Sometimes we need draw an organization chart to make complicated things much simple. But how to make it? Does it require drawing skill? Following are some guidelines with pictures to make more professional-looking org charts.
Steps to Create an Organizational Chart
Three simple ways are available to create an organizational chart. You can start from a blank organizational chart drawing page, import data directly and make use of the templates. The first two ways will be illustrated below. Let’s focus on how to start from a blank page firstly. To make your chart more professional and polished, go to Top Tips to Make Org Charts Work for reference. Also, we’ve created a video tutorial to help you get started with Org Chart: Video Tutorial – How to Create an Org Chart.
Step 1 Open a Blank Page to Make Org Chart
Blank Org Chart
1. Start Edraw.(Just recommended software, you can also try others)
2. On start page, click Organizational Chart in Template Categories list.
3. Click Create to open a blank organizational chart drawing page.
4. The Organizational Chart libraries and Org Chart tab open.
5. Drag a shape onto the drawing page.
Only drag-and-drop is required to draw a fabulous org chart, saving time and effort. The auto connection and relayout function make the process quite fun.
Step 2 Add Subordinate, Colleague and Assistant
There are several ways to achieve this goal. The easiest ways are as follows.
Use the Floating Buttons
1． Select a shape.
2． Click the left floating button to add colleague.
3． Click the bottom floating button to add subordinate.
Note: There is no floating button for adding assistant. Follow these steps to add assistant:
1. Select the shape you want to add assistant to.
2. Click Add Assistant on the Org Chart tab
Drag and Drop
Drag to Add Subordinate and Colleague
1. Drag a shape over the right floating button of the target shape to add colleagues. Release mouse when a red box shows.
2. Drag a shape over the bottom floating button to add subordinate. Release mouse when a red box shows.
Step 3 Arrange the Layout of Org Chart
After adding many shapes, the chart may be too loose or too cramped. You can use the Layout tools on Org Chart tab to make the diagram in order.
1. Select Auto Layout check box to enable auto layout mode. Under auto layout mode, the whole diagram will be re-arranged every time you add or delete shapes.
2. Under the default layout mode, sometimes shapes may overlap other shapes. To avoid this problem, you can move away the shape manually, or start auto layout mode, or click Relayout on Org Chart tab to re-arrange the whole diagram.
3. Choose the pre-defined layout styles in the Layout group on Org Chart tab alternatively. If you only need to change the layout of a branch or parts of the chart, select the top position shape of that branch and choose the layout mode you want.
4. Click Distance on Org Chart tab to Increase/Decrease Horizontal/Vertical Distance, or click Move Left or Move Right buttons if you only need to make some minor changes.
Step 4 Define and Edit the Org Chart
On Org Chart tab, in the Organization Data group, click Define Field. In the Shape Data dialog box, you can define the shape data fields. The modification will be applied to all the shapes in the diagram.
Click Display Options on Org Chart tab. In the Display dialog box, you can define the display data fields, display order and the font style of the fields and the size of the shapes. The modification will be applied to all the shapes. Double click the shape to add text.
When the information is overloaded in the shape, it may not be able to display all text. In this case, increase the width or height of the shape. Enter larger values in the Display dialog boxes.
To replace shapes style,
1. Click Replace Shape in the Replace group on the Home Menu.
2. Pick the shape style you prefer from the Libraries.
Thus your chart can be more visually appealing.
Insert Photos to Org Chart
1. Move the pointer over the right floating button of the photo shape.
2. Choose Replace Photo.
3. Locate the photo you need.
4. Click Open.
Step 5 Save and Export Organizational Chart
1. Click Save on the Home Menu to save as the default format.
2. Choose Save as on the File Menu to save as more other formats.
3. Click Export on Org Chart tab to export it as MS excel format.
Thus, you can save the data and use it as a temple when you need to create organizational charts by importing data.
Import Data to Create an Organizational Chart
1. Click Import on Org Chart tab.
2. Click Browse… to locate the file that contains your organizational chart information.
3. Click Open.
4. Click Next.
5. Click Ok.
Voila! Your desired organizational chart has been created without hassle.
Organizational Chart Shapes
Card Shape Photo Shape
When you open an example in the Organizational Chart Templates, the Organizational Chart Shapes stencil opens at the same time. Shapes for organizational charts mainly include two categories: Card Shapes and Photo Shapes. If you need to present your staff’s photos, choose Photo Organizational Chart Templates.
Make Organizational Chart from Reay-made Examples
Starting from a similar example with
Edraw’s Organizational Chart Templates are loaded with a host of examples that can be used to visualize various kinds of organizational structures. The following is an example of Corporate Org Chart.