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titleAbout

Lucidspark isa virtual whiteboarding tool. With Lucidspark’s intuitive canvas, your team can collect and organize ideas — and then turn them into action. Lucidspark makes it easy to create a canvas from scratch or from a template, customize it to your liking, collaborate with your team, and put your ideas to work.

  • Facilitate effective meetings, planning sessions, and workshops with the right balance of structure and flexibility.
  • Ideate in real time with teammates.
  • Provide feedback, organize and vote on your team’s ideas, and create action items.


Note: Lucidspark is currently in pilot mode and only available to a limited number of groups. More information on expanded availability will be posted here when it is released to the entire community


Horizontal Navigation Bar Page
titleGetting Started

Coming Soon!


Horizontal Navigation Bar Page
titleResources

Resources




Horizontal Navigation Bar Page
titleFAQs

FAQs


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titleGeneral


Expand
titleWhat is Lucidspark?

Lucidspark is a virtual whiteboard where teams connect and convey their greatest ideas to light. The goal is to allow teams to brainstorm and share their ideas through teamwork and better organization.


Expand
titleWhat is Lucidchart?

Lucidchart is a web-based collaborative diagramming application that allows you to create and share technical diagrams. It also allows you to import environment information directly from sources such as AWS, and will automatically generate diagrams from that data. The goal is to allow teams to propel and visualize business ideas with clarity, collectively, and swiftly. 



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titleAccess

Coming Soon!





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titleNavigation


Expand
titleHow to navigate in Lucidspark?

Pan: Right click + drag

Zoom with trackpad: Pinch fingers

Zoom with mouse: Press spacebar + scroll wheel 


Expand
titleUsing Mini Map to navigate in Lucidspark

In order to see an overview of all content or jump to another area, click mini_map_icon.PNG the Mini Map icon in the Canvas View Controls. The solid blue lines on the map show what portion of the canvas is being displayed in your current view. To jump to another area, simply click the spot on the map that you’d like to jump to.
image2.gif


Expand
titleUsing Frames to navigate in Lucidspark

Add a Frame

To add a frame to the canvas, follow these steps:

  1. Select frames_iconthe Frames icon from the Primary Toolbar. 
  2. Click Create Frame.
  3. Click and drag on the board to draw out your frame to your desired size.

Note: You can draw the frame around existing shapes, images, etc.

Table of Contents for Frames

Access the Table of Contents to view all of your frames listed out in one place and quickly navigate to any frame on your board.

To access a frame from the Table of Contents, follow these steps:

  1. Select frames_iconthe Frames icon from the Primary Toolbar. 
  2. Click Table of Contents.
  3. Select the desired frame from the list.

Frames_Table_of_Contents.PNG




Format and modify lines

Lucidchart’s many line modification options give you control over how your lines look. To make a change to an individual line, select the line and navigate to the corresponding section of the Formatting toolbar above your canvas. To set a document’s default line settings, ensure you have no lines selected before setting default line settings from the Formatting toolbar.

Line shape

Lucidchart offers three options for line shape: 

  • Straight
  • Curved
  • Elbow

The default setting for line shape in a new document is Elbow, which means that your lines’ directions will correspond with the background grid of your canvas and only bend at 90˚ angles.

To change line shape, follow these steps:

  1. Select a line or click the canvas’ background.
  2. Click the Line Options icon from the formatting toolbar.
    line_shape_options.pngImage Removed

  3. Select one of the three line shapes available.
    • Note: If you are using the Elbow line shape, you can add rounding to the line’s angles by toggling the up and down arrows in the “ROUNDED” box in the line options window.

Line color

To change the color of a line, follow these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Clickline_color_icon.pngImage Removedthe Line Color icon from the formatting toolbar.
  3. Select a color from the color swatch window that appears.
    Screen_Shot_2022-04-22_at_2.58.05_PM.pngImage Removed

Use a custom color by clicking Screen_Shot_2022-04-22_at_3.03.35_PM.pngImage Removed the plus icon at the bottom of the color swatch window. From here, you can manually select a color by selecting a space in the color swatch or using the color slider. You can also select Hex, HSB, or RGB from the dropdown menu. Once selected, you can adjust the HSB or RGB values or type a Hex code.

