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Chart transformation in a workflow

  • May 2, 2024
  • 1 reply
  • 26 views

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Hi All,

i’m new in Lucid, I’d like to know if it’s possible to transform a process (visio chart) in a progressing workflow where every step can be assigned to a colleague..

thanks in advance!

Best answer by Ambar D

Hi @claudiaR,

Thank you for posting in the Lucid Community! I sincerely apologize for the delayed response. 

After importing a Visio file into Lucidchart, you can absolutely assign each step to a colleague. To assign a comment/task to a specific collaborator in a Lucidchart diagram or Lucidspark board, follow the steps outlined below. 

  1. Select a shape on the canvas to attach a comment to.
  2. Click comment-icon-in-Lucid.png the Comment icon in the upper-right corner of the canvas to access the Comments panel.
  3. Click plus-icon-in-comments-panel.PNG the Plus icon in the upper-left side of the Comments panel.
  4. In the panel that appears, type a message.
  5. Check the box next to "Assign Task”.
    • Select collaborator-icon-to-add-or-delete-assignees.png the collaborator icon to add or delete assignees.
  6. Click Assign.

To complete a task, check the box next to the assignee’s name. The task will appear in the “Completed” section of the Comments panel.

 

For more information, you can check out the Add comments and assign tasks to collaborators article in the Lucid Help center.

Comments

Ambar D
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  • Lucid community team
  • Answer
  • November 1, 2024

Hi @claudiaR,

Thank you for posting in the Lucid Community! I sincerely apologize for the delayed response. 

After importing a Visio file into Lucidchart, you can absolutely assign each step to a colleague. To assign a comment/task to a specific collaborator in a Lucidchart diagram or Lucidspark board, follow the steps outlined below. 

  1. Select a shape on the canvas to attach a comment to.
  2. Click comment-icon-in-Lucid.png the Comment icon in the upper-right corner of the canvas to access the Comments panel.
  3. Click plus-icon-in-comments-panel.PNG the Plus icon in the upper-left side of the Comments panel.
  4. In the panel that appears, type a message.
  5. Check the box next to "Assign Task”.
    • Select collaborator-icon-to-add-or-delete-assignees.png the collaborator icon to add or delete assignees.
  6. Click Assign.

To complete a task, check the box next to the assignee’s name. The task will appear in the “Completed” section of the Comments panel.

 

For more information, you can check out the Add comments and assign tasks to collaborators article in the Lucid Help center.