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ClickUp Org Charts How-To Guide

How to Build Org Charts in Google Slides with ClickUp Templates

ClickUp gives you structured templates and workflows that make it easier to design, share, and maintain clear org charts in Google Slides without starting from scratch.

This step-by-step how-to guide walks you through choosing the right org chart template, customizing it for your team, and presenting it effectively in Google Slides.

Why Use ClickUp for Google Slides Org Charts

Before you open Google Slides, it helps to centralize your planning in ClickUp so your org chart reflects real team data and roles.

Using a workspace for org design lets you:

  • Store roles, responsibilities, and reporting lines in one place
  • Collaborate with HR, leadership, and team leads in real time
  • Keep a single source of truth for future updates

Plan Your Org Structure in ClickUp

Start by mapping the team hierarchy and responsibilities inside ClickUp. This ensures your Google Slides org chart is accurate from the first draft.

Step 1: Define the purpose of your org chart

Clarify why you are creating the org chart before you open any template or shape.

Common purposes include:

  • Onboarding new hires and showing them who’s who
  • Planning restructuring or headcount growth
  • Presenting team structure to executives or stakeholders
  • Clarifying reporting lines across departments

Add a task in your workspace that describes the objective and audience. Use the task description to list requirements such as the level of detail, departments, and time frame.

Step 2: Capture roles and reporting lines in ClickUp

Next, build a structured list of positions and relationships so your Google Slides org chart can be assembled quickly.

  1. Create a list or folder named “Org Chart Planning”.
  2. Add tasks for each role (not each person, unless you need that detail).
  3. Use custom fields to track department, title, and manager.
  4. Assign comments to HR or managers to confirm the reporting structure.

Once this structure is approved, you can rely on it as the master reference for your slides.

Choose a Google Slides Org Chart Template

With your data ready in ClickUp, you can now select a Google Slides template that fits your audience and level of detail.

Step 3: Pick the right style of org chart

Typical template styles include:

  • Traditional hierarchy: For clear top-down structures.
  • Department-based layout: For cross-functional teams or multiple business units.
  • Flat or matrix design: For modern teams with dotted-line relationships.

Open a Google Slides org chart template that allows easy editing of shapes, colors, and text. You can reference the original explainer at this Google Slides org chart template guide to see several layout variations.

Step 4: Prepare your Google Slides file

After choosing a template, set up the slide deck you will actually present.

  1. Make a copy of the template in your Google Drive.
  2. Rename it to match your team or company.
  3. Decide how many slides you need (for example, executive summary, department breakdown, and future-state structure).

Keep the first slide simple and high level for leadership reviews, then add more detailed slides for individual departments.

Build Your Org Chart from ClickUp Data

Now that your template is ready, you can assemble the org chart in Google Slides using the roles and reporting lines you organized in ClickUp.

Step 5: Add top-level leadership

Start with the highest level in your structure so the chart remains easy to read.

  1. Insert the CEO or head of the organization at the top.
  2. Below that, add direct reports such as department heads or VPs.
  3. Use connectors or arrows to show direct reporting lines.

Keep job titles short and consistent, matching the labels you use in your workspace.

Step 6: Fill in departments and teams

Once the top-level layer is in place, continue filling out the chart using your ClickUp list as a guide.

  1. Group roles by department or function.
  2. Maintain horizontal alignment for roles at the same level.
  3. Use consistent spacing so the slide remains readable.

If your structure is complex, split departments across multiple slides instead of crowding everything onto one page.

Step 7: Add names, photos, and details

To make your chart more personal and useful for onboarding, include individual details.

  • Add employee names below each title.
  • Insert small profile images, if appropriate.
  • Include optional labels like location or team name.

Ensure that any personal details comply with your company’s policies before publishing the deck.

Customize and Brand Your ClickUp-Based Org Chart

After the structure is in place, adjust visual details so your org chart matches your brand and presentation style.

Step 8: Apply branding and color coding

Use colors and shapes strategically so the chart is easy to scan and aligns with your brand.

  • Apply brand colors to headings or borders.
  • Color-code departments for instant visual grouping.
  • Use simple shapes (rectangles or rounded rectangles) for clarity.

Test your color choices in both light and dark presentation environments to maintain contrast and legibility.

Step 9: Improve readability

Readable org charts are short, balanced, and uncluttered.

  • Limit text to title, name, and one secondary detail.
  • Avoid tiny fonts; prioritize legibility for room presentations.
  • Use line breaks instead of shrinking text.

If a slide becomes overloaded, duplicate it and divide the content by sub-team or region.

Review and Maintain Your Org Chart with ClickUp

Once the initial version is ready, keep using ClickUp to control approvals, version history, and future changes.

Step 10: Collect feedback and approvals

Before sharing your deck broadly, validate it with stakeholders.

  1. Share the Google Slides link with HR and department heads.
  2. Ask them to cross-check roles against the latest records in your workspace.
  3. Record feedback and requested edits as tasks so nothing is missed.

This feedback loop keeps your chart aligned with real organizational changes.

Step 11: Set up a maintenance workflow in ClickUp

Org charts get outdated quickly if you do not maintain them on a schedule.

  • Create a recurring task to review the org chart monthly or quarterly.
  • Attach the Google Slides link to that task for quick access.
  • Tag HR and operations leads so they can add notes about new hires or structural changes.

This process helps you treat your org chart as a living document instead of a one-time slide.

Presenting and Sharing Your Org Chart

Once approved, you can present your org chart in meetings or share it asynchronously with your team.

Best practices for live presentations

  • Start with a high-level slide that shows the overall structure.
  • Drill down to departmental slides only when needed.
  • Pause on each slide long enough for viewers to process relationships.

Be prepared to answer questions about dotted-line reporting, cross-functional projects, and planned hiring.

Sharing your slides across the organization

To make the chart accessible after the meeting:

  • Share the Google Slides link in your intranet, wiki, or hub.
  • Attach the link to a shared task so anyone can find the latest version.
  • Export to PDF for people who prefer a static file.

When you update the Google Slides file, everyone will instantly see the newest version without new emails or uploads.

Next Steps

By planning your structure in ClickUp and then applying that information to Google Slides, you can build org charts that stay accurate, on-brand, and easy to maintain. For broader strategy, analytics, and implementation support around organizational design and tooling, you can explore services from partners such as Consultevo.

Use this workflow as a repeatable system: structure your data, select a clear template, customize your charts, and manage ongoing updates in a central workspace so every org chart you present is current and reliable.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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