OrgChart Now Help Guide

Table of Contents

Tutorial 4: Manually Formatting a Chart

Audience

Audience: Any User Edition: All Editions

Overview

This tutorial provides step-by-step instructions on how to manually format a chart. f you want to automate your org charts, make sure to review the Power User Interactive Tutorials.

Create a Chart

  1. Select the Home ribbon, and then select the Open icon.

    home_and_open_icon.png
  2. Select the folder called Tutorials .

    3.jpg
  3. Click to highlight "Tutorial 4," and then select the OK icon to open the chart.

  4. Make sure the Format Ribbon is selected.

    4.jpg
  5. Click the top box of the chart to highlight it.

  6. Select the Double Border option using the Box Border tool.

    format_and_bold_boarder.png
  7. Add a shadow by selecting the Box Shadow tool.

    format_and_box_shadow.png
  8. Set the font to Bold.

    format_and_bold_highlight.png
  9. Click and drag to select all boxes on the second level. Make sure your initial click is just above and to the left of the first box on the second level.

  10. Set the background color using the Box Fill Color tool.

    format_and_box_fill.png
  11. Select the assistant box just below and to the right of the top box. Select the title "Exec. Assistant".

    8.jpg
  12. Select the Italics tool to change the style of the selected cell.

    format_and_italics_.png
    9.jpg

Proceed to Tutorial 5: Exporting Org Charts.