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Getting Started with Team Charts & Using the Team Chart Creator

Learn how to use the Team Chart Creator and get familiar with the terminology and features of the Team Chart

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Written by Support
Updated over a year ago

Using the Team Chart Creator

Video Timeline Quick Links:

  • 0:00 How the Team Chart Creator works

  • 0:34 STEP 0 - Adding Members (optional)

  • 1:58 STEP 1 - Create Teams (Org Structure)

  • 4:53 STEP 2 - Creating Roles

  • 6:00 STEP 3 - Creating Positions

  • 7:38 STEP 4 - Importing Team Chart

  • 8:23 Troubleshooting Import File

  • 9:26 Moving or removing positions & Teams

  • 11:24 Re-ordering Teams

  • 11:50 Floating Top Team

  • 12:20 Get help from Support

  • 12:30 Find out about Add-on Services

Tip: Choose Team colors using a Color Picker.


See also

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