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.
Additional information can be added later on in the form of tasks, notes and attachments.
Quick Steps
Different ways to add an activity:
Click the activity button found top left of the map
On the right-hand side diagram content menu, a plus sign appears between activities. Select the one where you want to add the activity.
Hover over the connector where you want to add the actiity. A green or orange plus sign will appear, click on it. Green plus sign appears between connectors in the happy path. The orange plus sign appears when a branch can be added.
Enter the activity details
Activity Title
Activity Type: user, manual, approval, automated, database update
Process role
If you cannot find yourself in the process 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 allow to create 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
Use the options icon to add the following:
To reorder notes, attachments and tasks
Click on the icon and drag the item to a new position
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.