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Show me an example

1. On the File menu, point to New, point to Organization Chart, and then click Organization Chart.
2. From Organization Chart Shapes, drag the Executive shape onto the drawing page.
3. Add a name and title to the shape.

How

1. Select the shape, and then type the name of the person holding the position that shape represents.
2. Press ENTER, and then type the person's title.
3. Click anywhere outside the shape.
4. From Organization Chart Shapes, drag a Manager shape directly onto the Executive shape to establish a reporting relationship. Add a name and title to the shape. Repeat until you've added all the managers you want.
5. From Organization Chart Shapes, drag a Position shape directly onto a Manager shape to establish a reporting relationship. Repeat until you've added all the positions you want.

Tip

To add multiple shapes at a time you can use either the Multiple Shapes or Three Position shape.
6. If you want to, change the layout of your entire organization chart, or of portions of your chart.

How

1. Select the shape at the highest level of the section of the chart you want to rearrange. Then, on the Organization Chart menu, click Arrange Subordinates.
2. Click the layout style you want, and then click OK.

Tip

Changing reporting relationships can affect the appearance of your chart. You can click the Re-layout button on the Organization Chart toolbar at any time to see the best possible layout while maintaining your layout choices.
7. If you want to, customize the organization chart's appearance.

How

1. On the Organization Chart menu, click Options.
2. Using the Options, Fields, and Text tabs in this dialog box, specify the shape display as well as field and text display options for your organization chart.

Tip

If you want settings to apply to all future organization charts you create, select the Use these option settings for new organization charts check box.
8. Add a title to your chart.

How

1. From Organization Chart Shapes, drag a Title/Date shape onto the drawing page.
2. Double-click the shape, select the text "Company Name", and then type the name of the organization you are charting.

The date text automatically displays the current day, month, and year.

Tip