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Inspiration

Share ideas and learn from others. Collaborate on templates, use cases, and innovative ways to use Lucidchart, Lucidspark, and Lucidscale.

  • 204 Topics
  • 385 Replies
204 Topics
ChChavez
ChChavezLucidite
posted in Inspiration
5-Minute-Learning: How to Conduct a Retrospective

Welcome!Hi there! Do you conduct retrospectives on your sprints or projects? Are you tired of the same old round-robin meeting to cover lessons learned? Try hosting your next retro in Lucidspark! Add your ideas through sticky notes, react to your teammates’ comments, and prioritize your action items with a Visual Activity. If you’re just getting started with the Lucid Suite, retrospectives are my number one recommendation for you to get quick value. Here’s how to get started. 🚀 OverviewConducting a retro is easy. You just need to do these five things:Add a template from our templates library Use sticky notes to add your ideas Emoji react to ideas from your team Present your ideas  Prioritize action items using a Visual ActivityLet’s get into it! Framework1. Add a template from our templates libraryYou’ll find that we have many of the industry standard retrospective activities that you’re used to. For your first retro, I would recommend the Quick Retrospective template. It’s simple and

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ChChavez
Ktomlinson
KtomlinsonLucidite
posted in Inspiration
Your Step-by-Step Guide to Better Workshops — Built in Lucidspark!

Hi everyone!I’m excited to share something I’ve been working on — a Workshop Design & Facilitation Checklist built in Lucidspark!✨ Do you have a workshop coming up?✨ Wondering where to start and how to include the elements that make up a creative and engaging session?This checklist is designed to help you plan, lead, and follow up on workshops more effectively — whether you're running a quick brainstorming session or a large strategic planning event.You can choose from 3 different visual styles, select the one that best fits your working style or team needs: ✅ Simple Checklist — A clean checklist where you can mark off each task as its completed  🗂️ Dynamic Table + Sticky Notes — A flexible layout where tasks are sticky notes you can move, update, and organize visually 🧩 Dynamic Table + Lucid Cards — A more structured option where you can add assignees, statuses, due dates, and manage tasks collaboratively Each version walks you through key phases:📌 Planning📌 Designing📌 Fa

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josephwhiting
josephwhitingLucidite
posted in Inspiration
PERT Diagraming in Lucid - Saving Weeks of Time

PERT Diagraming in LucidPERT diagramming is a project management tool used to schedule, organize, and coordinate tasks within a project. It graphically represents the sequence of tasks and their dependencies, showing the critical path and estimated timelines. This method helps in analyzing potential bottlenecks and ensuring timely project completion.Historically individuals would write out the tasks and corresponding duration times on little cards then spread them across the room, they would then need to do mental math to calculate the start, finish and slack for every card. With a large process with many hundred steps that could be hours of monotonous math. Then if any cards are moved in position all the upstream and downstream calculations need to be adjusted. Enter Lucid, with the power of Lucid’s powerful formula system. These cards can be calculated instantly by mapping dependency lines. This means all those hours of math calculations disappear! And when a card needs to be moved o

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Olivia Q
Olivia QLucidite
posted in Inspiration
Q1 Lucidspark template roundup

Hey there, Lucid Community! Whether you’re a template enthusiast or haven't tried them before, here are two new Lucidspark templates that we released last quarter.💫 Solution alignment: Empower your team to prioritize impactful business and customer solutions. Track and monitor progress towards implementing these solutions in a collaborative space.💫 Strategic planning team space: Welcome to your one-stop shop for your next project. Here, you can assemble your team roster, outline responsibilities, and house important resources.Which template are you most excited to use? Share below! 

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Olivia Q
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Felicia LinLucidite
posted in Inspiration
Visualize Your Vision with Lucidspark Timelines!

