How to Design an Org chart in Notion

Organizational charts are crucial tools in visualizing the structure and hierarchy of an organization. They provide a clear snapshot of reporting lines, departments, and roles within a Company. Notion, a powerful all-in-one Workspace, offers a range of features that allow you to create and design professional-looking org charts. In this article, we will explore step-by-step how to design an Org chart in Notion.

Step 1: Set up a New Page

1. Open Notion and navigate to the Workspace or page where you want to create the Org chart.

2. In the left sidebar, click on the "+" button to create a new page. Give it a relevant name, such as "Org chart."

Step 2: Choose a Layout

1. Once you're on the new page, click on the "+" symbol to add a new block.

2. In the block options, select "Table" or "Board" as your layout preference. Each layout has its own advantages, so choose the one that best suits your needs.

• Table: Provides a traditional spreadsheet-like view, suitable for smaller organizations or simpler org structures.
• Board: Offers a more visual and flexible approach, allowing you to drag and drop components and easily rearrange them.

Step 3: Add Employees or Departments

1. Start by adding the employees or departments of your organization as rows in the table format or columns in the board format.

• For the table layout, click the "+" symbol to add new rows.
• For the board layout, click the "+" symbol within each column to add new cards.

1. Under each employee or department name, you can add additional information such as titles, roles, and contact details in separate columns or card content.

Step 4: Create Relationships and Reporting Lines

1. Next, establish relationships and reporting lines by linking the employees or departments.

• For the table layout, you can create relationships by using the "Person" or "Select" column types. The "Person" column allows you to link contacts from your Notion Workspace, while the "Select" column allows you to define custom relationships.
• For the board layout, you can create relationships by dragging and dropping cards onto each other to indicate reporting lines.

Step 5: Customize your Org chart

1. Once you have set up the basic structure, it's time to customize your Org chart to make it Visually appealing and informative.

• Adjust the column widths to ensure all information is clearly visible.
• Format text, add colors, or apply styles using Notion's built-in formatting options.
• Insert images of employees or department logos.

Step 6: Collaborate and Share

1. Share your Org chart with colleagues by inviting them to view or edit the Notion page.

• On the top-right corner, click on the "Share" button.
• Select the appropriate sharing settings, such as permissions and access level.

1. Collaborators can view and interact with the Org chart, making it a dynamic and up-to-date resource for your organization.

Step 7: Keep it Updated

1. As your organization evolves and new employees or departments are added, make sure to update your Org chart accordingly.

• Add new employees or departments as additional rows or columns.
• Update relationships and reporting lines as needed.

1. Regularly review and maintain the Org chart to ensure it remains accurate and reflects the current state of your organization.

Creating an Org chart in Notion is not only a practical way to visualize an organization's structure, but it also enables seamless collaboration and sharing. With its versatile layouts and customization options, you can design an Org chart that suits your specific needs. Invest the time to set it up properly, and you'll have a valuable resource for your organization's hierarchy and reporting lines.