Org Charts

Create impressive organizational charts with Lucidchart’s org chart software. You can auto-create org charts or make one from scratch. This tutorial will walk you through the steps to make a clean, professional org chart. Org chart shapes are an Advanced Feature only available to Professional, Team, and Enterprise accounts. To upgrade please see our pricing page or feel free to contact our sales team.

  • Enable the org chart shape library. For help, please view the tutorial on accessing more shape libraries here.
  • Drag an org chart shape from the Toolbox onto the canvas, OR use a template. For template help, see tutorial here.
  • Customize data as desired, OR import data (see process below).

Before importing data, it is essential to make sure your table meets these two requirements:

  • Every column of your table has a header.
  • Every employee has a supervisor indicated by either an employee ID or by name.
  • Every supervisor also needs to be listed as an employee. Even the CEO will be listed as an employee with a blank cooresponding supervisor cell.

If you are using employee names to indicate supervisors, format them as “First Last” or “Last, First” in the supervisor column. Make sure that every supervisor is also listed as an employee.

Example spreadsheet:

Example with possible additional columns:

Your spreadsheet is now ready for import.

  1. From the Org Chart shape library in the left Toolbox, select “Import Data.”

    Org1.png
  2. Choose a CSV file to upload, OR copy and paste your table into the space provided. Click “Next.”
  3. Indicate whether you identify supervisors by name or by employee ID.

    org2.PNG
  4. If you used employee ID’s, choose the names of the columns where employee and supervisor ID’s are stored, then click “Next.”
  5. If you used names, indicate whether you used one or two columns for first and last names, then choose the name of the column you used for each. Click “Next.”

    Org3.PNG
  6. To include additional information in your org chart, match the headers of your spreadsheet columns to the fields provided. To include fields not suggested in the prompt, select “Add New Field.” You can rename the field and match it to a header in your spreadsheet. Selecting “Add All Remaining Columns” will create custom fields for every column on your spreadsheet that isn’t already matched to an existing field. Click “Next.”

    Org4.png
  7. The final screen of the prompt allows you to divide your organization into smaller org charts based on important groupings. For example, you can add a column to your spreadsheet called “Department” and list a value for each employee (e.g. sales, marketing, HR, engineering, etc). In the dropdown menu for “Create Separate Org Charts for each” select “Department.” Lucidchart will produce separate org charts on separate pages for each department included in your data.

Troubleshooting tip: If your org chart doesn't look quite right, there is probably an error in your data. Go back to your spreadsheet and make sure that names are spelled correctly and employee ID’s are accurate.

There are three ways to add new employees

In the context panel

  1. Open the context panel by selecting any box and clicking on the gear icon that appears next to it.
  2. In the bulleted list, press Enter to add a new employee.
  3. Use Tab and “Shift + Tab” to change an employee’s level in the organization.

    Enter_and_Tab_on_an_Org_Chart.PNG

On the canvas

  1. Draw a line extending from an existing box. A new box will appear and will “report to” the first box.
  2. To make the chart format consistent, open the context panel and select “Clean up layout.”

With data import

  1. Add employees to your original spreadsheet.
  2. Follow the steps listed under “Import data” to re-import your org chart.

To edit personal information (name, role, phone number, etc):

  1. Double click on the desired field
  2. Make desired changes

To add or remove fields

  1. Open the context panel (click on the gear icon next to a box).
  2. Select standardized fields (including the image field) by checking the selection boxes.
  3. Add a customized field by selecting “+ Field”
  4. Remove a customized field using the garbage can icon

    Org_Chart_Context_Panel.png

To add a photo

  1. Open the context panel (click on the gear icon next to a box).
  2. Select the image field. A gray image placeholder should appear in all org chart boxes.
  3. To choose a photo, copy and paste an image URL or use a picture uploaded to your image library.
  4. Add additional image URL’s for other employees or click on an image place holder to select a picture from your image library.

To delete a photo

  1. Open the context panel (click on the gear icon next to a box).
  2. Click on the garbage can icon in the image field.

To re-standardize layout:

  1. Open the context panel (click on the gear icon next to a box).
  2. Select “Clean up layout”

To Change the Position of an Employee

  1. Open the context panel (click on the gear icon next to a box).
  2. In the bulleted list, hover over the space to the right of an employee. A double headed arrow should appear.
  3. Click on the arrow and drag the employee to the desired location.
  4. Use Tab and Shift + Tab to edit employee level.
  1. Choose a different layout for your org chart by selecting from the format options in the context panel.

  2. Move objects manually by clicking and dragging.
  3. Select “Clean up layout” to undo manual movements.

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

You can edit org chart boxes just as you would edit other shapes—change their background color, line width, and text options. For more help formatting shapes, see the tutorial here; for help formatting text, see the tutorial here.