Ever feel like your project roadmap is scattered across different tools, making it tough to see the big picture? Juggling deadlines, milestones, and understanding the WHY behind each step can be a real challenge for complicated projects.That's where Lucidspark's Timeline steps in as your visual compass. Imagine a clear, dynamic view of your project's journey, all in one collaborative space.Here's how Timelines help you conquer those roadmap hurdles:Crystal-Clear Roadmaps: No more deciphering complex spreadsheets! Timelines allow you to visually map out your project's phases and dependencies, making it easy for everyone to understand the sequence of events. Milestone Mastery: Easily define and track key milestones, ensuring everyone stays aligned on critical deadlines and deliverables. Visualize progress at a glance and proactively address potential roadblocks. Connecting Actions to Impact: Go beyond just dates and tasks! With Timelines, you can link specific activities to their intende

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josephwhiting
josephwhitingLucidite
posted in Inspiration
Make your own Capacity Calculator! - Lucid Recipe

I recently had a conversation with someone who said they had seen me build an agile calculator as a part of the Lucid Formula training and was frustrated because they thought it was really cool but felt I went too fast and relied on the previous videos too much. This step by step guide will hopefully rectify that and help you build your own capacity calculator in Lucid. You can imagine this as a “Lucid Recipe”, so let’ start cooking! I created this practice board with the same instructions you are welcome to follow along on, it has the same instructions but is in a Lucid document, when you click the link above it will automatically make a new copy for you of the practice board. Capacity CalculatorTime to build: 30 minutes (for a beginner) What you’ll need:A Lucid Licenses (this will work best with a Lucid enterprise license where you have access to both Lucidchart and Lucidspark) but you can do it with a free lucidchart license, it just requires some substitutions. Inside of Lucid you’

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Micah
Bear
BearLucidite
posted in Inspiration
Data-linking: Making your data work smarter

Understanding how data linking works in Lucidchart is key to creating powerful, insightful diagrams. It's all about how your data's structure—your rows and columns—translates into the visuals you create. Getting this right will streamline your workflow and make your diagrams more effective.  Rows: Building the Foundation of Your DiagramsThink of each row in your data as a building block, a fundamental element of your diagram. In Lucidchart, each row can represent a distinct object or shape on your canvas. When you link data, you're essentially connecting these data rows to their corresponding visual elements. For instance, if you have a spreadsheet of project tasks, each row detailing a task can be linked to a task shape in your project workflow diagram. Or, you can simply drag a row onto the canvas, and a new shape will appear, automatically linked to that row's information. It's a quick and efficient way to populate your diagrams with data.  Columns: Defining the Attributes of Your S

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Bear
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olguinmke
asked in Inspiration
First Lucidspark activity for nursing professors to become familiar with Lucid navigation

Hello,I am training some nursing professors on how to use Lucidspark in Canvas. I would like to embed a document that they will all collaborate on just to become familiar with navigation, tools, menus, etc. This will be from the student perspective. They are enrolled in a course in which they are students. It could be an ice breaker activity or it could be an example of something they might use for their students. Any suggestions or ideas would be appreciated. I did listen to the YT playlist of how others are using it, but I really didn’t get any good ideas for this first learning experience. I am learning Lucid as I go along as well.  Thanks in advance!Debbie

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Sara K101
Sara K101Lucidite
posted in Inspiration
Centrally manage the documents of your deleted or delicensed users.

When you delete or delicense (Enterprise-Only) a user, Lucid prompts you to transfer the documents of this user to another account to ensure all company data and information are stored within one account.  If you are looking to centrally manage these documents, you can create a repository account that will not require a Lucid license and use it as a Default Document Owner. Repository accounts can have a generic email address such as support@companydomain.com or luciddocuments@companydomain.com. This way, you ensure that the documents are tied to a generic account and not to the Account Owner or any other user who might leave the company at some point in the future. To do that, please follow the steps below:Navigate to the Lucid Admin Panel and click on the Users tab Click on “Add User” and add the email address of the repository account Refresh your Lucid page Navigate back to the Admin Panel and click on “Compliance Settings” and click “Retention.” Under “Deleted/delicensed users' doc

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Sara K101
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CollinLucidite
posted in Inspiration
Using the Right Tool for the Job—No Duct Tape Required!

