Let’s say you need to create an org chart. You know they have infinite uses—organization charts can help you show company hierarchy, illustrate a family tree, or capture the relationships between species—but you’re not sure how to get started. Luckily for you, Lucidchart makes it easy, just like any other diagramming task. Sign up free if you don't already have an account. Then read on for step-by-step instructions on making an organizational chart with our org chart software for PC and Mac.
Before you begin
To get started, you’ll first need to organize your content. What information are you trying to capture with your org chart? Where is it recorded now? You likely have a spreadsheet or list on hand that you can turn into an org chart. But if you don’t, try jotting down the basic elements of your chart before you begin diagramming.
Create an org chart
Once you know what information you need to capture, it’s time to start drawing. In Lucidchart, first turn on the org chart shape library by choosing More Shapes at the bottom of the editor. Then, from the left-hand panel, choose your desired style of org chart. You can drag it out onto the canvas dand a context panel will automatically appear. In the context panel, easily list out people in hierarchies using the Enter and Tab keys. As you form your list, the chart will populate with names.
Automatic org charts
Lucidchart also lets you instantly generate org charts with existing data. First select Import Data from the shape library. Then choose a .csv file to upload, or alternatively, copy and paste data directly from a spreadsheet program like Google Sheets or Excel. Once your data is added, you can format it as necessary using preset or custom fields. After you’ve finished formatting, choose Generate Org Chart.
Adding extra polish
Once you’ve finished populating your org chart, try clicking the Clean Up Layout button in the context panel to make sure everything is properly aligned. You can also upload images (like employee photos) and add them to the chart. Finally, try sprucing up your org chart with a color scheme. Choose one by using the graphic panel on the editor’s right-side dock. By putting a little extra effort into your org chart, you’ll be sure to wow your colleagues and present a polished company front!