An editor for business process diagrams in BPMN 2.0: pools and lanes, tasks, events, gateways, sequence and message flows, annotations.
Where to find it
Sidebar → Tools → Processes. The section is turned on by the system administrator (the "Tools" module in the organization settings). The list shows all processes of the organization, their access mode and who is editing a process right now.
Create a process
Click New process, enter a Title and choose Access. The modes are the same as for mind maps and the matrix: Shared — any employee can edit, Limited — managers and above only, everyone else views. The title and access are changed in Process settings (the gear) by the author or an administrator; you can also delete the process there.
Editing
A process opens for viewing: you can drag the diagram and zoom it (buttons on the right or Ctrl + mouse wheel). Click Edit: one person edits a diagram at a time, others see a message saying who is working in it. Click Finish when you are done, or the diagram is released automatically after 15 minutes of inactivity. An administrator can Take over. Changes are saved automatically, Saved appears next to the title.
The palette on the left has: start event, intermediate event, end event, gateway, task, sub-process, data object and data store, pool (participant), group. Select an element and buttons appear next to it: append the next task, event or gateway, connect to another element, change the type (for example a XOR gateway to AND or OR), delete. Double-click an element to rename it. To split a pool into lanes, select the pool and choose adding a lane or dividing it into two or three lanes. Message flows are drawn between different pools.
Undo and Redo work while you are editing.
.bpmn files
- Download as .bpmn file (arrow down) — the diagram in the standard BPMN 2.0 format, other BPMN editors can open it.
- Import from a .bpmn file (arrow up, edit mode only) — replaces the current diagram with the file contents. If the file is not suitable, the diagram stays as it was.