Product questions

Enhance your org chart by adding filters to streamline visualizations and simplify complex structures. Create org chart filters based on columns within your data (e.g., Role, Location, Name...) and define them using conditions.Add a filterOpen the Org Chart contextual panel Navigate to the “Data” tab Click “Add New Filter” or the plus button Select your key column, add conditions, and input values if applicable Click “Save” to apply your filters 🪄 You can incorporate multiple filters into your org chart, connecting them with AND/OR conditions.ORAND For filter adjustments, hover over your filters to access edit and remove options.  Create Separate Org Charts When importing your org chart data, the final step allows you to create separate org charts based on a specific column of your data. This step automatically adds filters to your org chart!  Note: When adding a shape to an org chart that contains filters, the shape will not appear if it does not fit within the filters. Let us know y

I’ve started teh free trial and intend to pay for a full year but every time I try to duplicate a board now I get a pop up telling me that I have reached my maximum and I need to upgrade (which I have DONE!). This is very frustrating and is preventing me from working while I am at a research retreat. 

I can’t make a new document without freezing an old one although I have the EDU free pro account. 

Hello!  I am brand new.  I am trying to create org charts for my department by importing data via Excel.  The charts are organized by tabs with the manager’s name listed on the tab.  However, the manager does not appear in the org chart.  I want the manager to show at the top.

Hi folks,  I have a Planning board that I have created from a template. (The template is mine also). This planning board has several breakout boards. Our users wish to import from our connected JIRA instance into the breakout boards, but when they try they get 2 immediate messages, one which is the error “1 issue failed to import” . Has anyone else seen this?I can confirm the following:We are linked to our JIRA cloud instance. I am an Admin of both, and while troubleshooting I deleted our integration and re-linked it - the issue continued. We can import into the Main board fine. When attempting to copy the imported JIRA cards from the Main board into the breakout board, only the title of the card is copied over. 

when I tried to copy the JIRA issue with the link from another board, it only copy the text, but not the link, don't know how to copy together the whole JIRA Issue with the hyper link. could someone please advise me ? thanks in advance!  

Hi There, I am hoping someone can help me. I need to convert a Lucidchart document into excel format so another person can edit. Can you please advise how i do this?

Hi, I’ve been making org charts for a couple of weeks now, but today when i created the one below the ‘visualization’ option didn’t appear so I’m unable to show this vertically. Is this a system glitch?   

I have been importing data sets to create org charts in Lucid for over a year and have never had an issue.   When importing my data set today no org chart creates at all.  I just get the data set visible in the data window in a tabular format.   Any suggestions? 

Now, the default font is "Liberation Sans". Since "Liberation Serif" is the only font that supports Japanese, I would like to set the font selected by default to "Liberation Serif", how do I set it? 

 Hi,Does Lucid have smart connectors that creates a small arch when crossing another connector (like exists is Visio)?This feature is very helpful for complex flow-charts/state-machines/block-diagrams.Thanks.

Hi As part of our organization's vendor review activities we'd like to find out what specific security and/or compliance frameworks your company follows.  Would you please list out specifics?  And if available please include a link for our review?  Examples might be attestation reports or certifications for SOC 1 SOC 2 SOC 3 ISO27001 CSA etc.   I could not find anything related to this within your privacy statement or elsewhere in your site pages.   Thanks.  EB.

Context: This may be harder to explain but let's say I have interlinking tabs in a LucidChart. Tabs A, B, C, D, E .... There are shapes in each tabs, and the shapes will link to other tabs. For example, Tab A -> D, B->D, C->D, E->D. I'd like to implement a "Back" functionality.Scenario 1) User navigates from Tab A -> Tab D. Then user clicks the "back" button/shape. The user goes back to Tab A Scenario 2) User navigates from Tab C -> Tab D. Then user clicks the "back" button/shape. The user goes back to Tab C Question: Is there a way to implement this type of "back" functionality?

I am trying to create an org chart by importing data. Whenever I click on importing data, it takes me to an “Activate License” window. I click on “Activate Licence”. It takes me to a “Request License” window that says :[NAME] (email) has approved your license request. This page will refresh and all features will be immediately available. However, they are not available and when I click on “Import Data” again, it takes me back to the “Activated License” window.  I need support to get out of this loop. 

Haven’t used Lucidchart for a few years, need to create an android app wireframe. I’m on a monthly paid plan. When I create a document from the Android wireframe mockup template, it opens in Lucidspark, not Lucidchart. Why? There is a “switch product” button but switching to Lucidchart to edit says “beta.” I don’t want Lucidspark. I just want to create a new Lucidchart document based on a template, and then build my wireframe. What am I missing?

Context: I have LucidCharts linking to other Charts (not tabs). In Confluence, when the LucidChart links to another chart, a seperate window is opened which then requires a user login.Question: In Confluence, is a there a way for a LucidChart to open another chart without having opening another tab?

Hi,I often have transcription highlights, the paragraphs of which I’d like to put into separate text boxes in Lucidspark that I can rearrange. At the moment, I have to paste each paragraph manually.Is there a way to import a document that is then split into separate boxes? I see there is a CSV import option, but it appears to only support specific formats.Or, alternatively, is there a type of line break that will split a text box into two boxes? Then I can paste all the content into one box and split the boxes as needed?thanks,James

When creating an org chart from imported data, how can I edit the information presented so that the edits are represented on each page? For example I want the org chart to show the department field on all pages, how can I make this edit show on each page rather than having to adjust each individual page manually?

I’m sure it’s right under my nose - but I can’t seem to figure out how to delete multiple documents at once.  I can select several - but not sure  where to click to delete 5 docs at a time?  just doing some bulk clean up.

Why doesn’t the shot cut for line “L” work anymore? Before I could hit “L” and I would be able to create a linking line for post it notes and now I can’t. Now it gives me way more options and I have to hover over to select what kind of line. Is this a new permanent change? 

Como mudo de polegada para metro ou centímetro no Lucidchart?

 I add a new Lucid Chart document to a team spaceI open the LucidChart and make changes, including the name of the diagramWhen I open the Team space the name has not sync’d with the thumbnailHow can I make this happen?Thumbnail on TeamSpaceDocument opened from Thumbnail on TeamSpace

Hi All,Is it possible to change the colours of a template. I notice Butterfly life cycle and Frog Life Cycle Drag Drop diagrams (https://lucid.app/lucidchart/editNew/d627496a-02fb-4486-a871-deacc2e4bc66/ and https://lucid.app/lucidchart/editNew/64a95fec-2286-4bc0-b569-0276d9c04fd5/) are the same diagram but different colours, but if I try to  change the colours myself it doesn’t work as the doughnut is an image.Any suggestions or if someone can do it in increasing shades of red. ThanksBob

Hello,I can create links in Lucid to individual Word documents in Sharepoint, great! But how do I create links to specific pages inside the same Word document?Thanks in advance.Mihailo

Welcome to Lucid! We’re excited you’ve made the choice to migrate to Lucidspark and we’re here to help make the transition as smooth as possible. Use this thread as a place to review frequently asked questions and post your own questions to get support. Solutions to common issues How do I resolve an error during a PNG import?If you download an image (JPEG, PNG, SVG) of your board or upload a non-vector PDF, the board import will fail. To resolve, re-export your MURAL board as a Vector PDF of the document and try importing again.  How do I import boards with a lot of content?To successfully import boards with a lot of content, you need to break up the content in your MURAL board into multiple boards with fewer elements, then export each board individually. After you import each document into Lucidspark, you can consolidate all the content into one board using copy and paste.  What is the file size limit for PDF import in Lucidspark?The maximum size for PDFs you intend to import into Luc