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OrgPlus 9 Level 1 / Intro

New – Learn to manage the structure of your organization with OrgPlus software.

GK# 7026

Course Overview


OrgPlus is a software application used to create organizational charts that enable a user to chart and manage the structure of an organization. With a new Ribbon Interface like recent versions of Microsoft Office, this course is aimed at users new to OrgPlus or new to version 9 specifically.


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What You'll Learn

  • Creating Charts
  • Conditional Formatting
  • Editing Charts
  • Outputting Charts


Viewing outline for:

Classroom Live Outline

For Upgrade groups

  • Exploring the Ribbon Interface
  • New Templates

Create a chart

  • Create a New Chart
  • Create an Assistant Box
  • Create Subordinate Boxes
  • Select Boxes
  • Group Styles
  • Change Group Styles
  • Delete Boxes

Conditional Formatting

  • Legends
  • Reports
  • Importing/Exporting from Excel

Edit a chart

  • Move Boxes
  • Promote an Individual
  • Copy Label Setup
  • Insert a Manager
  • Find Specific Types of Information
  • Create Special Groups
  • Create an Annotation
  • Anchor Objects

Output a chart

  • Thumbnail View
  • Output the Whole Chart
  • Output a Branch
  • Change the Space Between Boxes
  • Use the Make It Fit Option
  • Batch Printing



The prerequisites for this course are an introductory course to Windows or 3-4 months experience with similar software.

Who Should Attend


Those individuals interested in learning how to create organizational charts.

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 2 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 2 day

Request this course in a different delivery format.