Adding Shapes, Lines, and Arrows to a Workspace

You can add a range of shapes to workspaces. You also can embed text into these shapes, join shapes and other objects with line connectors, and perform object scaling. You can add common shapes and 5-pointed stars, cylinders, lines, and arrows to facilitate the process of building templates, workflows, and procedure-driven diagrams.

Add Shapes

Select here to learn how

To add shapes to a workspace:

  1. From the workspace toolbar, select the Shapes (Shapes) icon.
  2. Select the preferred shape you want to add to the workspace.

cylinder_shape

  1. Hover your cursor over the workspace area where you want this object to appear before selecting your mouse to insert. The shape appears in the workspace along with its associated toolbar.

Note: Select and drag to change the object’s size. You can perform several actions, including changing the asset colors and opacity, attaching connecting lines, and adding text. You may modify text by changing the font size, style, and alignment.

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BluePro Tip: If you want to add text to the shape quickly, double-select the shape, and insert your text.

Shape Toolbar (Left to Right):

Icon Description
Shape Provides a range of shapes to add to your workspace.
Border Color Provides several colors to add to the shape’s border. You also can select a custom color and change the opacity.
Fill Color Provides several colors to apply to the shape. You also can select a custom color and change the opacity.
Border Width Allows you to access a slider that provides a range of border thicknesses. You can move the slider gradually left or right to adjust the thickness of the selected border.
Add Text Allows you to include text. The text auto-fits the shape. You must select the shape to enter text (you may need to double-select twice depending on the current zoom level). Note that when you add text to one shape, the same formatting is applied to the next shape(s) you create. Formatting options for your text, including font type, alignment, size, bolding and italics, and color, appear once you add text.
Add Connecting Line Allows you to add a connecting line to other objects or assets.
Reactions Gives you the option to add a reaction, for example, a thumbs up, to the object.
Add Connecting Line Allows you to include lines (and different line types) to your workspace, enabling you to link or join objects.
More Allows you to choose from additional actions such as Pin, Attach to, Comment, Download, Arrange, Info, Duplicate, and Delete .
Pin Locks the object to its current workspace location.
Comment Allows you to add feedback or commentary.
Download Allows you to copy the object to your local machine or a preferred location.
Arrange Allows you to Send to Front or Send to Back, moving the object to the foreground or background. The Shift ] and Shift [ keyboard shortcuts (respectively) allow you to perform these actions as well.
Duplicate Creates a copy of the object, which will appear immediately to the right of the original.
Delete Removes the object.

Add Lines and Line Connectors

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Line connectors allow you to link workspace objects, including shapes, documents, images, and notecards.

To add a line connector:

  1. With the selected shape(s) added to your workspace, access the Add Connecting Line (Add Connecting Line) icon to either add a line or link one shape to another.
  2. Nodes or anchor points display around your object. Select and drag one of the nodes to extend a line from that point.
  3. The Line toolbar displays.
    connector_arrow

From left to right, the options are:

Icon Description
Start Type Line type that may be used to begin a workflow or diagram.
End Type Line type that may be used to end a workflow or diagram.
Line Color Allows you to choose the color of the selected line.
Line Options Allow you to designate a Line Style, Line Width, and Line Routing.
Line Style Allows you to choose a line type such as solid or dashed.
Line Width Allows you to access a slider that provides a range of line weights or thicknesses. You can move the slider gradually left or right to adjust the thickness of the selected line.
Line Routing Allows you to choose a line type that is rounded, straight, or multi-directional.
Delete Allows you to remove a line or object.

Note: If you delete a shape, all lines connected will also be removed.

When adding lines, you can hold the Shift key to disable the Snap to Grid feature; there may be occasions when you do not want lines to snap into place. Moving objects as you hold the Shift key also maintains the aspect ratio. Holding the Shift key while manipulating free-standing lines allows them to snap into place at 45° and 90° angles, regardless of whether the Snap to Grid feature is enabled. As such, you can move lines as a single shape, even if they are not connected to other objects in the workspace.

You can also add connecting lines as you customize templates.

Add Arrows

You can add two different arrows to a workspace; line arrows and shape arrows. Line arrows are helpful in process diagrams and are similar to line connectors, except they include an arrow at the end. Shape arrows are broader arrows that are not used as line connectors.

1. Line Arrow

To add a line arrow to the workspace:

  1. From the workspace toolbar, select the Shapes (Shapes) icon.

  2. Select the desired arrow from the selections (located in the bottom row).
    shapes_menu

  3. Hover your mouse over where you want to place the arrow. If you hover over an existing shape, nodes will display around the shape, and you can insert the arrow as a connector. If you hover over an empty part of the workspace, the arrow can be placed as a free-standing object.

  4. Nodes or anchor points display at each end of the arrow. Select and drag one of the nodes to extend the arrow from that point.

  5. The arrow toolbar displays with the same options as the line toolbar.

2. Shape Arrow

To add a shape arrow:

  1. From the workspace toolbar, select the Shapes (Shapes) icon.
  2. Select the desired arrow from the selections (located in the second to last row).
  3. Hover your cursor over the workspace area where you want this object to appear.
  4. Select your mouse to insert the arrow.
  5. The arrow toolbar appears. Aside from the Shape and Add Text icons, the Arrow toolbar displays the same icons as the Shape toolbar.

shapes_toolbar

When you add arrows to workspaces, you can select the nodes or anchor points around them to change the direction of the arrow.

For example, you can add a right-facing arrow to a workspace, select the node located at the tip of the arrow, and drag it to the left until it becomes a left-facing arrow. Similarly, you can add an up arrow to a workspace, select the node located at the tip of the arrow, and drag it downward until it becomes a down arrow

arrow_up

arrow_down

Perform Object Scaling

Object scaling allows you to resize an object without disturbing the aspect ratio.

To resize an object while maintaining aspect ratio:

  1. Select an object in the workspace.
  2. Press Shift on your keyboard while using your mouse to grab the nodes or anchor points of the selected object – increasing or decreasing its size.
  3. Scale the object to your preferred size or measurement.

Note: You can attach shapes, lines, and arrows to other workspace objects or assets.

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