The Stakeholder Org Chart is getting a major upgrade in usability and functionality. We encourage Users to explore the new capabilities which should reduce clicks and improve the visualization of the relationships between stakeholders within an Organization.
Here are a few key highlights:
- Drag and Drop Stakeholders to updated the 'Reports To' field and update the visual
- Draw 'Relationship' lines to reflect who a given Stakeholder influences within the organization or other types of relationships
- A new 'hover over' that includes a free text 'description' of the Stakeholder for additional context is available by hovering over the Stakeholder's picture.
- Collapse 'parts' of the Org Chart to focus on a particular area by clicking the up/down arrow under a Stakeholder
- Create a 'direct report' on the fly to build out the Chart within the Org Chart.
- Recenter or Zoom Out the Org Chart using the new controls in the top right
Admins can edit the type of Relationships that can be added to the Org chart under Customer Settings:
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