Plan: Mindmap & Flowchart in TaskRely

Before work becomes a task, it's usually just an idea you're still moving around in your head - how a process should flow, or how a few topics connect. The Planning/Diagrams tab gives you a free-form canvas for that: flowcharts and mind maps that aren't tied to any task, so you can sketch first and turn things into real work after.

Where to find it

This isn't a one-off tool tucked away somewhere - you get it in two places, and they work exactly the same way:

• At the project level. Open a project and click its Planning/Diagrams tab, right next to Departments. Use this for planning that applies to the whole project.
• At the department level. Click into any single department and you'll find its own Planning/Diagrams tab too, next to Viewer and Tools. Use this for planning that's just that team's own.

Diagrams made at one level stay at that level - a project-wide diagram won't show up inside a department's list, and the other way around. Pick whichever matches who the sketch is actually for.

Opening a new diagram

1. Open the Planning/Diagrams tab - at the project level or inside a department, whichever you need.
2. Click New diagram. A small window pops up asking what you want to start from.

You get three starting points: Blank canvas (nothing on it yet), Flowchart (a small starter flow already drawn for you), and Mind map (a center topic with a few branches already attached). Pick one and you're straight onto the canvas.

The blank canvas

Whichever option you picked, you land on the same canvas and the same tools - only what's already drawn on it differs. Here's what you can do on it:

• Add a shape by dragging one from the sidebar on the left, or by double-clicking anywhere on the empty canvas to drop a shape right there.
• Type a label straight onto a shape - click it and start typing.
• Connect two shapes by dragging from the edge of one to the edge of another.
• Click a shape or a line to open its settings on the right - color, size, arrow style, and more.
• Undo, redo, zoom, or fit everything on screen from the small toolbar floating over the canvas. The same toolbar also lets you export the whole diagram as an image.

Everything you do saves on its own a moment after you stop - watch the small "Saving…" note in the corner turn into "Saved". There's nothing to click to save it yourself.

Building a flowchart

Pick Flowchart and you start with a small working example already on the canvas - a Start point leading into a step, a yes/no decision, and two different endings depending on the answer. It's there to show you the shapes a flowchart usually needs, not to be kept as-is - rename the steps, add more, or delete what you don't need.

Use the decision shape (the diamond) anywhere your process actually splits into two paths, and label each line coming out of it - "Yes" and "No", or whatever the two outcomes are. That one habit is what makes a flowchart worth looking at later instead of just a row of boxes.

Building a mind map

Pick Mind map instead and you start with one center topic and a few branches already attached to it. Mind maps get one extra shortcut the other diagram types don't: hover over any node and a small + appears - click it to add a new branch off that node, already connected, with the whole map neatly rearranged to fit it in.

That makes a mind map the faster of the two to grow quickly - keep clicking + to branch out an idea without stopping to place and connect each shape by hand the way you would on a blank canvas.

Managing your diagrams

Back on the Planning/Diagrams tab, every diagram you've made shows up as its own card. Click one to open it again, or use the ••• menu on a card to rename it, duplicate it, or delete it. Deleting is permanent - there's no getting a diagram back once it's gone, so duplicate first if you just want a variation to experiment with.