In addition to adding or editing text in a shape which are also called autoshapes , you can add or edit text in the text pane. In the text pane, the L-shaped icon represents an assistant. Bullet points correspond to all other positions.
The text pane is the easiest way to add or delete new shapes, as well as move shapes up or down levels. Once you create an org chart, you can easily make changes to it by using tools in SmartArt. If the changes need to apply to all shapes such as the background color or the shape itself or all text such as a font or color , use the Select All command from the Edit menu before making the change.
Add a Shape: Select a shape the default shape is a rectangle and click the plus button on the text pane. The new shape will be added on the same row as the selected shape. A couple things to note:. Add an Assistant: If the org chart already has an assistant, select that shape and follow the directions above to add a shape in the text pane. If the assistant box has been removed, or if an assistant is needed for another position, click the shape where you add the new assistant shape, then click SmartArt in the ribbon, click Org Chart , and click Add Assistant.
Resize a Shape : Click the shape, then drag the handles on the corners or sides to make the shape larger or smaller. The new shape will be in a subordinate position. Change the Text: This is no different than changing other text in Word: Highlight the text, and then change the font, the color, the size, or any other aspect using the options in the Home tab.
Change the Layout : Click the Hierarchy menu on the SmartArt ribbon to change the layout of your org chart. These options will differ based on the selected layout. Another option is to select the Circle Picture Hierarchy layout, then add a picture for each position by clicking on the placeholder and inserting an image.
Modify a Relationship : The easiest way to change a relationship e. Follow the steps for deleting a shape and adding a shape outlined above.
The default design works well for many situations, but users have a great degree of control over the appearance of each element in the chart. If you want the titles first, enter the information in that order. Options abound, but here are some suggestions for ways you can display it:. The organizational chart , or organigram , is a diagram of the structure and relationships of the company or other organization.
If you have Visio, you can build a huge organization histogram up to shapes with a very complex structure. SmartArt diagrams are much simple and recommended for smaller organizations, but you can add many visual effects and use Office theming for your organization diagrams.
Using Microsoft Word built-in tools, you can easily create and share functional, divisional, or matrix org charts. A killer feature of SmartArt graphics templates is that you simply type and paste the text and the template positions and re-arranges the blocks automatically. To create an organizational chart in Microsoft Word , do the following: 1. Failed to send the question. Please try again. Adding shapes into an Organizational Chart If you need to illustrate the people or department structure of your company or organization, you don't require specialized software or expensive templates.
In the Hierarchy group on the left, select the org chart template that you would like to use. Once you have selected an org chart template, a menu will pop up that will allow you to enter text for each shape. Each shape represents a person in the structure, so we recommend organizing your data to ensure that everyone is accounted for before you make your org chart. Unfortunately, Word is extremely limited in how much information can be stored in each shape — to build a more robust org chart, skip ahead to learn about Lucidchart.
Org charts are incredibly useful for clarifying organizational structure, especially the chain of command. Organizations are often complex, so determining who reports to whom can eliminate corporate confusion and improve office efficiency. To promote someone in an org chart in Word, simply press the Tab key after clicking on their name in the Text Dialog box.
Organizational hierarchies can also be managed in the SmartArt Design tab. Your org chart will now reflect this change! Most SmartArt templates come standard with five shapes, but it is likely that you will need more than five shapes to model your organization correctly.
From here you can manage where the shape goes, who the person reports to, etc. To complete your org chart in Word, play around with the colors, fonts, and sizes of the shapes via the SmartArt Tools Design and Format tabs.
The image below shows how we modified the org chart by changing the colors and design of the shapes. Diagramming is quick and easy with Lucidchart. Start a free trial today to start creating and collaborating. Although Word has some functionality to create basic org charts, Lucidchart can help you build a dynamic org chart that provides insights for better people planning. Adding your org chart to your Word documents will be incredibly simple using the MS Word add-in.
Register for a Lucidchart account to begin diagramming. Once you have registered, open a new Lucidchart document or an org chart template. Now simply drag and drop the org chart shape onto the canvas. When you double-click the shape, Lucidchart will open the context panel for org charts to the right. Use this panel to style your org chart and select which data it should contain. Click on any shape to edit the employee data within it.
Connect shapes to each other and build out a hierarchy by dragging out from the red dot that appears when you hover over a shape. To streamline your work, Lucidchart offers a feature to all paid accounts that will allow you to import your organizational data. All you have to do is provide the data and Lucidchart will do the diagramming for you!
To begin, organize your data in a spreadsheet and be sure to save your spreadsheet as a CSV. Some of the fields you may consider including are:. Now, you are ready to import the data! Whether you built your org chart manually or imported the data, editing your org chart in Lucidchart is easy and intuitive.
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