In this help doc
Team Charts:
Teams:
Positions:
Export & Importing a Team Chart:
See also:
Create a Team Chart
Click Settings
Expand your Organization
Click on Team Chart
Click on New Team Chart
Enter the Name of the company
Enter the Mission Statement. (optional)
NOTE: To format the text, see Markdown Syntax.Float team chart at level refers to how many levels of floating areas the chart will have. See Floating Areas for more info.
Collapse team chart at level will collapse or minimize the Team Chart at a specified level
Display team chart vertically starting at level will display all horizontally aligned sections into a vertical line
Display Results section at level will display the results for each team from the selected level and above it. See also TIPS & TRICKS: Results on Team Chart Not Showing.
Toggle Align floating teams to the left
Toggle Include in search bar - This will include / remove the Team Chart from the search bar and any members of that Team Chart won't show.
Click Create Team Chart
Click on Teams
Click on New Team
Enter a Name for the team
NOTE: If this is the 1st team, this will be the top team and you can name it CEO/Founder. All other teams will come under this team.Enter the Results that this team is going to achieve
Fill in additional information, if needed.
You can assign a specific Knowledge item for this Team. In this example, you can assign all Knowledge items related to Sales / Marketing to this Team and these items will be automatically assigned to all members belonging to this Team.
If you have more than one Team Chart, you can select the desired one.
Parent Team - Choosing a parent will nest this team within another, choosing None will create a new top level team.
The Draft Team feature allows you to create a team in draft mode. This means that the Team will be invisible until it's published. This is useful if you need to create a Team ahead of time and publish it when needed.
Appear elevated on Team Chart will elevate this team, making it senior or more important than other teams.
NOTE: This is available on the legacy Team Chart only.You can choose a Custom Color for the team
Click Create Team
Once done, repeat steps 15 - 25 to create the other Teams on the Team Chart. The result will look like this:
Edit a Team Chart
Click Settings
Expand your Organization
Click on Team Chart
Click on Edit
You can enter a new Name for the Team Chart
Enter the Mission Statement. (optional)
NOTE: To format the text, see Markdown Syntax.Float team chart at level refers to how many levels of floating areas the chart will have. See Floating Areas for more info.
Collapse team chart at level will collapse or minimize the Team Chart at a specified level
Display team chart vertically starting at level will display all horizontally aligned sections into a vertical line
Display Results section at level will display the results for each team from the selected level and above it
Toggle Align floating teams to the left
Toggle Include in search bar - This will include / remove the Team Chart from the search bar and any members of that Team Chart won't show.
Click Update Team Chart
The result will look like this:
Delete a Team Chart
Click Settings
Expand your Organization
Click on Team Chart
Click on Edit
Click Delete Team Chart
NOTE: If the button is greyed out, you will need to remove the teams first before you can delete the Team Chart.
Edit a Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click Edit Team
Enter a Name for the team
Enter the Results that this team is going to achieve
Fill in additional information, if needed.
You can add a specific Knowledge item for this Team. This Knowledge item will appear under the details for this Team in order to show videos and other content while browsing the Team. To see the details of a specific Team, see Information.
Select a different Team if you want to move this Team to another Team Chart
Parent Team - Choosing a parent will nest this team within another, choosing None will make it a top level team.
Appear elevated on Team Chart will elevate this team, making it senior or more important than other teams.
You can choose a Custom Color for the team
Click Update Team
Delete a Team
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Edit Team
Click Delete Team
View a Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click View on the desired Team
The Team will be highlighted
Rearrange Teams
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Use the hamburger icons to reorder
Find a Specific Team by Member Name
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Select the member. It will automatically show the member's Team.
Create a New Team Alias
Team Alias is used when a company has branch offices in different locations. Even though these branch offices are part of the main Team Chart, they can be "duplicated" and made to appear on the branch office Team Chart for convenience. They are not a copy of the Team but a link to it.
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click New Alias
Select the Source Organization
Select the Source Team Chart
Choose the desired Source Team you would like to create Alias for.
You can create a Name for the Alias. Leaving it blank will inherit the name from the Source Team.
Select the destination Team Chart
Select the Parent Team of the destination Team Chart. Select None if it doesn't need to be nested under any Team.
This is the primary alias - This adds a link back to this alias when viewing the Source Team.
Include children from source team - This will include anything inside the Source Team, e.g. other departments, members, positions and rules.
Click Create Team
The Source Team will have an arrow symbol, designating it has an Alias. When clicked, it will take you to the Alias:
Default Team Chart View & Floating Teams
Introduction to Team Chart View & Floating Teams
Each level of the Team Chart can be viewed without having to view the entire chart. Furthermore, you can create floating teams as shown below.
