Accountability Chart - Upload Recommendations

In case you are struggling to build your Accountability Chart to add it to Traction Tools, here are some helpful recommendations to get you started! First, you can find below an example of what a basic Accountability Chart looks like in Traction Tools.

1. If you have your user's positions on a list

An Indication of management levels/hierarchy from your list of positions will be very helpful at the time of your AC build. You can do this by indicating the following details for each user:

  1. Position/Title
  2. Department
  3. Manager's first and last name

This way you will be able to position every seat owner more easily in the Traction Tools Accountability Chart, by guiding you through every employee’s title and seeing exactly who their direct report is or who their supervisor/leader is.

2. If you want to build your AC exactly as you did in PowerPoint, VISIO, or any other program.

When trying to build the Accountability Chart in Traction Tools from a draft that you already have, please keep in mind the following key points:

2.1. A direct report cannot have two people above them, see the example below

This cannot be built within Traction Tools, you can try this instead:

2.2 Having people in the same department (people reporting to the same supervisor/leader) but in different levels in hierarchy can be difficult to represent accurately in Traction Tools. See the example below:

This type of Accountability Chart can be visualize in Traction Tools as follows:

Even though this might or not might be your case, you can try to play around with the AC and its features to accomplish your perfect chart. 

Here you can find how to navigate, add users, edit functions and roles, move boxes, etc., or you can always contact our support team to get some training and advice on how to build your AC in Traction Tools.

3. Adding the same user to more than one box

It may happen that when you create a user directly from the Accountability Chart page when you try to place that user again in a second box, it will not appear in the “Search employee” field.

To work around this, you can just refresh your page and your recently created user will appear. To avoid having duplicate users you can do what was described before or even better, add your users directly from the “Members” page through the “Manage Organization” option.

Please note: Every time you refresh the page, you will be placed in the seat that belongs to your user (if applicable). You will have to look for the seat you were working on

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