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Help Centre

How to's

How to's

Want to learn more about a specific feature? Explore these guides and become a pro Functionly user

Onboarding guide: Planning a restructure

Exploring collaboration scenarios

How to I show and hide a people's Titles and Roles?

Importing

Update your organizational chart or data using a spreadsheet

Prepare a spreadsheet to generate your organizational chart in Functionly

How to import your spreadsheet into Functionly

Troubleshooting your spreadsheet import

Designing your organization

How to create, edit and allocate, accountabilities, responsibilities and roles

How to use the view options on your organizational chart

How to use default and saved views

How to best use color in your organizational chart

How to use secondary reporting lines

How to use groups on your organizational chart

How to restore and copy earlier versions of your scenarios using "history"

How to add and manage custom properties to your organizational chart

How to navigate your org chart using zoom controls

How to use the Functional Chart

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Workforce Planning

How to use the view options on your your forecast sheet

How to add and manage compensation to your organizational chart

How to add and manage vacant positions

How to use the People & positions view