How to Create an Organizational Chart in Visio

Edraw Content Team

Do You Want to Make Your Organizational Chart?

Most business analysts often wonder how they can access Visio organizational chart wizard or how they can easily create an org chart. Check out the this elaborate guide to understanding how to create an organizational chart in Visio and an easier way.

Try It Free Switch to Mac >

Try It Free Switch to Linux >

Try It Free Switch to Windows >

Try It Free

When we look at a large company database where we see that there are hundreds of employees onboarded, we tend to get confused about their roles and responsibilities. In order to rectify such issues, we create organizational charts or org charts in general. What is an org chart? A Visio org chart is a technical diagram created in Microsoft Visio that visually illustrates a company's internal hierarchy or structure by detailing the roles, responsibilities, and relationships between different individuals within a department or the overall company.

Most business analysts often wonder how they can access Visio organizational chart wizard or how they can easily create an org chart. In this article, we will help you understand the process of making a Visio org chart and how EdrawMax is the best alternative to Visio for all the right reasons. Before we check out the steps of creating a Visio organizational chart in EdrawMax, let us check out more about Visio Wizard and how you can use it to make org charts.

Create a Cisco network diagram in Visio

1. How to Create an Org Chart in Visio

Follow these simple steps to create an organizational chart in Visio.

Open Visio:

After going to the software to create a Visio organization chart, click on the File option and choose the new tab. Now, you will see an option saying Organization chart. Click on that. It will give you two options: Metric units and US units. Choose any one of those two. After that, click on the Create option.

Create an organizational chart in Visio

Addition of Shapes:

To make your chart more attractive and easier to understand, you can use shapes of different varieties and colors to mention every member of your organization. Denote the positions that each of these members has in the organization using a variety of shapes. To write within these shapes, you will have to click on them and then add the text that you want to add to these shapes.

Create an organizational chart in Visio

Use Connectors and Adjust the Design:

If it is a chart, it is conventional that you would want to connect the shapes. So, to automatically connect the shapes, you will have to drag. Positions that are subordinate to those that are superior, based on the hierarchy of the members of your organization, or you can use the available connector shapes. The complete look of your organization chart depends on your taste and style and how you want to create the chart. You will have different commands available on the organization tab chart, and you can choose the space between shapes, the width or the height, and more from the options.

Create an organizational chart in Visio

Save and Export the File:

You can choose from various entities and connectors for your organizational chart in Visio. You can also go for other options to make your work attractive. Click on File and then Save As to store your work in the end.

Create an organizational chart in Visio

How to Create an Organizational Chart in Visio:

Open Visio;
Addition of Shapes;
Use Connectors and Adjust the Design;
Save and Export the File;

2. How to Create an Org Chart in EdrawMax

As you saw from the above-mentioned steps, you can create an organizational chart in Visio, but it will take an enormous amount of time and effort. Instead of going through the complicated steps of understanding how to create an organizational chart, you can check out EdrawMax steps, where we help you create a similar-looking organizational chart in five steps.

Step1 Open EdrawMax & Login

The very first step that you need to follow is to install EdrawMax in your system. Go to EdrawMax Download and download the organizational chart maker depending upon your operating system. If you need remote collaboration with your office team, head to EdrawMax Online and log in using your registered email address.