For step-by-step instructions on how to create a matrix org chart see:
- Manually build your matrix org chart.
- Import data to automatically build your matrix org chart.
- To create a team leader, click Add Matrix Leader.
- On the New Role screen:
- If not selected, select Single
- In the Quantity field, type 1
- In the Role Title field, type Matrix Team Lead
- In the Assign People to Role section, select the member you wish to add to the role
- Click Save
- How to add teams to your matrix org chart.
- How to add projects to your matrix org chart.
- How to add team members to your matrix org chart.
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