The default Team Chart view looks like this:
In the example below, the default float level is set to 1, creating a single floating team:
Default Team Chart Level Settings
The image below shows a 4 Level Team Chart:
Level 1 - The Organization
Level 2 - Senior Management
Level 3 - Teams
Level 4 - Sub-Teams
Setting up Floating Teams
To activate the Floating teams, set the Float team chart at level setting as shown below:
Click Settings
Expand your Organization
Click Team Chart
Click Edit on the Team Chart you want to activate floating teams
Choose which level to float your Team Chart. e.g. Level 1 is one level of floating teams.
If you want to Align floating teams to the left, select it. We will leave it unchecked to keep the floating team in center.
Click Update Team Chart to save
The result will look like the image above
See also
Archive a Team
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Edit Team
Click Archive Team. Click OK.
NOTE: If the Archive Team button is missing, it means that there are other Teams or Team Aliases under this Team that need to be archived or deleted first.The archived Team will be greyed out. It will also be removed from the Team Chart.
Restore a Team
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Restore on the archived Team. It will be displayed on the Team Chart.
Create a Draft Team
The Draft Team feature allows you to create a team in draft mode. This means that the Team will be invisible until it's published. This is useful if you need to create a Team ahead of time and publish it when needed.
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click New Team
Enter a Name for the team
Enter the Results that this team is going to achieve
Fill in additional information, if needed.
You can add a specific Knowledge item for this Team. This Knowledge item will appear under the details for this Team in order to show videos and other content while browsing the Team. To see the details of a specific Team, see Information.
Select a different Team Chart if you want to move this Team to another Team Chart
Parent Team - Choosing a parent will nest this team within another, choosing None will make it a top level team.
NOTE: Only a Draft Team can be nested within both existing and draft teams. An existing Team can't be nested within a Draft Team.Select Draft (hidden until published)
Appear elevated on Team Chart will elevate this team, making it senior or more important than other teams.
You can choose a Custom Color for the team
Click Create Team
It will be displayed as a Draft
To see how the Draft Team would look like, click Preview.
It will display the Draft Team
To publish the Draft Team, click Publish Draft.
Click Confirm Publish.
Create a Draft Team Alias in an Existing Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click New Alias
Select the Source Team Chart
Choose the desired Source Team you would like to create Alias for.
NOTE: You can select a Draft Team as the source as well.You can create a Name for the Alias. Leaving it blank will inherit the name from the Source Team.
Select the destination Team Chart
Select the Parent Team of the destination Team Chart. Select None if it doesn't need to be nested under any Team.
NOTE: Only a Draft Team Alias can be nested within both existing and draft teams. An existing Team Alias can't be nested within a Draft Team.This is the primary alias - This adds a link back to this alias when viewing the Source Team.
Include children from source team - This will include anything inside the Source Team, e.g. other departments, members, positions and rules.
Select Draft (hidden until published)
Click Create Team
It will be displayed as a Draft
To see how the Draft Team Alias would look like, click Preview.
It will display the Draft Team Alias
To publish the Draft Team Alias, click Publish Draft.
Click Confirm Publish
Create a Draft Team Alias in a Draft Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click New Alias
Select the Source Team Chart
Choose the desired Source Team you would like to create Alias for.
NOTE: You can select a Draft Team as the source as well.
You can create a Name for the Alias. Leaving it blank will inherit the name from the Source Team.
Select the destination Team Chart
Select the Parent Team of the destination Team Chart. This will be the desired Draft Team under which the Draft Team Alias will be created. Select None if it doesn't need to be nested under any Team.
NOTE: Only a Draft Team Alias can be nested within both existing and draft teams. An existing Team Alias can't be nested within a Draft Team.This is the primary alias - This adds a link back to this alias when viewing the Source Team.
Include children from source team - This will include anything inside the Source Team, e.g. other departments, members, positions and rules.
Select Draft (hidden until published)
Click Create Team
It will be displayed as a Draft
To see how the Draft Team Alias would look like, click Preview.
It will display the Draft Team Alias
To publish the Draft Team Alias, click Publish Draft.
Click Confirm Publish
Create a New Position
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Manage Positions
Click New Position
Choose an existing Role or create New Role. See also Understanding the difference between Roles and Positions
Enter Role Name if it's a new role
Role Display Name is optional - If left blank, it will use the Role Name.
Purpose - purpose of the position, e.g. Increase Organization Income.
Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
You can select a specific Knowledge item that represents the Role. This will be visible on the Team Chart when you view the details of the position.
Toggle Team Leader / Not a Team Leader. See TIPS & TRICKS: Team Permissions explained.