Line width

To change the width of a line, follow these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Toggle the up and down arrows in the “Line Width” box of the formatting toolbar.
    modify_line_width.gifImage Removed

Note: Lucidchart allows line thicknesses ranging from 0.5 to 10 px, and rounds inputted measurements to the nearest tenth of a pixel.

Line style

To change the style of a line, follow these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Click the “Line Style” box in the formatting toolbar for a display of the available line style options.
    line_style.pngImage Removed

  3. Hover your cursor over the different line styles to see how they will appear on your diagram. Click a line style to apply changes.

Additional line style options:

  • If you are modifying an individual line, you can select "DOUBLE" at the bottom of this window to turn your line into two parallel lines.
    Screen_Shot_2022-04-22_at_3.17.47_PM.pngImage Removed
  • If a selected line crosses another line on the canvas, you can make it jump over the other line by selecting "JUMP".
    Screen_Shot_2022-04-22_at_3.22.12_PM.pngImage Removed

Modify line endpoints

The default line endpoint setting in a new document includes a solid, one-sided arrow. To change endpoints, following these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Click the left or right “Endpoint” drop-down in the formatting toolbar to see available options.
    modify_arrow_endpoints.gifImage Removed
  3. Select a style.

To swap the endpoints of a selected line, click the double arrow icon next to the endpoint drop-down menus in the formatting toolbar.
swap_line_ending.pngImage Removed

Expand
titleHow do I add lines in Lucidspark?

Add lines to a diagram

There are three ways to add a line:

  • From a selected object
  • From the Shape menu
  • Directly to the canvas

Add a line from an object

  1. Hover your cursor over a shape.
  2. Click a round red node from the side of an object.
  3. Drag your cursor away from the object.
    add_line_from_shape.gifImage Removed

You can connect the line back to the same object, to a different object, or add a new object by selecting one from the menu that appears when you release the mouse on the blank canvas.

add_new_shape_from_line.gifImage Removed

If you do not want to add a new object to a line, click anywhere on the canvas to exit the shape auto-prompt window. 

To disable the shape auto-prompt window:

  1. Open your Account Settings by selecting your profile image or initials in the upper-right hand corner.
  2. Click Document Settings from the menu to the left of your screen.
  3. Select the Lucidchart tab.
  4. Find the “After Drawing Lines” section.
  5. Select “Do nothing.”

Add a line from the Shape Menu

  1. Click and drag Screen_Shot_2022-04-22_at_11.25.27_AM.pngImage Removed the line and arrow icon from the “Standard” section of the shape menu.
  2. Move the line by dragging its body and lengthen it by dragging one of its ends.
    add_line_from_menu.gifImage Removed

Add a line directly to the canvas

  • Right-click the canvas.
  • From the menu that appears, select Draw Line.
    add_line_to_canvas.gifImage Removed

Additional tips:

  • If you move an object that is connected with a line to another object, the line will also move to maintain the connection.
  • Hold the Shift key on your keyboard when drawing a line to make its path follow a straight line of 45˚ increments.
  • Create a line that moves independently from a shape by toggling off "line connections" in Page Settings.
    • Turning off line connections allows you to move a line in isolation by clicking the arrow keys on your keyboard, however, lines already connected to shapes cannot be moved in isolation.
Expand
titleHow do I modify or customize lines in Lucidspark?
Expand
titleHow to navigate in Lucidchart?

Mouse: Hold space key down + scroll wheel

Trackpad: Pinch two fingers

to navigate in Lucidchart?

Mouse: Hold space key down + scroll wheel

Trackpad: Pinch two fingers



Lucidspark keeps a log of all changes made to a board using the Revision History tool! It's accessible within the menu near the title of your board.

Image Removed

The board’s edit history will display as a list of stacked tiles, with each tile representing a past version of the board. Each tile will display the date and time the changes were made, as well as the full name or email address of the user who made the changes. 

