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Org Chart
Getting Started with Org Charts & Using the Org Chart Creator
Getting Started with Org Charts & Using the Org Chart Creator
Learn how to use the Org Chart Creator and get familiar with the terminology and features of the Organizing Chart
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Written by Support
Updated over a week ago

Using the Org Chart Creator

Video Timeline Quick Links:

  • 0:00 How the Org Chart Creator works

  • 0:34 STEP 0 - Adding Members (optional)

  • 1:58 STEP 1 - Create Org Areas (Org Structure)

  • 4:53 STEP 2 - Creating Hats

  • 6:00 STEP 3 - Creating Posts

  • 7:38 STEP 4 - Importing Org Chart

  • 8:23 Troubleshooting Import File

  • 9:26 Moving or removing Posts & Org Areas

  • 11:24 Re-ordering Org Areas

  • 11:50 Floating Top Org Area

  • 12:20 Get help from Support

  • 12:30 Find out about Add-on Services

Tip: Choose Org Area colors using a Color Picker.


See also

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