Techniques for building process flows

Adding shapes

To add a shape to a process flow, click the + icon at the point you want to place it - for example:

...then choose the type of shape to add:

Depending on the shape, the settings panel will either open immediately so you can provide details before the shape is added to the canvas, or the shape is added to the canvas and you can update settings when you're ready.

Updating shape settings

To update settings for an existing shape, click the associated 'cog' icon - for example:

The settings panel is displayed, so you can configure the shape as required - don't forget to save changes.

Removing shapes

To remove a shape, click the associated 'cog' icon - for example:

...then click the delete option in the settings panel - for example: