Org Charts

Welcome to the new and improved org chart experience! With features like auto-layout, individual employee overrides, and auto-creation from imported Excel and Google sheets, mapping out your organization has never been easier.

Please note that the old version of org charts has been discontinued, so it is no longer possible to access the old org chart shape library. If you have existing documents that contain the old org chart shape library, you will still be able to use the shapes in it.

You can find the new org chart shape library in the shape library manager. See the Access More Shapes article for information on how to enable it.

add_org_chart_shape_library.png

When the shape library is enabled, it will appear in your toolbox to the left of the canvas.

org_chart_shape_library.png

You can either create an org chart from scratch or auto-create one from imported data. To create from scratch, simply drag out the org chart shape from the shape library.

Unlike the previous org chart experience, org charts now exist as grouped shapes that you can edit as a single entity when you are on the “page” level of your document. If you click anywhere on your org chart, a blue outline will appear around it, allowing you to move it around the canvas and make universal changes to its style.

8-_blue_outline.png

Double click anywhere on your org chart to enter the org chart group. The org chart editing panel will appear on the left of the canvas, replacing the toolbox.

9-_org_chart_editing_panel.png

The body of this panel will display a bullet point tree of your org chart, and the top will display options for modifying the org chart’s layout and shapes. You can close this panel by clicking 10_-_exit_org_chart_panel.png in the top right corner, and you can return to the “page” layer of your document a by double clicking on the canvas outside of the org chart or by pressing ESC.

When you are in “group” editing mode, you can select an employee by clicking on its shape in the diagram. The employee options bar will appear at the top of your canvas, providing options to make shape-specific modifications that will override the universal settings of your org chart.

org_chart_employee_options_bar.png

To clear the overrides applied to a shape, click 28_-_clear_shape_overriddes.png.

See the sections below to learn how to create an org chart from imported data; add, move, and delete org chart shapes; edit shape data; and modify the style and format of your chart.

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 corresponding 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:

Screen_Shot_2018-09-10_at_3.49.15_PM.png

Example with possible additional columns:

Screen_Shot_2018-09-10_at_3.49.23_PM.png

Your spreadsheet is now ready for import.

To import org chart data, follow these steps:
  1. Click "import data" from inside the org chart shape library or navigate to File > Import Data > Org Chart.

    import_data.png

    org_chart_import_from_file_menu.png

  2. Select the data set type (Google Sheets, Excel, or CSV) that you would like to import, or select to choose a file that you have already uploaded to Lucidchart. Click 12.5_-_next.png.

    org_chart_import_choose_data_set_type.png

  3. Select the file you would like to import. 
  4. In the next window, select which column of your dataset contains Employee and Supervisor ID numbers. Click 12.5_-_next.png.

    13_-_select_ID_numbers.png

    Note: With the new org chart experience, it is not possible to identify employees and supervisors by name.
  5. In the next window, match the rest of the columns of your dataset to the org chart fields. Click 14.5_-_finish.png.

    14_-_match_columns.png

  6. When you have finished importing your data, your org chart will appear on its own page in your document. By default, Lucidchart will only display the employee name and role on your org chart shapes, but you can add or remove fields at any time, as described below.

With the new BambooHR integration, you can generate Org Charts automatically in Lucidchart with employee data imported from your BambooHR account. To import your data, follow these steps:

  1. Click "import data" from inside the org chart shape library or navigate to File > Import Data > Org Chart.

    import_data.png

    org_chart_import_from_file_menu.png

  2. Select BambooHR as the data source and enter your BambooHR domain.

    1.png

  3. Log in to BambooHR.
  4. Select the data you would like to import (you will only be able to import data you have permission to use).

    3.png

  5. Proceed as normal with org chart import, as described above.
Add, move, and delete org chart shapes directly on the canvas or in the bullet point tree in the org chart editing panel. Any changes you make to the tree will be automatically reflected in your diagram and vice versa. 

On the Canvas
  • When you hover over an employee shape, red + signs will appear on each side of it. These icons function similarly to regular connection points; clicking on one will automatically add a new shape to your diagram that is connected to the original shape with a line.

    add_new_org_chart_shapes.gif

  • Move an employee to a new place in the org chart by dragging and dropping it. The employee’s reports will remain connected to it and change positions with it.

    move_an_org_chart_shape.gif

  • To remove an employee from your org chart, select it and press “delete.” Any reports of that employee will become reports of its supervisor. If you delete the CEO (top) level of your org chart, its reports will become "orphans" that are not connected to a supervisor.

    delete_org_chart_shapes.gif

In the Org Chart Editing Panel
  • Click on an employee’s name in the tree to select their shape and center them on the canvas.
  • Press “enter” to add a direct report to a selected employee.
  • Press “tab” to move the selected employee one step down in the org chart hierarchy.
  • Move an employee by dragging the handle (25_-_handles.png) to the left of the employee’s name and dropping it to a new place in the tree.
  • Delete an employee by deleting its row from the tree.
Manage the fields of all employees at once in the editing panel or manage the fields of a specific shape using the employee options bar.

Manage Fields Universally
  • To hide or show all employee photos, click 22_-_shapes.png and toggle the switch next to “Show Photo.”
  • To add or remove employee fields to/from all of the shapes in your org chart, click 22_-_shapes.png and select or de-select fields beneath “employee fields.”

    24_-_manage_fields.png

  • To rearrange employee fields in all of the shapes of your org chart, click 22_-_shapes.png and drag and drop the handles (25_-_handles.png) to the left of the field name.
  • To delete employee fields from all of the shapes of your org chart, click 22_-_shapes.png, hover over the field you want to delete beneath “employee fields,” and click 26_-_trash_can.png to the right.
Manage Fields of a Specific Shape
  • To hide a field from a shape, select the shape, click 18_-_hide_fields.png in the employee options bar, and de-select the field.

    18.5_-_deselect_fields.png

  • To edit the text of a shape’s data field, select the shape and highlight and type over the field. You can also edit the name of an employee in the tree of the editing panel.
Manage Employee Photos
To manage an employee image, select the shape and click org_chart_images_1.png in the employee options bar.

org_chart_images_2.png

  • Toggle the swich next to “Show Photo” to hide or show the image from that shape.
  • Upload an image file from your local device by clicking org_chart_images_3.png or call a publicly hosted image by clicking org_chart_images_6.png and pasting the URL into the text field.

    org_chart_images_new_4.png

  • Click org_chart_images_5.png to remove the image associated with a shape.
Modify Chart Layout
To change the layout of your org chart, click 20_-_layout.png in the editing panel and select one of the arrangement options from the menu that appears.

21-_layout_options.png

Modify Shape Format
  • To change the style of all shapes in your org chart, click 22_-_shapes.png in the editing panel and select an option beneath “shape style.”

    23_-_shape_style_options.png

  • To change the style of a specific shape, select the shape, click org_chart_change_shape.png, and select an option from the menu that appears.

    org_chart_change_shape_2.png

Modify Style
You can apply a stylistic change to your entire org chart or to an individual shape or line. To apply a change to the entire chart, make sure you are editing the chart while on the “page” layer of your document. To apply a change to an individual shape, make sure you are editing from within the org chart group.

You can modify the following stylistic elements of your org chart using the properties bar at the top of your canvas:
  • Fill color and opacity
  • Line/border color
  • Line/border thickness
  • Line/border style
  • Line/border rounding
  • Text formatting
  • Text style
Please see the following articles for instructions on how to make these changes:


Related Articles
Style a Shape
Access More Shapes
Linking Lucidchart Diagrams to Spreadsheet Data
Conditional Formatting and Icon Sets