Quick Reference Guide

ProcessMind Interface Overview

This quick reference helps you find your way around ProcessMind. Use it as a cheat sheet when exploring dashboards.

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Main Interface Areas

[IMAGE: InterfaceOverview.webp]

• Content: Annotated screenshot of ProcessMind interface showing main areas labeled
• Alt text: “ProcessMind interface overview with main areas labeled”

Left Sidebar

The left sidebar gives you access to:

Icon	Feature	Description
📋	Process List	All processes you have access to
🔖	Bookmarks	Saved dashboard views
📊	Datasets	Available data sources
⚙️	Settings	Personal preferences

Click any icon to expand that panel.

Main Canvas

The central area displays your process diagram and charts. This is where you’ll spend most of your time analyzing.

Process graph elements:

• Rectangles: Activities (tasks in your process)
• Green circle: Start event (where cases begin)
• Red circle: End event (where cases finish)
• Arrows: Connections (showing how cases flow between activities)
• Diamond with +: Parallel gateway (activities that happen simultaneously)

Key interactions:

• Click an element to select it
• Double-click to drill down or filter
• Drag to pan around the canvas
• Scroll to zoom in and out

Right Panel

The right panel shows details and options based on your selection:

• No selection: Dashboard-level settings and metrics
• Element selected: Details about that activity or connection
• Chart selected: Chart configuration and data

Bottom Bar

The bottom bar contains:

• Play button: Start/stop process animation
• Timeline: Control animation playback
• Speed controls: Adjust animation speed

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Essential Controls

View Controls (Top Right)

Button	Action
Fit	Fit entire process to screen
Zoom +/-	Zoom in or out
Fullscreen	Expand to full screen
Minimap	Toggle overview minimap
Detail Slider	Adjust process diagram complexity

Selectors

Selectors let you choose which dimension to analyze by (e.g., region, product, team). Unlike filters, they don’t remove data. Instead, they change how it’s grouped.

Filter Panel (Left Side)

• + Add Filter: Create a new filter
• Filter List: View and manage active filters
• Clear All: Remove all filters at once
• Eye Icon: Temporarily disable filters

Quick Actions

Action	How
Select element	Click on it
Multi-select	Hold Shift and click
Filter from selection	Double-click or use context menu
Reset view	Click Fit button
Open case details	Click case in Case Explorer

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Keyboard Shortcuts

Shortcut	Action
Space	Play/pause animation
+ / -	Zoom in/out
0	Fit to view
Esc	Clear selection
F	Toggle fullscreen

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Common Tasks

”I want to…” Quick Links

Task	Where to Go
See how cases flow through the process	Process Animation
Focus on specific data	Using Filters
Investigate a specific case	Case Explorer
Save my current view	Bookmarks
Understand an activity’s metrics	Element Menus

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Getting Help

• Tooltips: Hover over any button or control to see a description
• Documentation: You’re here! Use the sidebar to explore more guides
• Support: Contact your administrator or ProcessMind support