Use bookmarks in org charts

Chart administrator role required

Bookmarks provide quick access to employees and teams you visit frequently, making it easier to navigate your organization chart.

Create a bookmark

There are several ways to bookmark a location in your chart while you are in Edit Mode.

  1. Select a chart box, then use the Side Panel to turn on the bookmark option for that selection.
  2. Alternatively, open the chart box menu for the required location, then select Bookmark Here.
  3. Select Save Changes.

Your saved bookmarks appear in the bookmark bar beneath the chart toolbar. The Home button always returns you to the top of the chart.

Manage your bookmarks

Edit and reorder your bookmarks

Open the bookmark menu and select Manage Bookmarks. From here, you can reorder, create, edit, and delete bookmarks.

To update an existing bookmark, select the edit button. You can change its name, set the number of levels displayed beneath it, and share a link that opens the chart directly at that bookmark.

Set a bookmark as the starting position

Select the Favorite icon next to a bookmark to set it as the chart's default starting position. This determines which location is displayed when you open the chart.

Display a bookmark on the dashboard

When editing a bookmark, choose whether it appears in navigation and on the dashboard. This makes frequently visited chart locations easily available.