Ever tried hammering in a screw? Or holding something together with duct tape “just for now”? Yeah... we’ve all been there. But the right tool makes all the difference. A hammer drives nails. A paintbrush spreads color. A batarang… well, stops crime.Lucid has tools too—each one built to help you work better, faster, and more collaboratively. And it all starts in the Universal Canvas, your gateway to the right workspace for the job.Let’s break it down: Gif showing Universal Canvas. Switch between Lucidspark and Lucidchart toolsets.Lucidspark is your go-to for brainstorming, meetings, and planning.With sticky notes, a built-in timer, dynamic tables, and timelines, it’s designed to help your ideas take shape and move into action. Gif showing brainstroming to Visual Activity in Lucidspark.Lucidchart is your go-to for diagramming systems, mapping processes, or visualizing data. It’s designed to help you create clear, structured visuals that make complex ideas easy to understand.Gif showing

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Jacob E
Jacob ELucidite
published in Inspiration
Managing and deleting duplicate users in the Lucid Admin PanelAdmin Resource

 Here’s a quick guide on how to delete duplicate users with two accounts under different email addresses:How to Delete Duplicate UsersIdentify the Duplicate Accounts Locate the user’s two accounts and compare the number of documents associated with each. We recommend deleting the account with fewer documents to minimize the transfer process. Delete the Duplicate Account Once you’ve determined which account to remove, proceed with deletion.  Verify that the user can access their documents under their primary email. Confirm with the User (Optional) If needed, notify the user to confirm which account should be retained. Following these steps, you can effectively remove duplicate accounts while ensuring no data is lost. Note: If needed, you can update the user’s email address to match the one from the deleted account. 

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Jacob E
Cal Martin
Cal MartinLucidite
posted in Inspiration
Top 5 Lucid Customer Trainer FAQs: Spark vs. Chart, AI, Custom Libraries & More

Here are the top 5 questions I get as a Lucid Customer Trainer - along with the quick answers and pro tips you can use for your next board!1. When should I use Lucidspark versus Lucidchart?Lucidspark is your virtual whiteboard for real‑time creativity and ideation. Use it to: Brainstorm and map out ideas with sticky notes, freehand drawing, voting, and visual activities Run agile ceremonies like retrospectives, planning, and daily stand‑ups Gather feedback and facilitate workshops that spark team engagement Pro Tip: Think SPARK = spark creativity!Lucidchart is your intelligent diagramming workspace for structure and clarity. Use it to: Visualize processes, org charts, systems, and data flows On‑board new hires with clear, standardized documentation Align stakeholders on complex workflows or customer journeys Pro Tip: Think CHART = chart your people, processes, and systems!Worried you chose the wrong tool? Don’t fret! Use the universal canvas to quickly switch between the two to

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Cal Martin
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Bogdan TimLucidite
posted in Inspiration
Managing license requests outside of Lucid

Suppose you are using ServiceNow or a similar platform for license management requests for other software your organization uses. In that case, you probably do not want to receive requests in the Lucid admin panel or emails to respond to them.  Lucid allows you to redirect users to an external link in order to submit a license request, allowing you to centralize your license distribution actions.  In your Lucid Admin panel, under License Settings, you can place an external link that would redirect your users to your desired ticketing system or form.  Once enabled, you will have an option to turn off email notifications for license requests - this is not mandatory, but definitely advised as it would reduce unnecessary spam.  Ideally, this link would take the user to a ticket creation page or form in your license management software, making all requests centralized and placed to the correct team, rather than Lucid admins.  This flow works best in combination with SAML/SCIM enabled, centr

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scowley
scowleyLucidite
posted in Inspiration
Upcoming webinar on February 13: Stay in sync with Lucid’s Jira and Azure DevOps integrations

Hey Lucid Community! Have you ever had a coworker fall asleep 😴 during a Sprint Planning meeting because one person was sharing their screen of the Jira backlog the whole time? Or tried to do quarterly planning in a digital tool but gotten frustrated about the amount of work it can take to transfer everything back over to Jira or Azure DevOps?  Yeah, that’s happened to me too. I’m Spencer and I’m one of the product managers here at Lucid. My scrum teams use Jira everyday for tracking work but we quickly realized that they aren’t very collaborative or easy to use. Once we started using Lucid’s integrations with tools like Jira and Azure DevOps, it completely changed the way we work. People actually talk and collaborate in meetings as we talk through work and break down epics. I rarely have to go into Jira anymore because I can create tasks straight from Lucid and edits are synced back without me having to do anything.  We want to share how you can also use Lucid with these tools! Join

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Jaxson Perry
Jaxson Perry
Jaxson PerryLucidite
posted in Inspiration
Upcoming webinar: An in-depth look at Lucid’s Azure DevOps integration

