An easy way to get started with OrgPlus is to use the Quick Chart panel. The Quick Chart panel is the fastest way to create basic organizational charts. The Quick Chart panel is intended for first time users and contains only a small sub-set of the features available in the OrgPlus application.

Subordinate Left Co-Worker Right Co-Worker Manager Assistant

To add boxes to your chart, select a box and then use the buttons at the top of the Quick Chart panel.

<Picture of Quick Chart panel>

To delete a box use the <icon> button.

Moving Boxes Using the Quick Chart Panel

To move boxes within your chart, select a box and then use the move buttons in the Quick Chart panel to reposition the selected box as desired.

<Picture of move button Quick Chart panel>

Editing Box Content Using the Quick Chart Panel

To edit the content of a box, select a box and then select <icon> Edit Box Contents button. You can now type information into the first field. Use the <Tab> key to advance to the next field.

Formatting Boxes Using the Quick Chart Panel

To format a box within your chart, select a box and then use the <icon> Format Box button in the Quick Chart panel to format the selected box as desired.

<Picture of move button Quick Chart panel>

The Format Box button displays the Box Properties dialog. Use the options in the Color & Lines tab to select different box shapes, fill colors and border options (style, dash, and color).

<Picture of Box Properties with Color and lines>

Adding Fields Using the Quick Chart Panel

You can add additional fields to your charts at any time. See Defining and Displaying Fields in this chapter.

To add a field:

1. Select the <icon> Add Fields button in the Quick Chart Panel.
   
   
2. Click Add to add a new field.
   
   
3. Type a field name (such as Org Unit).
   
   
   
4. Click OK. You will be prompted to add the new field to all boxes.
   
   
5. Click Yes to add the field to all boxes or click No to add the field without displaying it in your chart.

Box Layout Using the Quick Chart Panel

In order to select which fields are shown in a box, select the <icon> Box Layout button in the Quick Chart panel. The Layout panel in the Box Properties dialog box is displayed. The layout panel is used to define which fields are displayed in any given box

To display a field in a box:

1. Drag a field (for example Org Unit) into the box until you see the symbol and then release the mouse button.
   
   See Adding Fields Using the Quick Chart Panel in this chapter.
   
   
   
   Note: If you want to remove a field from a box, drag the field out of the box (shown in the Layout tab) and back into the field list.
   
   
2. Click OK. Notice that the field is added to the selected boxes.
   
   Note: You can select more than one box at a time using shift-click.
   
   Note: You can apply any changes to all boxes in the entire chart by selecting the Entire chart radio button.
   
   <Close up of the Apply to area>

Applying Templates Using the Quick Chart Panel

Templates provide a quick way to format your chart. You can apply box, branch, and design templates to your chart using the templates panel.

To apply a template click on one of the following links:

<Picture of Quick Chart Panel>

Changing Branch Styles Using the Quick Chart Panel

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.

To change the branch style:

1. Make sure the Select tool is selected.
   
   
2. Select all the subordinates for a manager (Lynn Brewer in the example below) by double-clicking on one of the subordinate boxes.
   
   
   
3. Click the Styles button at the bottom of the window.
   
   
4. Select any style ( for example ). The boxes under the manager are reformatted as shown below: