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Add org chart units without leaders

Create org chart units (previously called departments) with no leader, or let one manager oversee several units, then add people and roles to each unit.

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If your Org Chart includes some org chart units that aren't assigned to specific leadership, or if you have managers who oversee multiple org chart units, follow these instructions to create org chart units without leaders on your Org Chart:

  1. Create a new org chart unit beneath an existing card by dragging an Org chart unit card from the Build menu onto an existing card. By default, an empty Role Card will be created along with the unit.

  2. Select your new org chart unit card and use the editor on the right side of the screen to enter its title and select a color.
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Now that you've created your new org chart unit, it's time to sort people into it:

  1. Drag existing Org Chart cards onto the org chart unit card to place them in that unit.

  2. Drag new Role cards from the Build menu onto the org chart unit card to create new roles within it.

  3. If you need to remove the empty Role Card that was added when you first created the org chart unit, hover over the empty card, select More (...) and choose Remove Role.
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Note: Org chart units are separate from the Department property on member profiles.

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