Use groups to visualize cross-functional and matrix teams on your organizational chart, categorize positions, and gain workforce planning insights.
Contents:
- Adding and removing groups
- Styling groups
- Moving groups and changing their contents
- 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
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
Steps:
- Hover above any position
- Click the ➕ plus sign above any position on your org chart
- Select "New group boundary"
Add a label
Steps:
- Hover above any position
- Click the ➕ plus sign above any position on your org chart
- Select " New group label"
Remove a label
To remove a group and leave the positions in place on your org chart:
- Click the ellipsis on the right-hand side of the heading
- Select "Remove label"
Remove a whole group
To remove a group as well as its positions from the org chart:
- Click the ellipsis on the right-hand side of the heading
- Select "Remove whole 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. 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
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
- Click "color"
- Select your preferred color.
Change group style
If you would like to change a boundary to a label or vice versa:
- Click the ellipsis on the right-hand side of the heading
- Hover over "Style"
- Select "Label only" or "Show boundary"
3. Moving groups and changing their contents
In this section:
Move a group with its positions
Steps:
- Hover above the group
- Click and hold the "drag to move" button (the arrows pointing in four directions)
- Drag and drop it where you would like it to be located
Move a group without its positions
Steps:
- Press and hold "control" on PC or "command" on Mac
- Click and hold the label for the group
- Drag and drop the group
Move a position
To add existing positions into a group:
- Click and hold a position
- 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:
- Hover your mouse cursor above the position at the top of the group
- Click the ➕ plus symbol
- 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
Steps:
- Click the ⚙️ cog icon next to the "view" menu
- Hover over the "properties" menu
- 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:
- Click the ⚙️ cog icon next to the "view" menu
- Hover over the "filter" menu
- Click "Top Item 🔍"
- Search for the name of the group
- 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.