Tutorials & How-To's
Overview
Welcome to the OrgChart Now user guides. The documents listed in this page teach you how to build organizational charts using automation tools in the OrgChart Now Application.
If you're brand new to OrgChart Now and want to jump into creating charts, start with Tutorial 1 - Creating your First Chart.
Otherwise, the following is a small selection of essential developer guides that you should be familiar with.
Tutorials: Learning the basics of OrgChart Now
| Tutorial 1 - Creating your First Chart |
| Tutorial 2 - Applying Chart Templates and Box Styles |
| Tutorial 3 - Using the Import Wizard |
| Tutorial 4 - Manually Formatting a Chart |
| Tutorial 5 - Publishing a Chart |
| Tutorial 6 - Using the Box Layout Editor |
| Tutorial 7 - Modifying Page Layout |
| Tutorial 8 - Creating a Workforce Plan |
How-To's: Step-by-step guides to better org charts
| Working with Photos - Using Photos in OrgChart |
| Auxiliary and Matrix Reporting |
| Legends - Working with Legends in OrgChart |
| Append Data - Merge data sets with the Append Data Function |
| Creating Management Level Charts - Advancing org charts in OrgChart |
| Creating Co-Head Chart - Rule-based co-head manager charts |
| Complex Rules - Defining and implementing complex rules and conditional formatting |
| How to add OrgChart Now to Okta Dashboard - Adding Okta Dashboard to OrgChart |
| Embed org charts into your Google site - Learn how to embed charts into Google |
| Embed org charts into Word Press - Learn how to embed charts into Word Press |
| Embed Chart in People HR - Learn how to embed a chart in People HR |