Is there a way to do an Org Chart in Smart Sheet?

09/30/20
Answered - Pending Review

I got this link from a colleague https://www.smartsheet.com/org-chart-templates-excel it has a bunch of excel templates and then at the bottom it says "Make Better Decisions, Faster by Creating Org Charts in Smartsheet" but then does not give any info on how to do that.

Answers

  • David TutwilerDavid Tutwiler ✭✭✭✭✭

    I think these are templates to use in Excel.

    However, I think you might be able to get creative and do it. If you set up some type of Single Select drop down for departments, you might be able to use the Card view to break people up by division.

  • Adrienne Van HalemAdrienne Van Halem ✭✭✭✭✭

    A few thoughts on this approach:

    1. You could create a visual dashboard with text boxes.
    2. In a Sheet you could create the hiarchy using Parent and Child rows. It would be functional but not visual.
  • ATBATB ✭✭✭✭✭

    I've seen this work when viewing in Card View. Each row is a card and contains information of employees or positions. Then the lanes can be setup to view by Position, Division, Team, Supervisor, Location etc.

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