Lucas Harron

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Activity overview

Latest activity by Lucas Harron
  • Lucas Harron created an article,

    V7 Manually add people to Organimi.

    In Organimi, when you create profiles for the individuals on your team they are stored in the Talent Pool. They stay in the Talent Pool as Unassigned until you place them in a role on the chart.  T...

  • Lucas Harron created an article,

    V7 Connecting a LinkedIn profile in Organimi.

    You may wish to include in your role card a clickable link that takes you to the person's LinkedIn profile. In this example, we are going to add a link to the CEO's LinkedIn profile. Open the org ...

  • Lucas Harron created an article,

    V7 Learn how Organimi manages people and roles.

    An organizational chart is built with people and roles. You define the roles in the chart and assign people to those roles.    People are part of an organization. They can be an employee, voluntee...

  • Lucas Harron created an article,

    V7 Different role card types.

    Organimi separates roles such as CEO or Marketing Coordinator from individuals (John Doe) on the back end so these can be managed separately.   This means that the structure remains intact even whe...

  • Lucas Harron created an article,

    V7 How do I re-assign someone to a different role?

    Question How can I re-assign a person to a different role?   Answer The quickest way is to drag and drop the person from the Talent Pool into their new role.   In this example, we are going to assi...

  • Lucas Harron created an article,

    V7 How do I add a shared assistant?

    Question How can I add a shared Assistant to my org chart where multiple people from different departments share one Assistant?   Answer Create an Assistant role and have that assistant report to m...

  • Lucas Harron created an article,

    V7 Create a link-to-chart role type.

    You can use the Link-to-chart role type to link multiple sub-charts to a main org chart. In this example, we are going to add a Link-to-chart role type in the Engineering Department that links to t...

  • Lucas Harron created an article,

    V7 Create a location role type.

    You can use a Location Role Type to display multiple branch offices on your org chart. In this example, we are going to add a London, England Location role type to the Headquarters role card. Open...

  • Lucas Harron created an article,

    V7 Create a department role type.

    Use the Department role type to add a department to your chart. In this example, we are going to add an Engineering Department. Open the org chart where you wish to add a department. Hover your mo...

  • Lucas Harron created an article,

    V7 Create an assistant role type.

    Use the the Assistant role type to add an assistant to a single, shared or department role. However, typically this role is displayed as an assistant to a single role (example the department head, ...