✨New Playbook Feature✨

Need a way to organize your people into a visual chart? Create an Organizational Chart with the people in your account so Admins can see who reports to who!

🎥 Learn how to create your Org Chart in the video below:

👉 Check out the whole How To Build your Business Playbook video walkthrough tutorial, created by our amazing L&D coach, Shawn.

To create an Org Chart:

  1. Navigate to People on your left-hand navigation

  2. Click the dropdown and select Org Chart

  3. Click Modify Org Chart

  4. In Step 1, select the Highest Ranking Executive. 📝Note: This section is required to create an Org Chart.

  5. In Step 2, select who each team member reports to.

  6. Click Save

  7. That's it! You can now view your new Org Chart! 🎉

🔥Pro tip: You can collapse and expand people in your Org Chart by hovering over their name and clicking the blue arrow!

To edit an Org Chart:

  1. Navigate to People

  2. Click the dropdown and select Org Chart

  3. Click Modify Org Chart

  4. After making your desired changes, click Save!

To export an Org Chart:

  • At this time you cannot export your Org Chart into PDF (don't worry, this is coming soon!). You can submit this as a feature request to our Product team here!

  • For the time being, you can take a screenshot of your existing Org Chart and save it to your desktop.

📝 Note: Only Admin and Billing Admin permission levels can view and edit the Org Chart.


See more of our Trainual Help Resources

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