Tutorial2

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Tutorial 2 - Applying Templates

This tutorial provides step by step instructions on how to apply Chart Templates and Box Styles.

  • Select the FILE tab and then click on the OPEN button. Click on the folder called TUTORIALS. Double-click on the file called TUTORIAL2
  • Click on SHOW PANELS button if the right panel is not already shown.
  • Select the TEMPLATES tab (at the bottom of the right panel). Make sure the SYSTEM TEMPLATES radio button is selected.
  • Double-click on any Chart Template (e.g. 'Classic') to apply the template to the current org chart.
  • Double-click on templates until you find one you like.
  • Select the BOX STYLES tab (at the bottom of the right panel). Make sure the SYSTEM STYLES radio button is selected.
  • Select one or more boxes in the chart. The SELECT TOOL (arrow icon) must be selected in order to select boxes. You can extend the current selection by holding down the Shift key when selecting a box.
  • Double-click on any Box Style to apply to the selected boxes.

Congratulations! You now know how to apply Chart Templates and Box Styles.

Tips and Tricks

  • You can create your own Box Styles if the pre-defined styles don't meet your needs.
  • You can create your own Chart Templates if the pre-defined templates don't meet your needs.
  • Don't forget to save when you are done editing a chart.
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