Open an Organization Chart Template

The first step in creating an organization chart is to create a new document based on an Organization Chart template.

Click the Show Me   button on the SmartSketch Learning Center toolbar to view a demonstration of how to perform the tasks in this lesson.

1. On the File menu, click New. Expand the General Diagramming folder and select the Organization Chart (Imperial).igr template. 

Tip

• To expand a folder, click the  that appears just to the left of the folder icon.

2. Click OK to create the document.

Once the template opens, notice that the Symbol Explorer displays directories and subdirectories of delivered Org Chart symbols. 

3. Open the View menu and verify that Grid Snap is checked.
4. In the Symbol Explorer, locate the Executive.sym symbol.
5. Drag the Executive.sym onto the drawing sheet and place it centered and one grid space from the top border.
6. Double-click inside the symbol. 

Notice that a flashing cursor appears inside the symbol. 

7. At the cursor, type Executive Vice President and press the Enter key twice. 
8. Type Doug Housley.

Tip

• If you have trouble seeing the text that you enter in the boxes, use the Zoom Area button and and draw a fence around  the area in which you are working.