position.
Wrapping Long Titles on the Org ChartThis article explains your options for displaying long position titles.
Applying Org Chart Visualization ToolsConfigure your org chart with color coding, chart sections, data filters, and display options.
Creating Chart SectionsOrganize and display your chart by divisions, departments, regions, and other business units using Chart Sections.
Making One Person the Head of Multiple Chart SectionsDesignate one leader as the head of multiple chart sections.
Creating and Managing ListsCreate lists to view and manage various teams, committees, and non-hierarchical groupings.
Sharing an Org ChartShare your org chart with different stakeholders.
Printing an Org ChartPrint different views of your org chart.
Creating and Managing Scenario ChartsVisualize organizational changes by duplicating a chart or creating one from scratch.
Adjusting Visibility Settings in Scenario ChartsControl who can view and edit a scenario chart.
Merging ChartsApply changes made within a chart copy to another chart.
Configuring Approvers for a Scenario ChartSet up a chart approval flow.
Requesting Chart ApprovalSend an approval request for changes proposed on a scenario chart.
Responding to Chart Approval RequestsReview proposed changes before approving a scenario chart.
Managing Shared PositionsFill one position with multiple people.
Creating Dotted Line RelationshipsUse dotted line relationships on the org chart to allow a person to report to multiple people or fill multiple positions.