Using the Org Chart Creator
Video Timeline Quick Links:
0:00 How the Org Chart Creator works
0:34 STEP 0 - Adding Members (optional)
1:58 STEP 1 - Create Org Areas (Org Structure)
4:53 STEP 2 - Creating Hats
6:00 STEP 3 - Creating Posts
7:38 STEP 4 - Importing Org Chart
8:23 Troubleshooting Import File
9:26 Moving or removing Posts & Org Areas
11:24 Re-ordering Org Areas
11:50 Floating Top Org Area
12:20 Get help from Support
12:30 Find out about Add-on Services
Tip: Choose Org Area colors using a Color Picker.
Use the chat bubble on the bottom right to contact Support.
We can do it for you, get the Org Chart Add-on service
Enroll in Client Onboarding and get powered by MetaPulse fast.