Action |
Steps |
Create Organizational chart |
- Go to Insert | Organizational Chart.
- A default chart, with two levels of hierarchy made up of a top-level box and three subordinate boxes, appears.
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Find the Organization toolbar |
Select the chart |
Add a new subordinate: |
- Select the chart and the top box on the chart.
- Click the arrow next to the Insert Shape button on the Organization toolbar.
- Select Subordinate.
- A new box appears below the selected box with a vertical line connecting the two.
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Add a new coworker: |
- Select the subordinate box.
- Insert Shape | Coworker to have Word insert a new box to the right of the employee selected. A horizontal line connects the boxes.
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Add an assistant: |
- Select one of the subordinates.
- Insert Shape | Assistant.
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Make the assistant created above report to a different person (move the box): |
- Select the assistant’s box.
- Hover the pointer over the edge of the box until it turns into a four-arrow symbol.
- Click and drag the assistant’s box over the new boss’ box.
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Move an individual’s box, with all the individuals attached to it, to another place on the chart: |
- Click the box you want to move.
- Right-click | Select | Branch from the pop-up menu to select all of the individual boxes connected to it below.
- Drag and drop the box and its branches to the new location.
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Delete a box: |
- Hover the pointer over the box of the person you want to remove until it turns into a four-arrow symbol.
- Right-click.
- Select Delete from the pop-up menu.
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Delete an organization chart |
- Click in a blank area.
- Press the "Delete" key.
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Change the shape of boxes |
- Turn off Autolayout:
- In the Organization toolbar, select Layout | Autolayout.
- Select the box to change.
- A yellow diamond appears beside the box.
- Drag the diamond to round the corners.
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Change the layout of the entire chart |
- Select the top box in the chart to select the entire chart.
- In the organization toolbar, select Layout, then one of the following:
- Left hanging.
- Right hanging.
- Both hanging.
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Change the size of the organization chart |
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Wrap text around organization chart |
- In the Organization toolbar, click the Text Wrapping button to access the ways of wrapping the text.
- Edit Wrap Points places small boxes along the edges of the chart that you can drag to adjust how the text wraps around the chart.
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Change format- manually |
- Select a shape.
- In the Organization toolbar, Select, and one of the following:
Level to select all positions that exist at that level.
Branch to select all employees who report to the selected person.
All Assistants to select all assistants.
- After you make the selection, right-click one of the shape's borders, click Format AutoShape, and make the desired change.
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Change format- autoformat |
- Select a shape.
- In the Organization toolbar, Autoformat.
- Organizational Chart Style Gallery appears.
- Make your selection and click Apply.
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Change lines |
- Select a shape.
- In the Organization toolbar, Select | All Connecting Lines to select all lines connecting the shapes.
- Right-click one of the lines; click Format AutoShape to change the line.
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