How to use groups on your organizational chart

Use groups to visualize cross-functional and matrix teams on your organizational chart, categorize positions, and gain workforce planning insights.

 

 

Contents:

1. Adding and removing groups
2. Styling groups
3. Moving groups and changing their contents
4. Get more from groups
   
   

 

 

 

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1. Adding and removing groups

 

 

There are two types of groups that can be added to your org chart; boundaries and labels, and they're exactly as they sound. A label sits as a named label above a position or positions and a boundary wraps around groups of positions. Below we lay out the ways to add and remove them.

 

In this section:

• Add a group over a position
• Add a group beside a position
• Add a label
• Remove a label
• Remove a whole group

 

 

Add a label or boundary group above a position

Steps:

1. Hover above any position
2. Click the grid symbol that appears
3. Select "New group boundary" or "New group label"

 

 

Add a group beside a position

To add a group beside a position or branch of positions:

1. Hover over the plus symbol that appears next to a postion
2. Click the ellipsis (three dots) below the plus
3. Select "Add a group boundary" or "Add a group label"

 

 

 

Remove a label

To remove a group and leave the positions in place on your org chart:

1. Click the ellipsis on the right-hand side of the heading
2. Select "Remove label"

 

 

 

 

Remove a whole group as well as the positions inside

To remove a group as well as its positions from the org chart:

1. Click the ellipsis on the right-hand side of the heading
2. Select "Remove whole group"

 

 

 

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2. Group style

In this section:

• Rename a group
• Color
• Change group style

 

 

Rename a group

To rename a group you can simply click on the title at the top and start editing

 

 

 

OR click the ellipsis on the right-hand side and select "Rename"

 

 

 

 

 

Color a group or label

To color a group or label:

1. Click on the ellipsis icon on the right-hand side of the heading
2. Click "color"
3. Select your preferred color.

 

 

 

 

Change group style

If you would like to change a boundary to a label or vice versa:

1. Click the ellipsis on the right-hand side of the heading
2. Hover over "Style"
3. Select "Label only" or "Show boundary"

 

 

 

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3. Moving groups and changing their contents 

In this section:

• Move a group
• Move a position
• Add a group inside another group

 

 

Move a group with its positions

Steps:

1. Hover above the group
2. Click and hold the "drag to move" button (the arrows pointing in four directions)
3. Drag and drop it where you would like it to be located

 

Move a group without its positions

Steps:

1. Press and hold "control" on PC or "command" on Mac
2. Click and hold the label for the group
3. Drag and drop the group

 

 

Move a position

To add existing positions into a group:

1. Click and hold a position
2. Drag and drop it inside the boundary or under a label

 

 

 

 

Add groups inside another group

To further segment a group by adding more groups below:

1. Hover your mouse cursor above the position at the top of the group
2. Click the ➕ plus symbol
3. Select "New group label" or "New group boundary"

 

 

 

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4. Get more from groups

 

In this section:

• Visualize group calculations
• Group summary
• Search for a group

 

 

Visualize group calculations

If you want to understand the cost, headcount, or full-time equivalent of any group, you can add them visually to the top of any group

Steps:

1. Click the ⚙️ cog icon next to the "view" menu
2. Hover over the "properties" menu
3. Toggle "group calculations" to "on"

 

 

 

 

 

Group summary

Using the ellipsis menu on the top right of any group you can "view summary" giving you a quick snapshot in the summary sidebar of position count, headcount, effort, compensation, or hours worked. This data can then be grouped by different parameters and viewed through different time dimensions.

 

 

 

 

 

 

Search for a group

If you have a large org chart with lots of groups then you can easily search for a particular group using the "top item" search function in your filter menu.

 

Steps:

1. Click the ⚙️ cog icon next to the "view" menu
2. Hover over the "filter" menu
3. Click "Top Item 🔍" 
4. Search for the name of the group
5. Click on it when it appears in the list

 

 

 

 

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