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Process mapping
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Recently I've been experimenting with using Questions to frame the purpose of a process workshop. In the past I've found it useful to use a purpose / objective statement to help keep people focused. But sometimes these can be a... (More)
Here is the link to the recording of this morning's Drop In session: Craig took us through Custom Fields, and the use of colour and icons. Any questions or if you would like some help setting any of this up... (More)
Sam Leitch
Customer Success Manager

The grouping of 'What Boxes' & 'Why Boxes' within a process can be achieved using the 'Grouping' feature. See below for a quick how to example.

For this example I have chosen the process 'Report on Campaign' within an example... (More)

There are 2 main ways to capture systems on boxes.

If your priority is to capture and see which systems are used, add systems as role on a whatbox.

This is quick and easy, as you are capturing roles... (More)