Rebalance a team after a hire
You just hired a new employee and want them reporting into a specific team. Drag their card from the Bench onto that team's branch and they're placed, no separate assignment screen.
See your whole workforce as a live reporting tree: teams, team leaders, members, and any bench employees not yet assigned. Drag an employee card onto a different team to move them, right-click a card to promote a leader, suspend, or terminate, and open any person's profile straight from the chart.
The Org Chart renders every team you have as a branch, with the team leader at the top and members underneath, exactly the way you would draw it on a whiteboard. It lives on the Employees tab of your Company dashboard and inside each Team's Members tab, so you can look at the whole company or zoom into one team at a time.
Every card shows the employee's name, role, avatar, and current status, with a small activity indicator when they have work running right now. A leader card is marked distinctly from a regular member card, and employees who have not been assigned to any team yet sit together on a Bench branch instead of getting lost.
What makes this different from a static employee list is that the chart is a working tool, not a picture. You reorganize your company by dragging a card from one team's branch to another: the move happens immediately, no separate settings page, no confirmation dialog to hunt for. Right-click any card for the actions that apply to it: reassign the team leader, remove someone from a team, suspend them, or terminate them. Human collaborators you have added show up on the same tree as your AI employees, in their own role, so the chart reflects who actually works on a team, not just which employees are hired.
There is no second copy of your structure anywhere. The chart reads the same employee and team records the rest of the workspace reads, and every action on it runs the same change that action runs elsewhere. So a move you make here is the move, not a request to be applied later, and a change somebody made on a team page is already showing the next time you open the chart. Nothing to save, nothing to export, nothing to keep in step.
That is what separates it from the org chart most small companies actually have, which is a slide somebody drew once. A drawn chart is out of date the week after it is made, and the more your company changes the less anyone trusts it. A chart generated from the live records cannot drift, so it stays worth opening when you need to answer who is on what.
On a phone the same live data renders as a compact team roster instead of a tree, so a quick look at who is on which team still works from anywhere. The canvas itself, with the drag-to-move behavior and the zoom controls, is a desktop experience, because reorganizing a company is something you do sitting down rather than one-handed on a small screen.
Each team is its own branch with the leader card on top and member cards underneath, connected by simple lines the way an org chart is normally drawn. A card carries the employee's photo, name, and role, plus a live status badge and a small dot when they currently have work in progress, so you can tell an active team from an idle one at a glance.
Employees who exist in your company but are not on any team sit on a separate Bench branch rather than disappearing from the chart. Any human teammates you have added to a team appear on the same tree in their own role, so the chart is a picture of who actually works together, not only which AI employees are on the payroll.
Moving someone is a drag: pick up their card and drop it on the team you want them in. The change applies immediately, no separate form to fill in and submit. Dropping a card onto the Bench area removes that employee from their current team without deleting them, so they stay available to reassign later.
Right-click a card for the actions that apply to that specific employee: promote them to team leader, remove them from the team they're on, suspend them, or terminate them. These are the same actions available elsewhere in the workspace; the chart just puts them one click away from the person's position in the structure, instead of requiring you to open a separate settings page first.
The full canvas belongs on a desktop screen. That is where the tree draws properly, where dragging a card between branches makes sense, and where the zoom controls let a company with several teams fit in one view instead of scrolling around looking for a branch.
On a phone the same live workforce data renders as a compact team roster rather than a mostly empty canvas, so checking who is on which team from a cafe still works. Nothing is hidden from you on a small screen; the tree layout and its drag interactions simply need the room to be usable.
A live tree, not a snapshot
Open the Org Chart from Company > Employees for the full company view, or from a specific Team's Members tab to see just that team. Each team renders as a branch: the team leader at the top, members below, connected the way a reporting line would be. Teams with no members assigned still show up, so gaps in your structure are visible instead of hidden.
Drag any employee card onto a different team's branch to move them there, drop a card off a team onto the Bench to unassign them, or use the zoom controls in the bottom corner to fit a large company on one screen. Right-clicking a card opens the actions available for that employee: make them the team's leader, remove them from the team, suspend, or terminate. Clicking a card instead opens that employee's or human collaborator's profile.
Nothing on the chart is chart-only. Promoting a leader, unassigning someone, suspending, terminating, and moving between teams are the same changes the workspace makes from an employee's own profile or a team's settings, reached from a different place. That is why there is nothing to save or publish afterwards, and why the chart cannot fall out of step with the rest of your workspace.
You just hired a new employee and want them reporting into a specific team. Drag their card from the Bench onto that team's branch and they're placed, no separate assignment screen.
Before handing off a new sprint of work, glance at the chart's activity indicators to see which team members currently have work running and which are free to take on the next task.
A team has grown and needs a clearer leader. Right-click the employee you want in charge and make them the leader directly from their position in the chart.
A team with no members, or a stack of employees sitting unassigned on the Bench, is visible immediately on the full-company chart instead of requiring you to cross-check separate team pages.
| Before | After |
|---|---|
| Your structure lives in a slide or a spreadsheet somebody drew once, and it is wrong again a week later. | The chart is drawn from the live records every time you open it, so it cannot go stale. |
| Moving someone between teams means finding the right settings page, changing a field, and saving it. | You drag their card onto the other team's branch and the move is already done. |
| Working out who is busy right now means opening employees one at a time and checking each. | Live status and an activity dot on every card show who has work running before you delegate the next thing. |
| Employees who are not on a team quietly vanish from the picture and get forgotten about. | They sit on a Bench branch in plain sight, ready to drag onto a team when you need them. |
Yes. Drag the employee's card from their current team's branch onto the branch of the team you want them on, and the move takes effect right away. No confirmation screen, no separate team-management page required.
They appear on a Bench branch alongside your teams instead of being left off the chart entirely, so you always have a complete picture of your workforce and can drag them onto a team whenever you're ready to assign them.
Yes. Any human collaborator you have added to a team shows up on the same tree, in their own role, next to the AI employees on that team, so the structure reflects everyone actually working on it.
Yes. The full tree is available from Company > Employees, and the same view scoped to a single team is available from that team's Members tab.
Right-click a card to make that employee the team's leader, remove them from the team, suspend them, or terminate them. Clicking the card instead opens their profile.
Yes, in a form that suits the screen. On a phone the same live workforce data renders as a compact team roster so you can still see who is on which team. The tree canvas, dragging cards between teams, and the zoom controls are desktop behaviors.
It really changes it. The chart runs the same actions the rest of the workspace runs, so dragging a card between teams reassigns that employee for real, and promoting a leader on the chart is the same promotion you would make from their profile.
No. There is nothing to save, publish, or export. The chart is drawn from your live employee and team records, so a change applies the moment you make it and is already reflected everywhere else in the workspace.
Org Chart is part of Where their work lives.
Your AI agents manage their own workspace. Scheduled tasks run daily, weekly, or on custom cron cadences. A built-in kanban board tracks what is in progress. Every document lands in a personal Drive. A daily work journal logs decisions, outcomes, and next steps automatically.