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 Organizational Chart Tutorial

Using EDraw to Create Organizational Charts

The tutorial explain how to create organizational charts using EDraw. The easiest way to draw a new organizational chart based on the EDraw organization chart templates and examples.

What does EDraw Organizational Chart do?
EDraw Org Chart is an organizational Chart diagramming program that can help you create business and technical diagrams that document and organize complex ideas, processes, and systems.

Interface

EDraw's toolbars contain buttons you can use to issue commonly used commands. To find out what each button does, float your mouse pointer over (do not click) the button.

Creating the Organization Chart

You can open the organizational chart template for the library menu. It include Frame Shapes, Card Shapes, Photo Shapes, People Shapes and Custom Shapes. Library > Organizational Chart > Frame Shapes
Drag the Executive icon to your chart. After you create the new drawing, create the organization chart by dragging shapes from the stencil to the drawing page. An organization chart shape contains the name and title of the person represented by the shape.

Organization Chart Shapes

  • Single Entries
  • Executive - highest position
  • Manager - box is similar to Executive but smaller, double lines
  • Position - single line box
  • Consultant - box with dashed lines
  • Vacancy - box with dotted lines
  • Assistant - dark single line that typically goes to the right of the Executive or manager box

Adding Multiple Shapes
You can add more than one shape of the same type to your organization chart. For example, you might need five Manager shapes under an executive shape. You can insert all the Manager shapes by dragging the Multiple Shapes shape over the Executive shape. When you do this, the Add Multiple Shapes dialog box appears in which you specify the number and type of shapes to be inserted.

In EDraw, users create org charts by starting at the top and moving to the bottom. So the first shape added usually represents an executive. However, the topmost shape could represent a manager or project leader if the user is creating an org chart for a single department or team.

Modify Layout Options

You can use the follow two toolbars to layout shapes easily. You can also use the automation align function while you dragging.

toolbars tutorial

toolbars tutorial

Edit Text

Very many pre-defined shapes have multiple text boxes. You can click the text region to edit every one. You can use the "Text Block Tool" to change their position too. See how to edit text.

Replace Image

All the images in the Photo Shapes can be replace with a local image file. Firstly select a photo shape then click the "Replace Photo" item in the context menu.

Create your own Organizational Chart Shapes

EDraw provide some easy to use drawing tools. Include line, arc, curve, freeform, rectangle and ellipse. You can create any shapes with these tools. See How to create basic shapes.

Adding a Fill Color

First click on the shape you would like to format, making sure that the green formatting handles appear around it. Click the Format > Fill Menu. Detail. Or you can use style and color scheme to fill shapes.

Add the Background

Drag the pre-defined background into drawing. Library > Basic Shapes > Background

Organizational Chart Background

Printing Organization Charts
EDraw is a free printable organization charts software. Organizational charts may not always fit neatly onto the standard 81/2 by 11 sheet. File > Page setup

Insert EDraw file into Microsoft file
Open Microsoft Word file.
Insert > Object
Select Create from File tab.
Click Browse button and select the EDraw file. (file has edx extension)

If you need more help, please visit EDraw Online Help or Contact US.

Organizational Chart Software

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