Create an Organizational Chart in PowerPoint (FREE Organization Chart Template)
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- čas přidán 24. 07. 2024
- CREATE AN ORGANIZATIONAL CHART IN POWERPOINT // Learn how to create an Organizational Chart using Microsoft Office PowerPoint. Whether you need to create an org chart from scratch or if you want to learn org chart editing tips, watch this video. Add direct reports and assistants in just a few clicks. Present your organizational chart professionally in a compelling visual color coded chart.
✴ Download a free org chart template that you can use in PowerPoint, then save as a PDF.
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FREE DOWNLOADS:
✦ Click here to download your free Organization Chart Template in PowerPoint that was previewed in this video: mailchi.mp/1cbfabeb82ba/sshr_....
✦ Visit mailchi.mp/6a0859ea0844/sharo... to sign-up for my e-mail list and get a FREE download of super helpful spreadsheet formulas for HR professionals that you can use as a quick reference guide.
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Visit my website: www.sharonsmithhr.com for more information, tools and resources.
LinkedIn: / sharonsmithhr
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I use clip art and templates from PresenterMedia and I highly recommend them. They have an amazing selection and excellent terms. Here is an affiliate link: shareasale.com/r.cfm?b=417324...
Some links included here are affiliate links. If you click on these links and make a purchase, I may earn a small commission at no additional cost to you. Thanks for supporting this channel!
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KEYWORDS: #MSPowerPoint, #OrganizationalChart, create org charts, create organizational chart, org chart in powerpoint, powerpoint smart art, smart art org chart, org chart editing tips, microsoft powerpoint editing tips, PowerPoint tutorial, Sharon Smith HR
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WATCH NEXT - Top PowerPoint Tips for Work: czcams.com/video/fSWGYAfw8QY/video.html What tool/solution do you use to create org charts? Visio, PowerPoint or something else?
Thanks! I had been cursing my keyboard trying to put an org chart together, this is a huge help.
Too funny! So glad you found this helpful. Thanks for watching and taking time to leave a comment! I appreciate it!
This is great! So much faster than reading MS's directions!!! THANK YOU!
Hi Shelly! So glad to help! Thanks for watching and taking time to leave a comment. I really appreciate it!
Thanks, Sharon. I appreciate your helpful and simple overview of how to quickly create/manipulate org charts with Smart Art. I especially like the idea of the color coding on the side for quick navigation.
Hi Jerome! So glad you found it helpful! Good luck with your org chart. Thanks for watching!
I have reviewed MANY Tutorials on Org chart design...This is by far the BEST... Thank you !!!!!
Thank you so much, Trevor! I'm so glad to hear that. Glad you found my videos helpful. Thanks for watching and taking time to leave such a nice comment, I appreciate it!
You just made my life SO MUCH BETTER! Thank you, thank you, thank you.
Hi Debra! I'm so glad to hear you found this video helpful! Thank you for your kind words and taking time to leave a comment. I appreciate you watching. Take care!
Thank you SO MUCH! This is exactly what I needed. I knew the automation must exist - just didn't know where to find it or how to work it. Lifesaver!
You are very welcome! So glad you found it helpful, Donna! Thanks for watching my videos!
THANK YOU! I am a visual learner this was a tremendous help!
You are very welcome, Marty! I'm so glad you found it helpful. Thanks for watching!
Absolutely amazing. Thank you for putting this up. It was very helpful
Thank you! Glad to help! Thanks for watching!
Wow, this was great and you made it so simple. THANK YOU!
You are very welcome, Allan! Thanks for watching!
Thank you so much!! im having a hard time doing it and you've helped it making my job a lot easier!
Happy to help! I am very glad to hear my videos have helped you. Thank you so much for your kind words and for watching my videos!
Excellent tutorial Sharon. Thanks so much for sharing.
This was amazing. You're a great teacher. Thanks so much!
Thank you so much for your kind words, Joane! I'm so glad you found this helpful. Thanks for watching!
Great tips Sharon. Very helpful, thank you!
Glad to help, Colette! Thanks for watching!
Hi Sharon, I just saw this video which awesome the way you explain and providing sample template to us. Which is very useful. Thanks you so much.
In this video you have explained that people's who are reporting to some X person.
Will you please let me know how to create a organization chart for X person also works with this people?
A very helpful tutorial especially for us first time to create an org chart.
Thank you! So glad you found this video helpful. Thank you for watching and taking time to leave a comment!
