Workflows

Here you will find information on how to work with workflows.

Click on Workflows in the navigation menu to the left.  Click on the button “CREATE NEW WORKFLOW” and enter a name for the workflow.

Create a new business process/user journey/value stream
Delete a business process/user journey/value stream

Click on Workflows in the navigation menu to the left. Click on the trash can symbol to the right of the workflow. Note: if you delete a workflow, everything related to that diagram will be permanently deleted (events, cards/requirements, votes, comments, etc).

Add event/process step or subprocess

Click on Workflows in the navigation menu to the left and select the desired diagram (click on a row in the list). If it is a new diagram: Click on the button “add the first event to this workflow”. If you want to add an event/process step or subprocess after an existing event: Click on the event and then on the event or subprocess symbol to the right of the event. 

Delete event/process step or subprocess

Click on the event/subprocess and then on the delete/trash can symbol close to the event. Note: All content associated with the event/process step will also be permanently deleted (cards/requirements, votes, comments, etc).

Add decision/condition and define the alternative paths

Click on an event and then on the decision symbol to the right of the event. Click on the text below the decision shape and enter an expression for the decision/condition. The expression can be expressed as a question and each path is then an answer to the question, e.g. “yes” or “no”. A path can be added to an existing decision/condition by clicking on the decision/condition and then clicking on the Add connection symbol to the right of the decision. Possible target events will be highlighted. Select the desired target event by clicking on it.

Delete decision/condition

Select the decision/condition and click on the delete/trash can symbol close to the decision. 

Note: All content associated with the decision will also be permanently deleted (cards/requirements, votes, comments, etc).

Add connection to a decision/condition

Click on the decision and then on “Add connection” to the right of the decision. Possible target events will be highlighted. Select the desired target event by clicking on it.

Delete connection

Click on the decision and then on the symbol that looks like an arrow pointing to the right. Select the connection and click on "OK". You can only delete a connection as long as it does not break the diagram.

Move an event/process step or a decision

You can move the diagram elements simply clicking on an element and then drag and drop it to the desired position in the diagram. All the connections will be reconnected automatically and the related elements will be repositioned automatically to the optimal position.

Change name of an event or decision

Event: Click on the event, enter the new text description and press enter. Decision: Select the decision and then click on the text description. Enter the new text and press enter.

Add a new role or swimlane

New roles/swimlanes can be created by clicking on the plus sign at the bottom left part of the workflow diagram.

Delete a role or swimlane

Roles that are no longer used in a diagram can be deleted by clicking on the trash can icon in the left part of the swimlane.

Change role for an event/process step or decision

Select an event/decision and drag it to the desired swimlane.

Change the name of a role/swimlane

Click on the text in the left part of the swimlane. Edit the text and press enter to apply your changes.

Change the order of roles/swimlanes

You can change the order of the swimlanes if you want your actors/roles to appear in a certain order. Point your mouse on the left part of the swimlane you want to move and click on the up/down arrow that appears.

Like and comment on a diagram

Click on the thumbs up/down symbol at the bottom right part of the diagram to approve/disapprove and enter a comment.

Change the color of an event

Select an event and click on the color symbol (the circle) above the event and then click on the desired color.

Change the type of a diagram element

Select an event and click on the shape symbol above the event and then click on the desired shape (event, decision, subprocess).