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Step 4: Customize and Update the Org Chart
Once you’ve created your org chart, the next step is to customize its appearance to be more informative and make sure it’s always updated according to changes in your organization’s structure. Here is the full guide:
1. Adding Additional Information
You can enrich your org chart by adding additional information such as a photo or job description. Here are the steps:
Add Photos:
- Prepare photos of team members in image format (JPEG, PNG, etc.).
- Upload photos to Google Drive or other online storage platforms.
- Create a new column in the spreadsheet titled “Photos”.
- Enter the photo link in the field (use the Insert Link feature in Google Sheets).
- The org chart will show photos if this feature is supported by Google Sheets.
Add Job Description:
- Create a new column with the title “Job Description”.
- Include a brief description of the responsibilities and roles of each position.
- This information can be displayed as a tooltip or as an additional section in the chart.
2. Update Data Automatically
One of the advantages of using Google Sheets is the ease of updating data. If there is a change in the organizational structure, you just need to edit the data in the spreadsheet, and the chart will automatically adjust.
Example of Change:
- If there’s a new hire, add a new row with your name, job title, and direct supervisor.
- If there is a change in job title or superior, simply change the data in the relevant column.
- If any employees leave, delete the data row.
3. Customizing the Chart Display
You can continue to customize the appearance of your chart to make it more attractive and easy to understand:
- Color: Use a different color for each level of the hierarchy.
- Font: Choose a clear and professional font.
- Size: Adjust the size of the chart so that it is not too small or too large.