How to Create a Draft Accountability Chart®
Owner, Admin, and Manager-level users can create additional draft Accountability Charts beyond the primary chart. Our users create additional charts to:
Plan for future Seats
Reorganize team, department, and company structure
Creating a New Draft Accountability Chart
To create a new draft chart:
Click Accountability Chart from the left navigation.
Click the Drafts tab.
Click Create New near the top right of the screen.
Create a title.
(Optional) Describe how this chart differs from the Primary Chart.
(Optional) Share the draft with other users.
Click Create on the bottom left of the Create New Chart pop-up.
Making a Copy of Your Primary Accountability Chart
To make a copy of your primary Accountability Chart as a draft:
Click Accountability Chart from the left navigation.
Click the ellipsis on the far right of the screen.
Click Duplicate as draft.
Editing Your Draft Charts
To edit one of your draft charts:
Click Accountability Chart from the left navigation.
Click the Drafts tab.
Click on the chart you wish to edit.
Edit as normal.
Deleting Draft Charts
Only the creator of a draft Accountability Chart can delete it. Contact that user if someone has shared a draft with you that needs to be deleted.
To delete one of your draft charts:
Click Accountability Chart from the left navigation.
Select the Drafts tab.
Click the ellipsis of the intended draft Accountability Chart.
Select Delete from the dropdown.
Click I understand… Delete Anyway to confirm.
How to Turn a Draft Chart Into Your Primary Chart
To turn one of your draft Accountability Charts into your organization's primary chart:
Click Accountability Chart from the left navigation.
Select the Drafts tab.
Click the ellipsis of the intended draft Accountability Chart.
Click Set as Primary.
Note: The previous primary chart will be erased. To preserve a copy, duplicate the primary chart as a draft before replacing it.