People directory
Connected to the same project, people, permissions, and AI context.
Engagement
People, roles and org chart
A directory of the people in your workspace, with their roles, contact details and reporting lines, plus an org chart drawn from them.
Unified Organization & Productivity
Org chart
Connected to the same project, people, permissions, and AI context.
Roles and outside collaborators
Connected to the same project, people, permissions, and AI context.
Ask Atty about your team
Connected to the same project, people, permissions, and AI context.
Ask Atty who someone is or how to reach them, then have it draft a task for that person. Atty can read the directory but cannot change it, and the task waits for your approval.
Connected to the same project, people, permissions, and AI context.
Working guide
A team directory is one list of the people a team works with, with each person's role, contact details and preferred way to be reached. In Attain OS, Team keeps that list for everyone in the workspace and draws an org chart from each person's manager. It is a reference for finding and contacting people, not a place to manage their performance, leave or pay.
What people search
Team directory: 110 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Workflow map
Finding the right person and their reporting line
| Job | App | What it does here |
|---|---|---|
| Find who handles a topic | Team | Search the directory by name, or filter the cards by group, category or company. Each card shows the title, company, email, phone numbers and the preferred contact method. Check the card before you assign a task, so you reach the person who actually does that work. |
| Show who reports to whom | Team | The org chart is drawn from each person's manager. To change a reporting line, edit the manager on that person's profile, then look at the chart again. Filter by category, group or company when the organization is too large to read at once. |
| Assign the work | Tasks | The directory tells you who a person is, not what they should do. Once you know the right person, assign the task in Tasks and add its checklist steps. The directory does not show workload, so check the person's open tasks before you add more. |
| Keep customers in their own list | Customer Management | The team directory lists the people in your workspace. Customers and contractors you deal with belong in Customer Management, where their records link to the tasks, cases and budgets for them. Keeping the two lists apart stops a client from looking like a colleague. |
| Write to a group | Team | Filter the directory to one group and copy the emails in a single step, or export the filtered list to CSV. Check the list before you paste it into an email, and remove anyone who has left. Export a file only when the team needs one. |
In practice
A week of keeping the directory useful
Monday · add the new colleague
A colleague joins on Monday. Add their card with title, company, group and email, then set their manager so they appear in the org chart. Record their preferred contact method, so the next person who calls knows which route to use.
TeamTuesday · fix a reporting line
A team lead notices that someone still sits under a former manager in the org chart. Open the person's profile, change the manager and look at the chart again. Check a filtered view by group to confirm the team reads correctly before you share the chart.
TeamWednesday · reach the right person
A customer question needs someone from operations. Filter the directory to that group, read the card for the person who handles it, and use their preferred contact method. Record the customer's details in Customer Management, not in a chat message.
Thursday · announce a change
A schedule change affects the people on one project. Filter the directory to that project's group, copy their emails and send a short note. Use a task to say who must do what next, since the directory shows who people are, not what they need to do.
TasksFriday · prepare the planning list
Before the planning meeting, export the filtered directory to CSV so names and roles are ready for a shared agenda. Remove anyone who will not attend, and store the file in Documents if the team needs it later.
Documents
Start here
Onboarding and reference pages for people
Employee handbook
Decide which rules and contacts each new person needs to read before their first week.
Office map
Show where each group works, so a new person knows where to find colleagues they will contact.
Employee onboarding checklist
Track a new person's onboarding steps before their card goes into the directory.
New hire IT setup
List the accounts and equipment a new colleague needs before their first day.
Mistakes to avoid
Three ways a directory goes stale
Treating the directory as a permissions list
Access follows each person's role: organization admin, admin or standard user. There are no custom permission groups, and the directory does not decide what anyone can open. Use roles to decide who administers the workspace, and treat the directory as a contact list.
Letting the org chart lag behind reality
The chart is only as current as each manager field. When someone changes teams, the old line stays until someone edits that person's profile. Review manager fields after each reorganization, then check the chart from the top down.
Using the directory as the customer list
The directory lists people in your workspace. Customers and contractors belong in Customer Management, where their records link to the work you do for them. Mixing the two lists makes it hard to tell a colleague from a client.
Working checklist
Before you share the directory
Keep each card current
- Add a title, company and group to every card.
- Record each person's preferred contact method.
- Set a manager for everyone who should appear in the org chart.
Before you export or copy
- Filter to the group or company the purpose needs.
- Remove anyone who has left the team or the project.
- Export a file only when the team needs one, and store it in Documents.
What this agreement means
What the Team app gives you
- Team is a directory of the people in your workspace, with title, company, email, phone numbers and preferred contact method on each card.
- Cards group by group and filter by category or company. The filtered list exports to CSV, and the emails can be copied in one step.
- The org chart is drawn from each person's manager, and you change a reporting line on that person's profile.
- Each person holds one role: organization admin, admin or standard user. Outside collaborators can be invited on plans that include them, with limited or full access.
- Atty can look up who is in the workspace and how to reach them. It cannot add or edit people.
Feature evidence: the people directory page, the org chart mapper and the role definitions. The directory is for contact details and structure, not for performance, leave or payroll records.
Frequently asked questions
What should a team directory include?
Keep one card for each person with their title, group, email and the phone number they prefer to use, and set a manager so the org chart is complete. Leave out personal details the team does not need to contact people. Update the card when someone changes role, group or manager.
Is a team directory the same as a team management app?
No. A directory shows who is on the team and how to reach them, and the org chart shows reporting lines. It does not track performance reviews, leave, payroll or workload. Use an HR or planning tool for those, or the forms your process already uses.
Can I see an employee directory with roles and contact details?
Yes, for the people in your workspace. Each card shows title, company, email, phone numbers and preferred contact method, and the list can be filtered and exported to CSV.
Does the directory show who reports to whom?
Yes. The org chart is drawn from each person's manager field, with filters by category, group and company. Change a reporting line on the person's profile, not on the chart.
More references for this work
Benefits Enrollment
Plan the questions and review process for benefits enrollment.
Employee Onboarding Checklist
Plan the questions and review process for employee onboarding checklist.
Employee Satisfaction Survey
Plan the questions and review process for employee satisfaction survey.
Exit Interview
Plan the questions and review process for exit interview.
