Duplicating an Org Chart for Custom Print Jobs

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 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 duplicate an org chart:

  1. Click on Org Charts in the left navigation pane.

    A list of your org charts appears. 

  2. Enable the check box of the org chart you wish to clone.



  3. Click the Duplicate Chart icon.        



    A duplicate chart appears.

  4. Click the name of the chart, then add or remove role boxes as you wish.

 

Here's a quick video:

 

 

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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