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Map your business architecture and build task instructions See how your organization's core processes fit together, then open the procedures behind them. Within a task instruction, you can now add steps, checks, performers, and resources from one menu. Explore and map your busine
Read moreSee reporting relationships in an interactive org chart, organize departments in People, and choose how published processes and drafts open. Explore and edit your org chart Open People to see positions and reporting lines, including vacancies and positions that need a manager. Se
Read moreFollow a process one path at a time with scenarios Scenarios show only the work that applies to a particular situation, such as an approval that succeeds or a request that needs rework. Choose the outcomes once, follow them in the workflow list or the diagram, and save the paths
Read moreChoose the next element while modeling Click a connection point, or release an eligible connection over empty canvas, to open Next element. Pick from Quick Access or use Show more to browse the available categories. Preview a choice before adding it and its connection. Label edit
Read moreExpand subprocesses in place and collaborate with fewer interruptions Updates released October 13–21 let you see nested work inside its parent diagram, restore individual tasks more precisely, and work together on diagrams with fewer reloads. This entry also covers the redesigned
Read moreConfirm your current password before changing it This release adds a verification step to password changes and clears up several problems that made printing, exporting, and billing harder than they needed to be. Changing your password now asks for your current one first. A signed
Read moreThis release makes task instructions easier to follow from start to finish and gives process editors more control over how notes fit into a diagram. Track progress through task instructions Published task instructions now show an overall progress bar for preconditions, the vendor
Read moreCreate employees, positions, and teams from a reviewed CSV instead of adding every record by hand. You can also open the AI Assistant from a process model or task instruction and ask about the document already on screen. Create employees, positions, and teams from CSV Select Bulk
Read moreTurn any published Task Instruction into a polished printout or PDF, or give Claude, ChatGPT, and other AI agents its structured context as Markdown. Give AI agents structured task context Use Copy Page to copy a published global task or embedded Task Instruction as Markdown, rea
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