How to Create an Org Chart

> Org Chart How-Tos > How to Create an Org Chart
Posted by Akiko | 01/05/2021

Part 1: What is Org Chart?

Organizational charts (org charts) are used to portray the relationships and chain of command between individuals in a company, sometimes across positions, departments, and regions. Org charts are typically used by HR professionals and office administrators to illustrate the relationships and hierarchies between colleagues.

The primary benefit of org charts is the level of clarity that they bring. It highlights which colleagues are responsible for what task, and who they should be deferring to in cases of conflict. Without one, there may be lots of confusion and delay in decision-making processes.

Part 3: How to Make Org Chart?

Step 1: Start EdrawMax.

Step 2: Navigate to [New]>[Organizational Chart].

Org Chart step 1

Step 3: Select one org chart template to edit on it or click the [+] sign to start from scratch.

Org Chart step 2

1. Click Create to open a blank organizational chart drawing page.
2. The Organizational Chart libraries and Org Chart tab open.
3. 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.

Use the Floating Buttons

Add Assistant

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 4: Define and Edit the Org Chart

Define Field

Organization Data

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.

Display Options

Display Option

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.

Step 5: You can export the file to Graphics, PDF, editable MS Office file, SVG and Visio vsdx file.

export and save

Step 6: And you can share your diagram with others via social media and web page.

Org Chart step 3

Watch the video to learn how to create an Org Chart.

If you have trouble in watching the video tutorial, please visit it at YouTube.

Part 4: Org Chart Examples

Example 1: Marketing Org Chart Template

Download this marketing org chart template and edit it with your own employee information. It has a button to change the employee photo. You can also add/ delete employee with just button clicks. It's very convenient to use. Design a marketing organizational chart with this template requires only a few minutes.

Marketing Org Chart Template

Example 2: Manufacturing Org Chart Template

A free customizable manufacturing org chart template is provided to download and print. Quickly get a head-start when creating your own manufacturing org chart. It is designed on the basis of manufacturing enterprise's specific structure.

Manufacturing Org Chart Template

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Free Download our Ultimate Organizational Chart Software!

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