If your team uses Azure DevOps, you won’t want to miss this live webinar!Join us to see how Lucid’s bidirectional integration with ADO enables teams to create a more engaging space to collaborate, visualize dependencies, estimate work, and more. We’re taking a closer look at this topic based on high customer demand.An in-depth look at Lucid’s Azure DevOps integrationApril 24, 2025 at 11 a.m. MTRegister here

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Jaxson Perry
Olivia Q
Olivia QLucidite
posted in Inspiration
Lucid's Atlassian integrations

Hey Lucid Community! Hope you’re all having a great week. I wanted to share about Lucid’s Atlassian integrations in case you haven’t connected them with your Lucid account. 🙌If you have a Team or Enterprise account, you can leverage our Confluence and Jira integrations to:Clarify tasks Track projects Align teams Provide necessary context Curious to learn more? Check out our latest blog post, and share in the comments below if you’re a Jira or Confluence user!

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Olivia Q
knikolai
knikolaiLucidite
posted in Inspiration
Lucid Folder Organization: A Recommended Structure

Make folder navigation effortless to help you breathe easier! If you're an avid user of Lucid, you may find yourself overwhelmed by the sheer number of documents you've created—especially when collaborating with other power users. Over time, your folder structure can become cluttered and hard to navigate.To help streamline your workspace, here’s a recommended approach for organizing your Lucid folders that makes it easier to sift through a long list of documents. This method is actually used internally at Lucid today. 1. Pick a category for the main folderStart by creating subfolders within your team folders based on the type of document you're organizing. ✅ For example, if you're grouping customer-related documents, create a folder named “Customers.” 2. Alphabetize subfoldersIf your organization works with hundreds or even thousands of customers, it’s easy to feel overwhelmed. To manage this, break down the Customers folder into subfolders based on alphabetical ranges—such as “A–D,” “

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Micah
cbailey
cbaileyLucidite
posted in Inspiration
Measuring the Value of Visual Collaboration

We all agree there’s value in visual collaboration. “A picture is worth a thousand words” runs through our minds as we attempt to articulate the value. But with so much support for collaboration, including at the executive level, why do we still get stuck attempting to show the tangible value generated? I’ve found it stems from not having a sufficient model for measurement. Many leaders attempt to create a single measure, like money saved or headcount saved, but find no one measure captures it all.A correct model appreciates 6 types of value from visual collaboration. To be brief, I’ll highlight 2 that demonstrate the approach to take when measuring the value from visual collaboration.Time Saved - This is widely used, because the math is easy: subtract “how long it used to take” from “how long it takes now.” But frequently we mistakenly try to turn it into money saved. It’s easy to do as well, just multiply the hours saved by an hourly rate and you have money saved...but when your CFO

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Micah
Pabst
Lucid Legend Level 3
PabstLucid Legend Level 3
posted in Inspiration
Great Video: Geography and tools

I’d like to give a shoutout 👏🏻 🤜🏻🤛🏻 🎈💥 to Emily Keator (can’t find her @ to tag her in here) for the Geography and tools video 📺 If you haven’t watched this overview and you’re interested in working with data 📊 and formulas 🛠, this is a must. In <15mins Emily covered a ton of great “Geography” 🌐 tips around the Lucidchart canvas and how to correlate and use data to enhance your charts 📈📉.Highly recommend 🏆

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Abby S
Kelsey Gaag
Kelsey GaagLucidite
published in Inspiration
✨Use Case Spotlight✨: @aparrish's Floor Plan!

​@aparrish is a longtime and dedicated Lucid Legend! She is a Lucid pro and such a great addition to our team! She is incredibly knowledgable and always providing incredible insights to the community. Check out this use case from Amanda on how she utilizing Lucid to create a floor plan for a 1 bed apartment.  Describe why you built it and how you use it in your role/industryI created this when I moved into a 1BR apartment so I knew where I wanted everything to go. I created this to highlight how I personally use Lucid, since I cannot share the diagrams I’ve made in my role and industry. What Lucid features did you use to build your board that were especially useful?Shapes were especially useful, especially walls, rooms, and doors for creating the skeleton based on the empty floor plan I could view when I was a potential renter. Then I could fill it in with tables, chairs, bathroom stuff, beds, dressers, kitchen stuff and appliances, couches, and technology What would you recommend to a

