Add Departments to the Org Chart

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.

 

departments.gif

 

To create a new Department, find the Department's manager on the Org Chart and click the button on their card, then select New Department.

Choose a name for the Department, include a description (optional), then select a color and click SaveThat person is now the head of the Department and everyone beneath them automatically belongs to it as well (notice they share the same color.) You can add Departments anywhere in the org chart, but you only need to add each one once, not for every person who's part of it. 

Syncing Departments

As Departments are tied to the Org Chart structure, we're not able to sync the information from a datasource. A sync may create discrepancies, such as a person belonging to one Department, but reporting to someone in a different Department in Pingboard.

Transitioning to Departments

If you have created departments using the Groups feature and would like help transitioning to the new Departments feature, reach out and we'll be happy to help.

Tip A Department is assigned to its leader's card in the Org Chart. If someone manages multiple Departments, consider creating a combined Department on their Org Chart card and getting more granular with Group assignments. Or, create Placeholders beneath a manager's card to represent each Department they oversee.

Note Departments are specific to the Org Chart and cannot be included in Reports exported from Pingboard at this time.

Still need help? Let us know.

Was this article helpful?

0 out of 0 found this helpful