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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 process, what is the starting point?
What tells the process is finished, what tangible outcome has been produced?
The start and end point are "whybox". See below.
Other questions to think through
Who is the owner of the process?
Who needs to be involved in the definition of the process?
Who needs to be trained on the new process?
What changes can be / cannot be made?
What is regulatory framework? Is there any compliance risk?
Add boxes to the canvas
Knowing what to map, we can start actually mapping.
Describe what happens
The standard rectangular shaped boxes (that we call whatboxes) are used to describe what happens - the work to be done - and who does it - the role or people responsible to carry out the activity
: Start describing the activity with a verb. It helps focusing on the aciton to do
Who does it
: Use role
Describe why it happens
To better understand the work done, context is key. The second shape is called "whybox" and will describe...
What triggers a process
What outcome are produced
Drag one of the
of a box and drop the line anywhere on the canvas to create a new box. The new box will linked to the current one.
Note: the boxe type will alternate, whybox-whatbox-whybox-whatbox
Select one or more boxes
Select 1 box
Click anywhere on the box
Select several boxes together
Draw a selection square (shift + drag & drop if you are in "panning mode")
and select the boxes you want
Mouse drag and drop behaviour: selection or pan
Move boxes on the canvas
Click on a box to select
Drag and drop it anywhere on the canvas to move it around
If you drop it "outside" the canvas, the canvas will be extended automatically
Canvas setting (page view, paper size)
Remove one or more boxes
To remove 1 box: Click on the
icon on the bottom left corner of a box
Select the boxes and
Edit menu and
Link boxes together
Drag one of the
of a box and drop it on another box.
By default, this links to the
on the left of a box
You can manually connect to another
A box can be linked to any number of other boxes.
Whatbox can only be linked to whyboxes or notes.
Whyboxes can only be linked to whatboxes or notes.
Enrich processes with attachments
Create a hierarchical model and enter detailed view
Arrange box (alignment, spacing)
Add icons to make your process more attractive
Add titles and make the most out of note boxes
Tips for mapping at the speed of talking
List of keyboard shortcuts
Updated: 04 Jun 2018 03:54 PM
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Create a process template
Mapping at the speed of talking
Process template (desktop)