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How to Add and Edit an Organization Vision

Overview​

This guide shows you how to add and update the organization's vision statement in the Organogram Workspace. You'll learn how to input a vision manually or generate one using AI, format the text using the editor, and make updates when necessary.

Prerequisites​

  • Access to the Organogram workspace platform
  • Admin or authorized permissions to modify organization settings

When You Need This​

  • Defining the organization's long-term direction
  • Updating a previously set organizational vision
  • Leveraging AI assistance for professional vision statements

Step-by-Step Instructions​

Step 1: Access the Settings Page​

  1. Log into your Organogram workspace at people.organogram.app
  2. From the left-hand sidebar, click "Settings"
  3. Locate the "Vision" card on the settings page

Step 2: Add a New Vision Statement​

  1. Click the "+" icon inside the Vision card
  2. The "Add Vision" dialog will appear

Step 3: Enter or Generate the Vision​

You have two options:

Manually Enter a Vision​

  • Type your organization's vision directly into the text field

  • Use the built-in text editor to apply formatting:

    • Bold
    • Italic
    • Underline
    • Bullet list
    • Numbered list

Generate a Vision Using AI​

  • Type a few relevant keywords or a short description
  • Click the "Suggest Vision" button below the text area
  • The AI will provide a vision suggestion you can review and edit

Add Vision Dialog

Step 4: Save the Vision​

  1. Once satisfied with your input or AI-generated vision, click the blue "Save" button
  2. A notification will appear: "Vision added successfully"
  3. The vision will now display on the Vision card in the settings page

Step 5: Edit an Existing Vision​

  1. To make changes, click the pencil icon (✏️) on the Vision card
  2. The "Update Vision" dialog will appear, pre-filled with the current vision

Edit Vision Dialog

  1. Update the text as needed using manual input or the text editor
  2. Click the blue "Save" button
  3. A confirmation notification will appear: "Vision updated successfully"