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Help Centre
  • functionly.com
  • Contact Support
  • Go to Customer Portal
How to's
  • Getting Started with your Free Plan
  • The Basics
    • Importing People
    • Sharing and Collaborating
    • Roles and Responsibilities
    • Workforce planning
    • Creating new scenarios
  • How to's
    • Importing
    • Sharing and collaborating
    • Designing your organization
    • Workforce Planning
  • FAQs
  • Contact us
  • Product Release Notes
      Back to home
      1. Help Centre
      2. How to's
      • Getting Started with your Free Plan
      • The Basics
        • Importing People
        • Sharing and Collaborating
        • Roles and Responsibilities
        • Workforce planning
        • Creating new scenarios
      • How to's
        • Importing
        • Sharing and collaborating
        • Designing your organization
        • Workforce Planning
      • FAQs
      • Contact us
      • Product Release Notes

      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

      Sharing and collaborating

      • How to invite, share, and remove users
      • How to create and manage org design workspaces
      • How to export your organizational chart
      • How to use shared links
      • How to tell who can see a scenario
      See more

      Designing your organization

      • How to use the view options on your organizational chart
      • How to create, edit and map, accountabilities, responsibilities and roles
      • How to best use color in your organizational chart
      • How to add and manage custom properties to your organizational chart
      • How to use groups on your organizational chart
      • How to navigate your org chart using zoom controls
      • How to use secondary reporting lines
      See more

      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
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      • functionly.com
      • Contact Support
      • Go to Customer Portal