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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.

 

 

Contents:

  1. Adding and removing 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. Adding and removing groups

 

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 boundary

To add a boundary simply click the plus sign above any position on your org chart, hover over "New group", then select "Boundary". This will add a boundary around that position and any position below them in that reporting structure.

 

Add a boundary

 

Add a label

Similar to adding a group, to add a label click the plus sign above any position on your org chart, hover over "New group", then select "Label". This will add a label above that position.

 

Remove a label

To remove a group but leave the positions inside in place on your org chart click the ellipsis on the group label and select "Remove label". This will remove the boundary around or label above but leave all the contained positions on the org chart.

 

Remove a label

 

 

Remove a whole group

To remove a group as well as its positions from the org chart click the ellipsis on the group label and select "Remove group". This will remove the group and positions within. The positions will appear in the left-hand menu in the "Not in this chart" folder.

 

Remove a whole group

 

 


 

 

2. Group style

In this section:

 

 

Rename a group

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

 

Rename a group

 

 

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

 

Rename a group

 

 

 

 

Color a group or label

To color a group or label click on the ellipsis icon on the right-hand side of the heading then click "color" and select your preferred color.

 

Color a group or label

 

 

 

Change group style

If you would like to change a boundary to a label or vice versa you can click on the ellipsis menu on the right-hand side of the heading, then hover over "Group style" and select "Label only" or "Show boundary" depending on what style you'd like.

 

Change group style

 


 


 

 

3. Moving groups and changing their contents 

In this section:

 

 

Move a group

To move a group, and the positions it contains, to a different location on your org chart click and hold on the label heading (the white part) then drag and drop it where you would like it to be located.

Move a group

 

 

 

Move a position

To add existing positions into a group you can click on that position then drag and drop it inside the boundary or under a label. If you're trying 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.

To move a position or structure out of a group you can do the reverse by dragging and dropping to the point on your org chart that you'd like them to be situated.

 

Move a position

 

 

 

Add groups inside another group

To further segment a group with by adding more groups within hover your mouse cursor above the position at the top of the group, click the plus symbol, hover over "New group", click "Boundary" or "Label".

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".

 

Add groups inside another group

 


 

 

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 the group by clicking on the "properties" menu near the top right of your canvas and toggling "group calculations" to the on position.

 

 

 

 

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. Loading the group will collapse all other positions that aren't under that particular branch.

 

 

 


 

 

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