Help Center/Tutorials/Advanced shapes

Create 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, then add identifying details for a personal touch.

 



 


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.

  2. Select a .csv file to upload, OR

  3. Copy and paste spreadsheet information into the text field.

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

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’).

  1. Click ‘Generate Org Chart’.




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Add new employees

  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, OR

  2. On the canvas, 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

  1. Use the bottom of the context panel to edit text.

  2. Add employees' pictures by clicking on the picture icon and selecting a photo, OR

  3. On the canvas, double-click text to modify it.

  4. To change the position of an employee and their supervisor, open the context panel. Then hover over the area to the right of an employee's name and drag the arrows to the desired position. 




Modify elements

  1. Modify the data shown on the org chart by opening the context panel. Then click on the view you'd like to display. 

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.




Modify org chart

  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.





 

Related Tutorials

Format Text

Format a Shape

Create a New Document From Templates

 
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