Hey Sharon-Thanks. I needed this right now and you have saved my life. Thank s again! BY the way, I was trying to work out how I might tie up a Job description with the post-maybe a reference number or I don't know TBH!
Hi Bipin! Glad you found my videos helpful. Thanks for watching!
thank youuuuuuuuuu. Was extremely helpful in completing my assignment in 2021
Awesome! Glad you found it helpful. Thanks so much for watching, Samson!
Great presentation. I have learnt many things from this video. Many thanks for posting this.
Glad you found it helpful! Thanks for watching my videos!
Thank you for this, very helpful! Is it possible to create Co-manager ?
You are great going I respect you because you are helping others
Thank you, Dulari! I'm glad to help! Best of luck to you. Thanks for watching my videos!
thank you very much for sharing this instruction 👍 this was very useful for me !
I’m glad you found it helpful! Thanks for watching!
GM Sharon, Great video, it was very helpful. I have a person who reports two different people, how do I show that in org chart in PP? Thanks
Thanks Sharon - it worked great but when i go back in to amend the chart the Add shape options don't seem enabled?
best video on youtube on this topic
Thanks so much, Abhilash, very kind of you! Thanks for watching!
you are just amazing and so informative. thanks
That is so nice of you, thank you! Thanks for watching my videos!
Thank you Sharon , it helped......
Great! Thanks for watching!
It was very nice thank you, but I need your help in making mine as
1 assistant manager line is moving like crazy.
2 resizing the box makes the whole chart terrible, and many more
Thanks alot Miss. Smith.
You are very welcome, Kirk! Thanks for watching!
Really helpful, thank you!
Thanks Kym! Glad you found it helpful. Take care.
Excellent thank you!
Glad you found it helpful! Thanks for watching!
I need to add 10 people reporting to one manager but all 10 boxes in a row are very small. How do I make one row of 5 and the another row of 5 below but draw the lines so it shows they all report to the one manager?
Excellent. Clear and short.
Thank you for watching my videos Muhammad. So glad you found them helpful!
Thank you Sharon, this is very helpful.
You are very welcome, Licel! Glad you found it helpful. Thanks for watching!
hi
Best video I have seen on org structure using PowerPoint. This is so helpful. Thanks Sharon. By the way, how were you able to add color to the right side of the slide. I really like this, including the paging of the slides.
Thank you so much for your nice feedback! I'm so glad you liked my video. I drew a vertical box on the slide and just selected different colors. If you want to use the template in this video, it is free to download from this link when you sign up for my email list: mailchi.mp/1cbfabeb82ba/sshr_org_chart_template I hope this helps! Thanks for watching and best of luck to you!
Thank you very much. Excellent video.
You are very welcome! Glad you found it helpful. Thanks for watching!
HI, Its nice video, need to add pic work area emp. no etc. in each box need more boxes/cells
Thank you very much for the excellent description how to create a Org chart. It is really helping me After adding header & footer, I need to add some description box on the right corner, how do we do it, appreciate your explanation.
Hello! You should be able to go to Insert - Text Box and then use your mouse to drag/draw a text box anywhere on the slide. You can type in the box and then you can use the formatting options to make the box look how you want. You can move it, resize it, and place it anywhere on your slide. I have another video on how to generate an org chart from Excel if you are interested: czcams.com/video/Kq7oq_7vY08/video.html Thanks for watching and for subscribing to my channel!
Very helpful! Thanks.
Glad you found it helpful! Thanks for watching, Aamir!
Sharon, When I open up the chart I do not get the box to typr in your text. Do you know why?
THANK YOU SO MUCH!!!!
Hi Jordana! You are very welcome! Thanks for watching!!
Thank you, it is really helpful
You are very welcome! Thanks for watching!
Excellent coaching....
Thank you for watching! Glad you found it helpful!
Thank you madam, its helpful a lot
Hello Sreedhar! Glad you found my video helpful! Thanks for watching!
Really informative .
Thanks for watching!
Good Video.
1. How do I manually color each level of the org chart in a specific color.
2. I copy and pasted all the names into the text box as a faster way of inputting the info, but the lines are not lining up properly. Manually doing box by box takes longer & I was trying to find an easy work around for that. Any suggestions?
Thank you.
Hello! Here is a video that shows how you can match colors in MS Office: czcams.com/video/H1COww5Y0c4/video.html
Are you using SmartArt for your org chart? If so, you can use the text input area as a faster way of creating your chart boxes. I hope this helps! Thanks for watching!
