Skip to main content
All CollectionsGetting Started GuidesOrg Chart
Getting Started with Team Charts & Using the Team Chart Creator
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

Support avatar
Written by Support
Updated over a week 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

Need help?

Did this answer your question?