Organizational Structure

Learn how organization structure helps organize task queues

Last published at: August 12th, 2024

The application lets you define the organizational structure using users and describes the reporting structure. The organizational structure may look as follows.

 

View Org Structure

Use the menus to add/remove users to the organizational structure.  Also, drag and drop can move users within the structure.  Organization structure can also be graphically rendered: Navigate to the "View - Render" menu option."

 

The org structure is rendered on the new page. 

 

Once the structure is designed, you can view and act on tasks for users who report to you. Navigate to the “Tasks” menu and select “My Team Tasks.” 

NOTE: By default, the user ADMIN (in the above org chart) has privileges to Open / Close tasks assigned to the team members, reporting through many sub-levels.

 

Export / Import org structure

Navigate to the "Export - XML" menu option to export the structure to XML format.

 

To import the structure, navigate to the "Import—XML" menu option. If necessary, select the checkbox to delete the current organization structure. Click on the "Import" button to confirm. 

 

Choose the XML file from the local folder and click on IMPORT to confirm the action. 

 

A confirmation message is displayed in the top right-end corner.