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Creating and Editing a Node

When you first make a diagram it will be empty.

// Empty screen Image with caption "View of newly created Diagram"

This obviously is not helpful so lets learn how to create and edit nodes so that you can track and manage the work most important to you.

Create a Node​

Nodes can be created via the Create Node modal.

// Image of the create node modal

There are two ways you, as an admin, can open the modal which will allow you to create a node.

  1. The create node shortcut

In the bottom right hand corner of the diagram view, there is an icon which when clicked will open the Create Node modal.

// Image of the screen highlighting the icon to create node with caption "Create Node Shortcut located in the bottom right of the screen"

  1. Via the Sidebar

The side bar is accessible via the three line icon in the top left-hand corner of the diagram view. When it is clicked, it will expand the sidebar and there is a button labeled 'Create Node'. When the button is clicked, the Create Node modal will appear.

// Image of the side bar expanded highlighting the Create Node button.

Edit a Node​

Nodes can be edited via the Edit Node modal.

// Image of edit node modal

To edit a node, there are also two ways you can open the edit node modal.

  1. Clicking an exiting node

All nodes on the diagram view are clickable.

// Image of the screen highlighting a node with caption "Nodes on the diagram are clickable"

When clicked, the Edit Node modal will appear. When a node is clicked, the Edit Node modal should auto-select the node you which to edit. You can verify this by checking the node selected in the drop down at the top of the modal.

// Image highlighting the node dropdown selection.

  1. Via the Sidebar

The side bar is accessible via the three line icon in the top left-hand corner of the diagram view. When it is clicked, it will expand the sidebar and there is a button labeled 'Edit Node'. When the button is clicked, the Edit Node modal will appear.

// Image of the side bar expanded highlighting the Edit Node button.

From this view, you will need to select the node you want to edit using the dropdown box at the top of the modal.

// Image highlighting the node dropdown selection.