Create a manual org chart

Chart administrator role required

You can build an organization chart manually when you do not want TeamOrgChart to read the structure from an existing data source.

Build your chart

Use Chart Builder to add people, positions, and reporting relationships directly on the chart canvas while you are in Edit Mode.

  1. From the Dashboard or Chart Selector, select Create a chart.
  2. Enter a name for your chart and select the manual chart option.
  3. Select Save to create the empty chart.
  4. Enter Edit Mode and use Chart Builder to add chart boxes and reporting relationships.

Add your data

Manual charts are built by entering the employee information and reporting relationships that should appear in the chart.

To add information to a chart box, double-click a field directly in the box, or open the Information Window while still in Edit Mode.