User Guides

Changing appearance

• Styling your chart
• Changing the Branding of the TeamOrgChart application
• Changing the Contents of Chart Boxes
• Conditional Formatting Rules
• Creating and Using Filters

Printing & reporting

• Printing your chart
• Organization chart reports

Annotations

• Enabling and disabling annotations
• Creating annotations
• Interacting with annotations
• Moderating annotations

Advanced features

• Staff Availability Reporting
• Showing Vacant or Temporary Positions
• Copying an Org Chart
• Using Bookmarks to Define Chart Starting Points
• Comparing Organization Charts
• Configuring the Map View
• Showing Additional Data in the Information Pop-Up

Planning with TeamOrgChart

• Assigning the Planning Role
• Creating a Plan
• Planning Operations
• Sharing a Plan