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.

 

                            mceclip2.png  The New Role screen appears.

                                  

         mceclip0.png

 

        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.

 

 

                                    mceclip2.png  The team leader appears.

 

mceclip1.png

 

 

Having trouble? Contact us at support@organimi.com or ask us about our concierge service. 

 

 
 
 
 
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