Groups make it easy to visualize matrix and cross-functional teams on your organizational chart as well as categorize by other important information.
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
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 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 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.
2. Styling groups
In this section:
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 click on the ellipsis icon on the right-hand side of the heading then click "color" and select your preferred color.
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.
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 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.
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".