Edit your process

You can edit your process at the group level, step level, and step action level.

Edit groups

When you hover over a step (or group) in a process, the editing options become available:




Open the Edit panel, see Edit steps for details. Clicking the thumbnail will also open the Edit panel.


Cut a group.


Copy a group.


Paste a group. A pasted group will be placed to the right of the selected thumbnail.


Delete the selected group. See Delete step groups.


Group multiple groups together to form a single group (not a group of groups). See Group groups.


Split any group with two or more steps into individual steps. See Group groups.

Capture new step

Capture an additional step. The new step will appear directly after the current step.

Load saved steps

Load previously saved steps. The new step will appear directly after the current step.

Add empty step

Add an empty placeholder step directly after the current step.

Add decision point

Add branches and connections.

Group groups

You can group or ungroup any groups or steps.

  • Ungroup – Breaks the group down into individual steps.
  • Group – To group several groups together you must first select an initial group by clicking the check box located in the top left corner of each group followed by selecting all the other groups you wish to group together.

Select Group from the shortcut menu. The selected groups are now combined into a single group.

Edit steps

Each step in a process can be edited to update the screenshot and identify the fields and buttons as elements that are interacted with.




A Step name

Click the step name to edit it. By default it shows the application being used at the time.

B Undo/Redo

Undo/redo any edits you make to the screenshot.

C Crop

Use the crop tool to trim the screenshot.

D Censor

Obfuscate sections of the screenshot for security.

E Swap image

Browse to a new image on your computer to replace the current one.

F Step actions
  • A sequentially numbered list of fully editable actions that occur in this step. These actions can have associated bounding boxes shown on the screenshot to indicate where interactions were made.

  • G Step notes

    Add general notes to appear in the PDD.



    Screenshot captured at the time of these interactions.



    Toggle through the steps by using these arrows.



    Shows steps within this group.

    Cut, copy, and paste steps

    Using the thumbnails displayed along the bottom of the edit panel you can cut, copy, and paste individual steps within a group of steps. Right-click a step thumbnail and choose the required action. Pasted steps are placed immediately after the highlighted step.

    • Ctrl + C – Copy
    • Ctrl + X – Cut
    • Ctrl + V – Paste

    Crop steps

    If required, you can crop the screen shot for each step.

    1. Click a step to open it in the step editor.

    2. Click the Crop icon and adjust the crop area as required.

    3. After you have made the changes, click Confirm to apply the changes, or Cancel to discard the changes.

    Censor steps

    If a screenshot shows potentially sensitive or private information, you can use the censor tool to black it out.

    1. Click the censor icon and select the area of the screenshot you want to obfuscate.

    2. Resize/reposition it to cover the sensitive area. Once you have the correct placement you can confirm.

    Apply bounding boxes

    To add a new bounding box to the screenshot:

    1. Click the bounding box icon (A) then click the screenshot roughly where you want it to be placed (B).
    2. After you have placed the new bounding box on the screenshot you can reposition and resize it as needed.

    3. The bounding box icon is now gray indicating the bounding box for that action is being displayed.

    Delete bounding boxes

    The following options are available when deleting bounding boxes:

    • To delete a bounding box, but not the action, hover the mouse over the box to display the X icon, and click the icon.
    • To delete a bounding box and the action, click the X icon next to the listed action.
    • After a bounding box has been deleted, the bounding box icon changes to blue to indicate that it is available for use.

    Edit step actions

    Step action information displays on the right-hand side of the screen. This is a numbered list of editable actions in the step. These actions can have bounding boxes displayed on the screenshot to indicate where interactions were made.




    A Step number Each action is given a sequential number indicating the order in which the actions occurred.
    B Step description

    Auto-generated actions will display a short description of that action. This is fully editable and the text area can be expanded to accommodate more text if needed.

    C Bounding box

    Each action can have an associated bounding box displayed on the screenshot to show where the interaction occurred. A gray icon indicates that the action already has a bounding box on the screenshot. You can remove bounding boxes from the screenshot without removing the action.

    D Delete Actions can be deleted by clicking the X icon. This will also delete any associated bounding boxes.
    E Add an action

    More actions can be added by clicking the + icon. New actions will be added to the bottom of the list.