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titleWorking in Lucidspark


Expand
titleCan I link one part of the board to another?

Not at this time, Lucid is looking into this as a future enhancement.


Expand
titleHow to create breakout boards?

To create a new Breakout Board:

  1. SelectScreen_Shot_2021-08-17_at_11.59.32_AM.pngImage Addedthe Breakout Board icon from the Primary Toolbar.
  2. Click the tile to “Add new breakout”.

A Breakout Board will be automatically labeled. To rename a board, join the board you’d like to update and type the new title in the upper left-hand corner. 


Expand
titleHow to manage board participants?

To start the breakout session, select Start Breakout. The Breakout Boards panel will become visible to all participants and they'll be able to select a board to join, which will send them to a separate Lucidspark board.

start_breakout.pngImage Added

You can also share a direct link to a Breakout Board. You can do this by selecting Copy direct link from the three-dot menu in the Breakout Board panel and from within a Breakout Board by selecting Screen_Shot_2022-03-30_at_11.25.26_AM.pngImage Added in the upper-right corner.

Note: Shareable Links will need to be enabled from the Main Board's Share settings to allow creation of and access to direct links.

Screen_Shot_2022-03-30_at_12.06.17_PM.pngImage Added

When the session is over, select Call Back to bring everyone back to the Main Board. Participants can also navigate back to the main board themselves at any time by clicking Screen_Shot_2022-03-30_at_11.18.17_AM.pngImage Added in the upper-left side corner.

call_back_breakout_boards.pngImage Added


Expand
titleCan I link one part of the board to another?

Not at this time, Lucid is looking into this as a future enhancement.


Expand
titleHow to create breakout boards?

To create a new Breakout Board:

  1. SelectScreen_Shot_2021-08-17_at_11.59.32_AM.pngImage Addedthe Breakout Board icon from the Primary Toolbar.
  2. Click the tile to “Add new breakout”.

A Breakout Board will be automatically labeled. To rename a board, join the board you’d like to update and type the new title in the upper left-hand corner. 


Expand
titleHow to manage board participants?

To start the breakout session, select Start Breakout. The Breakout Boards panel will become visible to all participants and they'll be able to select a board to join, which will send them to a separate Lucidspark board.

start_breakout.pngImage Added

You can also share a direct link to a Breakout Board. You can do this by selecting Copy direct link from the three-dot menu in the Breakout Board panel and from within a Breakout Board by selecting Screen_Shot_2022-03-30_at_11.25.26_AM.pngImage Added in the upper-right corner.

Note: Shareable Links will need to be enabled from the Main Board's Share settings to allow creation of and access to direct links.

Screen_Shot_2022-03-30_at_12.06.17_PM.pngImage Added

When the session is over, select Call Back to bring everyone back to the Main Board. Participants can also navigate back to the main board themselves at any time by clicking Screen_Shot_2022-03-30_at_11.18.17_AM.pngImage Added in the upper-left side corner.

call_back_breakout_boards.pngImage Added


Expand
titleHow do I track the changes collaborators made?

Lucidspark keeps a log of all changes made to a board using the Revision History tool! It's accessible within the menu near the title of your board.

Image Added

The board’s edit history will display as a list of stacked tiles, with each tile representing a past version of the board. Each tile will display the date and time the changes were made, as well as the full name or email address of the user who made the changes. 



Expand
titleHow do I manage breakout boards?

Add a Note to a Shape

To add a note to a shape, right click on the shape and select “Add Note” from the dropdown. 

Note Icon on Shape

After adding a note to a shape, you will see note_iconImage Addedthe note icon on the top right corner of the shape. If you click on the note icon, it will show the note you added.

Delete a Note from a Shape

To delete a note from a shape, right click on the shape and select “Delete Note” from the dropdown.


Expand
titleHow do I join a breakout board?
  1. SelectScreen_Shot_2021-08-17_at_11.59.32_AM.pngImage Addedthe Breakout Board icon from the Primary Toolbar.
  2. Hover your cursor over the board you’d like to join.
  3. Click Join.
    Breakout_board_join.PNGImage Added
  4. Select Screen_Shot_2022-03-30_at_11.18.17_AM.pngImage Added in the upper left-hand corner of your canvas when you’re ready.

You can also join a Breakout Board by clicking a direct link the facilitator or another participant has shared with you.


Expand
titleWhere can images be attached?

You have multiple options when managing Breakout Boards. To access this menu, hover over a board’s tile and select the three-dot menu.

Screen_Shot_2022-03-30_at_11.30.13_AM.pngImage Added

With this menu you can:

  • Join a board to participate
  • Rename a board to customize its title
  • Copy direct link to share with participants
  • Duplicate a board
  • Insert all content of a Breakout Board to the Main Board
  • Delete a board

A few tips

  • Anyone on your Enterprise account with edit permissions to a board can create Breakout Boards.
  • View-only users can join and view Breakout Boards.
  • Guest Collaborators and free users can participate in existing Breakout Boards.
  • Participants will only see collaborators for the Breakout Board they are in.
  • You can move over specific shapes from the Breakout Board to the main board.
    • To add a single shape, copy the shape and paste it in the Main Board.
    • To select multiple shapes, hold the Shift key while selecting shapes to copy, then paste in the Main Board.
  • You can also add all content of a Breakout Board to the Main Board by dragging and dropping the thumbnail of a board from the Breakout Board panel onto the canvas.


Expand
titleHow do I add web link in Lucidspark?

To add a web link to an object:

  1. Select a shape.
  2. Click the link icon from the Context Toolbar.
  3. Paste the URL and click Apply.
  4. To change the shape to display a preview of the linked content, select Convert to Link Preview.

Screen_Shot_2022-01-21_at_2.54.55_PM.pngImage Added

Link Preview

If you convert to Link Preview, a separate shape containing a thumbnail will be populated. You may see the following options in the Context Toolbar for the thumbnail:

  • refresh_lucidspark_menu.PNGImage AddedRefresh the thumbnail image(s)
  • left_arrow.PNGImage Addedright_arrow.PNGImage AddedNavigate thumbnails will appear as arrows that will allow you to switch between the images, if there are more than one
  • extract_thumbnails_icon.PNGImage AddedExtract thumbnails to extract the thumbnail image(s)
  • expand_view_icon.PNGImage AddedExpand view if there is an iframe to display

Add a Web Link to text

To add a web link to specific text (whether in a text box or on an object), highlight the portion of the text that you would like linked and then follow the steps explained above — select the link icon from the Context Toolbar, paste in the URL, and hit “Apply.” 

A blue line will appear under the selected text to indicate that a web link has been applied. 

image2.pngImage Added

To trigger the link and open the linked webpage on a PC, press Shift + Ctrl and then click on the object or text that you applied a web link to. If you are using a Mac, press Shift + Command and then click on the object or text.

These instructions will also appear on your board if you hover over/click on an object that has a web link attached to it. 

image3.pngImage Added


Expand
titleHow do I add lines in Lucidspark?

Add lines to a diagram

There are three ways to add a line:

  • From a selected object
  • From the Shape menu
  • Directly to the canvas

Add a line from an object

  1. Hover your cursor over a shape.
  2. Click a round red node from the side of an object.
  3. Drag your cursor away from the object.
    add_line_from_shape.gifImage Added

You can connect the line back to the same object, to a different object, or add a new object by selecting one from the menu that appears when you release the mouse on the blank canvas.

add_new_shape_from_line.gifImage Added

If you do not want to add a new object to a line, click anywhere on the canvas to exit the shape auto-prompt window. 

To disable the shape auto-prompt window:

  1. Open your Account Settings by selecting your profile image or initials in the upper-right hand corner.
  2. Click Document Settings from the menu to the left of your screen.
  3. Select the Lucidchart tab.
  4. Find the “After Drawing Lines” section.
  5. Select “Do nothing.”

Add a line from the Shape Menu

  1. Click and drag Screen_Shot_2022-04-22_at_11.25.27_AM.pngImage Added the line and arrow icon from the “Standard” section of the shape menu.
  2. Move the line by dragging its body and lengthen it by dragging one of its ends.
    add_line_from_menu.gifImage Added

Add a line directly to the canvas

  • Right-click the canvas.
  • From the menu that appears, select Draw Line.
    add_line_to_canvas.gifImage Added

Additional tips:

  • If you move an object that is connected with a line to another object, the line will also move to maintain the connection.
  • Hold the Shift key on your keyboard when drawing a line to make its path follow a straight line of 45˚ increments.
  • Create a line that moves independently from a shape by toggling off "line connections" in Page Settings.
    • Turning off line connections allows you to move a line in isolation by clicking the arrow keys on your keyboard, however, lines already connected to shapes cannot be moved in isolation.


Expand
titleHow do I modify or customize lines in Lucidspark?

Format and modify lines

Lucidchart’s many line modification options give you control over how your lines look. To make a change to an individual line, select the line and navigate to the corresponding section of the Formatting toolbar above your canvas. To set a document’s default line settings, ensure you have no lines selected before setting default line settings from the Formatting toolbar.

Line shape

Lucidchart offers three options for line shape: 

  • Straight
  • Curved
  • Elbow

The default setting for line shape in a new document is Elbow, which means that your lines’ directions will correspond with the background grid of your canvas and only bend at 90˚ angles.

To change line shape, follow these steps:

  1. Select a line or click the canvas’ background.
  2. Click the Line Options icon from the formatting toolbar.
    line_shape_options.pngImage Added

  3. Select one of the three line shapes available.
    • Note: If you are using the Elbow line shape, you can add rounding to the line’s angles by toggling the up and down arrows in the “ROUNDED” box in the line options window.

Line color

To change the color of a line, follow these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Clickline_color_icon.pngImage Addedthe Line Color icon from the formatting toolbar.
  3. Select a color from the color swatch window that appears.
    Screen_Shot_2022-04-22_at_2.58.05_PM.pngImage Added

Use a custom color by clicking Screen_Shot_2022-04-22_at_3.03.35_PM.pngImage Added the plus icon at the bottom of the color swatch window. From here, you can manually select a color by selecting a space in the color swatch or using the color slider. You can also select Hex, HSB, or RGB from the dropdown menu. Once selected, you can adjust the HSB or RGB values or type a Hex code.

Line width

To change the width of a line, follow these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Toggle the up and down arrows in the “Line Width” box of the formatting toolbar.
    modify_line_width.gifImage Added

Note: Lucidchart allows line thicknesses ranging from 0.5 to 10 px, and rounds inputted measurements to the nearest tenth of a pixel.

Line style

To change the style of a line, follow these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Click the “Line Style” box in the formatting toolbar for a display of the available line style options.
    line_style.pngImage Added

  3. Hover your cursor over the different line styles to see how they will appear on your diagram. Click a line style to apply changes.

Additional line style options:

  • If you are modifying an individual line, you can select "DOUBLE" at the bottom of this window to turn your line into two parallel lines.
    Screen_Shot_2022-04-22_at_3.17.47_PM.pngImage Added
  • If a selected line crosses another line on the canvas, you can make it jump over the other line by selecting "JUMP".
    Screen_Shot_2022-04-22_at_3.22.12_PM.pngImage Added

Modify line endpoints

The default line endpoint setting in a new document includes a solid, one-sided arrow. To change endpoints, following these steps:

  1. Select a line (or to set a default, click anywhere on the canvas).
  2. Click the left or right “Endpoint” drop-down in the formatting toolbar to see available options.
    modify_arrow_endpoints.gifImage Added
  3. Select a style.

To swap the endpoints of a selected line, click the double arrow icon next to the endpoint drop-down menus in the formatting toolbar.
swap_line_ending.pngImage Added

Panel
borderColor#254b78
titleColor#ffffff
borderWidth1
titleBGColor#254b78
borderStylesolid
titleWorking in Lucidspark
Expand
titleCan I link one part of the board to another?

