I am creating a relatively complex Org Chart for our property management company, where several employees are in cross-functional roles. I would like to integrate each employee’s portfolio into the chart. Looking for something like you click on an employee and a dropdown list appears or a comment box. Even if it can add a link to redirect to another sheet within the document where I have the lists of properties broken down by property manager.
Can I create an org chart with drop-down notes?
Best answer by Zuzia S
Hi
A dropdown list with employee information is not supported by Lucid at the moment, but we’re very interested in your feedback and committed to continually improving our products. Please first search the Product Feedback section of this community (with the filter Topic Type = Idea) to see if it’s already been submitted. If so, please add any additional details you’d like and upvote the request - this consolidation helps to refine feedback and properly capture the popularity of the request.
If no one has submitted this idea yet, please create one of your own and be sure to include details about your use case or what you’d like to see in this experience. This will also allow other users with similar requests to discover and upvote it, then add details of their own.
However, you can add a link to another page in the document within an employee shape. To do so, please select employee shape > select text > click “Link To” > click on “Page” > select page of your choice. As such:

I also recommend going through our Org charts: a guide fro start to finish Help Center article for further tips on this feature.
I hope this is helpful! For more information about how we manage feedback in this community, please take a look at this post:
Cheers!
Create an account in the community
A Lucid or airfocus account is required to interact with the Community, and your participation is subject to the Supplemental Lucid Community Terms. You may not participate in the Community if you are under 18. You will be redirected to the Lucid or airfocus app to log in.
Log in to the community
A Lucid or airfocus account is required to interact with the Community, and your participation is subject to the Supplemental Lucid Community Terms. You may not participate in the Community if you are under 18. You will be redirected to the Lucid or airfocus app to log in.
Log in with Lucid Log in with airfocus
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.