Org Chart Navigation

Main Org Chart Features

The left toolbar in Agentnoon provides powerful tools for searching, filtering, customizing, exporting, and collaborating within the org chart. This guide walks through each feature.

1. Search

• Find employees by name or job title.

• Click on a result to navigate directly to their position in the org chart.

2. Filtering

• Filter the org chart by any attribute (e.g., department, location, level).

• Manager Filtering is recommended to preserve hierarchy, ensuring teams remain visible.

3. Tree View Navigation

• Displays the org structure as an indented list, similar to a folder view.

• Clicking on a name navigates to that employee in the org chart.

4. Highlighting

• Color-codes the org chart based on an attribute (e.g., department, job level).

• Color coding can be done by filling the card or by using outlines (or both!)

• Legends toggle allows you to view what each colour represents

• Admins can customize colors via the settings page.

5. Display Settings

• Toggle on/off various attributes (e.g., Job Title, Department, Manager Cost).

• Includes calculated values like spans of control and reporting layers.

6. Spotlighting

• Highlights specific data points in blue, graying out the rest of the chart.

• Works like highlighting, but focuses attention on a particular subset of positions.

• Enterprise customers may have access to custom spotlight rules.

7. Presets (Saved Views)

• Save filter, display, and highlighting settings as a preset for quick access.

• Create multiple views and switch between them without resetting filters manually.

8. Exporting

• Org Chart Exports:

  • JPEG: Screenshot of the org chart.

  • PowerPoint: Exports a slide per manager

• Data Exports:

  • CSV: Exports raw org data.

  • Template Builder: Admins can customize and reorder columns for structured exports.

9. Layout Options

• Switch between horizontal, vertical, or compact org chart layouts:

  • Vertical Mode: Up to 3 levels, ideal for management presentations.

  • Compact Mode: Displays two columns instead of one, useful for wide teams (6–10+ direct reports).

• Expand/Collapse Levels: Show or hide certain parts of the org chart.

• Fit to Screen & Zoom: Adjust size via trackpad/mouse pinch gestures.

Scenario-Specific Org Chart Features

Available only when working inside scenarios.

10. Activity Log

• Tracks all recent changes within the scenario.

• Undo specific actions directly from the log.

11. Comments & Collaboration

• Leave comments on positions for discussions.

• Tag users and collaborate in real time.