How to make an Org Chart

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.

 

 

  • Enable the org chart shape library. For help, please view the tutorial on accessing more shape libraries here.

  • Drag out desired org chart shape from the toolbox, OR create from a template. For template help, see tutorial here.

  • Customize data as desired, OR import data (see process below).

  • Click ‘Import Data’ in the shape library on the left toolbox.

    Import_Data.PNG

  • 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 2 columns
    with the information organized in this way:

    Name:
    the full name of the individual

    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 or with these column titles. However, we require these two fields (name, reports to) in order to build the org structure.

    Import_from_CSV_file.PNG

  • 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’). 

  • Click ‘Generate Org Chart’.
  • Your org chart will appear on the page.

    Troubleshooting Tip:
    If your org chart appears unconnected with boxes stacked or lined up on the page, it likely means that there was an error in the data you imported. For example, the names in the "Name" and "Reports to" columns not matching up. You must have an employee named "Margaret Thatcher", and her subordinates CANNOT report to "Thatcher, Margaret". 

In the context panel

  1. In the context panel, accessed by pressing the gear icon next to one of the org chart boxes, 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 a line by hovering over the edge of one of the boxes. This will create a direct-report to that manager, adding a new box to your org chart.

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 as an image placeholder.

    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.'

    Note: If you have created a custom structure, this will override your customization.

  4. To change the position of an employee and their supervisor, hover over the area to the right of an employee's name in the pop-up context panel's bulleted list until you see little double ended arrows. Drag the arrows to the desired position.

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

You can edit org chart boxes just as you can edit other 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.

 

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