Org Chart alignment of boxes

Hi ​@Elzaro, thanks for your post! 

The easiest way to achieve what you have in mind would be to use our Organization chart template to ensure properly aligned employees. Additionally, if you wish to remove the lines between employees, you can do so by removing the color of the lines, as such: 

Finally, for additional tips on customizing your org chart, I recommend going through Community post. 

Hope this helps, cheers!

Thank you for the response. I am able to create the boxes stacked on each other; however, when I add a subordinate box into one of the already created boxes the chart adjust itself and that entire branch is moved to be horizontal.

Hey Elzaro, are you able to highlight a stack of shapes, then right click on one of the selected shapes, and select ‘Align’? You can then choose what type of alignment like ‘Left’ ‘Center’ ‘Right’ and so on.

 

I don’t get the align option.

Happy to try and reproduce. How are you creating the org chart? I see ​@Zuzia S's org chart option on my end, but what template are you using instead?

Hi ​@Elzaro, thanks for following up! 

Could you please confirm whether you are using an Org chart template? If not, could you please elaborate on the method used, as requested by ​@Eric Padron above? We highly suggest using an Organizational chart template to obtain a chart put in order.

Additionally, could you please provide screenshots of the issue you are experiencing in Lucid when creating an Org chart, and provide more details on what you are trying to achieve? This will help us understand your experience. 

Cheers!

I am using the org chart widget to create the org chart. The first message I sent has a screenshot of the slide I am trying to recreate in Lucid, please see above. I am now attaching a recreation of what I am trying to do in Lucid so you can see it. I want all the branches to lay vertically but when I try and add a box to someone reporting into another manager it shifts the boxes horizontally. It also moves multiple people to report into the wrong manager. See the screen shots below.

Thanks for the screenshots ​@Elzaro. Can you try selecting the middle layout style instead? You can then use ​@Zuzia S 's guidance for removing connecting lines.

I used the style you suggested, and they were placed horizontally, so removing the lines doesn’t solve my original issue which is that I want all the boxes under a manager to be vertical including direct reports of the managers under the manager. For example, Russell looks like he has 1 person reporting into him and that person has 5 people reporting into him and 1 of those managers has 1 direct report. but they are showing horizontal and vertical, I am asking if we can make all the boxes under Russell vertical. Removing the lines won’t get them to be vertical. Look at Erica she has 2 people reporting into her and 1 of them is supposed to report into Erica and 3 into Norma. I’m not sure why they get placed horizontally and vertically. I was trying to give Erica 1 direct report and when I added (1) box to report into her they were all moved from reporting into Norma to report into Erica. If I try and grab and move it won’t do it. 

​@Elzaro not sure if I’m clear on the outcome you desire. Take a look at the following and let me know if this is what you want to achieve:
 

The first message I sent has the image of the desired outcome, let me know if you cannot see it. There are several issues I am trying to work through. The image you sent looks like what I want but I want the lines included.  My comment about the lines is because if you go back to the image I initially sent it shows vertical connected boxes. In addition, there is also a larger box with smaller boxes without lines within it. I am trying to duplicate the chart I Initially sent in the first message. I have since been able to create the larger box with the smaller boxes within it and remove the lines. What I am struggling with now is the vertical alignment of multiple layers of managers including the lines showing.

​@Elzaro Ok, I think we’re making progress. Option 1 or Option 2?
 

We are getting there.

They look the same to me with the exception of the lines in option 2 expanding out toward the left more. 

If that’s the only difference I prefer option 1. 

Also, I prefer the lines to be straight not wavy, but I will take what gets me to the desired outcome of the vertical alignment. 

​@Elzaro how big is your org chart? How many total individuals and how many levels deep?

I am creating multiple views of the same data. We were previously creating them in PowerPoint and had to create about 30 slides.

There are 200+ employees multiple levels. 

Thank you for your assistance, Eric. I was trying to do it with the org chart component b/c it would be an easier load. With what you suggested can I import from a CVS or Excel file into the boxes?

I am doing a full load into 1 org chart but then breaking out the various areas into different tabs. I am not sure if that is the best way to do it.

Totally possible… here is a proof of concept that highjacks the Process Diagram Data Import from CSV. As you can see the elements and the connections are correct, BUT everything requires tweaking as far as placement and design.

Documentation:

https://help.lucid.co/hc/en-us/articles/15927090927508-Create-a-process-diagram-from-CSV-import#csv-import-example

Data:

Output from import:

I would still recommend using the org chart component :)