Chart

The chart shows your agency as a tree: teams, the people in them, the workers in them, and open roles you have not filled yet. A person is anyone from your Slack workspace. A worker sits on the chart like a person does, with a title and someone it reports to.

Adding to the chart

Press Add at the top, or right-click empty canvas. The menu has two rows: Individuals (Person, Worker, Open role) and Teams (Team, Vendor, Client). A person is picked from Slack; a worker opens the new-worker page; an open role is a seat to fill later.

Placing and moving

• Drag a card onto another card to make it report there, onto a team to join it, or onto an open role to fill it.
• The No team tray along the bottom holds everything not on the chart yet: new workers, clients nobody has placed, people from Slack. Drag out of it to place; drag onto it to remove.
• Every card has a sheet. Open it to change the name or title, Move… it, or Remove from chart. Removing takes the card and everything under it back to the tray; nothing is deleted.
• One seat can hold two people (Share this seat), and a person or worker can be placed in more than one spot.

What to show

The Show on the chart and list menu has two boxes: Vendors (on by default) and Clients (off by default). The Chart and List tabs show the same company two ways; List has a status filter.

Why it matters to a worker

The chart is a picture, not a permission. Placing a worker in a team does not change what it can see. It does decide one thing: when a worker needs a person, it goes to the nearest person above it on the chart, unless you set someone else. See Reporting.