Toggle Assistant / Not an Assistant
Assign the desired Graph Permissions
Attachments let you add documents (images, checklists, etc.) related to the role
Assign a Member to the Position (this person must have a MetaPulse login) or leave as Held From Above (HFA)
NOTE: We recommend that you add all the positions to your Team Chart before assigning the position to an individual.
Position Name - defaults to role name but can be changed.
Team - location of the position on the Team Chart.
These Custom Attributes lets you add additional info for the position. For more info, see Example - Create a Custom Attribute for a Position.
Use member's or custom location - These options relate to the location of the individual and will be displayed under the Position Details on the Team Chart. This is useful information for large businesses who have employees spread through a multi-level building or for those with remote employees who work from different locations.
Graphs assigned to the member - Will display graphs assigned to user.
Graphs for Position - Add more graphs specific to the position.
Add Graph Groups for Position - Used for easily finding and viewing a collection of graphs.
Click Create Position
Create a Position Alias
Some team chart designs require the same position to be duplicated in different parts of the organization, often to show hierarchy.
Our users often create a duplicate position to solve this problem but this can generate confusion when assigning graphs and objectives.
To solve this problem we have created the "Position Alias" feature. It's the same position displayed in another location.
Here's how you create a Position Alias:
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Manage Positions on the destination Team
Click New Position Alias
Select the Source Team Chart. This is if you have more than one Team Chart.
Select the Source Team. This is the Team where the actual position resides.
Select the Source Position. This is the actual position for which you will be creating an alias.
The Draft feature allows you to create a position in draft mode. This means that the position will be invisible until it's published. This is useful if you need to create a position ahead of time and publish it when needed.
Position Name - defaults to role name but can be changed.
Team - location of the position on the Team chart.
Click Create Position
To verify that the Position Alias was created, click Team Chart.
To see which one of the two is a Position Alias, click View details.
The Position Alias will have an Edit Alias button
Manage Positions
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Manage Positions
Click Edit Position
Edit the details - Follow the steps 7-25 under Create a New Position.
Delete a Position
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Manage Positions
Click Edit Position
Click Delete Position
Archive a Position
Click Settings
Expand your Organization
Click on Team Chart
Click on Teams
Click Manage Positions
Click Edit Position
Click Archive Position
It will list every Graph, Alert, Objective and Position Alias associated with the Position. Click Archive. The Position will be removed from the Team Chart.
NOTE: The graphs and position aliases assigned to the position will be archived as well.Click Show Archived Positions
The Archived Position will be displayed.
Create a Draft Position in an Existing Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click Manage Positions on the desired Team
Click New Position
Choose an existing Role or create New Role. See also Understanding the difference between Roles and Positions
Enter Role Name if it's a new role
Role Display Name is optional - If left blank, it will use the Role Name.
Purpose - purpose of the position, e.g. Increase Organization Income.
Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
You can select a specific Knowledge item that represents the Role. This will be visible on the Team Chart when you view the details of the position.
Toggle Team Leader / Not a Team Leader. See TIPS & TRICKS: Team Permissions explained.
Toggle Assistant / Not an Assistant
Assign the desired Graph Permissions
Attachments lets you add documents (images, checklists, etc.) related to the role
Assign a Member to the Position (this person must have a MetaPulse login) or leave as Held From Above (HFA)
NOTE: We recommend that you add all the positions to your Team Chart before assigning the position to an individual
Position Name - defaults to role name but can be changed
Team - location of the position on the Team Chart
NOTE: Only a Draft Position can be placed under existing and draft teams. An existing position can't be placed in a Draft Team.Select Draft (hidden until published)
These Custom Attributes lets you add additional info for the position. For more info, see Example - Create a Custom Attribute for a Position.
Use member's or custom location - These options relate to the location of the individual and will be displayed under the Position Details on the Team Chart. This is useful information for large businesses who have employees spread through a multi-level building or for those with remote employees who work from different locations.
Graphs assigned to the member - Will display graphs assigned to user
Graphs for Position - Add more graphs specific to the position
Add Graph Groups for Position - Used for easily finding and viewing a collection of graphs
Click Create Position
It will be displayed as a Draft
To publish the Draft Position, click Publish. Click OK.
Create a Draft Position in a Draft Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click Manage Positions on the desired Draft Team
Click New Position
Choose an existing Role or create New Role. See also Understanding the difference between Roles and Positions
Enter Role Name if it's a new role
Role Display Name is optional - If left blank, it will use the Role Name.
Purpose - purpose of the position, e.g. Increase Organization Income.
Function - main functions of the position, e.g. Follow up leads, provide correct product or service.
Results - The results produced or expected of the position. e.g. a Sales person's results could be "Closed deals."
