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
• Editing Member Roster Information
• Deleting an Org Chart
• Deleting an Organization

Changing the Formatting

• Automatic Role Sorting Options
• Displaying Multiple Employees In A List
• Moving Roles By Changing The Manager
• Changing the Layout / Size of an Org Chart
• Changing The Style And Font Of An Org Chart
• Adding a Border around a Department Grouping
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Working with Custom Fields and Views

• Adding Data To Custom Fields
• Adding Clickable URL Links to an Org Chart
• Populating the LinkedIn Profile - Picture
• Adding/Removing Public Or Private Custom Fields
• Creating A Custom Format With Custom Fields
• Creating Custom Tag Fields

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
• Deleting a Role Box from an Org Chart
• Assigning a Member to a Role Box in an Org Chart
• Adding Member(s) To The Organization Roster
• Deleting Member(s) From The Organization Roster

Using Different Role Types in Organimi

• Creating Co-CEOs
• Creating an Assistant Role Type
• Adding a Chart Link
• Creating a Department Role Type
• Creating a Shared Role Type
• Creating a Location Role Type