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Understanding 'My Line' and Team Leaders

How Nectir figures out your company's Org Chart and facilitates reporting line engagement.

Jenna Michelson avatar
Written by Jenna Michelson
Updated over 5 years ago

What is a line?

A line is the reporting line within a company's Org Chart. All lines lead from the most junior team member all the way up to the CEO (or most senior person on the account). 

Naturally though, not all lines are the same - a Marketing reporting line is different to a Finance reporting line.

So if there is a marketing idea, challenge or sprint that is only relevant to the marketing department; the person creating the idea, challenge or sprint can confine the audience to only that line.

When are lines used?

A line is used to isolate certain activity based on a group of users that report to a line manager to:

  • ensure that posts only show to people within that line 

  • send an Open Idea to the right manager for review (if Manager Review is turned on)

  • limit a line challenge access to a team within a reporting line

  • limit a line sprint access to a team within a reporting line

  • allow a manager to review their direct reporting team's performance

Challenges, Sprints and Lines

Challenges and Sprint can be setup to limit an audience to a specific reporting line.

How does it work?

A line is determined by a company's organisational chart. For example, in company ABC, Steve is the Marketing Manager with two marketing associates and six junior marketing assistants beneath him. Within ABC, Steve reports to Joe, the marketing director and Kate, the CEO. 

*His line includes the people he reports to and those that report to him.

Steve's reporting line:


Joe's reporting line:

*Senior managers typically have a larger reporting base within their line.

Mary's reporting line:

*Junior team members typically have a limited audience in a reporting line.

Joining Your Line

To ensure you are part of the correct reporting line, make sure you have identified at least one Team Leader. Team Leaders are the individuals you directly report to. 

Steps:

 1. Navigate to My Settings
2. Identify Team Leader(s)
3. Update

*If your team leader changes for whatever reason, you can easily edit your identified team leaders from the same page.

Viewing Your Line

You can easily view your line through the right navigation. Using the dropdown filters, select People and My Line.

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