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Creating Org Charts

Org charts display organizational structure and reporting relationships in a visual hierarchy.

B
Written by Bhumika
Updated over a week ago

Steps

  1. Create a new board and add a User Card at the top for the CEO or top manager

  2. Click on each User Card to add a photo, name, role, and email

  3. Add User Cards below for direct reports

  4. Connect cards with lines showing reporting relationships

  5. Use Smart Elements > User Cards for consistent formatting

  6. Arrange cards in hierarchical rows

  7. Group departments together with containers

  8. Use color to highlight departments or levels

  9. Ensure alignment is consistent across the chart

  10. Export as PDF for easy distribution

Notes

  • User Cards automatically format employee information

  • Org charts are best displayed vertically or horizontally, not diagonally

  • Keep titles clear and concise

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