Docs
Learn your way around OrgStatistics with step-by-step guides and screenshots. Start with the org board, or choose the guide you need.
Getting started & settings
How to set up your workspace and check your plan
Create a workspace, set your profile and workspace preferences, and check the available plan information.
Read guideHow to invite and manage members
Invite a person, accept the invitation, change their role, and remove their workspace access.
Read guideHow to connect your AI agent
Make an API key, add OrgStatistics to Claude, Cursor or another AI tool, and install the OrgStatistics skill.
Read guideOrg board & people
How to build your org board
Add a division, a department, and a post, then move a box, draw a line, and undo the line.
Read guideHow to add people and details to a post
Add a holder name, duties, a statistic, and an SOP to a post, then find a person in the Directory.
Read guideHow to arrange and print your board
Adjust the board view, align divisions, bend a connecting line, and check the print link.
Read guideHow to find people in the directory
Search by name or post, filter the directory, and check the posts a person holds.
Read guideStatistics
Documents, SOPs & policies
How to write documents, post SOPs, and policies
Format a document, add an image, open its print page, and write a post SOP and a policy.
Read guideHow to add document fields and use a template
Create a reusable field and insert it in a document made from a template.
Read guideHow to find, update, and reuse SOPs
Find an SOP with search, see which post it belongs to, edit it, change the SOP order on a post, and reuse it in a training course.
Read guideHow to create, update, and share company policies
Create a policy, format and rename it, help staff find it, add it to a course, and archive or restore it.
Read guideTasks & projects
How to make a checklist and manage tasks
Make a checklist, add a personal task, and create a project with its own task.
Read guideHow to run a project with several tasks
Create a project, assign dated tasks, and check completed work in My tasks.
Read guideHow to add and manage calendar events
Add a meeting, check its details, change it, and remove it from the calendar.
Read guideHow to create and complete a management plan
Create a management plan in HR, assign a person, set a due date, and record completion.
Read guideTraining, flowcharts & forms
How to draw and export a flowchart
Create a flowchart with labeled shapes, an arrow, and a heading, then export it as a PNG.
Read guideHow to build a training course and add glossary words
Build a course from a checklist, record learning progress, and add a word that staff can look up.
Read guideHow to follow up on training progress
Set a due date, choose who sees a course, check who finished which item in the history, and update the course.
Read guideHow to create, run, and print a routing form
Build a form for an org-board post, confirm its work, and open the completed record for printing.
Read guide