After adding tasks, you can perform any of the following operations using the toolbar in the Overview tab.
You can expand (and collapse) the entire task list in order to view (or hide) all elements. To expand the list, click the
Click to expand all nodes (
) icon. To collapse the list, click the
Click to collapse all nodes (
) icon.
To remove a task, select the task and click the
Click to remove (
) icon.
To group tasks into an inline subprocess, select the tasks and click the
Group tasks (
) icon. This inserts a subprocess task of type, “Embedded subprocess” and contains the grouped tasks between a Start and End workstep. To ungroup the tasks, select the subprocess task and click the
Ungroup Tasks (
) icon.
To change the position of a selected task, click the
Move up (
) icon or the
Move down icon (
). Changing the position of a task does not alter the task’s predecessor and successor.
You may need to restore the added tasks to its original order. To do so, click the
Restore Default Order of Tasks (
) icon.
Note: You can design an entire process template in the
Overview tab, without switching to the
Diagram tab. To ensure that all changes in the Overview page are integrated seamlessly in the Diagram view of the process, see that the Auto Layout functionality is enabled in the
Diagram page of the
Preferences dialog box (see
Using theDiagram page).
