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My Organizational Charts

The "My Charts" view in the Welcome window shows all the organizational charts you have created and stored on iCloud. OrgChartX is an iCloud-based app that supports offline operation. Your updates to the organizational charts will be synced to iCloud and to other devices of yours with the same Apple ID.

My Charts

In the "My Charts" view, OrgChartX provides the options to help you create new organizational charts, update their profiles, and move them to the Trash.

List of Organizational Charts

The icons you see in the “My Charts” view in the welcome window are the online charts stored on iCloud. You can export any of these charts as a file with the .orgchartx extension to your device, but you cannot open the file directly with OrgChartX. To open the file, you need to import it as a new organizational chart stored on iCloud.

Create

Tap the "+" icon or the "..." menu on the toolbar, and you will find the ways to help you create new organizational charts.

  • Create a new organizational chart from scratch.
  • Create a new organizational chart by importing from organizational chart files.
    • The legacy organizational chart files with the .org file extension created with the previous OrgChart apps.
    • The organizational chart files with the .orgchartx file extension created with this new OrgChartX app.

Create Charts

See the details.

Update Profiles

In the "My Charts" view, one icon represents an organizational chart. You can directly change the following profiles of the organizational charts in the welcome window.

  • The Organizational Chart Name.
  • The Color or the Image of the Icon.

Change Color

See the details.

Move to Trash

For data safety, OrgChartX does not support permanently deleting organizational charts directly from the "My Charts" view. You can move the organizational charts from the "My Charts" view to the "Trash", and OrgChartX gives you the chance to restore them from the trash or to delete them permanently.

My Charts

See the details.

info

OrgChartX is not a document-based app. The icons listed in "My Charts" are not files on your device. They are the data stored online in the iCloud database. However, OrgChartX allows you to export organizational charts to files stored in the location you specify as a backup or for sharing with other users.