The organizational charts are very useful tools when you want to present new ideas in an organization or when you you need to show a new person what the formal structure of the company looks like.
That is why, performing this type of is a good habit in any situation. If you didn’t know, with word You will be able to create your own organizational charts in a simple and neat way.
If you want to know how you should do it, continue reading because we will explain the entire process in a very detailed way. so that you do not make mistakes and become an expert in this type of task.
SmartArt vs Outline What is the best choice to make an organization chart in Word?
For make an organization chartyou’d better use the tool “Scheme”since with this function group you will be able to incorporate basic shapes that will help you edit with fewer steps. In addition, you can give it the effect you need with simple steps.
Instead, when you use you will have preset layouts by Microsoft Word. This will make many times not adjust to your needsso you will need to do more steps to edit the organization chart.
While is true that, working with this last tool is more comfortable when you have advanced knowledge of wordIt is always recommended to use Scheme What for create organizational charts.
Steps to create an organizational chart in Microsoft Word from scratch like an expert
Know the steps what will you have to do to create your own organizational chart in a simple and fast way.
The steps are the following:
create org chart
The first thing you should do is decide if the organization chart will be on a new page, in a new section of the document or in a new file. In each of these cases, you will have to follow the corresponding steps.
Once you’re all set up and have the above steps ready, you’ll need to proceed like this:
- Place the cursor where you will draw the picture and go to the menu “Insert” on the ribbon and choose the group “Illustrations”.
- Click on the function “Shapes”.
- Choose “Text Box” and enlarge the image until you see that it will be neat.
- then choose the same figure and write the name of the department or position that corresponds to the organizational chart.
- to unite these two hierarchical levels or positionsyou will have to use the form “Line”. With the mouse join the 2 rectangles you just made.
Continue with the same process until you are done with all levels and positions. For center text vertically and horizontallyyou will have to use the tools found in “Start” in the group “Paragraph”.
Add or remove boxes
When you need to add a box, you’ll need to do the following:
- In “Shapes” choose “Text box”.
- Yes it is more than one position reporting to the top levelYou will have to locate it neatly so that it is centered.
- Then you will have to choose “Line” and trace horizontally until it reaches to the center of the rectangles.
- Next, you will have to join that line with 2, 3 or more vertical lines (much shorter). This will make the graph centered.
In case you need delete a boxyou will have to select it and then press the key “del”. Don’t forget that you must correct the linesso you will also have to select them and follow the same procedure.
Change solid line to dotted line
To change the solid line, you will have to follow this guide:
- Choose the line you want to modify.
- Beam right click on it and choose the option “Shape format…”.
- will unfold a menu on the right of the screenyou will have to choose “solid line” and then look for the option you need in “Type of script”.
Modify Dependency Design
In case you want to modify the design of the dependency, follow this process:
- Select the box that you want to edit
- Press the right mouse button and select “Shape format…”.
- Choose the tab “Shape Options”.
- Click on “Filling” if you want to change the internal shape of the rectangle. Or, click on the function “Text Options” and modify what you need from the sources.
change colors
If what you are looking for is to change the color of the boxes, do this step by step:
- Choose the element to edit.
- Choose “Shape format…” by right clicking.
- Click on “Shape Options”.
- Choose “Color” and choose the one that suits you best.
- If you wish add a degree of transparencyclick on the option with the same name and choose the percentage.
- In case you want change the outlineclick on “Line”.
- Click on “Color” and change to the color you want. If you don’t want to have a contour line, choose “No line”.
Add styling effects
To add styling effects follow these steps:
- Select the boxes what do you want to change
- Right click and click on Shape format…”.
- Choose the tab “Shape Options”.
- Select the second option, “Effects”.
- Edit shadows, reflection and borders. You can also give it a 3D effect.
- For monitor changesclick on anywhere on the sheet.
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