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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.


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”

The left sidebar gives you access to:

IconFeatureDescription
📋Process ListAll processes you have access to
🔖BookmarksSaved dashboard views
📊DatasetsAvailable data sources
⚙️SettingsPersonal 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

Essential Controls

View Controls (Top Right)

ButtonAction
FitFit entire process to screen
Zoom +/-Zoom in or out
FullscreenExpand to full screen
MinimapToggle overview minimap
Detail SliderAdjust 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

ActionHow
Select elementClick on it
Multi-selectHold Shift and click
Filter from selectionDouble-click or use context menu
Reset viewClick Fit button
Open case detailsClick case in Case Explorer

Keyboard Shortcuts

ShortcutAction
SpacePlay/pause animation
+ / -Zoom in/out
0Fit to view
EscClear selection
FToggle fullscreen

Common Tasks

TaskWhere to Go
See how cases flow through the processProcess Animation 
Focus on specific dataUsing Filters 
Investigate a specific caseCase Explorer 
Save my current viewBookmarks 
Understand an activity’s metricsElement Menus 

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

Pro Tip

Use bookmarks to save views you return to frequently. This saves time and ensures consistency across your analysis sessions.