How To Add A Team Leader To Your Matrix Org Chart

 

 For step-by-step instructions on how to create a matrix org chart see, How To Create A Matrix Org Chart.

From your matrix org chart, click the Create Matrix Leader button to create a team leader or Drag & Drop from your Roster.

                              The New Role screen appears.

         

        a.  Search the Roster for a name or type a new name.

        b.  In the Role Title field, type the name of the role.  

        c.  In the Role Description field, add a short description of the role.

        d.  Click the Role Color field, and select a color.

e.  Click the Save button when done.

                                      The team leader appears.

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