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.

 

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  1. On the Org Chart, click Edit to enter Edit Mode
  2. Find the Department's manager on the Org Chart and click the Add (+) button above their card, then select Department
  3. Type a name for the Department 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, Renata in the image above is the head of the Mobile department, so anyone who reports to Renata and doesn't also manage their own separate Department is in Mobile 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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