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How to make an Org Chart

Brett B
posted this on June 11, 2013 03:54 PM

Create impressive organizational charts with Lucidchart's org chart software. Users can auto-create org charts or make one from scratch. This tutorial will walk you through the steps to make a great looking org chart.

 




Create new org chart

  1. Enable the org chart shape library (for help, please view the tutorial on accessing more shape libraries here).

  2. Drag out desired org chart shape from the toolbox, OR

  3. Create from a template (for help, see tutorial here).

  4. Customize data as desired, OR

  5. Import data (see process below).


Import data

  1. Click ‘Import Data’ in the shape library.

    Import_Data.PNG

  2. Select a .csv file to upload or copy and paste the information from the spreadsheet into the text field.

    Data_Upload.PNG

    Make sure that you have at least these 4 columns
    with the information organized in this way:

    Name:
    the full name of the individual

    Employee:
    the full name of the employee, exactly as the name is spelled in the Name column

    Role:
    the title of the role that the named individual holds

    Reports To:
    the full name of the individual whom the employee reports to, exactly as it appears in the Name column. An individual with no formal "reports to" relationship (like a CEO) should not have any content in the corresponding 'Reports To' field. This individual will be the head of the org chart.

    Note: The columns do not have to be in this order, but the information in the spreadsheet MUST be formatted this way. It will look slightly different in the dialogue box if you copy and paste the data, but the format will be preserved for our reader.

    Import_from_CSV_file.PNG

  3. Format the data as needed, arranging the data under preset fields or adding your own.

    Org_Chart_Formatting.PNG

    Note: When formatting data, rows refer to individuals, while columns refer to aspects of those individuals (e.g., in the images below, ‘Gregory Glover’ is an individual, and the names of employees who report to him are drawn from the column ‘Employee’). 

  4. Click ‘Generate Org Chart’.

Add new employees

In the context panel

  1. In the context panel, press the enter key to add new employees to the chart. Use the tab key to change employees' level in the organization.

    Enter_and_Tab_on_an_Org_Chart.PNG

On the canvas

  1. Drag out arrows from elements and release your mouse. A new element will be created so you can add employees to the chart.

Edit data

To edit the data that shows in an Org Chart box, simply double click the text and start typing.

To add new fields, an image, or make other significant changes, click the drop down arrow next to 'Details' and follow these instructions:

Org_Chart_Context_Panel.png

  1. Add a new field by checking boxes, or click ( + Field ) to create a custom field. Custom fields can be deleted (via the trash can) but standard fields will always appear in the 'Details' panel.

  2. To add an image field, check the box on the image field and paste the image URL, or click on the thumbnail and upload/select a photo. A little gray box will appear on all Org Chart shapes.

    Note: To add an image to a select few org chart boxes, you will need to use hotspots and layers, or otherwise add the image next to the org chart shape.

  3. Re-standardize the layout of the chart if you have manually moved the boxes out of place by clicking "Clean up layout.'

  4. To change the position of an employee and their supervisor, hover over the area to the right of an employee's name until you see little double ended arrows. Drag the arrows to the desired position.


Modify layout

  1. Change spacing between org chart elements by opening the context panel and choosing a different view to display. 

  2. Change an employee's position by clicking and dragging the element.

  3. Select ‘Clean up layout’ to undo previous manual movement of elements and revert to the selected spacing options.

Note: When manually moving an element, you may move secondary elements freely, but moving a primary element will move all of its associated elements, too.

Note: You can also edit elements as if they were shapes—change their background color, line width, text options, etc. For help formatting shapes, see the tutorial here; for help formatting text, see the tutorial here.


 Related Tutorials

Format Text

Format a Shape

Create a New Document From Templates

 

Updated: 11/21/2014

 
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