How do I duplicate an org chart to make custom changes to it?

There may be times when you wish to make custom changes to an org chart structure, but yet you want to keep the original org chart intact.

To avoid having to create the custom configuration from scratch, you can clone/duplicate your existing org chart, and then add or delete the desired departments (and role boxes).

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, ready to customize.

 

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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