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aparrish
Lucid Legend Level 6
Bear
BearLucidite
posted in Inspiration
The Secret to More Collaborative Meetings? Choosing the Right Structure

We’ve all been in those meetings—the ones that could’ve been an email, the ones that wander aimlessly, and the ones where decisions never seem to stick. The problem? Not every meeting is the same, but we often run them as if they are.As an expert in the Lucid Suite with nearly 8 years of experience training tens of thousands of users each year I can confidently say that great meetings don’t just happen. They’re designed. They’re intentional. And when you match the structure of your meeting to its purpose, magic happens. I’d love to share what I’ve learned about the three primary types of meetings you can run in the Lucid Suite—and how to make them more collaborative, visual, and actionable. 1. Linear Meetings: When Order MattersThese meetings follow a clear agenda, progressing step by step toward a goal. Think of them like a roadmap—you start at point A and work toward point B with a structured flow.Common Linear Meetings:➡️ Sprint planning➡️ Training➡️ Project kickoffs➡️ Decision-maki

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Bear
Luc P
Luc P
asked in Inspiration
Dynamic embed a Lucidchart diagram inside a Lucid document

Cannot find my previous request…….Just to  say thank you, we seems to have a embed dynamic chart,. meaning I can add a link to a another chart, click and it will bring me inside that embed chart and I can come back with the arrow top left corner. ( or it was trhere an never realize LOL)Just missing a preview to have a quick idea of what the embed chart look like :-) I saw the we can assign an image which is a good start…If we could have a dynamic navigation, tha would be awosome….. It would feel like we hover the embed chart with a drone :-)

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Ambar D
Olivia Q
Olivia QLucidite
posted in Inspiration
5 Scrum values

Calling all Scrum teams! Did you know that the Scrum methodology is built upon five core values that are essential to success?✅ Commitment✅ Courage✅​​​​​​​ Focus✅​​​​​​​ Openness✅​​​​​​​ RespectThese values remain at the foundation of high-performing Scrum teams. Which of these values resonates with your team the most? Which value do you find most challenging? Share your thoughts below.​​Also, I thought I’d share this Visual activity with you to improve collaboration and productivity!​​​​​​​

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Olivia Q
Vanessa C101
Vanessa C101Lucidite
posted in Inspiration
How to keep using Lucid in Schoology after July 2025

The Lucid integration with Schoology will be retired in July 2025. After this date, any Lucid links embedded via the integration will no longer work. To continue using Lucid in Schoology for existing assignments, or new assignments, follow the steps below. Creating force-copy links of Lucid documents, and pasting them in Schoology will allow teachers to send out a link to students that will automatically generate a copy of the Lucid document for each student to work on and then turn in through Schoology with a URL submission. | How to Video  Step 1: Convert your Lucid document to a template | Open you Lucid document, click on file, and select “Convert to template” from the drop down menu. Step 2: Go to the templates section of your Lucid dashboard and click on “created by me.” Step 3: Click on the “eye-ball” preview button on your template. Step 4: Click on the link icon next to the title of your template. Step 5: Choose the access permissions from the drop down menu | “Any logged in u

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Vanessa C101
Patrick Saul
Patrick SaulLucidite
posted in Inspiration
Best Practices for Managing & Sharing Lucid Documentation

The Need: Sharing with Cross-Functional StakeholdersAs a Solutions Consultant, I often get questions from customers about sharing process maps, architecture diagrams, and design documents with stakeholders outside their team.While the specifics matter, a few common principles lead our customers to success Getting Started: Team Hubs for Document ManagementEffective external sharing begins with internal organization. Lucid's Team Hubs are ideal for organizing and sharing documents internally and externally. This post focuses on managing documents and folders within a Team Hub for stakeholder sharing. Principle 1: Organize Documents by StatusInternal clarity about document status (WIP vs. Final/Ready to Share) is essential. This can be achieved by:Document Status: Assigning statuses like Draft, Review, and Final provides context and aids tracking in Revision History.Folder Structure: Separating internal and external documents into different folders aids visibility. It will even help you m

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Patrick Saul
Lucid Software Inc. Supplemental Community Terms

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