Process mapping
Adding Roles to a process
Introduction Looking to add roles to your process and not sure how to? You're in the right place! How to add a Role to a process Outcome You will now be able to successfully add roles to a process!
Creating a new process
How to create a new process More options... There are some more options available when clicking "New Process" Click the more "More options..." dropdown button Here you can add the purpose of the process, add the Process Owner, restrict who can view ...
Dynamic texts (process variables)
Available in Product Plan: Mapping • Analysis • Management Feature available to: Editor • Admin What is a dynamic text Dynamic texts are pieces of what you write in a process box that is getting replaced as you go with a value. Dynamic texts are ...
Process map page settings
Available in Product Plan: Mapping • Analysis • Management Feature available to: Editor • Admin What are the page settings These are the settings that relate to the canvas/page that a process is developed onto. You can configure these settings based ...
Add File, media or image to a process
Available in Product Plan: Mapping • Analysis • Management Feature available to: Editor • Admin See video guide here: Inserting Images & Files Adding a (new) image to a process The simplest way to add an image to a process is to drag and drop it on ...
Style Rules
Available in Product Plan: Management Feature available to: Admin (Create & Manage style rules) • Editor (Use them) What is a style rule A style rule will assign a specific stylesheet (design) to a box that matches criteria defined by you. This ...
(Legacy) How to remove or clear detailed view from a whatbox
Available in all plans. See plans. What is it When mapping a process, it is sometimes necessary to "clear" the content of an entire detailed view. How to do Available for Editors with Can Edit access right on the process You need to be in Edit Mode ...
(Legacy) Insert images into a process
This article is for the legacy version of Skore. See latest article here: Add File, media or image to a process What is it Images can be embedded in processes in order to create a better visual experience for users. Images can be used for many ...
(Legacy) Enable RACI, RATSI or a responsibility matrix in Skore
What is it Process mapping inevitably comes with a conversation about roles & responsibilities (and if it doesn't, you are not doing it right) Skore makes it easy to capture roles on a box and "tag" them with responsibility matrix elements. Example: ...
Decision boxes / diamonds in Skore
Introduction Users that are new to Skore may ask how they draw, or represent, a decision diamond commonly found in other types of process mapping. Skore is based on the Universal Process Notation (UPN) which doesn’t use decision diamonds but does ...
Swimlanes in Skore (or lack thereof)
What is it? Skore does not support swimlanes because we believe that Swimlanes are not easy to read. Skore approach makes processes flow in a rather linear way which is more convenient. Swimlanes diagrams often have lines flowing in all direction ...
(Legacy) Group activities in Skore
What is it You can group activities so that users can see that some activities need to be understood in some contexts. Example: the upper flow only applies to large projects View process in Skore How to... How to group boxes Select the boxes to group ...
(Legacy) Create a detailed view or sub process
What is it? One of Skore core feature is the ability to create a hierarchy of processes This has several benefits Keep each level simple, shorter and understandable It forces thinking "high level" before going in the details Not everyone is ...
(Legacy) Pan or select with mouse
What is it ? There are 2 types of people in this world.... Those who want to draw a seleection square with their mouse and those who want to pan the canvas. Open the Settings menu to choose your camp! Depending on your settings (Mac, windows, ...
(Legacy) Keyboard shortcuts
What is it Skore has dozen of keyboard shortcuts to make it super fast to use the app. Example: Create box with 1 click. When on a process, from the help menu, you can open the list of keyboard shortcuts See also mapping at the speed of talking
(Legacy) Mapping at the speed of talking
Look like a boss in a workshop Create boxes with the keyboard Use the following keyboard shortcuts to create boxes When a box is selected: Press Space to create the next box process SHIFT+SPACE to create the previous box When no box is selected ...
(Legacy) Printing a process
What is it Printing a process is often a great way to engage users and collect feedback. How to... How to print a process Go to the print tab to see the print preview Change settings (see below) Press "Print now" when ready A new window will open ...
Align, space apart, arrange boxes on the canvas
What is it There are a number of handy options available to align and arrange boxes on the canvas. Keeping your processes neat and tidy makes them easier to read and easier on the eye. We recommend tidying processes AFTER a workshop so that you don't ...
Lock box position in place (Notes, Whatboxes and Whyboxes)
What is it You can "lock" boxes so that they don't get in your way when you are working in a process A lock box: Does not highlight on mouse over Is not selectable In other words, it looks like it's part of the background Locked boxes have been ...
(Legacy) Use variables in a process
This article is for the legacy version of Skore. See latest article here: Dynamic texts (process variables) What is it ? When we worked on process template, it quickly became obvious that we needed a way to make the templates dynamic Variables ...
Using icons in your processes (Legacy)
What is it Icons are simple graphical elements you can add to a process to provide further visual information. For example you can add an icon on an envelope to indicate an activity that involves sending an email. Icons can also be used as links so ...
Make the most out of notes in a process
What are Note boxes ? Note boxes allow you to add free text to a process in order to capture additional descriptions, questions, to highlight changes or guide users through the process. They can also be used for adding icons and images to a process. ...
Change stylesheet of a process (Legacy)
This article is for the legacy version of Skore. Manage Stylesheet in Skore. What is it The default look and feel of the processes can be changed using the stylesheet. The stylesheet editor. How to... Change the stylesheet of the (entire) process ...
Linking processes
What is it? Integrating processes in Skore helps in 2 ways Ensure process flows from end to end Make navigation easy to end users Example of landing page. Each link points to another process in the workspace. How to... Link within a process a map ...
Search in a process
What is it ? There is a powerful feature to search content in a given process. See various use cases below in this page. The search panel is opened from the search button on the right hand side. Search panel & results The search results are listed in ...
Attachments - URL / Web link
What is it Add a link to a web destination a web page on intranet or not a document in sharepoint, google drive or any document management system an online system or tool How to Add a "Web URL" Link and Displayed text will be the text shown to use. ...
Attachments - External content
What it is External content makes it easy to add videos, maps, images to Skore attachments. Type of content Video Youtube Dailymotion Vimeo Image URL Google maps Generic iframe Note on iframe Probably the most versatile way to incorporate external ...
Attachments - Custom fields
What is it ? Custom fields are a quick way to capture data in a structured way against an activity. Example: Risk description System used Location where the work takes place User stories Change Impact Cost of the activity etc. How to... How to add a ...
Format text with markdown
What is markdown Markdown is a fairly simple notation that will help formatting text once it is displayed. Example of formatted text header (in an invisible note box) bold italic How to... From the help menu in the app, open the "formatting" panel to ...
(Legacy) Canvas, page and paper settings
This article is for the legacy version of Skore. See latest article here: Process map page settings What is it? In a world of digital content made of bits and pixel, good old paper still has its place. Skore processes are mapped on paper-shaped ...
Workshop mode
What is the workshop mode In workshop mode the UI is reduced to a minimum, giving the maximum of space to the canvas. To make the most out of the workshop mode, it is best to be familiar with keyboard shortcuts! Switch workshop mode In the bottom ...
Attachments in Skore
Why attachments Attachments are helpful to add commentaries, context, details to an activity Types of attachments Text : ideal to capture free-form information such as detailed URL Custom field External Content Attachment normally open in the right ...
Process Mapping basics
Map your first process Define the scope of your process Before mapping anything, it is best to spend time thinking about the scope: What is the process about? Find a good title. Think of a sentence starting with "How to...?" What triggers the ...
Attachment - Text
Learn about attachments in general What are text attachments? This is a the simplest way to add: Notes related to this piece of work Additional commentary Additional description of the work done in a box Add keywords or any "metadata" to the ...