Getting Started
Creating Charts
- V7 How to add projects to your matrix org chart.
- V7 How to add team members to your matrix org chart.
- V7 How to add a team leader to your matrix org chart.
- V7 Manually build your matrix org chart.
- V7 Working with very large charts.
- V7 Display the pick list field type on a role card.
Import data into Organimi to build charts, photoboards and directories
- V7 Integrate with ADP.
- V7 Integrate with Paychex.
- V7 Import photos.
- V7 Excel integration.
- V7 Google Sheets integration.
- V7 Manage integrations.
Themes
- V7 Role card stacking.
- V7 Change the font size.
- V7 Apply a customized theme to your org chart.
- V7 Edit themes.
- V7 Delete themes.
- V7 Rename themes.
Smart Chart Legend
Editing Chart Layout
- V7 Move roles by changing the manager.
- V7 Add dotted line / indirect reporting.
- V7 Pin a role in an org chart.
- V7 Filter an org chart.
- V7 Search an org chart.
- V7 Manually change a reporting structure.
Printing and Exporting
- V7 print org charts in portrait or landscape.
- V7 Add a header, footer, logo and print legend to charts.
- V7 Export or print the employee list from the talent pool.
- V7 Print directories.
- V7 Print photoboards.
- V7 Print multiple sub-charts.
Sharing Charts
- V7 Show / hide display settings for sharing charts online and in printed form.
- V7 Share your chart on Google Sites.
- V7 Share your chart on Google Workspace.
- V7 Share your chart on Slack.
- V7 Share your chart on WordPress.
- V7 Share your chart on Atlassian Confluence.
User Permissions
Photoboard and Directory
Account Information and Billing
Compliance
FAQ
- V7 How can I use Organimi for succession planning?
- V7 How can I use Organimi for employee onboarding?
- V7 Why are my legend badges, and icons not showing in role cards?
- V7 How do I add Slack to role cards?
- V7 How do I re-assign someone to a different role?
- V7 How do I add a shared assistant?