Editing an Organizational Chart

Smart Chart™ Legend

• Adding a Legend with Smart Chart Colors
• Linking Colors and Custom Fields
• Adding Conditional Badges to your Chart

Basic Chart Formatting

• Keeping Members in a Horizontal Line
• Changing the Role Box Border Color / Thickness
• Changing the Color / Thickness of Connector Lines
• Changing the Text Colour

Editing and Searching Your Org Chart

• Updating By Uploading a CSV or Excel File
• Searching your Org Charts
• Editing a Title in an Org Chart v5
• Editing Member Roster Information v5
• Deleting an Org Chart v5
• Deleting an Organization v5

Changing the Formatting

• Changing the Style and Font of an Org Chart v5
• Changing the Layout / Size of an Org Chart v5
• Adding a Border around a Department Grouping v5
• Dragging and Dropping Roles v5
• Adding Color to Role Boxes v5
• Changing the Name of an Org Chart v5

Working with Custom Fields and Views

• Adding Data to Custom Fields in Organimi
• Adding Clickable URL Links to an Org Chart
• Populating the LinkedIn Profile / Picture
• Adding/Removing Public or Private Custom Fields in Organimi
• Creating a Custom Format with Custom Fields
• Creating Custom Tag Fields - NEW!

Reporting Relationships

• Adding Dotted Line / Indirect Reporting
• Removing Dotted Line Relationships

Adding and Deleting Members and Roles

• Merging Two Charts into One Chart
• Adding a Role Box to an Org Chart v5
• Deleting a Role Box from an Org Chart v5
• Assigning a Member to a Role Box in an Org Chart
• Adding a Member to an Organization Roster v5
• Deleting a Member from an Organization Roster v5

Using Different Role Types in Organimi

• Adding Co-CEOs to an Org Chart v5
• Adding an Assistant Role to an Org Chart v5
• Adding an Embedded Org Chart v5
• Displaying a Departmental Grouping v5
• Creating Shared Roles in an Org Chart
• Creating Locations in an Org Chart v5