Create a legend with badges and colors.

In Organimi, creating a legend for your chart is quick and easy. 

Customize legends by adding badges and colors.

Use a badge to identify certain positions such as C-level Executives, Management, and part-time and full-time persons in your organization.

Note:

• Only account owners and org admins can create, edit or delete legends
• Editors and viewers will be able to view the legends and badges but won't be edit
• The badges will also appear on public and iframe links
• Legends can be turned off in the print via Layout section in the Print settings

To create a legend with badges,

1. Open a chart.
2. There are 2 ways to access the Legends creation dialog. You can either click the Show / Hide Legend icon or click +Add Smart Legends & Color Rules in the role edit dialog. 
3. Click on New Legend Item to add a new legend item 
4. Click on purple box under Item Color to select a colour for the legend item and then click Save
5. Click on white box under Badges to select a suitable icon and click Save. Please note that icons are now coloured based on the item colour selected.
6. You can choose to assign the badge to a folder. In order to create a folder, click on the drop down under Folder and then click on + New Folder. Type in the folder name and then click on the green tick button
7. Then click on Add Rule under Rules to add a rule that should be satisfied in order for the badge to appear on a role card and then click on the green tick button to confirm the rule. After adding the rule, click on Save changes to make the badges appear on the role cards that satisfy the mentioned rule
8. The badges should look like below on the role cards

• You can also minimize/maximize the floating legend by clicking on the buttons highlighted below
• Legend appears like below on the prints and can be disabled from the print settings
• You can add more legends by clicking on the Manage button on the floating legend dialog and then click on New Legend item

Having trouble? Contact us at [e-mail]