- \n
- What Is an Org Chart?<\/a><\/li>\n
- How To Create an Org Chart in Google Sheets<\/a>\n
- \n
- Step 1: Enter the organizational chart data<\/a><\/li>\n
- Step 2: Create the org chart<\/a><\/li>\n
- Step 3: Customize the organizational chart in Google Sheets<\/a><\/li>\n
- Step 4: Download the org chart<\/a><\/li>\n<\/ul>\n<\/li>\n
- Google Sheets Org Chart Limitations<\/a><\/li>\n
- 3 Org Chart Templates You Can Create in ClickUp Docs<\/a><\/li>\n
- Google Sheets Org Chart FAQs<\/a><\/li>\n
- ClickUp: A Better Alternative to Making an Org Chart in Google Sheets<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n
What Is an Org Chart?<\/h2>\n
An org chart (short for organizational chart) is a diagram depicting your company\u2019s organizational structure. It includes every employee and typically has a hierarchical layout.<\/p>\n
Traditional org charts have a pyramid structure<\/strong>, with chief management at the top and lower-ranking employees at second, third, fourth, and following levels. While this outline is easier to comprehend, it doesn\u2019t respond well to frequent changes. It\u2019s also inadequate for visualizing more complex or unorthodox corporate hierarchies and relationships you\u2019d see in a traditional organizational chart.<\/p>\n
\n![\"Marketing](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/image6-1.png\")
Marketing matrix organizational structure example created in ClickUp Whiteboard via Allaeddine Djaidani <\/figcaption><\/figure>\n<\/div>\n Modern org charts are far more responsive and flexible. They provide valuable insight into different positions and teams, show correlations between departments, and allow companies smooth sailing through expansions, management changes, and varying team dynamics.\u00a0<\/p>\n
Modern charts can also indicate a need to hire more people and help you develop better project management structures<\/a>. \ud83c\udfe2<\/p>\n
How To Create an Org Chart in Google Sheets<\/h2>\n
Google Sheets is one of the most widely used tools for creating org charts. This is no surprise since the platform offers a familiar experience and a convenient toolbar with a simple chart editor. <\/p>\n
Google Sheets is also cloud-based, meaning you can access it from anywhere and work on it with your team members on the same organizational chart side-by-side.<\/p>\n
Let\u2019s jump right in and learn how to create an org chart in Google Sheets in four simple steps<\/strong>!<\/p>\n
Step 1: Enter the organizational chart data<\/h3>\n
\n![\"Step](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Enter-the-data.png\")
Enter the data you want to display in your org chart<\/figcaption><\/figure>\n<\/div>\n Once you launch Google Sheets on your device, press the plus sign to open a blank spreadsheet.\u00a0<\/p>\n
Before you create your organizational chart, you need to feed the spreadsheet with the necessary data. \ud83e\udde0<\/p>\n
What data you\u2019ll enter depends on what you want to represent in the chart editor<\/strong>. For example, you can add job titles in one column and specify whom they report to in the other. If you want more personalized organizational charts, input the employees\u2019 names next to their job titles.<\/p>\n
PRO TIP<\/sup><\/strong>
Double-check the data before turning it into an org chart. This will save you from fixing the Google Sheets org chart afterward and getting lost in columns and rows.<\/p>\nStep 2: Create the org chart<\/h3>\n
\n![\"Step](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Create-the-org-chart.png\")
In this step, you turn your data into an org chart<\/figcaption><\/figure>\n<\/div>\n Now comes the fun part in which the magic happens! \ud83e\ude84<\/p>\n
In this step, we\u2019ll take the raw data you entered earlier and turn it into a handy org chart. Here\u2019s what you need to do to make it happen:<\/p>\n
- \n
- Select the data<\/strong> you just entered<\/li>\n
- Press \u201cInsert\u201d<\/strong> in the menu at the top of the screen<\/li>\n
- Choose \u201cChart\u201d<\/strong><\/li>\n
- By default, Google Sheets will create a column chart. Change it to an org chart by accessing the Chart type<\/strong> dropdown menu, scrolling down to \u201cOther,\u201d<\/strong> and choosing \u201cOrganizational chart\u201d<\/strong>\u00a0<\/li>\n<\/ol>\n
The chart in Google Sheets containing the selected data will automatically appear on the sheet, as illustrated in the image above.<\/p>\n
Step 3: Customize the organizational chart in Google Sheets<\/h3>\n
