Teams hub | Organizational Chart
beta
Vasil Enchev
Interactive org chart build from workspace members and their managers that shows team structures, roles, and reporting lines in a single, visual view.
Quickly see who reports to whom, trace any person’s management chain, and jump straight into profiles or chats from Teams Hub and user profiles. This makes it fast to understand ownership, find the right teammate, and navigate growing organizations without digging through docs or asking around.
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Michael
sadly this wouldn't do us any good bc upper management refuses to use 🤣😭
Vasil Enchev
We just let in another batch of beta users. If you haven't been in the beta before, you should have access now. Let us know if you like the org chart and share your feedback here with us. Thank you for trying this exciting new feature!
📰 In other news, raise your hand if you want agents to appear in the org chart. This is something we've been working on. It's not ready yet, but I'm curious if anyone else is interested in that.
Vasil Enchev
I'm leaving this here if you'd like to upvote it. https://feedback.clickup.com/feature-requests/p/see-agents-in-the-org-chart-under-their-creators
Perry Wirth
Vasil Enchev Agents, Non Clickup Teams/Groups would be nice to see since not all org is always in CU. I'd also love to be able to add a couple bullets to each person in additon to showing the title/description thats already there
Dimitri Weslosky
Vasil Enchev Thanks Vasil - we are in!
Will jump in today and provide feedback - would you like feedback to go in here or to add another feature request?
I see people are putting feedback in the comments below but want to make sure I am routing to the right place.
Ryan MacAlmon (HPE)
Hi Vasil Enchev as before working on having agents under their creators, which is a good idea. for an MVP, I'd rather be able to have a complete org chart. The ability to add non-cu users to the org chart.
Add user to User object workaround
I guess a work around is something like add users but with a non-working email - so a user does not get an email. that would stay in a pending stay forever. but then it would be nice for the Admin to be able to modify the First and Last Name of the user and then the ability to edit the email address to truly invite them
But if they are truly a non-cu user then they should not impact my licenses count
I see that today we can add pending user to the org chart which is great, but this shows just the email address.
Correction - you can see pending users in the org chart but when you try to assign them managers the values do not save after a browser refresh
Ryan MacAlmon (HPE)
Vasil Enchev 🐞from the canvas of the org chart you can update the manager which includes pending users.
But from the side panel you cannot update the manager if the user is pending
Vasil Enchev
Ryan MacAlmon (HPE): Just to double-check, your expectations are that this should be allowed in both places, right?
Ryan MacAlmon (HPE)
Vasil Enchev yes that is correct
Vasil Enchev
marked this post as
beta
Org Charts are now in Beta 🚀 - if you submitted the form you should be enrolled now! If not, it's not too late to join! 👉 Beta Signup Form
And... Don't forget to give us feedback! Here or in the form. Thanks!
Stacey Lopez
Vasil Enchev The org chart is looking good!
* I like the area to the side that aggregates which members do not have a manager associated to their profile.
...Liked the quick access to be able to edit those. I noticed that if the role title is filled in you don't see the "Select Manager" dropdown, so it would be nice to have those boxes display 3 lines instead of just two, to avoid extra clicks into the ellipsis/more actions area.
....Feels easy to navigate and was quick to respond while zooming in and out.
* Would like a way to "remove" a member from org chart association.... or have a way to bucket them off to the side.
...Example 1: Roles that I interact with from ClickUp who have access (are a member) but are not part of my company structure.
...Example 2: Roles that are generic (I have a general IT role that is not part of the organizational hierarchy as well as a Test role used to test things in different views)
* One thing I wasn't sure about... when I click from the org chart to the profile card, there is messaging to "Set up your work schedule and Set working days/hours and holidays for your workspace" -- those are already set up workspace-wide, so I'm wondering if I am only seeing that because I am an Admin or if everyone sees that? When I clicked into either link, the dialog box just disappeared.
Dimitri Weslosky
Thanks, Vasil Enchev ! Just signed up for the Beta release. Do you know when the next batch will go out? I would love to give feedback on this ASAP and use it for our team.
Erin Walker
Vasil Enchev - The biggest ask I have is that I need to include people that are not in ClickUp. I don't have every member of every team in ClickUp, but I'd like them in the org chart. Then I can set automations based on who the manager is. Particularly helpful for manage approvals on software/hardware requests.
Vasil Enchev
Stacey Lopez:
- Are you suggesting we don't hide position when "Set manager" is visible?
- Remove member - I guess if you remove the manager this member will go to the "No manager" group. Or do you mean remove it in a way where it's hidden compeatly from the org chart.
- "working days/hours" that's a different feature unrelated to org chart. Not sure exactly what the logic is there.
Stacey Lopez
Vasil Enchev
- looks like you fixed this - I see Set Manager now even if user has a description (role) filled in 👍🏻
- I mean "remove it in a way where it's hidden completely from view" - would be nice to have some way to hide that user from the org chart - right now the people who don't need a manager assigned still show up under no manager, so I keep expanding that group because I feel like I have work to do to clean that up to zero - lol
....or give an option that groups them them in the org chart somewhere off to the side.
