Diagrams provide a visual way to communicate your strategy, illustrate alignment, and help users quickly navigate to key Elements across your Scorecards.
Creating a New Diagram
From the left navigation, click Reports.
Select Diagrams.
Click + Add Diagram.
Enter a Diagram Name (e.g., Upward Air Corporate).
Click Save.
Adding Elements to a Diagram
You can place Objectives, Measures, Initiatives, and other Elements directly onto your Diagram for easy navigation.
How to add Elements
Open the Diagram you want to edit.
Click Edit Diagram.
Select Place Element.
Drag and drop elements (Objectives, Measures, Initiatives, Milestones, Action Items and Risks).
Use Filter Elements to search for specific Elements.
Click Save.
Editing Shapes and Formatting – Diagram Edit Bar Overview
When you select a shape or Element on your Diagram, the Edit Bar appears at the top of the canvas. These tools allow you to customize the appearance and behavior of any Diagram object.
🎨 Stroke (Border Color)
Choose the border color for the selected shape.
🎨 Background (Fill Color)
Apply a background color to visually distinguish Diagram components.
🧩 Fill (Pattern Fill)
Add crosshatch or patterned fills—useful in black-and-white printing or when color
alone isn’t enough.
📏 Stroke Width
Increase or decrease border thickness.
🖊 Stroke Style
Choose solid, dashed, or dotted borders.
🌀 Sloppiness
Apply a sketch-style hand-drawn effect.
📐 Edges
Toggle rounded or sharp corners for shapes.
🔤 Font Family
Select a text style for the Element label.
🔠 Font Size
Adjust the size of Element text.
🔗 Link Icon
Open the linked Element’s Detail Page.
🔒 Lock / Unlock
Lock shapes to prevent accidental edits or unlock them to reposition.
📄 Duplicate
Clone a selected shape for consistent formatting.
🗑 Delete
Remove shapes from the Diagram.
↩️ / ↪️ Undo / Redo
Reverse or reapply the most recent Diagram edits.
🔍 Zoom Controls
Zoom in, zoom out, or reset to 100% when working on large Diagrams.
Duplicating or Deleting a Diagram
From the left navigation, click Reports and open Diagrams.
Locate the Diagram (e.g., Upward Air Corporate).
Click the kebab menu (⋮) and select Duplicate Diagram.
Enter a New Diagram Name and click Duplicate.
To delete, click the kebab menu (⋮) again and choose Delete Diagram.
Confirm deletion.
