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In this tutorial you will learn how to create an orgchart.
Tip: You can press the <F1> key at any time for application help.
Charts can be created directly within Microsoft Office products (Word, Visio, Excel and PowerPoint).
1. To create a chart in a Microsoft Office application, launch Microsoft Word (or any other Microsoft Office application) and click the New Chart icon  on the toolbar.
The Microsoft Office application (in this tutorial - Microsoft Word) opens and a new chart is displayed.
Note: If the OrgPlus toolbar is not shown in your Word application, select Toolbars | OrgPlus 7 from the View menu.
2. Double-click on the chart to edit it in OrgPlus.
You can now enter some information into the topmost box.
3. Click on the Select tool 
4. Select the topmost box.
5. Click the box again to edit the contents. Click <Name> if it is not already highlighted and type Chris Phillips.
6. Click <Title> and type President and CEO.
Tip: Use the <Tab> key to advance to the next field.
Adding and Deleting Boxes
To add boxes to your chart, select the type of box you want to add from the Insert toolbar (on the left), and then click on any existing box. There are five types of boxes:
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Subordinate |
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Left Co-Worker |
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Right Co-Worker |
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Manager |
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Assistant |
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7. Select the Assistant tool and then select the box containing Chris Philips to add an assistant.
8. Select the Subordinate tool and select the box containing Chris Philips to add a subordinate.
9. Click on the Select tool
10. Select the box you just created.
11. Click the box again to edit the contents. Click <Name> if it is not already highlighted and type Lynn Brewer.
12. Click <Title> and type CFO.
13. Select the Right co-worker tool , and then click four times on the box containing Lynn Brewer. Four co-worker boxes are added.
Tips:
The Left co-worker tool adds boxes to the left of the selected box.
The Manager tool is used to create a Manager box directly above the selected box.
14. Click on the Select tool
15. Select one of the subordinate boxes that you just created.
16. Press <Delete>. There are now four subordinate boxes.
17. Add subordinates using the Subordinate tool , as shown in the following diagram.
You may want to change the branch style for aesthetic or space reasons. OrgPlus offers a large variety of branch styles, which can be applied to any branch in your chart or the entire chart.
18. Make sure the Select tool is selected.
19. Select Lynn Brewer's subordinates by double-clicking on one of the boxes containing Lynn's subordinates.
20. Click the Styles button  at the bottom of the window.
21. Select  (one column vertical style).
The boxes under Lynn Brewer are reformatted as shown below:
Select other sets of subordinates by double clicking them and then change their styles to match the diagram below.
Remember to use the Styles button to change the style once a set of subordinates has been selected.
22. Optionally you can enter the names and titles as shown above.
You should save your work periodically.
When you save your Microsoft Office document, OrgPlus automatically updates the charts included in those documents. Therefore, every time you save your Microsoft Office document, the embedded chart is also saved.
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