Use group view to organize an org chart into various groups based on department, location, SCRUM team, or any other category from your dataset.
Plan availability: Free, Individual, Team, and Enterprise.
- Available on FedRAMP accounts.
- If you are a FedRAMP user, you can import from Excel or CSV. However, importing from Google Sheets and BambooHR is not available.
- Read the Lucid Plans article for more information about what is available on your account or the Upgrade your Lucid account article for instructions to upgrade.
Create a group view
To visualize your organization with group view, follow these steps:
- Hover your cursor over the org chart and select the dotted outline.
- In the org chart Context panel to the right, select the Layout tab.
- Expand the Visualization dropdown.
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Click Create Group View.
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Choose the field from your dataset by which you want to group your organization.
- Select any field with repeated values to create a group. Otherwise, if you select a value which is not repeated, only one contact will appear in that group.
- If there are employee shapes which do not have a value for the field you selected, they will be grouped into a non-categorized group.
- If you have added a filter to the org chart, you will be prompted to choose whether you want to apply the filter to the group or ignore the filter.
- Select Create Group View.
A new page on the document named “Group View: name of grouping field" will be created. You can access this group view by clicking the page tab found at the bottom of the canvas.
To add a new group view, follow the steps above. This will create a new “My Group View” page and will not replace the previously created group view.
All group containers are automatically sized equally. This means all group containers will match the size of the largest group. There is not currently a way to resize group view containers.
Add a new group to a group view
- Select a group view to enter group editing mode.
-
Select
the plus icon in the upper-left corner of the group.
- You can also click
the plus icon at the top of a group view data panel to add a new group container.
Add a new employee to a group view
- Select a group to enter group editing mode.
-
Hover your cursor over the group and select
- You can also click
Move employees between group views
- Select a group to enter group editing mode.
- Select the employee on the canvas and drag and drop the employee to the desired group.
Delete employees from a group view
- Click the employee shape so it's highlighted.
- Press "Delete" or "Backspace" on your keyboard, or right-click and select Delete.
Change the grouping field
- Click the drop down that appears at the top of the group view data panel.
- Select a different field by which to group employees.
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