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.
What are Role and Circle Highlights?
Based on role and circle fields, Highlights are feature presenting colours applied to roles and circles which contain certain information in their 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.
📌 Note: Role and Circle Highlights work for both Holarchy and Network of Teams charts.
Navigating Role and Circle Highlights
The Highlights can be easily navigated by all members. With the chart legend, you can filter the Highlights applied by Administrator by clicking on the chosen one's name. Decide which colour to leave to improve visibility of your chart.
📌 Note: Members can decide which highlight to see on their chart only.
How to add Role and Circle Highlights to your chart?
👤 Only Admins can manage the Role and Circle Highlights.
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!
To add highlights to your chart:
Click on your avatar and select Administration
Go to Chart settings
Click on Add highlight button
Enter the Highlight's name (it will be visible in the legend next to the chart)
Choose where to apply your Highlight to: roles, circles or both
Define the rule which the roles/circles need to match
Pick the Highlight colour
Click on Create to save the Highlight
📌 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:
What rules can be used for Highlights?
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:
Content on the role's Name, Purpose, Accountabilities, Domains and custom fields
Role Type - Core Role, Main Role, Transversal Role, In charge of assignation, Elected Role, Rep & Lead Link, Vacant and Hiring
Specific role - Choose the roles in the list
FTE - only if the Time Spent in Roles add-on is enabled
Role template - includes all the roles linked to the role template
👉 Rules for Circles:
Content on the circles' Name, Purpose, Accountabilities, Domains and custom fields
Circle Type - Transversal circle, Vacant circle
FTE - only if the Time Spent in Roles add-on is enabled
Specific circle - Choose the roles in the list
👉 Rules for both Roles and Circles:
Content on the roles ands circles' Name, Purpose, Accountabilities, Domains and custom fields
Circle Type - Transversal circle, Vacant circle
FTE - only if the Time Spent in Roles add-on is enabled
Specific role or circle - Choose the roles in the list
How to edit or delete Role and Circle Highlights?
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.
Customizing role and circle fields
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:
Click on your avatar and select Administration
Go to Custom fields
Click on the Add custom field button
Complete the Name and Description
Select the type of your custom field:
Single select
Multiselect
Text
List
No display (field is created, contents are saved, but it does not show on role and circle pages)
Decide whether you would like to apply it to roles, circles or both
Click on Create field to confirm
The custom field will automatically appear on all roles and/or circles pages in your organization:
