Follow the steps for deleting a shape and adding a shape outlined above.
![]() ![]() Besides the obvious use of visualizing the reporting structure, org charts can be a practical tool to use in many situations, including the following: Evaluating the functions of departments and of employees Planning cross-department projects Planning and evaluating restructuring efforts Tracking workloads of individual employees and of managers to determine who has too much or too little work The easiest way to read an organizational chart is from the top to bottom. Most org charts are pyramid shaped, with the highest-ranking person at the top. Each row is a level of management, so the chart widens as it maps the lower levels of the organization. In Word 2010, 2013, and 2016 for Windows and Word 2016 for Mac, as well as the Office 365 version, you can find the SmartArt feature by clicking on the Insert tab and clicking the Illustrations group. Organization Chart Program Free Templates AvailableInstead of starting from scratch, you can also create an org chart from one of the free templates available from Smartsheet to save time. Note: All screenshots in this article are from Microsoft Word for Mac 2011. Other versions of Word will have variations in how the items appear, but the steps are similar. You can also use the SmartArt feature in Excel to create an org chart. Open a blank Microsoft Word document and click the Insert tab, click SmartArt, click Hierarchy, and then click Organization Chart. Click the shape (you may need to move or hide the text pane) and enter the name of the person. Hit return or shift return to start a new line to enter a title or other information. If the text pane isnt visible, click the text pane tab (marked in red in the image below). If the changes need to apply to all shapes (such as the background color or the shape itself) or all text (such as a font or color), use the Select All command from the Edit menu before making the change. Add a Shape: Select a shape (the default shape is a rectangle) and click the plus button on the text pane. The new shape will be added on the same row as the selected shape. A couple things to note: If no shape is selected, the new shape will not be connected to the other shapes, and will appear on the same level as the top shape in the chart. If a direct report is selected when adding a shape, the new shape will also be a direct report to the same position. If the assistant box has been removed, or if an assistant is needed for another position, click the shape where you add the new assistant shape, then click SmartArt in the ribbon, click Org Chart, and click Add Assistant. Change a Shapes Background: Right-click on a shape, click Format shape, click Fill, and choose an option. ![]()
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December 2020
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