Map processes and collaborate on business improvement

Getting Started : Process Mapping Introduction to drawing diagrams

Less then 10 minutes quick start basics now will save you hours later

Written by Ksawery Lisinski
Updated over a week ago

Creating maps

A map is a hierarchy of process diagrams

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Diagram Scope and Intent

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

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Invite users to access a process map

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

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Share diagram

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

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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?

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Request edit rights

Ask for edit rights on a diagram or a map

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Process owner and author

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

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Adding and managing resources

Resource library and resource utilization in processes

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RASCI

How to do RACI / RASCI charting using Elements

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Alignment, sizing and renumbering

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Smart renumbering / automatic renumbering (PRO)

How to renumber / change number of activity boxes

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Copy & paste and export drilldowns

Copy & paste objects and make drilldown diagram a new map

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Sticky notes

How to add notes to the diagram

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Drawing ERDs (Entity Relationship Diagrams) - Data Model

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

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Off-page connectors and flowline connectors

How to connect different diagrams to each other

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Colors, styles, format

Change color and style of all objects and text

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Themes (PRO)

Creating, selecting and applying themes

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Images (PRO)

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

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Send to child

How to send activities to drill down to simplify your process

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See map structure using map tree

Navigate around the map hierarchy using the map tree structure

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Exporting maps (PRO)

JSON ; Visio; Map export;

Written by Ksawery Lisinski
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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

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Collaborating on Elements using Quip

Elements offers features for Quip users to make collaboration around processes extremely easy

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Deleting maps (soft-delete)

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

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Copy map

Clone maps in a Space or between Spaces

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Printing maps and diagrams

Printing, PDF, and embedding diagrams

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Swimlanes

How to group roles, departments, systems, or locations involved in the process

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Flowchart shapes and BPMN

How to map using Elements - where are the decision boxes?

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Digital rights management for maps

How to manage users' ability to copy maps

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Embedding content from another app into a diagram

How to embed documentation or convert diagrams from other tools

Written by Ksawery Lisinski
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TIBCO Nimbus import

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

Written by Ksawery Lisinski
Updated over a week ago