Assign Departments to Managers

Departments add color and clarity to your Org Chart in Pingboard. Think of them as badges that you can apply to managers' cards, creating a banner of color and text to make it clear which Department they oversee and who belongs to it.

  1. Click and drag a Department card from the Build menu and position it above its leader (a blue line will appear on top of the leader’s card to indicate where the Department will be placed)
  2. Click on the newly assigned Department, type a name and select a color - your choices are saved automatically

As soon as you're finished editing, the person in the Role you selected is named the head of the Department and their Direct Reports inherit that Department as well (notice they'll all share the same color). For example, Kathryn in the image above is the head of the Product department, so anyone who reports to Kathryn is assigned to the Product Department as well.

To remove a Department, click on the color-coded department above a manager's card and select Remove Department on the bottom of the editor on the right-hand side.

Tip Add multiple Departments to a single leader or assign employees to a leaderless Department by following our instructions here.
Note Departments are specific to the Org Chart and cannot be imported by CSV or sync, or included in Reports exported from Pingboard at this time.

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