Product questions

How do I change the timeline settings? I used a template that defaulted to showing the months for the timeline.  I want to change to quarters

Hi Could you please tell me how I can embed my Lucidchart into a Word Document? I already tried to convert it but then it’s all in one page… However, I need more than one page.  Thanks 

Does anyone happen to know if there is a way to change the layout of Org.Charts once they are completed, as opposed to having to re-create all of them? My GM has decided that he wants them all to be vertical, as opposed to the how they look now.

We have quite complex Lucid diagrams, with lots of custom styles, and best practices to follow.I would like to be able to train the Lucid AI chatbot convert one of our text descriptions (that follow strict rules) into a Lucid diagram that matches with our other diagrams styling/format.So far I have had little luck even getting something basic to create let alone having it attempt our more complicated processes.  Does anyone have any good examples of using this chatbot to create something a little more complex than a basic steps flow chart? 

When I select the shape of my flowchart, I cannot see the content tool bar (the one in the photo below).I wonder why this is the case. How can I fix it?With this issue, I can’t add tag to my object. 

Been using LucidChart for about 4 years.  In the latest updates it’s become frustrating and difficult to highlight a connection point.  Mouse clicks are heavily biased towards dragging the shape rather than originating a line -- to the point that I often have to draw the reverse of the line I want then reverse the arrows.Something’s changed … is there a way to shift modes?  Hovering doesn’t work, and often the connection points are obscured by mouse pointer

Is it possible to loop a presentation?  We have a diagram that we are continuously updating to show business updates but some key portions will always remain in the same parts of the diagram and we’d like to always have a presentation looping through those portions of the diagram on one of our TV’s in the office.  Is there an easy way to do this?  The presentation builder is great but I’m wondering if this functionality is buried somewhere I can’t find.

I am desperate to recover my work. This has happened to me twice now.  I create a mindmap or a chart and then eventually log out.  When I log back in they are going and I have to start over.  Can anyone help? Reaching out directly to Lucid seems impossible.  Thanks for your help!

How to add additional information in the organisational chart like DOJ, Years of experience, etc

Hi everyone,I completed the Agile Visualization learning path om 29 April 2025 and received my Credly badge.I was surprised then to receive a second email notifying me that I have also received the the Creative Facilitation badge, however I have not yet completed this course (I’m planning to do so though 😀). https://www.credly.com/badges/aa9024f4-26d0-49a0-be73-ae3435ea383e https://www.credly.com/badges/9b041117-fd07-45d6-b7fd-ad0da11cc179You can see here from my screen shot that I earned the badge without complete the learning path:I presume this is something that should be fixed on either Skilljar or Credly.​@Kelsey Gaag not sure if I created it under the correct topic. 

In Power BI we can manually set box sizes by changing the height and width of boxes and even the X & Y axis. It would be great if the same could be done in Lucid to set the shapes’ properties, which will make formatting much quicker and easier when formatting a few boxes to be the same. I know you have the option to match size, but that is limited in what you can do, and it has not worked that well for me. 

Currently, you can change the color of the text and the line of the JIRA card box, but I would love the ability to fill the card itself with a color.

It seems so basic but I can't seem to scale text I imported from Miro but when I grab the text box the box gets smaller but text doesn't scale. It stays the same size. This is a bit of a nightmare. Help needed for simply scaling text so it's stay proportional as I change size of the box.

I will set up a board with frames and when I leave the board and come back to it later the items have moved and are no longer aligned, I can move them back but they jump up again when I leave the board and come back every time. It is also happening to other people in our team. 

Hi,I would like to know how to create a Lucidchart shareable link with edit permission to a guest who does not have a Lucid account?  

I need to embed the fonts into the exported pdf and changing the font does not impact the exported pdf’s preference to use “Helvetica”. I tried Roboto, PTSans, and Open Sans. I checked the PDF font embedding status with pdffonts. In case someone is facing the same issue, the workaround I used was to (1) export to SVG, (2) import SVG using InkScape or similar, and (3) export back to PDF.How would I embed the type-1 fonts into the exported PDFs?Thank you in advance for your help!

I have an org chart in a Google Sheets that captures the org levels… however one manager shows the layout not in the format chosen (vertical); the layout for this manager maps out horizontally.Any suggestions for this to:Force config according to the Layout Style chosen Ensure any refresh doesn’t revert back to this format, which would be a real headache

Currently to create process guides for personnel to follow, we use a combination of Word and Visio. Word for the low level working instructions and Visio to create the process flow of the particular process or procedure to be followed, this is added as an object into a word document. Is it possible to do the same but with Lucid? I’ve tried inserting a Lucid drawing via the toolbar into a google doc and it keeps coming up with an error.If successful and I wanted to convert back into a word doc what does the Lucid chart appear as on the file? Can the LucidChart be amended once placed in the file or do you have to reinsert it every time a change needs to be made? Many thanks in advance!

Como puedo cambiar el color del resaltador de las herramientas rapidas ???

Hi Lucid chart comunity I am making an org chart from scratch as i havent done a csv file to import yet. The default options of the design icon only allow me to select default fields to appear in each employee (employee id name supervisor id role etc.) I want to add custom fields to appear like gender base salary variable salary and total salary how can i add these custom new fields so that i can turn the on and off and include that data in every employee box? Or is there a template from the org chart options that includes org charts with salary information?  ____________________________________________________________________________________ Thanks for your question! To add custom fields to all employees in your org chart simply double click on any employee in your org chart to enter org chart editing mode. Note that if you click on your org chart again you then will be editing a specific employee and your changes will affect only that selected one. After entering org chart editi

Can I copy markdown into a Lucidspark text field and have it suitably formatted?

I created a flowchart and gave View access to peers. As soon as the first layer was clicked, the flowchart scrambled. I fixed everything and locked the flow, but now they are not able to use the action buttons. The document is in a Team Hub, but they have View permissions, still they are able to move everything around, and if I lock it, we lose the action buttons features. Not sure what to do. 

I created a roadmap using a Gant template. I added tags to the swim lane items, however, when sharing the link to the roadmap, they’re not visible. 

Should I dump LucidChart before I get too many projects going? So frustrating.

Hi, More of a confirmation question → is the only way to convert an excel/csv to a lucid diagram by copying or downloading the template from this help article https://help.lucid.co/hc/en-us/articles/15927090927508-Create-a-process-diagram-from-CSV-import ? I imported an csv document (not in the exact format from the template) and while i can drag and drop there are things i can’t convert. For example in the csv i have ‘roles’ which should be in swim lanes but when i drag and drop there isn’t an option to put it into a swim lane. I attempted to change the data settings but role, swim lanes, etc were not options to convert.