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Academy handbooks

Diagrams

Where: Menu → Teach → Diagrams

Mind maps, flowcharts, org charts, concept maps, Kanban boards, fishbones, timelines, funnels, matrices, Venn and onion diagrams and tag boards for your teaching. Unlike a whiteboard, a diagram is made of nodes and the lines between them: you move a node and its lines follow. Every trainer of your organisation sees and edits the diagrams.

How to

Section titled “How to”
  1. Under “Start a diagram”, choose a kind: “With example” opens it with a few nodes to write over, “Empty” with none.
  2. Select a node to open its info card on the right: text, priority, status, shape, colour, icon, tags and a note. “Add node below” (or Tab) adds one under it, already connected.
  3. The library on the left holds shapes and icons: drag them onto the canvas, or click them. With a node selected, clicking an icon gives it that icon.
  4. “Add dependency” in the info card, then a click on another node, records that the first node needs the other one first (dashed teal arrow). The info card lists all relations of a node; clicking one jumps there.
  5. To connect two nodes, drag from a dot at the edge of one onto the other. Select a line to name it or to switch between branch and arrow.
  6. Under “Costs and formula” a node gets its own costs, a budget and a formula such as =SUM(children.cost): it then shows the sum of the nodes below it, through every level. The template “Project costs” starts with such a tree.
  7. With nothing selected, the right column shows the total costs, the SmartRules (calculate formulas, mark over budget, show priorities, colour done nodes) and the formulas you can use.
  8. Fields, circles, funnel stages and lines lie behind the other nodes as a background (matrix, Venn, onion, funnel, the axis of a timeline, the spine of a fishbone). Select them to rename or resize them.
  9. A Kanban board has columns instead of a canvas: drag cards between them, “+ Card” adds one, and the dots on a column rename it, set a WIP limit (more cards show in red) or delete it once it is empty. Clicking a card opens the same info card as a node.
  10. Under “Academy content” in the info card a node links courses, Studio recordings, whiteboards and presentations of your organisation; the library’s “Academy” tab drags them onto the canvas as nodes of their own. Under “Files” you attach documents (up to 50 MB each), or drop files from your computer onto the canvas.
  11. “Present” shows the diagram on the whole screen, without editing: the arrow keys (or the buttons at the bottom) go from the whole diagram through its branches one by one, Esc ends it. “PNG” and “SVG” download the diagram as a picture, made in your browser.
  12. To put a diagram in a course, open the course editor: “+ Add item”, kind “Diagram”, then choose the diagram. Learners see later changes at once, can open a node’s info and download its files, but change nothing. A diagram that is part of a course can’t be deleted until it is removed there.
  13. Delete removes the selected nodes or lines. Every change is saved after a moment; “Saved” shows next to the name.