At Sift, we’re always looking for ways to make it easier for teams to stay connected, collaborate, and understand their organization. That’s why we’re thrilled to unveil two powerful enhancements to our Org Chart: Advanced Filtering and Updated Card Customization Options. These updates provide new ways to navigate, personalize, and anonymize your org chart, helping you tailor your experience to your unique needs.
Let’s take a closer look at what’s new!
Advanced Filtering: Find Exactly What You Need
With our new filtering capabilities, navigating your org chart is as seamless and intuitive as using Sift’s Directory. You can now filter your org chart by attributes such as department, employee type, or even specific skills. Whether you’re looking for the structure of a single team or identifying team members with a certain expertise, filtering lets you quickly zero in on what matters most.
How to Use Filters
- Click on the Filter icon at the top of the org chart.
- Select the attributes you’d like to apply.
- Watch as the org chart dynamically updates to display only the relevant cards.
Pro Tip: Keep in mind that filters only apply to the cards in your current expanded view. They won’t uncover additional people outside that scope.
How to Update Available Filters
Admins can customize the available filters to ensure they reflect the needs of your organization. To do this:
- Navigate to the Feature Management -> Directory/Search section in your admin dashboard.
- Update the filters—these will now match those available in your Directory.
Updated Card Content Options: Anonymizing the Org Chart
Sometimes, you need to view your organization without personal details. Whether you’re sharing the org chart with a third party or simply looking for a cleaner, role-focused view, our new card customization options have you covered.
You can now hide Names and Profile Photos on org chart cards, creating a simplified and anonymized view that focuses solely on roles and structure.
How to Use Card Content Options
- Click on the Card Content option at the top of the org chart.
- Select which attributes you’d like to display or hide.
This flexibility makes it easy to tailor your org chart for any audience or use case.
Why These Updates Matter
These enhancements are designed to make Sift’s Org Chart even more valuable for teams across your organization:
- Improved Focus: Quickly filter and refine views to find the exact people or roles you need.
- Enhanced Privacy: Anonymize cards to share your org chart without revealing personal details.
- Customizability: Adjust both filters and card content to ensure the org chart works for your workflows.