Learn about general navigation within OrgPlus by exploring top navigation, tool bar, and additional resources located in the welcome panel. The welcome panel includes application help such as recent charts, data importing, viewing sample data and tutorials.
Enabling sub-charts helps you break down your chart at different levels to better navigate your entire organization. Rather than seeing your entire organization, drill down in the chart by clicking the sub-chart arrows.
Choosing Data Source
OrgPlus accepts data from a number of source types. This video demonstrates importing data via an Excel file. Know what information is required to build an organizational chart using OrgPlus.
OrgPlus offers several basic formatting methods. Learn how to change the color palette of the chart, the appearance of the boxes, and see some of the pre-built views that come standard with OrgPlus.
Master Page Formatting
Customize your chart using the Master Page. Learn how to place custom elements to your org chart like changing background colors and adding a company logo.
Learn how to utilize conditional formatting for quick identification of information that is important to you.
Additional Side Panels
Learn the functionality of the profile, directory and search panels within OrgPlus.