Views and boardsUpdated
Gallery and org chart
Use the gallery to see every file attached to a custom board, and the org chart to see who reports to whom on the People board.
Two layouts show pictures instead of rows: the gallery shows a board's files, and the org chart shows your team's reporting lines.
Things to know
- The gallery is offered on boards you create, not on the built-in boards. It shows the files attached to the board's records, not the records themselves.
- The org chart is offered on the People board in Team. It's built from each person's Manager.
- Filter and sort are not offered on the gallery. Use the search box to find a file.
See a board's files in the gallery
- Open one of your own boards from the CRM sidebar.
- Click the gallery icon in the layout buttons on the right of the toolbar. If you don't see it, click Display and turn it on under Layouts shown.
- Choose Cards for thumbnails or List for a list.
Each file shows the record it belongs to. Click a file to preview it.
Upload a file from the gallery
- Click Upload.
- Pick the record the file belongs to.
- Click Choose files… and select the files.
You need permission to edit the board to upload.
See the org chart
- Click Team on the rail, then Org chart in the sidebar. You can also open People and click the org chart icon in the layout buttons.
- Use the controls to get around:
- On a card with reports, click the button below it to show or hide the people under that person.
- Zoom in, Zoom out and Reset view change the zoom. Drag to move around.
- Show former adds people who have left.
Each card shows the person's name, job title and teams, and how many people report to them, such as "3 direct · 7 total".
People with no Manager sit at the top. To place someone, open them and set Manager.