Basics

• Click the button in the top toolbar with a plus icon
• A new box appears, and a pop-up window where you can edit the contents of the box
• Add necessary info in the pop-up window
• Click OK

Tip: Is the new box reporting to the wrong person? Just grab the box with your mouse cursor, drag it underneath the correct box they should report to, and then drop the box. There is a helpful red line to show you where you are dropping the box.

Add a new level of boxes

• First, select one of your existing org chart boxes (a gray border will appear around the box).
• Click the button in the top toolbar with a plus icon to add a new box below the selected box
• A new box appears, and a pop-up window where you can edit the contents of the box
• Add necessary info in the pop-up window
• Click OK

Add a specific position type (manager, normal, assistant)

• Hover your mouse over the button in the top toolbar with a plus icon
• Click one of the choices called "Manager", "Normal position", or "Assistant"

Explanation: Managers can have more information in their org chart boxes and can have other people directly report to them. Normal positions have less info in their org chart boxes and cannot have other direct reports. Assistants are similar to Normal positions, but they are placed to the side directly underneath a Manager.

Quick add wizard (add multiple boxes at once)

Instead of adding new boxes one at a time, you can quickly add multiple boxes that directly report to a manager. Includes basic info about the positions name and the person's name who holds the position. 

• Hover your mouse over the button in the top toolbar with a plus icon
• Click the option called "Quick Add Wizard"

Import data from a spreadsheet

• Hover your mouse over the button in the top toolbar with a plus icon
• Click the option called "Import from Excel"
• Follow the instructions and tutorials in the Import pop-up