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People (overview)

Table of contents

  1. At a glance
  2. Smart Lists in People view
  3. Layout options
  4. Badge indicators

About People view

The People view helps you connect with anyone in your organization—whether you're looking for someone on a specific team or trying to remember a new person's name.

At first glance, it might look like a digital photo wall. but it’s much more than that. People is a flexible, searchable directory that can be adapted to a user’s needs.

At a glance

Find people: Use filters to quickly narrow the view by department, role, location, project team, and more. The sort or layout can also be changed to get the view just right.

You can also apply Smart Lists to save and return to frequently used filters (more on that below). Learn more about how to use Search and Filters to find people here.

Connect with people: Click on someone’s profile picture to:

  • Direct message them (if your organization has Discussions enabled)
  • Send a Shout-Out to recognize a coworker’s great work in the Activity feed
  • View in Teams (if enabled) to see their place in your org chart

Smart Lists in People view

Smart Lists allow users to save commonly used filter and sort preferences in the People view.

When you open People, Smart Lists will be shown in the left panel in two sections:

  • Default system-managed lists are in the top section, and
  • My Smart Lists will show all personally saved Smart Lists.

Creating a Smart List

To create a new Smart List, open the filter panel and change its filters and/or settings, and then save it as a new Smart List.

To create a Smart List:

  1. Open the Filter or Settings panel
  2. Make changes to the settings and/or filters and click Close
  3. Tap the “three-dot menu” in the top-right corner and select Save as New Smart List
  4. An alert will appear to name your new list, enter a name and then click Save
  5. Your new list will now appear in My Smart Lists

Managing Smart Lists

  • The Everyone Smart List can’t be renamed, hidden, or deleted
  • The Status Set and Online Now Smart Lists cannot be renamed or deleted, but can be hidden
  • Personal Smart Lists can be modified, hidden, renamed, or deleted

To manage a Smart List:

  1. Hover over it (desktop) or tap the menu (mobile)
  2. Click its three-dot menu
  3. Choose your option and follow the steps provided

To modify an existing Personal Smart List, open it, adjust its filters and settings as required, and the click its Action Menu (three dots top right) and select Save. You can then choose to either update the existing Smart List or create a new one.

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Note: Hidden lists are still saved—you can reveal them by checking “Show hidden Smart Lists” at the bottom of the panel

Show or hide the Smart List panel

On desktop, collapse the panel to maximize your workspace. Click the icon beside the header to collapse or expand it.

The panel stays collapsed until you reopen it—even if you leave and come back.

Layout options

Switch between two layouts:

1. Photo layout for a visual-first directory that resembles an old-school photo wall.

 

2. Card layout to see names, titles, and locations at a glance. System Admins can control what appears on cards. Learn more

Select the Settings icon to choose your layout. 

Badge indicators

Badges appear on a Profile to help you quickly understand what’s going on across your organization.

They show you:

  • Who’s currently online (green circle)

  • What each person’s Status is set to

  • Who is an External Contributor (orange triangle indicates someone who is not a regular employee)

  • Any User Badges assigned by your organization

 

 

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