How to Manage Departments

Departments organise your team for step routing, reporting, and access control. Available to admins.

Creating a department

1. Go to Departments → Management in the left sidebar
2. Click New Department
3. Enter a name and optionally choose a parent department (up to 3 levels deep) and a department head

Managing members

1. Open the department → Actions → Members
2. Add users by selecting from the dropdown (they move from their current department)
3. Remove a user by clicking the ✕ next to their name

Setting a department head

The department head is used as an assignee option in workflows ("Route to department head"). Edit the department and select a user in the Department Head field.

Department workload

Go to Departments → Workload to see pending tasks, overdue steps, and upcoming deadlines per department.

Merging departments

Open the source department → Actions → Merge into… → select the target department → optionally delete the source. All users are moved to the target.