Create milestone save points and view, restore or delete these in the history mode.
How to create a milestone
Select ‘Create Milestone’ from the menu next to the diagram name. Your milestone will be created, without interrupting of your modelling process.
How to view milestones
Navigate to ‘Show Milestone History’ in the diagram menu.
In this view, you are able to see all your milestones as well as the dates, times and the name of the milestone creator.
Rename, restore or delete milestones
Each milestone displays a menu on hover.
Add Name: Milestones are automatically named using the date of creation. The date will be saved as an additional subtitle if a custom name is added.
Restore as Latest: Restoring a milestone creates a copy and saves it as the most recent milestone. You will not lose any changes by reverting to an earlier milestone.
Delete: If you choose to delete a milestone…all will be lost. Gasp. There is no return from deletion.
Use milestones to streamline your process diagram design.
✏️ Add milestones to diagrams so teams can iterate and cycle through design changes ✏️
Create semantic manual save points in the course of your process model design to document team decisions.
Allow edit permission level collaborators to modify your design and make suggestions safely and without losing any of your work.
Hint: When you leave a diagram, be sure to create a milestone, so that if others make changes, you can always view or revert to your save point easily.
📌 Action client feedback and display changes 📌
There can be various ways of depicting a particular process flow.
When responding to feedback from clients or teammates, use the milestone history view to present changes.
Cycle between milestones to support discussions.
Hint: Milestones are saved with date and time as well as the name of the milestone creator. Rename to add clarity.
📐 Three levels of BPMN design 📐
Use milestones to create diagrams displaying different levels of detail depending on the diagram purpose and audience.
Milestone one: Create a descriptive high-level model that is easy to communicate across the organisation.
Milestone two: Build out more detailed analytical thinking. Ensure that the various decision and merge patterns are valid in the BPMN spec.
Milestone three: If your goal is to create an executable process, invite developers to make suggestions on your design.
At any time all the created milestones are available to view and the correct one for your audience can be presented.
Hint: Milestones can only be deleted manually. Reverting to an earlier milestone will not result in deletion of any following milestones.
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