Creating Assistants

An org chart can show individuals as Team Members or as Assistants. 

Most commonly charts are only created with Team Member style boxes.  But there are occasions when you may want to show a person in an Assistant style layout.

Creating Assistants: Method options

1. Manual
2. During the import process
3. Using a Marker

Creating Assistants: Manual creation

To turn a Team Member style box into an Assistant, click on a box, go to the Home tab and select Make Assistant.

Here is the result:

If you want to change the Assistant into a Team Member, use the same command and click on Team Member.

Creating Assistants: During Data Import

Instead of making manual changes to your chart you can instead use the Import wizard.

Your data will need a column dedicated to identifying the Assistant option.

If you have a column named IsAssistant, the program recognizes this as a reserved word and will automatically format the Assistant boxes during import.

In this column named IsAssistant, the value in the field must be a Yes or blank.  Below is an example.

Creating Assistants: Using a Marker

To use a Marker you first need a Rule to attach it to.  In this example we will create a rule that looks for a person whose title contains the word Assistant.

1. On the Data tab click Manage Rules
2. Click New Rule
3. Give the Rule a name such as Assistant
4. For field select Title, change Compare to Contains, and type Assistant in the With column
5. Click OK for each dialog
6. Click on Markers

• Click on the Assistant Rule
• Click on Attach Marker
• Select Update Box’s Arrange Style
• Click the Assistant radio button
• Select OK

1. In the Markers dialog, be sure that the Assistant Marker shows as ‘Marker Active’
2. Click on Apply Active Markers Now
3. Click Close

Of these three methods the second one for Data Import is most commonly used.  The manual process may be used on smaller charts, and the Marker approach may be used in cases where the user did not have the IsAssistant column set up before import.