OrgChart Now Help Guide

Table of Contents

Tutorial 1: Manually Creating Your First Chart


Audience: Any User Edition: All Editions


This tutorial provides step-by-step instructions on how to manually create a simple chart in OrgChart Workbench. Skip to Tutorial 3 to learn how to automatically create a chart from external data.

Creating a Chart

  1. If a blank chart is not shown, select the Home ribbon, and then click on the New icon.

  2. Select the Chart ribbon.



    Note: If the OrgChart Viewer is shown, select the Workbench icon, and then select OrgChart Workbench.

  3. Select the Chart Ribbon, and then select the Add Box tool.

  4. Click on the top box of the chart three times to add three new boxes.

  5. Click each box on the second level two times to add additional subordinates.

  6. Click on the Select tool ( to return to Select Mode) and then click the top box.

  7. Click again anywhere in the top half of the top box. The label <Name> is displayed.

  8. Type in any name (e.g., "Jack Welch") and then hit the Tab key (on your keyboard) to advance to the next field. The label <Title> is now displayed.

  9. Type in any title (e.g., "CEO") and then hit the Tab key. The selection advances to the next box.

  10. Finish populating the chart by filling in <Name> and <Title> for all the boxes.

  11. Click on the Save button (located in the Top Toolbar) to save your chart.

  12. After clicking on the Save button, the File Manager is displayed. Give the chart a name by typing into the Filename text area (at the bottom of the File Manager). Make sure the Chart Directory (on the left) is selected, and then click on the Save button.


Proceed to Tutorial 2: Applying Chart Templates.