Quick Start Guide (Step 3)
Step 3: Chart Templates
Once you’ve imported your data, you can now try applying different chart templates. Chart templates contain data driven rules that determine how each box in a chart is presented. You can use system templates or you can create your own custom templates.
» Applying Chart Templates
- Make sure you are logged into OrgChart and have a chart open (repeat previous step if needed).
- Select the ‘Templates’ tab (in the lower right of the user interface). If the side panels are hidden, click on
Show Panels icon (in the upper right).
- Make sure the ‘System Templates’ option is selected (at the top of the templates panel)
- In the Templates Panel, double-click on ‘Classic-Mgr’ – notice that all manager boxes now have a double border.
- Double-click on ‘Headcount’ – notice that all manager boxes now have a double border and also include a ‘headcount’ calculation.
- Try double-clicking on other templates until you find the one you like (don’t bother with the photo templates unless there is a photo reference included in your source data – See the Working with Photos topic for more information on including Photos in your org charts).
Notes:
- If you can’t find a template that meets your requirements, don’t worry. Custom Templates are covered later in this guide.
Reviewed 9/6/2017