Charts capabilities
An index from what you want to do to the page that documents it. Feature list is the same ground organised by what the module offers rather than by page.
Creating
Section titled “Creating”| Capability | Covered in |
|---|---|
| Create from a template | Quickstart |
| Every template and family | Template catalogue |
| Start from a blank canvas | Draw a diagram from scratch |
| Rename, duplicate, delete | Scenarios and versions |
| Search, filter, and sort the workspace | Troubleshooting |
Drawing
Section titled “Drawing”| Capability | Covered in |
|---|---|
| Every shape and category | Shape libraries |
| Place, resize, and label shapes | Draw a diagram from scratch |
| Draw connectors | Draw a diagram from scratch |
| Search and pin shape categories | Draw a diagram from scratch |
| Snap to grid, zoom, minimap | Designer reference |
| Undo and redo | Designer reference |
| Multiple pages | Organise a large chart |
| Layers | Organise a large chart |
Process data
Section titled “Process data”| Capability | Covered in |
|---|---|
| What a process needs to be measurable | Charts and processes |
| Role, execution, duration, wait, SLA, risk | Annotate steps in the table |
| Bulk role assignment | Annotate steps in the table |
| Filter to unannotated steps | Annotate steps in the table |
| Export and import step CSV | Annotate steps in the table |
| Coverage, touch time, lead time | Map a process end to end |
| Handoffs, SLA breaches, bottlenecks | Map a process end to end |
| Detected paths | Map a process end to end |
| Staffing roles | Designer reference |
| Badges on canvas | Designer reference |
Comparing
Section titled “Comparing”| Capability | Covered in |
|---|---|
| Create a scenario | Improve a process with scenarios |
| Compare a scenario against the baseline | Improve a process with scenarios |
| Scenarios versus versions versus duplicates | Scenarios and versions |
AI assistant
Section titled “AI assistant”| Capability | Covered in |
|---|---|
| Open the chart-aware assistant | Build a chart with the AI assistant |
| Quick actions for nodes, connections, layout, and lanes | Build a chart with the AI assistant |
| Everything the assistant can change | Build a chart with the AI assistant |
| Writing instructions it can act on | Build a chart with the AI assistant |
| Why the assistant may be missing | Build a chart with the AI assistant |
Working with other people
Section titled “Working with other people”| Capability | Covered in |
|---|---|
| Live multi-user editing | Work on a chart with other people |
| Presence count and who is here | Work on a chart with other people |
| Per-page cursors | Work on a chart with other people |
| Edit conflicts | Work on a chart with other people |
| What happens when the connection drops | Work on a chart with other people |
| Running a mapping session | Work on a chart with other people |
Review and publishing
Section titled “Review and publishing”| Capability | Covered in |
|---|---|
| Comments on a chart and on shapes | Review and publish |
| Share a chart | Review and publish |
| Publish to the Internal Publisher | Review and publish |
| Allow comments on the published copy | Review and publish |
| Version history notes | Scenarios and versions |
| What readers see | Review and publish |
| Copy the published link | Review and publish |
Exporting
Section titled “Exporting”| Capability | Covered in |
|---|---|
| PNG, SVG, PDF with resolution options | Export a chart |
| JSON, YAML, Mermaid | Export a chart |
| Choosing a format | Export a chart |
Access
Section titled “Access”| Capability | Covered in |
|---|---|
| Who can read, edit, publish, and delete | Permissions |
Things the module does not do
Section titled “Things the module does not do”| Not available | Detail |
|---|---|
| Charts generated from live data | Charts are drawn or asked for. Dashboards reads data |
| Running or tracking a process | Charts describes and measures. Task Boards operates |
| Step data inside picture exports | Switch on badges first, or export the CSV |
| Merging two people’s conflicting edits | One change wins and the other is warned. See Conflicts |