\n![\"Step](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Customize-the-org-chart.png\")
Make your org chart unique by changing the nodes\u2019 color and size<\/figcaption><\/figure>\n<\/div>\n Google Sheets makes the chart blue by default. If you want to give it a little makeover, go to the \u201cCustomize\u201d tab in the Chart Editor<\/strong> on the right of the screen. Here, you can adjust the nodes\u2019 size and color.<\/p>\n
Step 4: Download the org chart<\/h3>\n
\n![\"Step](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/07\/Download-the-org-chart-1400x565.png\")
Choose the format in which you\u2019d like to save your org chart<\/figcaption><\/figure>\n<\/div>\n As Google Sheets is a cloud-based platform, your organizational chart will be automatically uploaded to the cloud. \u2601\ufe0f<\/p>\n
However, you might want to distribute the chart outside Google\u2019s ecosystem. For example, you may want to add it to a PowerPoint presentation or make the chart type a part of a hard-copy document.<\/p>\n
Select the org chart by clicking on it<\/strong> and press the three dots at its top-right corner<\/strong>. Then, choose \u201cDownload,\u201d<\/strong> and pick one of the three options:<\/p>\n
- \n
- PNG image<\/li>\n
- PDF document<\/li>\n
- Scalable Vector Graphics<\/li>\n<\/ol>\n
Google Sheets Org Chart Limitations<\/h2>\n
Google Sheets org charts are relatively easy to make, but that doesn\u2019t make them perfect<\/strong>. Here are a few limitations to keep in mind when using its chart editor:<\/p>\n
No organizational chart templates<\/h3>\n
The biggest issue with Google Sheets org charts is the time and effort you need to create them.\u00a0<\/p>\n
You must build everything from scratch<\/strong> because the platform doesn\u2019t offer built-in organizational chart templates. These ready-made frameworks can make a world of difference. Besides saving time, they ensure your org chart has the proper format and serves its intended purpose.<\/p>\n
Limited customization options<\/h3>\n
Google Sheets is excellent for traditional org charts outlining formal relationships between employees. However, the issue is that it limits the type of org charts you can create<\/strong>.\u00a0<\/p>\n
For example, you can\u2019t use the software to represent cross-functional teams<\/a> or any other \u201cunusual\u201d arrangements many companies make to improve efficiency and productivity.\u00a0<\/p>\n
When it comes to companies with hundreds or thousands of employees, Google Sheets may not provide sufficient space<\/strong> for creating practical documents with its chart editor.<\/p>\n
Limited collaboration\u00a0<\/h3>\n
Unlike Microsoft\u2019s Excel<\/a>, Google Sheets is a cloud-based platform that allows real-time collaboration<\/a> with other users. You and your coworkers can simultaneously work on the organizational chart and boost efficiency.\u00a0<\/p>\n
That\u2019s all you\u2019ll get in terms of collaboration options. There are no built-in chats, task assignment, and management options<\/strong>, time-tracking features, whiteboards, or anything else that could support and encourage teamwork on your chart editor.<\/p>\n
Lack of advanced features for creating charts<\/h3>\n
Google Sheets can be a useful chart-creating platform but don\u2019t forget that it wasn\u2019t initially designed for charting. Its primary function is creating and editing spreadsheets, and most of its features revolve around that purpose.<\/p>\n
That\u2019s why you don\u2019t get many advanced chart editor options. There are no automatic layout adjustments or drag-and-drop functionalities<\/strong> that make creating chart type (organizational charts included) a breeze.<\/p>\n
3 Org Chart Templates You Can Create in ClickUp Docs<\/h2>\n
If you\u2019re looking for robust and versatile organizational chart software, ClickUp<\/a> is the way to go. Not only does the platform allow you to design all sorts of aesthetically appealing and functional diagrams, but it also saves you time! <\/p>\n
This straightforward org chart solution offers a wide array of templates<\/strong> providing the perfect starting point for your chart-making endeavors!<\/p>\n
1. ClickUp Org Chart Whiteboard Template<\/h3>\n
\n![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/02\/ClickUp-Organizational-Chart-Whiteboard-Template.png\")
Easily visualize your teams\u2019 structure and layout with this simple org chart Whiteboard template<\/figcaption><\/figure>\n<\/div>\n Are you looking for an easy-to-use doc that provides the basis for an org chart template but doesn\u2019t stymie your creativity? Then the ClickUp Org Chart Whiteboard Template<\/a> is the right choice.\u00a0<\/p>\n