I am having trouble adding an executive assistant position that is like the one in this presentation. Where they report to the Town Manager but the Town manager is over the department heads but not under the executive assistant. It is really the LINE that I would like to change so that the line goes from Town Manager to the Department Heads but doesn't make the Executive Assistant ( and the Town Clerk actually) over the department heads. They essentially all report to the Town Manager but the Executive Assistant and the Town Clerk are part of his department and those two positions are not above the Dept. heads in the hierarchy. How do I reflect this?
Hi Lanie! Have you downloaded my Org Chart template? If so, looking at slide 2, you could use something like that because the Exec Asst has a line out indicating they report up but the department heads have lines reporting to the head of the org chart. If you need to add a second box for Town Clerk (similar to Exec Asst) you can do so by hitting enter after the Exec Asst bullet/arrow in the text window of the org chart (assuming you used SmartArt, when you select it, the text window should pop out to the left for you to edit). This should add a second box on the opposite side of the chart indicating these two positions report up, but not over the other direct reports. An alternate option would be to draw a box out to the side if it makes sense to free-form draw it. I hope this helps! Thanks so much for watching my videos! Good luck with your chart.
How do I get the text window? I don’t see it on my pp
Very informative and easy to understand video. Thank you.
Can we also create one on Excel using smartart?
Hi Dave, thank you! Yes, I am actually working on a new Org Chart video that will include how to create one in Excel (different ways). I'll let you know when I get it published. Thanks for watching!
ty
Hi Sharon, @sharonSmith
I probably won't get this answered soon but, how do I create separate high level org charts on one page? Is that possible? In healthcare there are admin and nursing under one department. How do I display that one one slide?
Hello! There are probably a few ways to do this. You can have two SmartArt charts on one slide as you can resize them. Or you can do more of a free form chart with two vertical hierarchies to show the two org structures under one main department. I am working on a new org chart video and will use this example as how to create custom charts. I hope this helps! Thanks for watching my videos and subscribing to my channel! Thank you for being a healthcare hero!
How do you added dotted lines to an org chart
Sorry if this question was already asked, but how did you color code those slides? That is nice, clean feature!
Hi Carolyn! I simply placed a rectangle shape with a color fill on the slide and then used the same color as the outline of the box. I have another video on how to match colors that you may find helpful: czcams.com/video/H1COww5Y0c4/video.html Thanks so much for watching my videos!
Hi. What if i'd like to add someone under controller and financial analyst, is that possible? like I want to assign someone below them both.. how can I do that? thank you.
Hi Anj! Yes, you sure can do this. Have you downloaded my free template? If so, simply click on the Controller box and you'll see the SmartArt "Type your text here" window should appear to the left. Place your cursor after Name under Controller and hit Enter, then hit Tab (you'll notice hitting enter adds a new box and then hitting tab places that box as a direct report to the Controller). You may need to use your keyboard arrows to move the box into proper alignment but you should be able to do this for both the Controller and Financial Analyst so they can both have direct reports on that org chart. Hope this helps! Thanks so much for watching. Good luck!
why is my page jumping back to the top when I'm working in the bottom area?
I just created my first org chart. I think it's a wreck. Will keep watching to get more tips.
Hi Carolyn! Thanks for watching! Feel free to sign up for my email list and you can download the free template I use in this video. I'm working on more Org Chart videos as there are lots of ways to edit them and make them work. Here is a link if you are interested:
FREE DOWNLOADS:
✦ Visit mailchi.mp/6a0859ea0844/sharonsmithhrformulasdownload to sign-up for my e-mail list and get FREE downloads of super helpful spreadsheet formulas, dashboards and org chart templates for professionals.
Take care!
@@SharonSmith Thank you for this, easy to understand video, so so grateful
Sharon
I have 3 persons on the board on the top layer , rather than just one on top.
How can i do that with the Smart Art
Appreciate your help
Eric
Hi Eric! If you are creating a SmartArt hierarchy org chart, select the top box of your org chart and you should see the SmartArt Design tab at the top. From that sub-tab, you should see on the left a section for "Create Graphic" and there is a drop-down "Add Shape" - click on that and select "Add Shape After" and that will add a box to the right of the top box. Then select the top box again and select the "Add Shape" drop-down again and select "Add Shape Before." This will add a box to the left of the top box so now you have three boxes on the top line of the org chart. Then go to "Insert > Shapes" and select a straight line and draw a line between the boxes to connect them. This will give you a top line with three connected boxes. As a different option, you can always simply type all three board member names in the one top box, making it larger if you want to try that. Hope this helps! Thanks so much for watching my videos!
