Editing an Organizational Chart

Smart Chart™ Legend

• Displaying Personality Colors On An Org Chart
• 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 Chart to Bottom-Up (CEO at the Bottom)
• Changing the Role Box Border Color / Thickness
• Changing the Color / Thickness of Connector Lines
• Changing the Text Colour

Editing and Searching Your Org Chart

• How To Filter An Org Chart
• How To Rename An Organization
• Updating By Uploading a CSV or Excel File
• Searching Your Org Charts
• Editing A Role Title In An Org Chart
• Editing Member Roster Information
See all 8 articles

Changing the Formatting

• Automatically Build Department Roles
• Adding A Border Around A Department 
• Dragging And Dropping Vertically Stacked Roles
• Dragging And Dropping Departments
• Reporting To Multiple Managers
• How To Make Department Boxes Smaller
See all 15 articles

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
• Deleting Custom Fields in Organimi
See all 13 articles

Reporting Relationships

• How To Duplicate A Role
• How To Re-assign Someone To A Different Role
• 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
• 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