Getting started with Lucidchart
To get started, sign up for a free Lucidchart account without any commitments. Once you have created an account, open up a blank document to get started.
Enable shape libraries
In a new Blank Diagram, the first thing you will need to do is enable the “Org Charts” shape library. To do this, click on the “+ Shapes” button on the left side of your screen, and make sure “Org Charts” is checked.
Create an org chart
Organizational charts are intended to organize and manage hierarchies within companies, institutions, departments, and even families. By creating an org chart, organizational structure will be more clear, providing more efficiency from within.
1. Organize your content
Each shape in an org chart represents a person in a complex system, so the first step will be identifying who the people are. We recommend starting from the top of the organization, and working down. For instance, start with the CEO and write down everyone who reports to them. Continue exploring the organizational structure until you can create your organizational chart with everyone in mind.
2. Add shapes and draw lines
The most basic way to develop your organizational chart is to manually add org chart shapes to the Lucidchart canvas. Drag and drop shapes from the left menu, and then connect them by dragging out from the red dots that appear when hovering over the shapes.
3. Add information to shapes
After adding a shape you can manage the information included in each org chart shape by clicking on the gear icon and entering the information in the appropriate fields. Adjust the layout of the shapes and manage which fields are visible in this same menu.
How to automate an org chart with data import
For a more robust experience, importing the information that you want may be the better option than creating your organizational chart manually. Lucidchart has built-in functionality to build your organizational chart automatically which can save you a lot of time.
Please note that the Data Import feature is only available for paid accounts.
Organize the data in a spreadsheet
To create your org chart automatically, first organize your information in a spreadsheet with the desired information. Be sure to save the file as a CSV. Here are some of the fields you may consider including:
Import the data into Lucidchart
Once you have created the spreadsheet you can import the data into Lucidchart by clicking on the “Import Data” button located under the Org Chart shapes on the left side of your screen.
Then, follow the prompts to create your org chart. Lucidchart will automatically import and organize the data from your CSV, saving you time and energy!
If you need some additional help, read our explanation on importing and formatting data for org charts in Lucidchart.
How to format an org chart
To make your org chart more visually appealing, play around with different fonts, sizes, and colors. Complete customization of your org chart can be done by clicking on any shape and then changing the properties of the shape in the upper menu.
If instead you prefer to standardize the styling of your shapes, start by styling one shape exactly how you want it. Then, you can easily apply the same formatting to the rest of your diagram by using the Themes tool, as follows.
After styling your first shape, open the Themes menu found on the right side of your screen. Then, select the styled shape and click on the “Set as Default” button. Now, all new shapes will receive the desired styling. To apply this styling to all existing shapes, click on the “Apply All” button to apply the theme to your entire org chart.
To continue editing the org chart shapes, use the Advanced Shape menu by clicking on the gear icon and adjusting the settings to meet your needs.