Search for:

• User Guides
  • Getting Started
    • How to Login to Your Account
    • Logging out
    • Password Recovery
    • Dashboard
    • Right Side Navigation Bar
  • Organization Chart
    • Organization Chart Tutorial
    • Zooming in and out
    • Editing Position Titles
    • Adding Positions
    • Moving Positions
    • Moving Managerial Positions
    • Deleting Positions
    • Printing the Organizational Chart
    • Moving the Organizational Chart
  • Job Descriptions
    • Edit the Job Description Title and Objective
    • Removing Processes from Job Descriptions
    • Re-ordering Processes on Job Descriptions
    • Adding Processes to Job Descriptions
    • Print / Download Job
    • Descriptions and Operating Mannuals
  • Four Key Functions
    • Four Key Functions
    • Sub Functions
    • Adding Processes to the Four Functions
    • Deleting Processes
    • Moving Processes from One Key Function to Another
    • Moving / Recording Processes within a Key Function
    • Printing Process Lists
    • Process Color Identification
    • Mark a Process as Complete
    • Adding From a Process Library
  • Process Documentation Tools
    • Documenting Work Processes
    • Edit Title and Objective of Process
    • Creating New Process Tools
    • Editing Existing Process Tools
    • Delete a Process Tool
    • The Deleted Folder
    • Archiving a Process Tool and The Archive Folder
    • Printing Process Tools
    • Saving Process Tools
    • Reordering Process Tools
    • Inserting a Hyperlink
    • Building Work Plans
    • Deleting Tasks and Expectations
    • Editing Existing Tasks and Expectations
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  • My Processes
    • What is the Control Panel?
    • Accessing My Processes
    • Organizing Processes in My Processes
    • Completing Process Tools in My Processes
    • Printing Saved Process Tools
    • The Completed Folder
    • Trained Check Mark
  • My Employees
    • What is My Employees?
    • Accessing My Employees
    • Training an Employee using My Employees
    • Marking a Process Tool Master as Trained
    • Organizing an Your Employees Processes In My Employees
  • Process Assignment
    • Process Assignment Tutorial
    • Selecting an Employee for an Assignment
    • Choosing a Process to Assign & Assignment Notifications
    • Assigning a Process, Editing an Assignment & Completed Assignments
    • Process Assignments for Staff
  • Reports
    • Process Report
    • My Processes Reports
    • My Employee Reports
  • Account Administration
    • What is Account Administration
    • User Accounts
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    • User Access
    • Creating Control Panel Access in Account Administration
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1. Left-click on the organizational chart.

2. Hold down the mouse button.

3. Adjust the chart by moving the mouse while holding the button.

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Continue below for additional resources:

• Organization Chart Tutorial
• Zooming In and Out
• Editing Position Titles
• Adding Positions
• Moving Positions
• Moving Managerial Positions
• Deleting Positions
• Printing the Organizational Chart