The Capable Org Chart for Teams app can be used to create rich, interactive org charts from your monday data and share it with your team, as well as exporting for use in presentations etc.
Quick start
- Install the app from the marketplace
- Use the template
Accessing the workspace template
The following video demonstrates how to access the workspace template when you have the app installed:
Show extra columns on contacts with Extra info
If you wish to show some extra columns on the contact card, e.g. for a sub-department, team name, or anything else you may want, it’s possible to select a column from your board to show on the contact, e.g. in the following screenshot, a phone number and email column have been added:
Simply click the gear icon from the bottom left of the chart and then select your column in the panel which opens up.
Currently, the following field types are supported:
- text
- phone
- link
- tags
- dropdown
- status
If your usecase requires a different field type, please contact support and we’ll see what we can do for you!
Export images for presentations etc
Select the download icon from the bottom left of the screen, and you’ll be shown a modal to allow downloading of your org chart.
If Export with header is turned off, the download will only contain the org chart, but if enabled you can add a logo, title, and the date as a header.
With the header, the top of your export will contain something like:
Show assistants, PAs, EAs etc
You can add assistants (see advanced installation), and get a better view of who is a PA to who:
This feature makes showing assistants a breeze and allows for the same person to be assistant to multiple staff members.