Discover the world of customized shades and views on your main page! Create and manage personalized views with an interactive legend to filter and highlight roles and circles. Seamlessly switch between persistent views and apply all chart types to custom views without losing your place.
Governance views: List and Chart
You can choose between two options: Chart view, which shows the organization's structure in visual format, and List view, focusing on roles and their assignations. The view can be personalized to show only your roles and circles, and can also be sorted to display roles in individual circles.
Chart type: Holarchy, Network, Roles Relations
Holarchy chart illustrate the structure within an organization, helping to clarify the interconnections between various circles and roles. By visually organizing governance elements according to their levels of integration, holarchy chart facilitate better understanding and management of processes.
Network of Teams chart highlight inter-team connections and dependencies, promoting better communication and collaboration across circles. It helps your organization quickly identify and adapt to changes by showcasing dynamic relationships and fluid team structures, enhancing overall agility.
Roles Relation chart helps to visualize and illustrate every single relation between roles and teams (i.e. circle). That makes it easy for everyone in the organization to identify the relationships that are cross-circle, intra-role or patterns of formal communication.
Customized chart views
Set up your own customisable chart views! Users have the ability for to create and manage unlimited number of personalized views using predefined highlights, ensuring customization to individual needs. All members start with a global Organization view and a custom My roles and circles view focused on their assignations. What is more, the chart views are persistent to enable users to switch between different applications without losing their place.
The interactive legend in the bottom left corner allows you to filter and easily identify specific roles and circles by clicking on the legend item.
Adding a customized chart view
Open the list of chart views by clicking on the arrow next to default view
Click on Add view
Add your view's name and highlights
Choose between highlights the view will be based on:
Organization's highlights defined by admins
Your roles and circles
Role/circle status (vacant, hiring, core, transversal, main)
Role/circle activity
Role/circle FTE
Custom highlight's colour to meet your visual needs
Click on Add view
The view will be automatically added and applied to your chart.
📌 Note: Custom views are based on highlights predefined by administrators and default ones.
Editing and deleting customized chart views
Once a view is created, you can edit and delete it at any time. Select this view from the list and click on the edit or trash icon to make the necessary changes.