What border did you use to color code your slides with the first slide?
Hi Kay! To create the color border on the PowerPoint slides, I simply inserted a rectangle shape on the right hand side of my slide and selected a matching color for the fill and line of that rectangle. In order to match that same color, I captured the R-G-B value. If you are not sure what this is, please checkout this video on how to match colors across MS Office: czcams.com/video/H1COww5Y0c4/video.html. To match that border color to the org chart boxes, I selected the box, right clicked and selected format shape, line, solid fill, color drop down, more colors, custom tab and then inserted the appropriate number values for Red/Green/Blue. I hope this answers your question. If not, please let me know. I appreciate your taking time to watch my videos! Take care.
Thank you
You are very welcome! Thanks for watching!
Can i add more line to my lowest box ? I want to connect 3 departement to lowest box but i cant find it anywhere
Hi Steven, yes, you should be able to add more boxes under your lowest box. If you are using SmartArt, simply indent further to create a box underneath that reports up. I'm working on a follow-up Org Chart video and can cover this. Thanks for watching!
Is possible to change some of the lines to dotted lines for my direct reports?
Hi Alvin! Yes, you should be able to make the line a dotted line. Click on the line to select the segment and then right-click on the line and select Format Shape. Under the Format Shape window, expand Line and scroll down to Dash Type and select the type of dotted line you want. Hope this helps! Thanks for watching my videos!
Hi, Sharon can you tell me what type of equipment you are using to light this video, please? The light is excellent!
Hello! I’m glad you liked the lighting in my videos. Here is the main light that I use and recommend along with the softbox light modifier I use with it:
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These are affiliate links so if you click and make a purchase, I may receive a commission.
If you are looking for a good quality light, the main light I use (above) is great and you won’t be disappointed.
I also use fill cards to bounce light when needed. I use these:
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I hope this helps you out! Thanks for watching my videos!
@@SharonSmith thank you so much for taking the time to give me all this detail information regarding your lighting set-up. Greatly appreciated
I need Org Chart with 4 Supervisor & 15 staff under each of them
Hi Sharon, do have suggestions regarding change text in powerpoint org chart? I can't find the text pane, where is it?
Hello! You should be able to edit text directly in the boxes by selecting the text and go to the Home tab font area. I hope to have another video on this topic out soon. Thanks so much for watching!
how to add a dotted line in organizational chart
Sharon, is there a video for how to color code rather than using your template? I couldn't see one.
Hi Shelly! I simply created a shape with a particular fill color and then used the same fill color for lines. I do have a video on how to match colors in case you find this helpful: czcams.com/video/H1COww5Y0c4/video.html I hope this helps you out! Thanks so much for watching my videos. Take care!
how do you get the text pane to reappear? (great video)
Hi Ryan - when using SmartArt, you should be able to select a box and since it is within the SmartArt design, that text pane should appear. If it has been closed, you'll see a small arrow anchor icon on the left side that you can click, and it should expand that text pane again. I hope this helps! Thanks for watching my videos!
Sharon, I noticed when you highlighted the name or tittles, a small font box appeared, how do i set that up in PowerPoint?
Hi Stan! I assume you mean the quick formatting tool that appears when text is selected? If so, you can turn that on or off by going up to File - Options - General Tab and check the box for "Show Mini Toolbar on selection." It should be checked/on by default, but maybe not. If this is not what you were asking, please let me know. Hope this helps! Thanks so much for watching my videos. Take care!
@@SharonSmith Thanks Sharon, but my version 16.36 doesn't have "Options" under File?
Hi Stan - I searched around and I don't believe that the mini toolbar is available on Word for Mac (Mac versions of Office). I hope they update the product soon as this is a handy feature. If I found out otherwise, I'll let you know. Thanks again for watching!
Thanks
You are very welcome! Thanks for watching!
I have created my org chart and expanded it to a 11 x 17 but now I want to go in and edit my org chart but it won't let me. What do I need to do?
Hello! If you are using SmartArt for your org chart and then you went to Design tab, slide size and selected 11x17, it should give you the option to either maximize, or ensure fit. Either option should still allow you to select and edit your SmartArt chart. I hope this helps - thanks for watching!
