Feature list
Everything the module does, grouped by what you would be trying to achieve. Each entry links to the page that explains it properly.
Creating charts
Section titled “Creating charts”| Feature | What it does |
|---|---|
| 25 templates | Ready-made starting points across eight families. Template catalogue |
| Blank canvas | Start with nothing and pick your own shapes |
| Import chart | Bring in a chart from a file |
| Duplicate | Copy an existing chart, content and all |
| Rename | Change a chart’s name at any time, from the card or the designer |
| Delete | Remove a chart |
Drawing
Section titled “Drawing”| Feature | What it does |
|---|---|
| 353 shapes | Across 21 categories and four libraries. Shape libraries |
| Shape search | Searches every category at once |
| Pinned categories | Keep the categories you use at the top of the panel |
| Connector tool | Draw connections between shapes, with several line styles |
| Snap to grid | On by default, shown in the status bar |
| Undo and redo | Standard, with toolbar buttons |
| Zoom | Buttons and a percentage readout |
| Minimap | A small overview of the whole canvas, bottom right |
| Multiple pages | One chart can hold several pages, added from the page bar |
| Layers | Organise shapes into layers you can show and hide |
Annotating a process
Section titled “Annotating a process”This is what separates Charts from a drawing tool. Every step can carry:
| Field | What it records |
|---|---|
| Role | Who owns the step |
| Execution | Whether a person, an AI agent, or an automation does it |
| Duration | How long the work itself takes |
| Wait | How long the step sits before anyone touches it |
| SLA | The time the step is supposed to take |
| Risk | Low, Medium, or High |
| Links | Related material attached to the step |
Annotate steps in the table covers filling these in.
Measuring a process
Section titled “Measuring a process”Once steps are annotated, the Process panel reports:
| Measure | What it tells you |
|---|---|
| Process coverage | How many steps are annotated, out of the total |
| Touch time | Total hands-on time across all steps |
| Waiting time | Total time the work spends waiting |
| Lead time | Elapsed time along the longest route through the chart |
| Handoffs between owners | How many times work changes hands |
| Steps past their SLA | How many steps take longer than they are allowed |
| Bottleneck steps | Where the work backs up |
| Detected paths | Every route from a Start to an End, each with its own step count and time |
| Needs attention | High-risk steps, called out separately |
| Staffing roles | The roles used in the chart, with a role type each |
There is also a Show badges on canvas switch that draws the actor, duration, and risk beside each step. It is off by default because the badges can cover nearby shapes.
Working in bulk
Section titled “Working in bulk”| Feature | What it does |
|---|---|
| Table view | Every step as a row, with all its fields editable |
| Search steps | Filter the table by step name |
| Filter by risk or role | Narrow to the steps you care about |
| Unannotated only | Show just the steps still missing data |
| Bulk role assignment | Select several steps and set their role in one action |
| Export CSV | Take the step table out |
| Import CSV | Bring step data back in |
Comparing versions of a process
Section titled “Comparing versions of a process”| Feature | What it does |
|---|---|
| Scenarios | Pin the saved chart and draft a future state against it |
| Scenario type | Label a scenario, for example as a future state |
| Assumptions and notes | Record why the scenario looks the way it does |
| Scenario compare | Put two versions side by side |
Improve a process with scenarios walks the whole cycle.
Working with the AI assistant
Section titled “Working with the AI assistant”The assistant becomes chart-aware inside the designer. It does not just answer questions — it edits the chart.
| Feature | What it does |
|---|---|
| Chart-aware assistant | Opens in the designer already knowing what is on the canvas |
| Quick actions | Add a new node, Connect nodes, Auto-arrange layout, Add swim lane |
| Free-text instructions | Ask for a change in your own words |
| Add and edit shapes | Add, update, move, resize, style, reorder, lock, group, and delete shapes |
| Add and edit connectors | Add, update, and delete connections |
| Build swimlanes | Add, reorder, stack, and detach lanes |
| Arrange the canvas | Align, distribute, and auto-layout |
| Set chart data | Change chart details and staffing roles |
| Assistant persona and model | Chosen from the panel header |
| Conversation history | Previous exchanges, and a button to start fresh |
The assistant is switched on per user for the Charts module, so it may be absent for some people even where others have it.
Build a chart with the AI assistant covers it in use.
Working with other people at the same time
Section titled “Working with other people at the same time”Charts supports live multi-user editing. Several people can have the same chart open and see each other work.
| Feature | What it does |
|---|---|
| Live editing | Changes from other people appear as they are made |
| Presence count | The people icon in the top bar shows how many are active |
| Who is here | Hovering the indicator lists each person and the page they are on |
| Per-page cursors | Presence covers the whole chart; cursors are scoped to the page you are on |
| Edit conflict warning | Tells you when someone has overwritten your changes |
| Offline fallback | If the connection drops you keep editing, with a warning that presence and live updates have stopped until it returns |
Work on a chart with other people covers the practicalities.
Review and publishing workflow
Section titled “Review and publishing workflow”| Feature | What it does |
|---|---|
| Comments | Leave feedback on the chart, and on individual shapes |
| Share | Give other people access to the chart |
| Version history | Previous saved versions |
| Needs review status | Mark a chart as needing a look before it goes out |
Publishing
Section titled “Publishing”| Feature | What it does |
|---|---|
| Internal Publisher | Hosts a read-only copy inside Lunar Paper for signed-in users |
| Allow comments | Let signed-in viewers leave feedback on the published copy |
| Version history note | Describe what changed in this published version |
| Published view | Shows the version number, publish date, author, and a read-only banner |
| Copy link | Grab the published address |
Exporting
Section titled “Exporting”From the designer:
| Format | Options |
|---|---|
| PNG image | Resolution 1x, 2x, or 4x; optional title and timestamp |
| SVG vector | Same options |
| PDF document | Same options |
From a chart’s Actions menu in the workspace:
| Format | Why you would use it |
|---|---|
| PNG, SVG, PDF | The same picture formats |
| JSON | The chart’s full structure, for tooling |
| YAML | The same, in a form people can read |
| Mermaid | Diagram-as-text, for embedding in Markdown and code repositories |
Finding things in the workspace
Section titled “Finding things in the workspace”| Feature | What it does |
|---|---|
| Search charts | By name |
| Filter by status | Draft, published, needs review |
| Filter by family | The template family a chart came from |
| Sort | By last updated and other orders |
| Counts | Total charts, published, drafts, needs review |
| Card details | Family, status, description, last updated, shape count, owner |
| Preview | Look at a chart without opening the designer |
What the module does not do
Section titled “What the module does not do”Worth knowing so you do not go looking.
| Not available | Detail |
|---|---|
| Live data binding | Charts are drawn, not generated from a data source. Dashboards does data |
| Charts generated from a dataset | Templates give you a starting shape; the content is yours to draw or ask the assistant for |
| Running a process | Charts describes and measures a process. It does not execute it |
Related
Section titled “Related”Quickstart builds a chart end to end. Capabilities maps each feature to the page that covers it in depth.