Duplicating an Org Chart for Custom Print Jobs v5

If you wish to print a special org chart configuration, and the regular print options do not suit your specific needs, you can create a separate org chart of just the department or section you wish to print.  To avoid having to create the department from scratch, you can clone/duplicate your existing org chart, and then delete the departments (and role boxes) that you do not want to appear.

To create a copy / duplicate an org chart:

  1. Login to your Organimi account at https://v5.organimi.com.

  2. Click the Organimi logo at the top left of the screen: 



    A list of your organizations and org charts appear in a dashboard. 

  3. Click the desired Organization at the left. Click More Chart Actions (3 dots) on the row of the org chart you wish to duplicate. From the menu that appears, click Copy / Duplicate.        

    2018-03-14_11-13-47.png

    A copy of the chart appears with the word (Copy) at the end of the name.

  4. Add or remove role boxes as you wish.

 

Here's a quick video of duplicating a chart:

2018-03-14_11-21-47.gif

 

Having trouble? Contact us at help@organimi.com or ask us about the concierge service.

Note: This is a paid plan feature.

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