Activities are the basic building blocks of your process or value stream. This is when the question 'What needs to happen?' becomes an important first step. When creating your steps create them as actionable by opening with verbs so that users understand they are doing something. An activity is one of the node types.
Additional information can be added later on in the form of tasks, notes and attachments.
Editing a Default/Seeded Activity
When creating a process, there may be a few default activities on the map already. They will read "Double-click to edit".
To edit the activity:
Double click the activity
Press Enter while it’s selected
Add an activity title and select Save.
Multiple ways to open the Edit Activity Details popup:
Double click the activity, select Edit Details tab.
Press Enter while it’s selected, select Edit Details tab.
Right click the activity and choose Edit.
Click the magnifying glass on the activity, then the cog, then Update.
In the right-hand side diagram content menu, select the options cog, edit.
Update the required details, switching between the tabs at the top, select Save.
Quick Steps to Add an Activity
Different ways to add an activity:
Keyboard shortcut: ALT+A
Plus icon on the map: Hover over the connector where you want to add the activity and select the green or orange plus icon:
Green action button: Click the add activity action button found top left of the map
From the right-hand side diagram content menu: a plus sign appears between activities. Select the one where you want to add the activity.
Edit the activity title and other details:
Activity Type: user, manual, approval, automated, database update
Responsible
If you cannot find yourself in the responsible role dropdown, it is because you are not assigned to a role, please contact your administrator to set this up.
You can create a new role while you are adding an activity if you have the add roles permission.
If you are adding tags onto the activity, you will need to press the tab or enter key on your keyboard for the tag to load and be saved to the activity details
Click Add Activity to capture the details. The activity will be added to the map and diagram content.
When the action bar (the bar with the activity, decision, process link and swimlane buttons) is expanded or collapsed, it is remembered on a user basis and will be remembered when navigating to different processes or value streams. It is expanded by default.
Note
Expand your activity by adding: