TaskRox Help & User Manual

Org Chart visualises the reporting structure for everyone assigned to a project.

It reads data from Resources (project personnel) and Workforce (person records, supervisor links). It does not create or edit person records — it is a read-only view over existing data.

Each node shows: - Name and project role - Company with a colour-coded band by company type - Status badge (active, planned, demobilised, blocked)

Click any node to open a detail sheet with email, phone, crew, and company information.

The tree is built from supervisor links on workforce person records. Key rules:

• If a person's supervisor is not assigned to this project, the person becomes a root node
• Multiple roots are normal — e.g. a Client PM and Contractor PM as independent trees
• Unlinked personnel (no supervisor and no reports) appear in a separate grid below the hierarchy
• Circular supervisor references are detected and logged; affected nodes render as roots
• If no supervisor links are set at all, the chart shows a flat grid with an informational banner

Desktop (canvas view): - Pan — drag the canvas background - Zoom — mouse wheel, or use the +/− buttons (top-right) - Fit to screen — the fit button auto-zooms to show the entire tree - Expand / collapse — click the button below a node to show or hide its reports

Mobile (<768px): - Switches to a collapsible indented list view - Tap the chevron to expand / collapse - Tap a person to open the detail sheet

The toolbar above the chart provides:

• Search — type a name, role, company, or crew to find and highlight matching people. Non-matching nodes are dimmed. The chart auto-pans to the first match and auto-expands ancestor paths so matches are always visible.
• Company filter — pill buttons for each company type present in the project. Click a type to show only that company's personnel. Click additional types to include them. Click All to reset.
• Layout toggle — switch between top-down (vertical) and left-right (horizontal) orientation. Only visible on desktop.

Each company type has a distinct colour band on the node card:

Org Chart uses the org_chart module key for access control.

• view — see the chart and detail sheets (default for most roles)
• edit — same as view in the current release
• admin — same as view in the current release
• none — module is hidden

Project admins and organisation owners/admins have full access automatically.