How to Quickly Navigate Your Org Charts
Navigate large organizational charts in an instant. TeamOrgChart puts bookmarks, conditional rules and one-click shortcuts at your fingertips so you can locate the right people fast.
Add bookmarks to frequently visited locations
Gain quick access to frequently viewed employees or teams and instantly navigate large and complex org charts with chart bookmarks.
Each TeamOrgChart user can choose there own custom start point by favouriting a bookmark. This sets the location in the chart that is displayed on launch, helping you get to the information you need quicker.
How to create a bookmark
Navigate to the Manage Bookmarks page via the chart tool bar.
Click Create a New Bookmark and enter a name for your bookmark.
Position the bookmark by searching for and selecting the employee you wish the bookmark to be attached to.
Add your bookmark to the chart and display in the navigation bar by checking the Show in Navigation checkbox and clicking Save Bookmark.
Organize with multi-level grouping
Make it easy to identify and locate who you need by grouping people by chosen key features, such as country, department or job title.
Use quick links in the tool bar
Navigate to frequently used and helpful points in the chart by using the quick links in the toolbar, instantly navigate back to the top of the chart or find your own position on the chart.
Streamline your chart with conditional rules
Simplify your chart and focus on just the most important people or teams.
Use logic based rules to hide people from your chart based on specific conditions, making you chart clearer and more manageable. Toggle these rules on or off in the conditional formatting tab to adjust your chart when required.