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How do I create a template Org chart with rules, so any import automatically follows the rules, styles, and shapes?

I've got an org chart template with dozens of rules and programmed sizes, colors, etc.

I'd like to be able to simply import a new spreadsheet in (telling it to split by Division , etc), and have it automatically apply all the pre-built rules, colors, etc.

I've been entirely unable to accomplish this, though I suspect it's a user error.

Could somebody explain this process?

1 comment


Hi Dave,

Thanks for posting in the community! You bring up a really interesting use case, but unfortunately I do not believe this is currently possible in Lucidchart. However, we are always looking for ways to improve, and would love to have your feedback. Would you mind adding your use case to our feature request form? Suggestions submitted via this form are passed directly to our product development team for their consideration. Thanks in advance, and I apologize for any inconvenience. 

Tate S 0 votes
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