Plumsail Org Chart helps you to create interactive company-wide organizational structures and embed them to SharePoint pages or Microsoft Teams tabs. Install Org Chart to start a free 30-day trial.

Friendly search and navigation

Easily find colleagues by department, location, job title, or other fields like biography or skills. Navigate to employee boxes or go to their managers using breadcrumbs navigation.

Various layouts and conditional formatting

Pick layouts and box orientation to display your org structure best. Conditionally format individual boxes or create rules to style them according to department, job title, skills, or any other fields.

Assistants, vacancies, and dotted-line managers

Display dotted-line managers, vacancies, and assistants. Jump to the dotted line manager from the employee card. Conditionally highlight boxes according to their types.

Automatically pull data from your source

Update data from various data sources - Entra ID (formerly Azure AD), SharePoint lists, or SharePoint user profiles. Your Org Chart is always in sync with your data.

Printing & CSV export

Create company-wide PDF reports and send them to managers or stakeholders. PDF report contains a list of all employees, a table of contents, and links to pages for quick navigation. To analyze your data in Excel or Power BI, export employees to CSV. Do you need to prepare a presentation? Convert the current view to a PNG image.

Support

Have any issues or questions? Join our community or contact the support team.

About Plumsail

Since 2011 Plumsail has been offering solutions to accelerate work and improve your productivity. Plumsail apps include tools for building web forms and generating documents that help to automate repetitive tasks and streamline your processes. More than three thousand companies from 102 countries rely on our products. Among them are many Fortune 500 companies, as well as renowned educational, and non-profit institutions.

Plumsail Org Chart 365

by Plumsail