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This chapter is from the book

This chapter is from the book

Creating an Organization Chart

An organization chart shows the reporting relationships between individuals in an organization. For example, you can show the relationship between a manager and employees within a company. You can create an organization chart using a SmartArt graphic or using Microsoft Organization Chart. A SmartArt graphic organization chart makes it easy to add shapes using the graphic portion or the Text pane. Like any SmartArt graphic, you can add special effects—such as soft edges, glows, or 3-D effects, and animation—to an organization chart.

Create an Organization Chart Using a SmartArt Graphic

  • yellow-circle-01.jpg Click the Insert tab.
  • yellow-circle-02.jpg Click the SmartArt button.
  • yellow-circle-03.jpg In the left pane, click Hierarchy.
  • yellow-circle-04.jpg Click an organization chart type.
  • yellow-circle-05.jpg Click OK.
  • yellow-circle-06.jpg Label the shapes by doing one of the following:

    • Type text in the [Text] box.
    • Click a shape, and then type text directly into the shape.
  • yellow-circle-07.jpg To add shapes from the Text pane, place the insertion point at the beginning of the text where you want to add a shape, type the text you want, press Enter, and then to indent the new shape, press Tab or to promote, press Shift+Tab.

    You can also click the Add Shape button arrow on the Design tab under SmartArt Tools, and then select the type of shape you want to add.

  • yellow-circle-08.jpg To change the layout or style, click the Design tab under SmartArt Tools, click the scroll up or down arrow, or click the More list arrow in the Layouts group or Quick Styles group, and then select a layout or style.
  • yellow-circle-09.jpg When you’re done, click outside of the SmartArt graphic.
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