Draft: this text has not been reviewed by the owner and may change before publication.
Your first canvas
From an empty workspace to five connected blocks, in the order a new tester meets the controls.
- 4 min read
Illustration to come
1. Create a canvas
- In the left pane, open Canvases. The page lists your top-level canvases.
- Choose New canvas, type a name (the process or the part of the business you want to look at, such as “Special orders”), then Create canvas.
- The canvas opens. Its name sits in the breadcrumb above it; the breadcrumb will grow as you open child canvases.
A canvas is one document. You can have as many as you like, and a block can later open into a child canvas of its own.
2. Add and name blocks
- Choose Add block in the toolbar. A block named “New block” appears.
- With the block selected, the right panel shows its name with a pencil button, Edit. Choose it to open the Edit node dialog.
- Type the name in the first field and a sentence in Description (“What happens in this process?”). Choose Done.
- Repeat for each step. Five to seven blocks is plenty for a first map: for a bakery, Take the order, Bake, Decorate, Box, Hand over.
A block with only a name and a sentence is a complete block. Figures can come later, or never.
The toolbar also offers Add note for a handwritten annotation beside the map, Add input and Add output for figures that enter or leave this canvas, and Add innovation for time reserved to work on the process. You do not need any of them for a first map.
3. Connect them in order
- Processes run from top to bottom. Drag the blocks so that the first step is at the top.
- Drag from the dot under a block to the dot above the next one. An arrow appears. The arrow says “this leads to that”; it does not claim that one causes the other.
- To add a step at the end, drag from the last block’s bottom dot and let go on empty canvas: a new, connected block appears there. Name it as in step 2.
- To change where a line goes, drag its arrow end onto a different block.
The Get started page has a practice area for each of these gestures.
4. Read the right panel
Select a block and the right panel shows what it knows: the name and description, the figures you have entered, the people or machines assigned, and, under Subprocess, whether it opens into a child canvas. Click empty canvas and the panel switches to Whole canvas, with three tabs: Overview (costs and totals), Flow and Capacity. Expand dashboard gives the panel the whole width.
Illustration to come
5. Know that it is saved
Changes save as you make them. The bar above the canvas reads “Saving…”, then “Saved” with the time. If it reads “Save failed — will retry on next change”, make another small change or reload. See Is my work saved? for the rest.
What to do next
- Fill in a block: how long a step takes, how long work waits before it, what it costs and who carries it.
- People, machines and capacity: state what each person or machine can give, and see the planned load against it.
- Calculate and read the figures: Parse, the figures it produces, and what “out of date” and “counted as 0” mean.
- Double-click a block to open it into a child canvas when one step deserves a closer look. Chunking is about when to do that.