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How to Operate Basic Boxes - OrgCharting

> Org Chart How-Tos > How to Operate Basic Boxes - OrgCharting
Posted by Pemala Pfeiffer | 11/19/2019
Quickly check out this simple guide for how to operate basi boxes with the easy org chart software. You can find out more resources for generating org charts with originally designed templates, symbols and marks etc.

Keyboard Shortcuts to Add Boxes

To Add

Shortcut(s)

Manager Box

Shift + Enter

Colleague Box

Enter

Subordinate Box

Insert / Ctrl + Enter

Assistant Box

Alt + Enter

Add a Manager Box

(Shift+Enter)
You can add a manager in three ways. 

1. Select a box, then press Shift+Enter keys on the keyboard.

2. Select a box, then click the Add Manager Button on the Home tab.

3. Move your mouse on a box, then click the floating button add button above the box.

Add a Colleague Box

(Enter)
You have 3 options to add a colleague box.

1. Select a box, then press the Enter key on the keyboard.

2. Select a box, then click the Add Colleague Button on the Home tab.

3. Move your mouse on a box, then click the floating button add button .

Add a Subordinate Box

(Insert/Ctrl+Enter)
To add a subordinate box, you can:

1. Select a box, then press the Insert or Ctrl + Enter on the keyboard.

2. Select a box, then click the Add Subordinate button on the Home tab.

3. Move your mouse on a box, then click the floating button add button .

Add an Assistant Box

(Alt+Enter)
If you want to add an assistant box, please use the three ways:

1. Select a box, then press Alt + Enter on the keyboard.

2. Select a box, then click the Add Assistant button on the Home tab.

3. Move your mouse on a box, then click the floating button add button .

Select Boxes

You can select boxes by types or levels. Click the Select button on the Home tab. Alternatively, you can right-click a box and go to the Select option to add the one of the following types:

  • All Boxes
  • All Assistants
  • All Managers
  • All Non-Managers
  • All Lowest Level
  • Direct Managers
  • All Colleagues
  • Same Level
  • All Subordinates

   select roles

select specific employee

Move Boxes

You can move a targeted box to different directions, such as moving it up, down, left or right between different levels.

Drag and Drop to Move a Box

You can freely re-position any boxes on your org charts by simply dragging and dropping it to a new position. A visual sign will show you where a box will be moved to. Any of your boxes (except the very top position) can be rearranged and moved into different positions.

drag and drop boxes

Delete Boxes

(Delete)

Delete Selected Boxes

You can delete selected boxes while keeping all of its subordinate boxes.

1. Select the target box, or boxes.

2. Right-click and choose the Delete Selected.

3. The selected box, or boxes, will be deleted.

4. The remaining subordinate boxes will be promoted up one level.

delete selected boxes

Delete a Selected Box and All of Its Subordinate Boxes

You can delete a box with all its subordinates boxes.

1. Select a box.

2. Right-click and then select the Delete.

3. The box and all of its subordinates will be deleted.         

Cut, Copy and Paste Boxes

(Ctrl+X/Ctrl+C/Ctrl+V)
Use the Copy and Paste, you can quickly duplicate a selected box or branch, then paste it as a subordinate or colleague box to any of your existing boxes.

1. Select the box or branch that you want to copy.

2. Go to the Home tab and click the Copy button (or press Ctrl + C).

3. Select a box, or click anywhere on the blank area and click the Paste button (or press Ctrl + V).

Tips:

You can also use the Cut and the Paste to move a box from one place to the other.

Showing Photos on the Boxes

(Ctrl+Shift+P)
Org Charting allows you to insert a photo into a box in many formats like GIF, JPG, PNG, ICO, BMP, and TIF etc.

Insert a Photo from Files

1. Select a box.

2. Click the Insert Photo button insert photo icon in the Home tab, or press Ctrl+Shift+P to insert.

3. Select a photo from your PC.

4. Press the Open.

5. Drag the selection handle to adjust the size of your photo.

Tips:

1. Your photo will be automatically adjusted to fit the size.

2. The default position of the photo will be added to the left side of the box. You can change the position of the photo by selecting the drop-down menu of the Position.

Insert an Attachment

(Ctrl + H)

OrgCharting supports inserting attachments without quantity limitation. Attachments can be saved automatically in the org chart.

1. Click a box.

2. Click Insert Attachment on the Home tab or right-click the topic and choose Insert Attachment option.

3. Press Path to select an attachment.

insert an attachment 

4. Change name for attachments if necessary.

5. Click New to add more attachments.

6. Click Delete to remove an attachment.

Tips: Attachment icon is on the top right corner of topic. Hover the mouse cursor on the icon you can see the name of the attachment. Click the attachment name to open the attachment. 

attachment icon

Insert a Hyperlink

(Ctrl + K)

Hyperlink is convenient for org chart references as external documents including current documents, files and applications, and internet addresses. The hyperlinks can link to any of the following:

  • Another page or shape in the current document
  • A file or application
  • A folder
  • A Web URL

Add a Hyperlink to an Existing Shape or Page

1. Select a box you want to add hyperlink to.

2. Click Insert Hyperlink on the Home tab, or Right-click the box and choose Insert Hyperlink option.

3. Select Current Document.

add a hyperlink

4. To link to a specific shape, you can choose a shape ID from the shape list.

5. Click New to add more hyperlinks.

Add a Hyperlink to a Web URL

1. In the Type list, choose Internet Address.

2. In the Address box, type the address of a Web site, FTP site, or e-mail address (beginning with http://, ftp://, or mailto: respectively).

3. In the Description box, type a name for the link. This text will appear on the hyperlink icon.

4. Click New to add another hyperlink.

5. Click OK.

Add a Hyperlink to File or Application

1. In the Type list, choose the File or Application.

2. Click Browse and navigate to a file.

3. In the Description box, type a name for the link. This text will appear on the hyperlink icon.

4. Click OK.

Change or Delete a Hyperlink

1. Select the shape to change or delete a hyperlink on a shape.

2. Click Hyperlink.

3. To change a hyperlink, select the hyperlink in the hyperlink list, make the changes that you want, and then click OK.

4. To delete a hyperlink, select the hyperlink in the hyperlink list, click Delete.

Tips:
Hyperlink icon is on the top right corner of topics. If you move the pointer to the icon, you will see a link for you to click.

Add a Comment

(Ctrl + Shift + T)

Commenting on the specific box by a collaborative team is a highlight for synergy. You can receive praises and suggestions from your mates and supervisors directly with base of Cloud.

1. Click the box that you need to comment.

2. Click Insert Comment on the toolbar or Right-click the topic and choose Insert Comment option.

3. Type comments in dialog box.

4. Click Send after you editing all the comments.

5. Click Modify in the bottom of dialog box to edit the current comment.

6. Click Delete to remove a comment.

add comments
When a comment is added, there will be a green chatting icon showing on top right corner of the box. If you move cursor to the icon, you will see your name, date and comment. Tips:

1. Before commenting, make sure you have signed in OrgCharting cloud account. If not, the commenter's name will be the computer user's name.

2. You can add more comments at the same box.

Add Notes

(Ctrl + T)

As org charts are always concise, details could not be put into the main body. Notes can solve the problems of inadequate information. You can add notes in the format of texts, pictures and tables to enrich your org charts.

1. Select targeting boxes.

2. Click Insert Note on the Home tab, or Right-click the box and select Insert Note option.

3. Type in your note from the pop-up Note window.

4. Click Picture icon to add pictures.

5. Click Calendar icon to insert date.

add notes

6. Edit text formats with text formatting options on the toolbar.

7. To check your notes, hover the cursor over the Note icon.

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