Looking for an easy way to navigate the chart? The solution is right here: Role and Circle Highlights! Add a pop of colour to roles and circles in the organization's chart to identify them, depending on the way they work.  

Based on role and circle fields, Highlights are feature presenting colours applied to roles and circles which contain certain information in their fields.

👉 More about Role and Circle Fields

The colours will be applied to the chart and visible to all members, together with a legend based on the rules you defined. What is more, they can also be displayed in the public chart if your organization's settings are configured so.

👉 More about making my organization public

📌 Note: Role and Circle Highlights work for both Holarchy and Network of Teams charts.

The Highlights can be easily navigated by all members. With the customized chart views, it is possible for members to personalise their chart and to choose only the highlights they want to see. The interactive chart legend helps to filter the Highlights applied by clicking on the chosen one's name. Decide which colour to select to improve visibility of your chart.

📌 Note: Members can decide which highlight to see on their chart only.

As an Admin, you can apply colours to your chart by defining certain rules. They depend on the content of the role and circle fields (set by default or customized). It is possible to define as many rules as you need!

Then, when the highlight is set up, members of your organization can freely decide to use it, customizing it on the chart at the same time. 

To add highlights to your chart:

📌 Note: You can create more complex and multi-variant rules as needed.

After applying the Highlights for your organization, the chart will be automatically updated and the colours will be visible to all members. You can check how many roles and circles your Highlights match with:

To make sure you can use the Highlights to match your roles and circles in the best way, we've created a variety of rules which can apply to only roles, only circles or both.

👉 Rules for Roles:

👉 Rules for Circles:

👉 Rules for both Roles and Circles:

To edit or delete a Role or Circle Highlight, click on three dots menu on the right of the desired field:

When editing, you can modify all the fields completed when creating it. Click on Edit to save the changes:

📌 Note: Editing or deleting a Role or Circle Highlight will automatically change the chart colours.

To change the order of the Highlights, simply hover the mouse to their left and drag them as desired. Changing their order in the administrative settings will likewise change the legend visible to all members on the main governance page.
​
​

To personalize your organization's chart as much as possible, apart from the fields set by default, you can add extra custom role and circle fields:

The custom field will automatically appear on all roles and/or circles pages in your organization:

👉 More about role and circle custom fields