Table View & Roster

Features

Table view turns your org chart into a clean, editable spreadsheet. It's the fastest way to bulk-edit a lot of people at once, see everyone in a flat list, or fix structural problems that are hard to spot in the visual chart.

New users start here. If you pick "Build it yourself" during onboarding, OrgCanvas now drops you into table view first — type names, tab between cells, hit enter for a new row. Once you've added 2+ people, a green floating "View as chart →" button appears in the bottom-right to switch over to the visual tree. Press 3 anytime to come back.

Switching views

OrgCanvas has three ways to look at the same data:

Switch between them via View → Table View in the toolbar (or press 3). All three show the same underlying data — edits in one immediately apply to the others.

Editing inline

Every cell in Table view is editable on the spot. Click a Name cell, type, hit Tab to move to Title, Tab again to Department, etc. No modals, no save button.

Avatars: click to add a photo

The circular avatar next to each name is interactive. Click it to upload a photo — the same one that shows up on the visual chart. Hover over the avatar and a small camera icon appears as a hint.

Once a photo is set, hovering the row shows a small X badge in the top-right corner of the avatar to remove it. Photos are auto-resized to 128px and stored efficiently — no need to crop them yourself.

Optional columns

Click the + col button in the table header to add columns for Email, Phone, or Status. They sync to the underlying person data and persist across views.

The Roster — Unassigned + Open Positions

At the top of Table view, two special sections appear when relevant:

Unassigned

People who don't have a manager assigned and aren't intended to be top-level (e.g., they have no direct reports, so they're not a CEO). This usually happens after an import where the manager column had names that didn't match anyone in the file.

Each row has an Assign manager button. Click it, pick from the list, and the person moves into the visual chart immediately. The manager picker only shows people who can legitimately be managers — you won't see other unassigned people or open positions in that list.

Open Positions

Every node marked with the Vacant employment type, regardless of where they sit in the chart. This is your hiring inventory — a single place to see all the roles you're trying to fill.

Each row has a Fill role action that converts the vacant marker to a real employee and opens the edit panel so you can name them. There's also a manager-change action and a delete action.

Why aren't unassigned people on the chart? Floating cards make a chart look broken — they appear at the top alongside your real top-level roots and visually compete with the intended hierarchy. Hiding them from the chart and surfacing them in the Roster keeps the visual clean while making sure they're impossible to forget about.

Discovery cues from Tree view

You don't have to be in Table view to know there are unassigned people or open positions to deal with. Three signals tell you:

  1. Floating chip on the canvas (bottom-center) — "3 people hidden · 2 open positions". Click it to jump straight to Table view with the Roster section in focus.
  2. Badge in the View dropdown — "Table View ⚠5". Always shows the current count.
  3. Toast after every import — if Smart Import or CSV import created any unassigned/vacant items, you get a one-time nudge with an "Open Table view" button.

Sticky toolbar + always-visible Add Person

When you're scrolling a long table, the toolbar (split view toggle, person count, and the primary + Add Person button) stays pinned to the top. The column headers stay below it. You never have to scroll back up to add someone or sort.

Split view PRO

If you have a Pro plan, click Split View in the table toolbar to see the chart and the table side-by-side. Hovering a row highlights the matching node on the chart. Clicking a row pans and selects.

Hierarchical sort

By default the table is sorted in hierarchy order (CEO at the top, then their direct reports, then theirs, and so on) with subtle indentation showing depth. Click any column header to sort by that column instead. Click the # column to return to hierarchy view.

Bulk delete

Hover any row to reveal a small trash icon at the right edge. Click to delete. The person's direct reports get reassigned to their manager so the structure stays intact — no orphans get created from deletes.

Tip: Table view pairs well with Smart Import. Import messy data, then use Table view's Roster to clean up anything the AI couldn't fully resolve.
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