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How to Create Organization Charts in WordPress

Are you looking to create an organization chart in WordPress? Organization charts or org charts for short are a way to show the chain of command in your business. For example, in a company, you would see the CEO at the top of the chart and for a restaurant, you would see the store owner.

Customers, investors, new staff members, and others are usually interested to know who runs a specific company or portion of it. Org charts are a great way to display this information and look great on websites. Today, I will demonstrate how to create an organization chart in WordPress using the Easy Org Chart plugin.

Why Show an Organization Chart in WordPress

Organization charts show visitors the chain of command in a specific business, but more importantly, they show the humans who work there. Many new web developers or small business owners underestimate the importance of showing off actual humans on their website.

For example, imagine you run a family restaurant and decided to create a website to help get the word out. Adding images of your actual staff members is a nice addition for multiple reasons. For starters, you have a family restaurant showing images of families and staff members having fun. And interacting helps build up that reputation.

Let’s say you are also adding an option to order online for the website as well. There has been significant research that has led many industry leaders to believe that images of actual humans make a website appear more trustworthy. A trustworthy website is more likely to make a sale.

That’s all nice and everything, but where does an org chart come in? Well, an org chart will show actual images of your management and even some other employees depending on the size of the business. This proves to visitors that the images you upload are not just actors, but real employees.

How to Create An Organization Chart in WordPress

Today, I will demonstrate how to create an organization chart in WordPress using the Easy Org Chart plugin. The plugin is very intuitive to set up and to create org charts with. Once they are created they can be added to your website using shortcodes. Overall the process is very simple, but the time will vary depending on how many people you add to the chart.

Note: This plugin will display the “This plugin hasn’t been tested with the latest 3 major releases of WordPress” message. This plugin still works perfectly when I tested it. However, if you are not comfortable using this plugin, check the Alternative Plugins section for another.

Installing Easy Org Chart

Let’s begin with clicking on Plugins and selecting the Add New option on the left-hand admin panel.

Add New

Search for Easy Org Chart in the available search box. This will pull up additional plugins that you may find helpful.

Scroll down until you find the Easy Org Chart plugin and click on the “Install Now” button and activate the plugin for use.

On the left-hand admin panel click on Easy Org Chart and select the Add New option. This will pull up the Org chart editor.

Note: There is a Pro edition of the plugin that adds a lot of additional styling options that you can use to make your organization chart look better. The free version is more than enough for most websites, but if you are looking for more design options, the Pro edition is where you will find them.

Creating Org Charts in WordPress

The first thing you need to do is name your org chart. Fill in the name text box at the top. The name is not visible to visitors, so use it to help you.

Next, you can select some very simple styling options. These include the width and height, both of which are customizable.

Now it is time to add the information to the org chart. You can add extra spaces by clicking on the “Add a person” button. In each box, you will see text boxes for Last name, First Name, and Job/Role. You can fill all of these out by typing the information in.

After those, you can select the image of the person. It is important to make sure that all images used, follow the same standards. For example, have your entire staff wear their business attire.

The last part is where the person will actually go in the chart. You can do this by selecting the Row and Upper hierarchy. The row is what level they are on and the upper hierarchy is who their boss is.

For example, the Store Owner would be the only person on Row 1 because they are in charge. In our example, let’s say everyone in Row 2 is a manager. Everyone on Row 2 would have the Store Owners name that is on Row 1 because that is their boss. If you have a Row 3, then you would select the person from Row 2 who is their boss.

You can expand this org chart at any time, so don’t worry if you want to add on to it later. Once you are done with your selections, click on the “Publish” button. Don’t worry this will not appear on your website yet.

With the organization chart complete, it’s time to add it to the site.

Adding the Org Chart to WordPress

All of the org charts you make can be added by using shortcodes. The shortcodes are generated after you click the “Publish” button. Click on the Easy Org Chart option to locate the shortcode.

You can paste this shortcode on any page, post, or text widget on your website to display the org chart. Check your live website to see it in action. Remember that you can edit it at any time if there is a mistake or it is the wrong size.

Congratulations, you have successfully added an org chart to your WordPress website.

An Alternative Plugin

This is not the only plugin that creates an organization chart in WordPress. However, plugins that offer this functionality are a bit niche. And as such most of the ones I could find were also not updated regularly.

Clicface Organi

Clicface Organi

The Clicface Organi plugin makes it easy to create stunning org charts. It allows you to drag and drop employees into the org chart, which makes it easy for anyone to use. This plugin does limit the number of people you can add to 10, but for most small businesses, that should be more than enough.

Note: This plugin requires the Clicface Trombi plugin to work. This plugin is what allows you to add employee information. The Clicface Organi plugin takes this information and adds it to an org chart.

Show Visitors That You Are Real With An Organization Chart

One of the biggest mistakes newer websites make is a serious lack of human engagement. Social media websites like Facebook, Instagram, and Twitter all allow for images of the actual person to be used. This is one of the reasons why they are so popular. Humans like to interact with other humans. Always try to let your visitors know that you are a real person and run a real business.

How big is your org chart? Why do you want to create an org chart in WordPress?

Author: Ron Helms

I currently work for GreenGeeks as a Support Technician. My primary roles are supporting our VPS and Dedicated server clients, as well as performing site migrations. With experience in the web hosting industry since 2009, there is rarely a question I can’t help answer. In my spare time, I enjoy gaming and working on cars as an automotive enthusiast.

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Comments

  1. Hi, Is it possible that a manager has access to the chart and only have a view of his departement? Maby also have the possibility to add or delete memebers in his departement only?

  2. Hi, may I know why when I click “Add a person” button it does not showing a new box?

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