Advanced Position Interactions

For brave souls only

Overview

This guide covers advanced interactions available through the three-dot menu when hovering over a position card. These actions provide additional flexibility for managing and structuring your organization.

Advanced Position Actions

1. Selecting Individuals or Teams

• Use Command + K (Mac) / Control + K (Windows) for quick multi-selection.

• Select an entire team to apply bulk changes.

2. Changing Manager Assignments

• Instead of dragging and dropping, use the Change Manager option.

• Assign a position or team under a new leader without manually repositioning it.

3. Adding a Backfill

• Closes an existing position and creates a new position to replace it.

• Useful for succession planning and ensuring vacancies are properly filled.

4. Creating Dotted Line Reporting

• Establishes matrix reporting structures.

• Allows a position to report to multiple managers for cross-functional collaboration.

5. Setting a Position as a Root

• Makes a position a top-level role (e.g., like a CEO).

• Allows for multiple root positions within the org chart.

6. Commenting on a Position

• Attach notes and comments to specific positions.

• Tag collaborators to share feedback or discuss changes in real-time.

By leveraging these advanced actions, you can optimize org structure, succession planning, and collaboration within Agentnoon.