Your organisation chart shows who reports to whom across the business, and departments group people by the work they do. They are more than a picture: each person's manager is who approves their time off, and department heads give every team a clear owner.
Before you start
Departments and the organisation chart are on the Standard, Professional and Enterprise plans. The organisation chart is for administrators: only they see it in the sidebar and can change reporting lines.
Set up your departments
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Open Departments
In the sidebar, open Business and choose Departments. Add a department for each team, such as Sales, Operations or Finance.
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Choose a head
Give the department a short description and choose its Department Head.
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Add an onboarding checklist
List the other tools and accounts someone joining this team needs, such as access to your accounts package or a shared mailbox, so nothing is missed when they start.
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Put people in departments
Set each person's department on their profile in Team Members.
Draw the chart
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Open the chart
In the sidebar, open Business and choose Organisation. Anyone who already has a manager set appears in place.
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Connect people to their manager
Drag from the pin on a person to their manager to connect them. To remove a reporting line, click the connection.
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Tidy it up
Drag people to move them around, or select Auto Arrange to lay the chart out neatly. Use the zoom buttons or fit to screen for a large team.
Click anyone on the chart to open their profile. The legend shows each manager's direct reports and total team. On a phone you can view the chart; reporting lines are changed on a computer.
Keep it up to date. When someone changes manager, move their line on the chart on the day it happens, so their next time off request goes to the right person.
For more, see the organisation chart.