OrgChart Now Help Guide

Templates Panel

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

Chart Templates are used to automatically format org charts. Each template contains one or more rules that determine how boxes in your chart are formatted.

The Chart Templates Panel can be found on the Side Panel.

User Interface

The Chart Template Editor allows you to apply, add, edit, reorder, rename, delete, and share Chart Templates. There are three categories of templates:

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The system library includes a number of predefined templates that cannot be modified.

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The 'Shared Templates' library allows created templates to be accessed between users.

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The 'User Templates' library is where users create or edit Chart Templates available only to that user.

Template Toolbar

In the Template panel, the following tools are available when using Shared or User templates:

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Create a Chart Template.

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Edit the selected Chart Template.

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Delete the selected Chart Template.

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Duplicate selected Chart Template.

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Rename selected Chart Template.

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Move selected Chart Template up in the Shared or User template library.

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Move selected Chart Template down in the Shared or User template library.

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Save changes to your Shared or User template library.

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Reload the System library.

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Copy a template found in the System library over to the Shared library.

Layout and Formatting

In the Template panel, the following options are available when using any templates:

Page Layout

Automatic

Page layout will be recalculated automatically when applying templates

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Manual

Page layouts will need to be manually applied

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Box Formatting

Automatic

Will re-apply the chart template and rules as changes are made, and override any manual changes

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Manual

Box styles will need to be manually applied depending on selection

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Applying Templates

Double-click on any Chart Template (e.g. Classic) to apply to the current org chart.