In the web app: To add a map in the web app, select Tools
,
then select Mapping or
search for a specific map by name.
In the web app: To add cross-functionality to a process map,
in the web app, select
Shapes
, then select Cross Functional Table
and drag it to the map.
To use a preformatted template, from the navigator pane, select Add Tool, then select Process Map - Cross Functional.
In the web app: To add shapes and connectors, select an item in the gallery and drag it to the map.
Common shapes for a value stream map are categorized as Basic Shapes, Inventory Shapes, Transport Shapes, and Scheduling Shapes shapes.
Complete the following steps to add shapes and connectors to your process map.
To quickly connect shapes at their anchor points, select a shape on the
map, select the arrow in the direction where you want to place the new shape, then
choose the shape. Workspace automatically connects and anchors the new
shape to the existing shape.
You can customize the appearance of the shapes and connectors. You can customize individual items or you can set a format to use as the default.
In the web app: To format shapes or connectors, select the item, then select Layout in the task pane. (You cannot set default formats and quick formats in the web app.)
To create a set of reusable formatting options, go to Create and edit a Quick Format.
To save time, you can use Multi-Insert to add the same shape or connector to the map multiple times.
By default, when you resize a department or a phase, the shapes inside it move to stay within the borders. To resize a department or phase without regard to borders, press the Alt key as you drag the selection handle.
Watch a video to learn more about process maps.
Watch a video to learn more about value stream maps.