How to Create an Organizational Chart in Google Sheets (+ Free Template)

Are you looking for an easy and effective way to represent data? Look no further! Organizational charts are a great tool for visualizing information in a clear and concise manner. In this article, I’ll show you how to create an organizational chart using Google Sheets. Plus, I’ve included a free template to help you get started.

Steps to Create an Organizational Chart in Google Sheets

While Google Sheets doesn’t have a built-in tool specifically for creating organizational charts, it’s still quite easy to create one. Just follow these steps:

1. Open Google Sheets and create a new blank spreadsheet.
2. Since there are no built-in organizational chart templates or tools, we’ll use the “Drawing” option to create our chart. Go to the “Insert” tab and click on it to display the submenus, then select “Drawing” from the list.
3. Once in the “Drawing” window, click on the “Shapes” icon and choose the shape you want to use for your chart.

4. After selecting the shape for your chart, choose it from the dropdown menu under “Shapes”. Click and drag the shape onto the canvas provided by Google Sheets.
5. The drawing function in Google Sheets allows you to adjust the length, width, and placement of your shape. Find the suitable size for your shapes by dragging them on the Google Sheets canvas.
6. Now, click on the “Text Box” icon and place it inside the shape you have chosen to add text. You can also double-click inside the shape to add text.
7. Repeat steps 3 and 5 above to add more shapes with text to your organizational chart.
8. Remember to arrange the shapes in an organizational format. Once all the shapes are placed and labeled accordingly, use the “Lines” tool to connect the shapes. It’s also best to use arrowed lines to connect the shapes in a proper manner. The “Lines” tool is located next to the “Shapes” icon.
9. Click on the dropdown arrow and select the “Arrow” option from the list.
10. Add text to the arrowed lines using the “Text Box” tool to make your organizational chart easily understandable. Purple dots will appear on your shapes during this process. These dots serve as connectors to align your lines in the middle.
11. Customize your shapes, lines, and text as needed. Just make sure it remains clean and legible for others.
12. Once you’ve completed all the above steps and are satisfied with your organizational chart, click “Save and Close” to add it to your Google Sheets document.

Google Sheets Organizational Chart Template

Customer Service Organizational Chart

This organizational chart template represents a customer service process handling requests. This particular process starts with receiving a request from a customer. The next step in this process is to check if the request is valid. If the request is deemed valid, it is assigned and reviewed. However, if it is not considered valid, the request is rejected, and the process ends.

If additional information is required, the customer is prompted to provide the necessary information to finalize the request review. Once the request is resolved, it is closed, and the process ends.

You can access the template here.

How to Export an Organizational Chart from Google Sheets

There are two ways to export your organizational chart from Google Sheets:

1. The first method:

   • Open the Google Sheets file containing the organizational chart you want to export.
   • Go to “File” > “Download”.
   • Choose a download format from the available options, including xlsx, ods, pdf, html, csv, and tsv.

2. If you want to export your chart as an image:

   • Double-click on the chart to open the drawing window.
   • Go to “Actions” > “Download”.
   • Choose a format from the available options, including pdf, jpeg, png, and svg.

Your organizational chart will then be downloaded and saved to your device in the format you selected, ready for use anywhere.

Sometimes, you may need a new way to accomplish something that Google’s spreadsheet software isn’t designed to do. That’s what I talked about in my guide on box and whisker plots.

Another way to import an organizational chart into Google Sheets is to take a screenshot of the chart and save it as an image file on your computer. To take a screenshot on your computer, press the “PrtScn” or “PrtSc” key on your keyboard, which stands for “Print Screen.”

Once you have the screenshot, paste it into an image editor like Paint or Adobe Photoshop, crop the screenshot, and save it as an image file on your computer.

Frequently Asked Questions

Can I collaborate on an organizational chart with others in Google Sheets?

Absolutely! You can collaborate on an organizational chart with others in Google Sheets. Google allows you to set permissions for sharing your spreadsheet. Here’s how:

1. Access your organizational chart spreadsheet.
2. Click on the “Share” option at the top right of the page.
3. Add the email addresses of the people you want to collaborate with on the chart.

4. Select “Editor” from the dropdown menu at the bottom right of the sharing tab to set permissions for the other user. You have three options: “Viewer,” “Commenter,” and “Editor.” By selecting “Editor,” you give them full access to the spreadsheet.

5. Click “Send” to invite them to collaborate on the organizational chart. Your colleagues will now receive invitations to collaborate with you on the chart and will also have access to the chart.

You can also create a link to share the spreadsheet.

1. Click “Share”.
2. Click on the “Restricted” dropdown menu and choose “Anyone with the link”.

3. Set the permissions by clicking the dropdown menu for “Viewer”.

4. Copy the link and share it with them.

Now, you and your colleagues can work together in real-time. Any changes made by one person will be visible to everyone you’ve invited to collaborate.

That’s how you can collaborate on your organizational chart with others in Google Sheets.

What are the common use cases for a Google Sheets organizational chart?

A Google Sheets organizational chart is a useful tool for organizing and visualizing a wide range of processes and workflows.

Common use cases for a Google Sheets organizational chart include:

• Project management: Organizational charts are handy tools for project management, as they can be used to visually map out the steps and tasks involved, determine who is responsible for each task, set timelines, identify dependencies, and milestones.

• Human resources: An organizational chart can be used to present your hiring process, from job posting to job interview.

• Customer support: You can use an organizational chart to map out or visualize your customer support processes.

• Financial analysis: An organizational chart can be used to map out or visualize your financial analysis process, which includes data collection, analysis, and, finally, reporting.

• Sales and marketing: In this case, an organizational chart can help you visualize or map out your sales and marketing funnel, from lead generation to conversion to customer retention.

Conclusion

Creating organizational charts in Google Sheets is relatively easy using the built-in drawing tool. I doubt you’ll encounter any difficulties following our guide to create your own chart.

You can also use the provided templates above to save time in creating your own. The templates are fully customizable, so feel free to use them, especially if they match what you want to demonstrate using an organizational chart.

If you liked the template featured in this article, make sure to check out our premium templates as well. Don’t forget to use the code SSP at checkout for a 50% discount.

Access the premium templates here.

So, what are you waiting for? Start creating your own organizational chart in Google Sheets today!

This article is for the brand Crawlan.com.