You can select a specific Knowledge item that represents the Role. This will be visible on the Team Chart when you view the details of the position.
Toggle Team Leader / Not a Team Leader. See TIPS & TRICKS: Team Permissions explained.
Toggle Assistant / Not an Assistant
Assign the desired Graph Permissions
Attachments lets you add documents (images, checklists, etc.) related to the role
Assign a Member to the Position (this person must have a MetaPulse login) or leave as Held From Above (HFA)
NOTE: We recommend that you add all the positions to your Team Chart before assigning the position to an individual
Position Name - defaults to role name but can be changed
Team - location of the position on the Team Chart
NOTE: Only a Draft Position can be placed under existing and draft teams. An existing position can't be placed in a Draft Team.Select Draft (hidden until published)
These Custom Attributes lets you add additional info for the position. For more info, see Example - Create a Custom Attribute for a Position.
Use member's or custom location - These options relate to the location of the individual and will be displayed under the Position Details on the Team Chart. This is useful information for large businesses who have employees spread through a multi-level building or for those with remote employees who work from different locations.
Graphs assigned to the member - Will display graphs assigned to user
Graphs for Position - Add more graphs specific to the position
Add Graph Groups for Position - Used for easily finding and viewing a collection of graphs
Click Create Position
It will be displayed as a Draft
Click Back to Team Chart
To see how the Draft Position would look like, click Preview on the Draft Team.
It will display the Draft Position
To publish the Draft Team, click Publish Draft.
Click Confirm Publish. It will publish the Draft Team and Draft Position.
Create a Draft Position Alias in an Existing Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click Manage Positions on the destination Team
Click New Position Alias
Select the Source Team Chart. This is if you have more than one Team Chart.
Select the Source Team. This is the Team where the actual position resides.
Select the Source Position. This is the actual position for which you will be creating an alias.
NOTE: You can select a Draft Position as the source as well.Select Draft (hidden until published)
If you want the specify a different position name than the role name, enter the name. Otherwise, leaving the Position name blank will use the role name.
Select the destination Team. In our case, it's a draft team.
Click Create Position
It will display the Draft Position Alias
To publish the Draft Position Alias, click Publish. Click OK.
Create a Draft Position Alias in a Draft Team
Click Settings
Expand your Organization
Click Team Chart
Click Teams
Click Manage Positions on the destination Draft Team
Click New Position Alias
Select the Source Team Chart. This is if you have more than one Team Chart.
Select the Source Team. This is the Team where the actual position resides.
Select the Source Position. This is the actual position for which you will be creating an alias.
NOTE: You can select a Draft Position as the source as well.Select Draft (hidden until published)
If you want the specify a different position name than the role name, enter the name. Otherwise, leaving the Position name blank will use the role name.
Select the destination Team. In our case, it's a draft team.
Click Create Position
It will display the Draft Position Alias
Click Back to Team Chart
To see how the Draft Position Alias would look like, click Preview on the Draft Team.
It will display the Draft Position Alias
To publish the Draft Position Alias, click Publish Draft.
Click Confirm Publish. It will publish the Draft Team and Draft Position Alias.
Exporting a Team Chart
Click Settings
Expand your Organization
Click on Team Chart
Click on Download CSV. It will be sent to you via email.
Importing a Team Chart - Example 1 - Teams Only
Click Settings
Expand your Organization
Click on Team Chart
Click on Import CSV
Download and fill the sample CSV file. See sample above:
The Executive Division is created by row 3.
The Teams created by rows 4 to 6 will be nested inside the Executive Division. The Parent Team must be appear first in the sheet, before it can be used as a Parent Team.
See also Team Chart Import Fields.
NOTE: role and member email can be added to the initial import or later.
Choose file you want to import
Enter the Email address you would like to receive the import results to.
Click Start Importing
The result will look like this:
Importing a Team Chart - Example 2 - Teams & Roles
Click Settings
Expand your Organization
Click on Team Chart
Click on Import CSV
Download and fill the sample CSV file. See sample above:
The Executive Division is created by row 3.
The Teams created by rows 4 to 6 will be nested inside the Executive Division. The Parent Team must be appear first in the sheet, before it can be used as a Parent Team.
See also Team Chart Import Fields.
NOTE: member email can be added to the initial import or later.
Choose file you want to import
Enter the Email address you would like to receive the import results to.
Click Start Importing
The result will look like this:
Renaming Teams via Import
If you later want to rename teams you can do so by supplying the Team ID and the Name in a separate import.
Team ID | Team Name |
uni12345 | Sales Sector |
uni67890 | Sales Team B |
You can find the IDs by doing a team chart export.
Team Chart Import Fields