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Org Chart View

Visualize team roles and relationships with the Org Chart view.

Updated over 2 weeks ago

What Is the Org Chart View?

The Org Chart view is a perfect workflow for mapping out organizational structures. Use this view like a mind map to break complex projects into bite-sized tasks or map the organizational structure of your team or company. This template is also perfect for:

  • Mapping organizational hierarchies
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  • Managing HR responsibilities
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  • Providing a clear overview of roles and responsibilities
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  • (optional) Browse our free organizational templates for more ideas

๐Ÿ’ก Note: Visit Project Views to learn more about other workflows in Taskade.

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Enable the Org Chart View

  1. Click the the last icon in the top navigation bar to switch to the Org Chart view.
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  2. Click the icon again to set this as the default view.

๐Ÿ’ก Note: Changing project views doesn't affect project contents.


Create New Nodes

  1. Select an org chart node (task) and press โŒจ๏ธ Enter to create a new level.
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  2. Press โŒจ๏ธ Shift + Enter to create a child node underneath.
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    • (optional) You can also click the arrow button โฌ‡ to create a child node.
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  3. Press โŒจ๏ธ Enter in every other node to create a branch on the same level.

org-chart-add-node.gif


Drag & Drop Nodes

  1. Click and hold the the drag button (โ‹ฎโ‹ฎ).
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  2. Drag the node to reposition it on the org chart.
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    • Release at the top of a task to add it on the same level.
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    • Release at the bottom of a task to add it as a child (nested) node.

org-chart-drag-drop.gif


๐Ÿ˜Š Helpful Links

๐Ÿ’ก Did You Know?

๐Ÿ“‹ In This Article

  • What Is the Org Chart View?

  • Enable the Org Chart View

  • Create New Nodes

  • Drag & Drop Nodes

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