OrgChart Now Help Guide

Table of Contents

Workbench Quick Start

Audience

Audience: Any User Edition: All editions

Overview

The OrgChart Workbench provides an environment for creating and customizing organizational charts. The following tutorials are a good way to get started with using the Workbench.

Interactive Tutorials

Import Wizard- Lesson 1 : Learn how to use Import Wizard to create charts from external data (e.g. an Excel file) or direct queries (e.g. ADP, UltiPro,BambooHR, etc.).

Customizing Charts- Lesson 2 : Learn how to create a customized org chart presentation using OrgChart Now Workbench.

Master Page Templates - Lesson 3 : Learn how to create a Master Page template. A Master Page template contains elements that are included on every page of your chart (for example, a corporate logo or page numbers).

Refreshing Chart - Lesson 4 : Learn how to synchronize an OrgChart document with source data.

Tutorials

Tutorial 1

Creating Your First Chart

Tutorial 2

Applying Chart Templates

Tutorial 3

Using the Import Wizard

Tutorial 4

Manually Formatting a Chart

Tutorial 5

Exporting Org Charts

Tutorial 6

Using the Box Layout Editor

Tutorial 7

Modifying Branch Styles

Tutorial 8

Moving Boxes

Note

Note: You may not be authorized to access OrgChart Workbench. Your administrator will need to update your role to grant you access to OrgChart Workbench.