Use the chart when you want to work with the reporting structure in view. Use People when you want to find someone, edit several fields, or work on a phone. Both change the same chart.
A box on the chart is a person or role record (card or node). Name, title, department, and reporting relationship belong to that record.
Choose where to add a person
On the chart, select an existing person's card. The plus below adds a direct report to that person; a side plus adds a coworker with the same manager. Enter the new person's details and choose Done. The direct-report and coworker steps show which control to use.
In People, choose Add person, fill in their details, and check Reports to. On a phone, this opens the person editor; choose Save changes when the details are ready. A person added this way initially reports to the top-level leader. See adding in People for the save and cancel behavior.
Add a direct report on the chart
- Select the manager's card.
- Choose the plus below the card, labeled Add direct report.
- Enter the new person's name, title, and department in the quick editor.
- Choose Done. Use Details if you need the full editor, then Save changes.
The new person reports to the card you selected. For example, select Casey Lee and use the bottom plus to add someone to Casey's team.
The plus buttons belong to the selected card; they are not global Add buttons.
Add a coworker
Select an existing coworker's card and choose the plus on its left or right. The new person shares that card's manager. The side you choose controls which side of the existing coworker they join.
For example, Casey Lee and Morgan Chen both report to Alex Rivera. Adding a coworker beside Casey creates another report to Alex. Adding a direct report below Casey creates a report to Casey.
The top person's card has no coworker control because this chart has one top-level leader. To change reporting relationships later, use Reports to or chart dragging.
Add someone in People
Open People and choose Add person. In the wider table, fill in the new row. On a phone, the person editor opens. Set their name and details, then check Reports to in the list or Manager in the full editor.
A new person initially reports to the chart's top-level leader. Change that manager if they belong elsewhere. In the full editor, choose Save changes to apply your draft.
Add person creates the record immediately. Cancel closes the editor without saving that draft, but the new blank record remains. Use Undo to reverse the addition, or Delete person to remove that record. You do not need to reset the chart.
Edit names, titles, and departments
On the chart, double-click a card or select it and choose Edit person. The quick editor has Name, Title, and Department fields. Done applies the changes; Cancel discards the current draft. Details opens additional fields and the manager selector.
The card and these fields belong to the same person. Use Details to open the full editor shown below.
In the People table, select a Name, Title, or Department cell to edit it. Press Enter to commit, or move to another field. Escape cancels an uncommitted cell edit. Open the chevron at the start of a row to see labeled fields and role details together.
Press Enter to save Executive chef. Escape keeps Head chef.
After Enter, focus moves to the next row in the same column. Undo becomes available in the bottom toolbar.
Expanded table fields save as you leave them, and role dropdowns apply when selected. There is no separate Save button for the whole table. The full person dialog, by contrast, holds your draft until Save changes.
Changing a department changes the person's data. Their card still uses the theme attached to this chart. A department name does not choose a new theme.
Edit on a phone
The compact interface opens in People. A phone edit follows 4 steps:
- Find the person in People.
- Tap their name or title to open the editor.
- Change the fields and review the draft.
- Choose Save changes.
For example, enter Executive chef as Casey Lee's Title. Casey's Name, Department, and Manager remain intact while you edit the title.
The editor keeps the change as a draft. Save changes applies it to the person and their card. Cancel discards the unsaved draft and keeps the last saved value. Resizing from phone to tablet while the editor is open keeps the draft; the wider layout places more fields on the same row.
After saving, reopen the person to confirm the value. A saved change remains after a reload, while the current Undo history does not. If Undo is disabled after you return, edit the field again instead of relying on the earlier session's history.
Tap the Reports to line beneath a person to choose a different manager.
Use the person's actions menu for Role details or Delete person. Compact screens use People; there is no desktop chart dock on a phone.
See the phone and tablet editing guide for the saved result, tablet layout, and keyboard alternatives.
Delete a person without deleting their team
In People, open the person's actions menu and choose Delete person. On the chart, select their card and choose Delete person. The full person editor has the same action.
This removes one person. Their direct reports move up to the deleted person's manager; the rest of each reporting branch stays together.
For example, Alex manages Casey, and Casey manages Jordan. Deleting Casey leaves Alex and Jordan in the chart, with Jordan reporting to Alex. It does not delete Jordan.
The top-level leader is protected from deletion. Delete person removes one person, not a whole team. Check the named person, then review the reporting lines.
To remove a whole branch with the current controls, start with the people at the bottom of that branch and delete them one at a time. Working from the bottom prevents a remaining report from being promoted into the part of the chart you intend to keep. Check the named person in each confirmation before continuing.
For a large branch, export a CSV spreadsheet first so you have a record of the people you are removing. People Undo can reverse recent deletions in the current history, but do not rely on it as recovery after a reload.
Undo or redo a change
Use Undo to reverse the most recent change to people, such as editing a name, changing a manager, adding someone, or deleting a person. Redo reapplies an undone change. On the chart these controls are in the bottom dock; in compact People they are beside the People heading.
Theme edits, applying a theme, and layout settings are outside this history. Undoing a name change keeps the current theme.
Casey's title changed from Executive chef to Head chef. Undo reverses that edit.
After Undo, Redo restores Head chef.
On an editable chart, a disabled Undo button means there is no eligible change to undo in the current history. Redo becomes available after Undo; making a new people edit replaces that redo path. Do not rely on Undo after reloading or switching charts.
If the issue is that someone cannot be seen, check search, filters, and reporting connections before deleting or recreating them.