PlanBoost Org Chart Builder
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Welcome
Choose how you want to start: upload an Excel/CSV file or create the chart manually.
Upload Excel / CSV
Start manual
Download template
Load saved chart
Add Style Rule
When (Condition)
Field
Role
Department (Group)
Title (Position)
Name
Is Locked
Has Validation Issues
Issue Severity
Operator
Equals
Contains
Starts with
Is empty
Value
For boolean fields (Is Locked, Has Issues), use "true" or "false"
Then Apply (Effects)
Accent Color
— None —
Blue
Green
Orange
Purple
Red
Teal
Pink
Indigo
Border Style
— None —
Solid
Dashed
Badge (up to 3 chars)
Dim (de-emphasize)
Apply dim effect
Save Rule
Cancel
Edit card
Focus card
Collapse subtree
Expand subtree
Delete card