Designer reference

The designer opens when you create a chart or choose Open on a chart card.

Toolbar — left

Control	What it does
Chart name	Editable in place. Renames the chart
Undo / Redo	Steps through changes
Validate	Checks the chart for structural problems
Export	PNG, SVG, or PDF, with resolution and content options
Zoom out / percentage / zoom in	Changes what you see, not what is stored

Toolbar — tools and panels

Control	What it opens
Connector tool	Draws connections, with a choice of line styles
Process	The process panel — coverage, flow measures, detected paths, staffing roles
Scenario compare	Compares the chart against a linked scenario, or creates one
Table view	Every step as an editable row. Becomes Canvas view to switch back
Layers	Show and hide groups of shapes
Comments	Comments on the chart and on individual shapes
Version history	Previous saved versions

Toolbar — sharing

Control	What it does
Share	Gives other people access to the chart
Publish	Publishes a read-only copy for the service
Open published	Opens the published version, once one exists

Page bar

Control	What it does
Page tabs	Switch between the chart’s pages
Page menu	Options for the current page
Add page	Creates another page

Shape panel

Control	What it does
Search shapes	Searches every category at once
Category headers	Expand and collapse a category
Pin	Keeps a category at the top of the list

Twenty categories are listed. Connectors are the exception — they are drawn with the Connector tool rather than dragged from here. Shape libraries lists all 353 shapes.

Status bar

Along the bottom of the canvas: the zoom level, the number of shapes, the number of connectors, and whether snapping is on.

Minimap

Bottom right. Shows the whole canvas with your current view marked, which is how you find your way around a chart bigger than the screen.

Process panel

Opened with Process.

Show badges on canvas draws the actor, duration, and risk beside each annotated step. Off by default, because the badges can cover nearby shapes.

Process coverage — how many steps are annotated out of the total.

Flow — touch time, waiting time, lead time along the longest path, handoffs between owners, steps past their SLA, and bottleneck steps.

Detected paths — every route from a Start to an End, each with a step count and a total time.

Needs attention — high-risk steps.

Staffing roles — the roles used in the chart, each with a role type, and Add role.

Table view

Control	What it does
Search steps	Filters rows by step name
Risk / Role	Filters rows to one risk level or owner
Unannotated only	Shows just the steps missing data
Export CSV / Import CSV	Takes the step table out and brings it back
Set role for selected	Assigns a role to several steps at once

Columns are Step, Role, Execution, Duration, Wait, SLA, Risk, and Links.

Related

Draw a diagram from scratch and Annotate steps in the table cover these in use.