How to create an Org Chart in Confluence

Being the new kid on the block is never easy. Especially if the block is a large company with many different departments, teams, and offices worldwide.

Since Confluence is where most collaboration teams live nowadays, we at Caelor thought – why not make it more welcoming? Wouldn’t it be great if you could present all team members at once at the same place? Well, that’s precisely what our Content Viz app does. It helps you visualize your company structure in just a few clicks.


Confluence dashboard


Sounds like something your company could use to clarify employees’ roles and improve their performance? Then you’re in the right place. Continue reading and learn how to create an organizational chart in Confluence with the help of Content Viz.


Why are organizational charts important?

An organizational chart (or Org Chart) is a diagram that shows the structure and hierarchy of a particular company. This type of chart is usually presented with boxes and lines, along with each employee’s name and position within the company. Its purpose is to offer instant insight into how the organization’s reporting and command chains work. Additionally, it helps team members grasp the hierarchy of levels and how each employee fits into the organization.

Now that we’ve done a short recap let’s examine why it is so important in today’s workplace.

Cross-functional collaboration among different teams is more widespread than ever. As a result, new self-managed teams are formed regularly to work on projects. Which inevitably leads to the following questions: Who are my teammates? What exactly do they do? What teams do they belong to? Whom do I report to?


Reporting lines preview


Likewise, the organizational chart can be a lifeline for new hires. Its main goal is to help them learn names and titles and better understand their place in the wider company hierarchy. Since new hires are often bombarded with names, this chart can help them figure out who all those people are.

Any employee can benefit from having a list of their coworkers’ names, photos, and professional and personal profiles ready at hand. To help everyone understand the internal organizational structure, it’s time to put names to faces. And this is exactly where Content Viz comes to the rescue!


How to use Content Viz to create an organizational chart in Confluence

One way to get acquainted with your teammates using Confluence is through the people directory. The people directory shows a list of users who have been granted access to your Confluence site. Anyone who has signed into Confluence or had a Confluence user account created for them is listed there. To view the people directory, choose People at the top of the screen. If you wish to see everyone who uses your Confluence site, choose All People.

It’s standard procedure for teams to have their own spaces where they introduce their purpose and goals. So, another way to meet the team would be by browsing through these spaces. But there’s no need to do it the hard way when Content Viz features are at your fingertips.

Content Viz app gives you the possibility to visualize your team structure more easily and efficiently. The app’s powerful yet simple-to-use features allow you to build stunning visualizations of your Org chart. All you need to do is follow the steps below:


  1. Create a new Confluence page.

  2. Insert Content Viz.

  3. Select People as a content type you want to display on your page.

  4. Select the preferred view type.

  5. Filter by group or add users manually.

  6. Click Save.


As you will notice, the Content Viz People macro offers 3 view types – Card, List, and Reporting lines. Based on our users’ experience, Reporting lines proved to be the number one view type when it comes to putting names to faces and visualizing the “chain of command.” Also, the latest version of Content Viz allows using groups in Reporting lines. But, no pressure. Your team, your call. Feel free to decide how you want to present and visualize your team structure. After all, that’s why we provided different view types.


Save time with Content Viz

HR is frequently in charge of updating the organizational chart with new hires, promotions, and departures. But now it’s time to give HR a well-deserved rest.

Content Viz comes with a Dynamic function, which saves every edit in real-time and ensures that only the most recent version is published. Thanks to Content Viz, your team visualization will always be up to date. Just hit publish and enjoy.


Is there anything more you’d like to do?

If you would like to do more with Content Viz, let us know your ideas. To further improve our app, we’re actively collecting customer feedback. So, don’t be shy. Get in touch and help us take your Confluence experience to the next level!

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