'How to' Videos
Learn more about specific features. Explore how things work and become a super user in Functionly.
- Org design guide: Plan a restructure
- Help Center Videos
- Understanding how total compensation on your organizational chart works
Sharing and collaborating
- How to use shared links
- How to tell who can see a scenario
- How to invite, share, and remove users
- How to create your own templates
- How to export your organizational chart and data
Importing
- Preparing your CSV to import people & positions
- How to import your spreadsheet into Functionly
- Troubleshooting your spreadsheet import
- Update your organizational chart or data using a spreadsheet
Workforce Planning
- How to add and manage compensation to your organizational chart
- How to add and manage vacant positions
Designing your organization
- How to create, edit and allocate, accountabilities, responsibilities and roles
- How To Use Cross-Functional Or Dotted Line Reporting
- How to use groups on your organizational chart
- How to navigate your org chart using zoom controls
- How to add and manage custom properties to your organizational chart
- How to best use color in your organizational chart