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How To Master...

How To Master...

Learn more about specific features. Explore how things work and become a super user in Functionly.

Onboarding guide: Planning a restructure

Understanding how total compensation on your organizational chart works

AI-Assisted Org Design, Templates & Libraries

How to use secondary reporting lines

How to add and manage custom properties to your organizational chart

How to navigate your org chart using zoom controls

How to use groups on your organizational chart

How to create, edit and allocate, accountabilities, responsibilities and roles

How to best use color in your organizational chart

How to restore and copy earlier versions of your scenarios using "history"

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Add, Import & Update Scenarios

How to add and manage compensation to your organizational chart

How to add and manage vacant positions

Undo, Redo & Scenario History

Update your organizational chart or data using a spreadsheet

Preparing your CSV to import people & positions

How to import your spreadsheet into Functionly

Troubleshooting your spreadsheet import