- 👍🏻
Stacey Lopez
Vasil Enchev I'm curious to see if this org chart is it's own entity (only showing Manager > Direct Reports structure); to me, this is a "Department" structure, not a project "Team". -- how does an Org Chart relate to a working team when your project is cross functional and you take a role or two from every department to get the work done?
Ideally, the ClickUp "Teams" actually could show individuals (who are cross-functional, not just manager-related), so that for any Project list I create, I have the ability to automatically capture and display the individual users who are a "Team" in that project. (without having to manually create a new ClickUp 'Team' for every project - we have hundreds of projects!)
Right now I am having to create that grouping manually in a very roundabout way by using the Task Type 'Person', and then creating individual tasks with a title of each Role to show everyone who has a role in the project, and then assigning someone to that role. So much extra work when the system already knows the people involved in a project (It can see all of the "Person" type designations such as assignees, and then I have custom fields for the Person type to show additional involvement, such as Collaborator, Reviewer and Follower)
Ugh! --- the information is already in the system; I really wish this was easier!
Vasil Enchev
Stacey Lopez: Fair call-out! What’s going in beta read more like a department / reporting-line org chart than a “working team” view for cross-functional project delivery.
What we’re actively discussing on our side is how to support matrix management (e.g., the “solid line / dotted line” concept you’ll see in tools like Okta and Workday), so a person can belong to a functional org and be part of a project team without forcing you to create a brand-new “Team” for every project.
Ryan MacAlmon (HPE)
Hi Vasil Enchev are we in Beta or Building Canny Status
When updating the manager of the user to reflect the update in the chart the desktop app needs to be reloaded, it would be great to have a refresh button on the org chart itself.
Vasil Enchev
Ryan MacAlmon (HPE) Beta is days away - sign up here:
if a manager is changed, the org chart will update live without the need of refreshing
Jason Joseph
This chart has some room room for improvement. Here are my thoughts:
The team member cards are needlessly thin, which means they arent providing enough at a glance info, the profile images are too small and the chart is spread too wide.
Think more like a baseeball card and less like a truncated url rich preview in an Apple Notes and aim somewhere in between for a vastly improved experience.
Ryan MacAlmon (HPE)
Vasil Enchev Yes, I agree here too.
Vasil Enchev
Ryan MacAlmon (HPE) Jason Joseph
There is an additional view, exactly like baseball cards - showing only current level of the chart (screenshot).
In terms of seeing more data, that won't be in the first version but eventually the idea is to have custom fields and choose visible fields + ability to edit them.
Jason Joseph
Vasil Enchev thats great. I'm cautiously optomistic of the use of the word customize in CLickUp though. Case in point the Home Bar, in which customize allows a user to choose what shows up, but does not allow them to chose the order in which they appear.
Also how does one get to this view? It appears to be a xcreenshot of a whiteboard.
When clicking these users, a best practce would be for them to open in detail in the same way tasks open on a panel on the right. And with the ability to see their workload.
Jarod McPherson
Vasil Enchev Will this Require EVERYONE in the organization to be a user on clickup? or will non-users be able to be add (with picture as well)?
Vasil Enchev
Jarod McPherson right now it works only with users who are members, that's a good candidate for a follow up feature request.
Ryan MacAlmon (HPE)
Vasil Enchev I agree with Jarod - we need to have the ability to add non-ClickUp users, since this is an org chart, one missing person can break the chain.
Ryan MacAlmon (HPE)
Vasil Enchev I just finished mapping my actual users, and without my executive leadership in Clickup this breaks, and an organization our size we are not going to get all the users in
Vasil Enchev
Ryan MacAlmon (HPE) Noted! I communicated this with the team. We are discussing ways in which that could change.
Jason Joseph
Vasil Enchev what about agents....?
Vasil Enchev
Jason Joseph: Agents are coming to org charts! They will optionally show as ICs under the creator. You will be able to turn them off. It looks really cool!
Vasil Enchev
Beta is getting closer 🚀 Get your team among the first to try the new
Organizational Chart
—sign up here:A
Alexandra Can Sakhara
can this also show who has access to what list. greatly needed feature! rather than going into every list, it's not clear enough., or if this exists somewhere already please could you point me to it thanks
Eguskiñe del Valle
Alexandra Can Sakhara This would help a lot and make life much easier for administrators! We definitely need this feature.
Vasil Enchev
Alexandra Can Sakhara Eguskiñe del Valle that's a cool idea, we'll see if it could be implemented easily to have it from the start.
Mykyta Skibinskii
can this be integrated with Entra ID? This is needed only for Enterprise, and we won't be able to manage both Entra and ClickUp manually (which will make this non-usable). Especially if SCIM is already there, it shouldn't be that a huge difference.
Meaning... Imagine doing that twice for a couple hundreds of users, lol :-)
Vasil Enchev
Mykyta Skibinskii: Totally get what you mean, this is not something easy to mange twice for a big organization, I imagine this would qualify as a separate feature sync with Entra.
I found this canny request and mentioned this to a PM in charge of these sort of features.
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