This template isn\u2019t a ClickUp Doc, but it\u2019s definitely worth your while because it offers fantastic collaboration and customization options<\/strong>, all thanks to the \u201cWhiteboard<\/a>\u201d part of its name.<\/p>\n
ClickUp Whiteboards are virtual canvases where your team can brainstorm, collaborate, and breathe life into their ideas. It can be an excellent space for creating org charts and visually representing who responds to whom. It accommodates cross-functional teams and can quickly adjust to changes thanks to its drag-and-drop design.<\/p>\n
Choose the desired shapes, enter the text, draw connections between nodes, find the right colors, and create an aesthetically appealing and informational org chart.<\/p>\n
Suppose you\u2019re working on the org chart with other team members. In that case, you can take advantage of features like assigning tasks, leaving comments, and embedding docs, and ensure everyone\u2019s pitching in and doing what they\u2019re supposed to.<\/p>\n
Download This Template<\/a><\/div>\n2. ClickUp Meet the Team Template<\/h3>\n
\n![\"Meet](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/05\/ClickUps-Meet-the-Team-Template.jpg\")
ClickUp\u2019s Meet the Team Template is a quick way to introduce your team<\/figcaption><\/figure>\n<\/div>\n Are you excited about introducing your team to the public? Then the ClickUp Meet the Team Word Template<\/a> might just be what you\u2019re looking for!<\/p>\n
Being in ClickUp Docs<\/a>, the template is packed with formatting and styling options, making it suitable for any type of work, including creating an organizational chart.<\/p>\n
This isn\u2019t your classic org chart, though\u2014the template combines photos and text to present your team members in the best light<\/strong>.\u00a0<\/p>\n
What should you write in the text boxes below the photos? Whatever you want! You can include contact information, official job details, and responsibilities, or take the unofficial, even casual route and discuss your employee\u2019s interests, hobbies, or favorite parts of the job. The template\u2019s drag-and-drop design<\/strong> makes it easy to customize and update.<\/p>\n
You can link this Docs template to tasks, embed bookmarks, add tables, leave comments, turn text into tasks, and customize widgets to create a collaborative environment<\/strong> that aligns with your company\u2019s workflows.<\/p>\n
Download This Template<\/a><\/div>\n3. ClickUp Team Management Plan Template<\/h3>\n
\n![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/02\/ClickUp-Team-Management-Plan-Template.png\")
Connect teams across the organization with this detailed Team Management Plan Template<\/figcaption><\/figure>\n<\/div>\n The ClickUp Team Management Plan Template<\/a> may not be the first thing that comes to mind when thinking about org charts. Still, it can serve an org chart\u2019s purpose, which is to successfully manage teams, among other things.<\/p>\n
Proper team management<\/a> is critical not just for achieving tasks but also for your employees\u2019 well-being, and this template can help with both.<\/p>\n
It consists of a checklist that helps you with various aspects of team management<\/strong>, including:<\/p>\n
- \n
- 30-60-90-day goals<\/li>\n
- Kick-off meeting<\/li>\n
- Team building activity<\/li>\n
- Team retrospective<\/li>\n
- 1-on-1 wellness check<\/li>\n
- Weekly status updates<\/li>\n<\/ol>\n
Each category is customizable, meaning you can adjust them to your company\u2019s needs and use them for workforce management<\/a>. For example, suppose you want to focus on onboarding a new team member<\/strong>. In that case, you can keep the first and fifth categories and add new ones like \u201cIntroducing a new employee\u201d or \u201cSteps for onboarding a new team member.\u201d\u00a0<\/p>\n
You can also use the template for creating career maps<\/a> and improving office management<\/a> practices.<\/p>\n
You can add documents, checklists, tasks, subtasks, and to-do lists to personalize the template and ensure it aligns with your goal, whether planning team-building activities or helping your employees maintain a healthy work-life balance.<\/p>\n
- Press \u201cInsert\u201d<\/strong> in the menu at the top of the screen<\/li>\n
- Step 2: Create the org chart<\/a><\/li>\n
- How To Create an Org Chart in Google Sheets<\/a>\n