Map processes and collaborate on business improvement

Process Mapping : Getting Started - Introduction to drawing diagrams

Process Mapping; How to map; Drawing diagrams; How to draw diagrams? Process application? Edit diagrams?; Edit mode; virtual workshops

Written by Ksawery Lisinski
Updated over a week ago

Creating maps

A map is a hierarchy of process diagrams

Written by Ksawery Lisinski
Updated over a week ago

Diagram Scope and Intent

Before you map processes - be clear about what you are mapping and why

Written by Ksawery Lisinski
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Invite users to maps and set their access rights

Share diagram; Invite to map; Process diagram access; Grant access; Invite user; How to make someone an editor? ; Adding groups to maps;

Written by Ksawery Lisinski
Updated over a week ago

Share diagram

Share diagrams with users; send screenshots of diagrams; Where is the share button? Where is my share button?

Written by Ksawery Lisinski
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Manage edit rights on Maps and individual diagrams (PRO)

How to set which editors can edit which maps and which diagrams in the map?

Written by Ksawery Lisinski
Updated over a week ago

Request edit rights

Ask for edit rights on a diagram or a map

Written by Ksawery Lisinski
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Process owner and author

Change who has process ownership and who is the main author for a diagram

Written by Ksawery Lisinski
Updated over a week ago

Adding and managing resources

Resource library and resource utilization in processes

Written by Ksawery Lisinski
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RASCI

How to do RACI / RASCI charting using Elements

Written by Ksawery Lisinski
Updated over a week ago

Alignment, sizing and renumbering

Written by Ksawery Lisinski
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Smart renumbering / automatic renumbering (PRO)

How to renumber / change number of activity boxes

Written by Ksawery Lisinski
Updated over a week ago

Copy & paste and export drilldowns

Copy & paste objects and make drilldown diagram a new map

Written by Ksawery Lisinski
Updated over a week ago

Sticky notes

How to add notes to the diagram

Written by Ksawery Lisinski
Updated over a week ago

Drawing ERDs (Entity Relationship Diagrams) - Data Model

Creating diagrams for Entity Relationship Diagrams (ERD) or data modelling

Written by Ksawery Lisinski
Updated over a week ago

How to connect different processes to each other

Off-page connectors; line connectors; cross-map connectors; process link; flowline linking

Written by Ksawery Lisinski
Updated over a week ago

Colors, styles, format

Change color and style of all objects and text

Written by Ksawery Lisinski
Updated over a week ago

Themes (PRO): change the display settings for the diagrams

Theme; Display; Change colors; Change icons; Process interface; Process display;

Written by Ksawery Lisinski
Updated over a week ago

Images (PRO)

Adding images, pictures, and photos to diagrams , as attachments, as image fill in activity boxes or embedding them inside rich text notes.

Written by Ksawery Lisinski
Updated over a week ago

Send to child

How to send activities to drill down to simplify your process

Written by Ksawery Lisinski
Updated over a week ago

See map structure using map tree

Navigate around the map hierarchy using the map tree structure

Written by Ksawery Lisinski
Updated over a week ago

Exporting maps (PRO)

JSON ; Visio; Map export;

Written by Ksawery Lisinski
Updated over a week ago

Import map as a drilldown diagram

Build a map from a set of other maps. Import any map to be a child diagram on an activity step

Written by Ksawery Lisinski
Updated over a week ago

Deleting maps (soft-delete)

How to delete a map (and be able to restore it)

Written by Ksawery Lisinski
Updated over a week ago

Copy map

Clone maps in a Space or between Spaces

Written by Ksawery Lisinski
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Printing maps and diagrams

Printing, PDF, and embedding diagrams

Written by Ksawery Lisinski
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Swimlanes and text boxes: how to group processes

Swimlanes; Colour boxes; Color boxes; Visual analysis; Activity grouping; Process flows; Decision box grouping;

Written by Ksawery Lisinski
Updated over a week ago

Digital rights management for maps

How to manage users' ability to copy maps

Written by Ksawery Lisinski
Updated over a week ago

Embedding content from another app into a diagram

How to embed documentation or convert diagrams from other tools

Written by Ksawery Lisinski
Updated over a week ago

TIBCO Nimbus import

How can I import my diagrams from Tibco Nimbus to Elements.cloud?

Written by Ksawery Lisinski
Updated over a week ago