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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.


Screenshot 2024-04-12 at 11.43.47 AM



  1. Add and delete groups
  2. Styling groups
  3. Moving groups and changing their contents
  4. Get more from groups


Trying to create matrix or cross-functional teams? Check out our article on how to use secondary reporting lines to visualize your pods, squads, or tribes together with groups.





1. Add and delete groups



There are three group styles that can be added to your org chart: boundaries, labels, and teams. A boundary wraps around groups of positions, a label sits as a named banner above a position or groups of positions, and a team contains a group of positions that has no hierarchy. Below, we lay out the ways to add and remove them.


In this section:



Add a label or boundary group above a position


  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"

Once the group has been created, you can start dragging and dropping positions under it.




Add a team

A team is a collection of positions that has no hierarchy and, as such, they can't have subordinate positions reporting into them, so must sit at the bottom of a reporting branch. They are ideal for showing cross-functional and matrix teams.

Steps for adding a team:

  1. Hover over a position
  2. Click the ellipsis next to it
  3. Select "New team"
  4. You can either click to add position or drag and drop positions into the team


Teams must be at the bottom of the hierarchy.



Delete 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 "Delete label"




Delete 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 "Delete whole group"





2. Group style

In this section:



Rename a group

To rename a group:

  1. Click on the label to open the group in the right-hand menu
  2. Click the name of the group
  3. Type in the new name
  4. Hit enter or return




OR double-click the name on the group






Color a group or label

To color a group or label:

  1. Click on the ellipsis (three dots) icon on the right-hand side of the group
  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"



View a list of the group contents

To see a list of the positions and sub-groups in a group, click on the white space on its label.






3. Moving groups and changing their contents 

In this section:



Move a group with its positions


  1. Hover above the group until the hand or directional icon appears
  2. Click and hold
  3. Drag and drop it where you would like it to be located


Move a group without its positions


  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


To add a full reporting line to a group or label then simply drag and drop the person at the top of the reporting tree.




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 grid icon
  3. Select "New group label" or "New group boundary"


If you have other groups elsewhere on your org chart you can drag these inside another group along with any positions that are contained within.

To add a group around another group hover over the top click the plus symbol, hover over "New group", click "Boundary" or "Label".





4. Get more from groups


In this section:



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


  1. Click the "view settings" 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.



  1. Click the "view settings" menu
  2. Select "Top Item 🔍" 
  3. Search for the name of the group
  4. Click on it when it appears in the list





Want help creating your matrix or cross-functional teams? Get in contact with support@functionly.com or use our contact us page.