Organizational chart in microsoft word

Smartsheet is a cloud-based platform that enables HR teams to manage everything from job applicant tracking to new hire onboarding and employee performance reviews. See Smartsheet in action. Watch a free demo. The easiest way to create an org chart in Microsoft Word is to use the SmartArt tool. In Word , , and for Windows and Word for Mac, as well as the Office version, you can find the SmartArt feature by clicking on the Insert tab and clicking the Illustrations group.

In Word for Mac , SmartArt is a tab. Instead of starting from scratch, you can also create an org chart from one of the free templates available from Smartsheet to save time.

Note: All screenshots in this article are from Microsoft Word for Mac Other versions of Word will have variations in how the items appear, but the steps are similar. You can also use the SmartArt feature in Excel to create an org chart. 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. If you want to save time in making an org chart in Word alternative, just try the following options:.

As we have discussed before, it is not easy to create an org chart in Word with different HR measurements. However, you can achieve this by quickly clicking on different Views Options, such as Hire Date, Salary, Performance Rating, in the alternative software.

It is also possible to personalize the existing Views Options by, for example, set different currency unit for your salary. The editing options of org chart in Word is not too many, but you can do so in the software as below to show employee photos, change text fonts or sizes, moving properties positions within a shape etc.

Similar to Word, the software offers you different choices to switch between themes, border styles, shape colors, background images by using the auto-create tools. Try the Innovative Alternative You may find it is easy to make an org chart in Word, but the tool is not specifically for organizational chart diagramming. Add Shapes This step is as quick as inserting boxes for an org chart in Word. If you want to save time in making an org chart in Word alternative, just try the following options: use built-in org chart templates for different types including org chart with pictures , nonprofit org charts and so on; directly import your local Excel data files.

Step 3. Then type the highest level person in the top text box, in this case, I type President. Step 4. Continue to finish the other textboxes. You can see the below example. Tip: If you just need two text boxes in this rank, you can select a text box and press Backspace key to delete it. Step 6. You can format and design the chart as you need from Design and Format tabs. Here, I just change the color and style of the organization chart, see the result:. Note: The other languages of the website are Google-translated.

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