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Tutorial 1 - Creating Your First Chart

This tutorial provides step by step instructions on how to manually create a simple chart. See Tutorial 3 to learn how to automatically create a chart from external data.

OrgChart Now automatically creates a blank chart when you login.

  • If a blank chart is not shown, select the FILE tab and then click on the NEW icon.
  • Select the EDIT CHART tab and then select the ADD BOX tool and then click on the top box of the chart three times to add three new boxes.
  • Click on each box on the second level two times to add additional subordinates. You have now created a chart containing nine boxes.
  • Click on the SELECT tool and then click on the top box.
  • Click again anywhere on the top half of the top box. The label NAME should be displayed.
  • Type in any name (e.g. 'Jack Welch') and then hit the Tab key (on your keyboard) to advance to the next field. The label TITLE should now be displayed.
  • Type in any title (e.g. 'CEO') and then hit the Tab key. The selection advances to the next box.
  • Finish populating the chart by filling in NAME and TITLE for all boxes.
  • Click on the SAVE icon to save your chart. The File Manager is displayed.
  • Give the chart a name by typing into the FILE NAME text area (at the bottom) and then click on the SAVE button.

Congratulations! You've created and saved your first chart.

Tips and Tricks

  • When finished with the ADD BOX tool, double click anywhere on the background to return to the SELECT tool mode.