The page isn't recognizing my email as valid.
Are your eyes two different colors? Great video, by the way
Hello - yes they sure are. Thanks so much for watching my videos!
when i click tab, it doesnt work for me....please advise
Hello! When your cursor is in the "Type your text here" window to the left of the SmartArt box, you should be able to hit enter to create a new bullet (that adds a new org chart box) and then hit Tab to indent the bullet (which adds the direct report box underneath). If your cursor is in the actual box on the org chart, hitting tab won't work. An alternate way (not using the text window) to add boxes to the org chart is if you have the box selected where you want to add a direct report underneath, then go up to the "SmartArt Design" ribbon and look in the top left hand side in the Create Graphic tab where you see a drop-down called "Add Shape" - click the drop down arrow and click "Add shape below" and this will also be another way to add your org chart boxes. I hope this helps! Let me know if you need anything else. Thanks for watching!
You click Enter to add the same level. What do you click to add subordinate levels?
Hello - if you are in the SmartArt text pane, you click Enter, then hit Tab to indent and that will create a subordinate level. Hope this helps! Thanks for watching!
@@SharonSmith thanks 😊 I ll try it out Nice day
Hello, How can I create a box like "executive assistent"?
Hello! If you are using the SmartArt Hierarchy for your org chart, select the box that you want the Executive Assistant to go "under" and then on the SmartArt Design tab, in the top left click on the drop-down "Add Shape" and you should be able to select "Add Assistant" and it will add a special assistant box under as a direct report. I hope this helps!
@@SharonSmith it worked! Thank you so much!
i dont have all the options you have. Please help ☹️
and also im not sure if you have the "free version"
Hello! I have MS Office 365 (for PC Windows - not free). If you are using Word for Mac it can look different or if you are using web app versions, it may look different. Hope this helps! Thanks so much for watching my videos. Take care!
@@SharonSmith Thanks!
How can I download your sample in PPT.
Hi Jim! You can sign up for my mailing list to receive the sample org chart along with several other free resources: mailchi.mp/1cbfabeb82ba/sshr_org_chart_template Thanks for watching!
Thx
Glad you found this video helpful! Thanks for watching and taking time to leave a comment!
when you do a blank powerpoint it will give you something in the background. How do you delete that out when you do an organization chart.
Hi Tonya! If you are referring to the title slide elements that appear when you open a new blank PowerPoint, you can place your mouse over the border and click to select it and simply hit delete on your keyboard to have a completely blank slide to work with. If you need to clear out elements in the background of a PowerPoint template, you can go to "View" then "Slide Master" and delete any background elements you don't want and then "Close Master View" to go back to the normal view. Hope this helps! Thanks so much for watching my videos. Take care!
I will try it. Thanks. Can you come out with a live video of beginners on PowerPoint in the SmartArt. Thanks
Hi Tonya, that is a great idea. I will work on more videos on PowerPoint and SmartArt for beginners. I'll let you know when I get some posted. Thanks for watching!
Thank you
Thank you
😍😍😍😍
I needed to know how to layout one person who reports to two people.
whats the shortcut to add an assistant please?
If using SmartArt for your org chart in PowerPoint, select the box you want to add an assistant to and right-click, select Add Shape, select Add Assistant. Hope this helps! Thanks for watching!
@@SharonSmith any keyboard shortcut please?
For example to add a box we can simply press Enter, and control the hierarchy with Shift + tab or simply tab.
Same way how do we add “Assistant” hierarchy using keyboard shortcut.
how do i draw a box?
Hi Maureen! In PowerPoint, you can draw a box by going to the Insert tab, select the "Shapes" drop down and select the rectangle and you can draw a box. If you already have boxes created on your chart, you can simply select one and copy and paste a new box (then the new box will have the same formatting/look). I hope to have a follow-up video with more org chart tips out soon. Thanks so much for watching!!
👍
Thanks for watching!
one person reporting to his Boss As will as his super boss , how to make the slide
Hi Raju! When you insert the SmartArt hierarchy for org chart, go to the SmartArt Design tab that appears at the top. Under the Create Graphic section, find the dropdown for "Add Shape." Hopefully you can create your chart using some of these options. Hope you find this helpful! Thanks for watching!
@@SharonSmith Thank you for your kind help
@@rajubathula8308 You are very welcome!