How to build your org board

about 10 minutes

An org board shows the parts of your company and the posts in it. Use it to show a team structure and who reports to whom. This example builds a small practice board with fictional names.

Video: Add a division and a department

Video: Draw a line between two boxes, then undo it

Step 1 — Open your org board

Click Boards in the sidebar. This example starts with one top box.

The initial board with Boards outlined in the sidebar and one top box on the board.

Step 2 — Rename the top box

Open Edit from the top box's arrow menu. Set Container name to Demo Office. Pick a color for the box. Click Update.

The Container name field with Demo Office entered.

Step 3 — Add a division

Open the arrow menu on Demo Office. Click Add division. A blank division box appears below.

The Demo Office menu with Add division outlined.

Step 4 — Name the division

Open Edit from the blank division's arrow menu. Set Container name to Demo Operations. Pick a color for the box. Click Update.

The Container name field with Demo Operations entered for the division.

Step 5 — Add a department

Open the arrow menu on Demo Operations. Click Add department. A blank department box appears inside the division.

The Demo Operations menu with Add department outlined.

Step 6 — Name the department

Open Edit from the blank department's arrow menu. Set Container name to Demo Support. Pick a color for the box. Click Update.

The Container name field with Demo Support entered for the department.

Step 7 — Add a post

Open the arrow menu on the top box, Demo Office. Click Add position. This example adds the post below the top box; the department menu has no Add position command.

The Demo Office menu with Add position outlined.

Step 8 — Name the post and its role

Open Edit from the new post's arrow menu. Use Support desk for Container name and Support Coordinator for Position. Pick a color for the box. Click Update.

The post edit window with Support desk as the container name and Support Coordinator as the position.

Step 9 — Move the post

Drag the Support desk title area to the right and slightly down. Release the mouse button to place the box.

The Support desk post outlined in its new position to the right.

Step 10 — Show the line points

Move the pointer over Demo Office. Small connection points appear on the box edges.

The Demo Office box outlined with connection points visible around its edges.

Step 11 — Draw a line to the division

Drag the bottom connection point on Demo Office to the center of Demo Operations. Release the mouse button. A line now joins the two boxes.

The new vertical line between Demo Office and Demo Operations outlined in red.

Step 12 — Undo the line

Click Undo, the left curved arrow in the board toolbar. The line you just drew disappears. The division, department, and moved post remain.

The Undo button outlined above the board after the new line has been removed.

Tips

New divisions and departments start with blank names. Name each one before adding the next box.
Container name names the box. Position adds the role below that name.
Undo removed the last drawn line in this example. Redo restored it when tested.

What next

Continue with How to add people and details to a post to add a holder name, duties, a statistic, and an SOP.