7 Must-Have Features When Choosing A Free Org Chart Tool

While there are many free Org Chart creators out there, it’s important to choose one that can meet all your unique organisational needs while making the building process as smooth and efficient as possible. As an Org Chart serves as a key asset for any organisation, you want to start on the right foot to ensure that in the long run, it’ll be easy for you to maintain and deliver a wide range of benefits that go beyond just a diagram of reporting lines and positions. 

So, in today’s blog, we’ll outline 7 must-have features that you should look for when choosing a free Org Chart tool. This will help you visualise your structure with confidence and leverage a valuable long-term resource for your organisation. 

1 – User-Friendly Interface

When choosing a free Org Chart tool, one of the most important features to have is a user-friendly interface. A tool that is easy to navigate and understand is essential, as it ensures that everyone from first-time users to tech-savvy individuals can effortlessly create and maintain an Org Chart. Look for a versatile tool such as Martian Logic that is equipped with a diverse set of user-friendly editing features. This will allow you to quickly add, delete, and move entire nodes and branches within your Org Chart and manage all of your position and employee data seamlessly.

Choosing an Organizational Chart tool with a user-friendly interface not only saves you time, but also reduces the learning curve for your team members. With swift adoption across your organisation, the Org Chart creation process becomes straightforward and simple. 

2 – Flexible Customisation

When selecting a free tool to create an Org Chart, one size doesn’t fit all. Your organisation is unique, and your Org Charts should be able to reflect that. Look for a tool that offers flexible customisation options that let you tailor your Org Charts to your specific needs.

Flexibility To Match Your Needs

When it comes to Org Chart creation, you shouldn’t have to try and fit your data into a rigid template that doesn’t suit your organisational needs. The right tool should allow you to visualise your organisational structure in any way that works best for you. Whether you have a traditional hierarchy, a more matrix-like setup, or something completely unique – the tool should accommodate your requirements. The same goes for special employee and position situations. For example, if you have an employee performing multiple positions or a position being performed by multiple employees, your Org Chart should be able to capture this in a clear and effective way. Some Organizational Chart tools such as Martian Logic have the built-in capability to accommodate these cases, making the platform extremely flexible to all organisational requirements.

Various Styling Options

Customisation goes beyond structure. It should also include styling options. A good tool lets you tailor the appearance of your Org Chart, such as colors schemes and branch orientations, to align more closely with your organisational requirements, whether it’s for more brand consistency or overall role differentiation. This not only makes your Org Charts visually appealing but also more effectively clarifies divisions and departments.

Customise The Data You Capture

Your Org Chart should be a valuable source of information about employees, positions, and reporting lines. Look for a tool that lets you include custom data points such as departments, contact details, remuneration (REM) information, current projects, employee photos, or even morning coffee orders. Being able to capture every detail that your organisations deems important in a comprehensive way fosters better understanding and communication among team members.

3 – Collaborative Features

Effective collaboration is a cornerstone of modern organisations, and your Org Chart tool should support this aspect seamlessly. Look for an Org Chart tool that allows multiple users to work on it simultaneously, without having to worry about overlapping or conflicting edits. Using a tool that allows this multi-user collaboration in real-time will enable team members to work together on chart creation or updates whenever they need – and regardless of their physical location. Real-time editing ensures that everyone is on the same page, reducing the risk of outdated or conflicting information.

4 – Privacy & Security

Maintaining the confidentiality and security of the information on your Org Chart is paramount. When selecting a free Org Chart tool, pay careful attention to its privacy and security features to protect sensitive employee information. Some free tools such as the Martian Logic Org Chart ensure access control, allowing you to manage who can access the Org Chart, and once they have access, how they can interact with it. This means you can grant different levels of access to team members based on their roles and responsibilities. For example, managers might have full editing privileges, while other employees can view but not edit the Org Chart. 

5 – Support & Training 

Effective support and training are essential when adopting any new tool, including a free Org Chart platform.

Email Support

Ensure that the Org Chart tool offers responsive email support. This means you can reach out to the tool’s support team when you encounter issues or have questions. Reliable and timely email support can be a lifesaver when you need assistance.

Web-Based Training

Look for a tool that provides web-based training resources. This might include video tutorials, user guides, FAQs, or webinars. These resources can help users get up to speed quickly and maximise the tool’s capabilities.

6 – Scalable Platform

Growth Capability

Scalability should not come at the cost of performance so it’s important to assess whether the tool can accommodate your organisation’s growth. As your company expands and evolves, you may need to add more employees, departments, or organisational layers. Ensure that the tool can handle these changes seamlessly without compromising performance while maintaining fast response times and usability.

Additional Features

Consider whether the Org Chart tool offers advanced features or add-ons that can be unlocked as your organisation’s needs grow and change. Some free tools such as Martian Logic may have premium or enterprise features that you can subscribe to when necessary.

7 – Data Import

Efficiently transferring existing data into your Org Chart is crucial to save time and ensure accuracy. 

Data Sources

Check if the tool supports importing data from various sources. This might include Excel spreadsheets or other common data formats. The ability to import data from your existing systems streamlines the initial setup process.

Mapping & Matching

A robust tool should offer features for mapping imported data to specific Org Chart fields. This ensures that information is correctly allocated to the appropriate positions and individuals. Look for options to match data by unique identifiers such as employee IDs or email addresses.

Bulk Import

Evaluate whether the tool allows for bulk data import. If you have a large organization, manually inputting each employee’s information can be time-consuming and error-prone. Bulk import capabilities can significantly speed up the process.

Key Takeaways

There you have it – 7 must-have features to look for when choosing a free Org Chart tool. By following this guide, you will be set up for easy Org Chart maintenance and valuable long-term benefits that go beyond just a diagram of reporting lines and positions. So start on the right track now and choose the best free tool for creating your Org Charts!