Plumsail Org Chart makes it easy to create and share interactive organizational charts. Employees can find colleagues, explore reporting lines, and navigate the hierarchy directly in SharePoint or Microsoft Teams. Install Org Chart and start your free 30-day trial.

Key features

Search and navigation: quickly find colleagues by department, location, job title, or skills and move through the hierarchy with breadcrumbs.

Flexible layouts and formatting: present your structure the way it’s most useful. Highlight departments, roles, or skills with rules and choose the best layout.

Assistants, vacancies, and dotted-line managers: represent real reporting relationships, including dotted-line and assistant roles.

Always up to date: automatically sync with Entra ID (Azure AD), SharePoint lists, SharePoint user profiles, Excel spreadsheets, or CSV files.

Reports and exports: generate PDF reports to share with leadership, export data to CSV for analysis in Excel or Power BI or save views as PNG for presentations.

Getting started

When installing, select both options: Enable this app and add it to all sites and Add to Teams.

Add Org Chart to a SharePoint page by editing the page and adding Plumsail Org Chart, or to a Teams tab by adding a new tab and searching for Plumsail Org Chart.

Open the configuration wizard and connect your data.

For detailed steps, see the installation documentation.

Need extra help? Watch a video walkthrough or book a free demo call.

Support

Documentation

Community forum

Contact support

About Plumsail

Founded in 2011, Plumsail is a trusted provider of tools for automating documents, creating web forms, and improving Microsoft 365 and SharePoint. More than 8,000 organizations in 170 countries, including Fortune 500 companies, universities, and non-profits, rely on our solutions to streamline routine tasks and stay focused on what truly matters.

Plumsail Org Chart 365

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