Building graphical, relational views of data (e.g. organizational structure),
A
Andrzej Konopka
Currently ClickUp allows you to build data structures based on task lists (treated de facto as database lists), however, there is no native mechanism that would allow at the same time:
visualize organizational relationships in the form of a graphic structure (org chart) on the Whiteboard
and maintain full integrity with source data, managed in task lists
Target Model (Desired State)
I would like to build a solution based on two linked lists and one graphical view (Whiteboard):
- List A — “Positions” (reference list)
It acts as an organizational dictionary, containing m.in. :
job title
level in the structure
relationship of superiority/subordination
assignment to an organizational cell
other structural attributes (FTE, cost, role type, etc.)
- List B — “Employees/Roles filled”
Includes:
name and surname of the person
current position (relation to list A)
other related elements (objectives, tasks, competences, KPIs, contract, projects)
- Whiteboard — view of the organizational structure
Whiteboard would function as a dynamic, visual interface in which:
I see the organizational structure in graphic form
each “tile” contains:
name of the position
person's first and last name (if staffed)
layout reflects hierarchical relationships
Key expected functionality (which is missing today)
Bi-directional linking of data and graphical view
clicking on first and last name → moves me to the person record (List B)
clicking on the position name → moves me to the position record (List A)
Whiteboard as a “live view of data”, not a static drawing
Whiteboard elements are not just shapes
are a visual representation of records from lists
change the data in the list → automatically updates the view
Reusability of the mechanism
The same model could be used not only for:
Organizational structures
but also to:
process architectures
competency map
project role maps
Decision-making structures
RACI models
customer-product-team relationship
Current State Problem (AS-IS)
ClickUp allows you to:
create tasks and lists
Create Whiteboards
but:
Whiteboard is not a real data view
Whiteboard tasks do not reflect the relational nature of the model
no native mechanism “record → tile → relation → drill-down”
As a result:
I can create a task, but it doesn't make sense of the model I want to build
visualization becomes manual, error-prone and difficult to maintain
i'm losing the value ClickUp gives as a system utility and not just a task manager
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