Add Superpowers

 

Your Org Chart wears a cape now.

Your initial Org Chart is already awesome, sure – but what about some extras? Pingboard has a powerful toolset for adding depth to your charts with color-coded Departments, Shared Roles, Placeholders for open positions, and more...

Open Roles

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When you add a new Role to the Org Chart, it is un-assigned and untitled, but you can add a title without assigning anyone to the card to create an Open Role for a future hire. Unlike cards for actual people, Open Roles just have titles – like “Sales Manager (TBH)”. They also won't be counted towards your overall company headcount.

Departments

Departments help add a pop of color to your chart and help you see the Departmental structure of your organization at-a-glance.

You can add a new Department to its manager by clicking the Add (+) button the head of the Department's card and selecting Department, adding a name and a color, and clicking Save.

Learn more: Add Departments to your Org Chart

Branches

Need to represent multiple companies in the same Org Chart or add extra leadership at the top of your chart? Create as many branches as you need by clicking the Add (+) buttons on either side of the top-most card on your chart and selecting Role

Dotted Lines

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If someone on your Org Chart reports directly to the Operations Manager, but also sometimes reports to someone else, you can add that second reporting relationship using Dotted Lines. Dotted Lines help you display more complex, cross-functional relationships in a simple, un-cluttered way on your chart.

To add a Dotted line, click the Add (+) button on anyone's card and choose Dotted Line either above or below.

Learn more: Add Dotted Lines

Assistants

Assistant roles help clearly display Assistant relationships off to the side of the person that they assist, and allow Assistants to appear in multiple locations on the Org Chart under the various people they assist.

To add an Assistant relationship, click the Add (+) button on any card and choose Assistant.

Learn more: Add Assistant Roles

Shared Roles

Does your company have a joint-CEO position help by two people? Or maybe you have two individuals heading up your Marketing efforts and directing that team. Joint roles can help you add two individuals on your Org Chart to a single card so that they can share a role, Department, and Direct Reports between them.

To add a shared role, create a card for the first person in the role, then click Shared on the Role Editor on the right. Search for and select the name of the person who shares that role, or drag-and-drop them into the position from the Employees panel on the left.

Learn more: Add Shared Roles

Custom Fields

Cards on your Org Chart are customizable, so you can choose what information you want to display on them. You might want to differentiate between full-time employees and contractors, for instance, or make sure mobile phone numbers are front-and-center. Click Settings on the Org Chart page to select which Custom Fields you want to display on your chart.

Tip You can also customize the cards in the Directory from the Settings page.

Next Step: Customize Your Account

Still need help? Let us know.

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