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Add an Event

Add/edit/remove event nodes to your process/value stream

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over 2 weeks ago

Event Nodes can be added to your process maps, making it easier to model triggers, messages, and conditions. Use event nodes to show when and how processes start, wait, or end, giving your processes more precision and clarity.

Event can be managed from the event types summary screen.

To add an event, a user must be a stakeholder or an administrator. On the map, events are added and edited similarly to other nodes.

Quick Steps to Add an Event

  1. Open the Add Event card. Three ways:

    1. Select the green event icon on the left-hand side of the map

      OR

    2. Click on the green PLUS icon that appear on connector lines on the map between nodes

      OR

    3. Select the grey plus sign that appear between activities on the diagram content menu

  2. Add event title

  3. Select the event type to use

  4. Select the event category (there are eight different event categories)

  5. Select the responsible role to associate

  6. Add tags if needed

  7. Navigate to the Connectors tab to set positioning on the map

  8. Select the green Add Event button

The event will display on the map in a small circle. The display will depend on the event type and event category that was set.

Tip: for complex processes, switch to embedded view for optimal display.

Edit Events

  1. Open the Edit Event card. Four ways:

    1. Double click on the event

      OR

    2. Right-click on the event and select Edit

      OR

    3. Select the magnifying glass on the event on the map, click on the cog, select Update Event

    4. Select the cog that appears next to the event on the diagram content menu, select Update Event

  2. Edit the desired details

  3. Navigate to the Connectors tab to edit where the event sits on the map and how it connects to the existing nodes

  4. Select the green Update Event button

Delete an Event

  1. Four ways:

    1. Right-click on the event and select Delete

      OR

    2. Select the magnifying glass on the event on the map, click on the cog, select Delete Event

    3. Select the cog that appears next to the event on the diagram content menu, and select Delete Event

  2. Select Yes on the delete confirmation

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