Watch - Part 1

Placing shapes on diagrams

The easiest way to begin mapping your first process is to start by dragging shapes from the stencil onto the diagram, as follows:

1. Click on a shape in the stencil (hold down the left mouse button) 2. Move the mouse to the desired drop location on the diagram 3. Let go of the left mouse button

To draw a link from one element to another on the diagram:

1. Hold down the CTRL key 2. Click on the starting element (hold down the left mouse button) 3. Move the mouse until the pointer is over the target element 4. Let go of the left mouse button

Watch - Part 2

The easiest way to name your elements and begin capturing detailed information about each one is to locate the element on the diagram and click once on the element to select it. This opens the Element Properties editor in a convenient preview window below the main diagramming window.

By default, the Element Properties editor allows you to capture following general information about each element:

1. Name 2. Folder location in the Project Navigator window 3. Description 4. Comments

Depending on the type of element that is selected, additional details can be captured using the Element Properties editor, using a variety of different mechanisms.

Watch - Part 3

Publishing a complete, clickable, diagram-based website of your processes takes just two mouse clicks:

1.   Click once on the "Generate" menu 2.   Click once on the "Process Website" option to launch the generator

A message window will automatically appear below the main diagramming window listing the various files being generated and where those files are being written. When the generator finishes, it will automatically open the Process Website in your default Web browser.

Watch - Part 4

Now that you have created and published a simple one-diagram process, the next step is learning how to link from one diagram to another. The easiest way to do this is as follows:

1. Drag a "Diagram" shape from the stencil onto your existing diagram 2. A single-click on your new diagram element allows you to access its element properties 3. A double-click opens the new blank diagram in the main diagramming window

This feature makes it very to either (a) daisy-chain from one process to another adjacent process, or (b) drill-down or navigate up to more detailed or higher-level process diagrams.