Not at this time, Lucid is looking into this as a future enhancement.

Expand
titleHow to create breakout boards?

To create a new Breakout Board:

  1. SelectScreen_Shot_2021-08-17_at_11.59.32_AM.pngImage Removedthe Breakout Board icon from the Primary Toolbar.
  2. Click the tile to “Add new breakout”.

A Breakout Board will be automatically labeled. To rename a board, join the board you’d like to update and type the new title in the upper left-hand corner. 

Expand
titleHow to manage board participants?

To start the breakout session, select Start Breakout. The Breakout Boards panel will become visible to all participants and they'll be able to select a board to join, which will send them to a separate Lucidspark board.

start_breakout.pngImage Removed

You can also share a direct link to a Breakout Board. You can do this by selecting Copy direct link from the three-dot menu in the Breakout Board panel and from within a Breakout Board by selecting Screen_Shot_2022-03-30_at_11.25.26_AM.pngImage Removed in the upper-right corner.

Note: Shareable Links will need to be enabled from the Main Board's Share settings to allow creation of and access to direct links.

Screen_Shot_2022-03-30_at_12.06.17_PM.pngImage Removed

When the session is over, select Call Back to bring everyone back to the Main Board. Participants can also navigate back to the main board themselves at any time by clicking Screen_Shot_2022-03-30_at_11.18.17_AM.pngImage Removed in the upper-left side corner.

call_back_breakout_boards.pngImage Removed

Expand
titleCan I link one part of the board to another?

Not at this time, Lucid is looking into this as a future enhancement.

Expand
titleHow to create breakout boards?

To create a new Breakout Board:

  1. SelectScreen_Shot_2021-08-17_at_11.59.32_AM.pngImage Removedthe Breakout Board icon from the Primary Toolbar.
  2. Click the tile to “Add new breakout”.

A Breakout Board will be automatically labeled. To rename a board, join the board you’d like to update and type the new title in the upper left-hand corner. 

Expand
titleHow to manage board participants?

To start the breakout session, select Start Breakout. The Breakout Boards panel will become visible to all participants and they'll be able to select a board to join, which will send them to a separate Lucidspark board.

start_breakout.pngImage Removed

You can also share a direct link to a Breakout Board. You can do this by selecting Copy direct link from the three-dot menu in the Breakout Board panel and from within a Breakout Board by selecting Screen_Shot_2022-03-30_at_11.25.26_AM.pngImage Removed in the upper-right corner.

Note: Shareable Links will need to be enabled from the Main Board's Share settings to allow creation of and access to direct links.

Screen_Shot_2022-03-30_at_12.06.17_PM.pngImage Removed

When the session is over, select Call Back to bring everyone back to the Main Board. Participants can also navigate back to the main board themselves at any time by clicking Screen_Shot_2022-03-30_at_11.18.17_AM.pngImage Removed in the upper-left side corner.

call_back_breakout_boards.pngImage Removed

Expand
titleHow do I track the changes collaborators made?
Expand
titleHow do I manage breakout boards?

Add a Note to a Shape

To add a note to a shape, right click on the shape and select “Add Note” from the dropdown. 

Note Icon on Shape

After adding a note to a shape, you will see note_iconImage Removedthe note icon on the top right corner of the shape. If you click on the note icon, it will show the note you added.

Delete a Note from a Shape

To delete a note from a shape, right click on the shape and select “Delete Note” from the dropdown.

Expand
titleHow do I join a breakout board?
  1. SelectScreen_Shot_2021-08-17_at_11.59.32_AM.pngImage Removedthe Breakout Board icon from the Primary Toolbar.
  2. Hover your cursor over the board you’d like to join.
  3. Click Join.
    Breakout_board_join.PNGImage Removed
  4. Select Screen_Shot_2022-03-30_at_11.18.17_AM.pngImage Removed in the upper left-hand corner of your canvas when you’re ready.

You can also join a Breakout Board by clicking a direct link the facilitator or another participant has shared with you.

Expand
titleWhere can images be attached?

You have multiple options when managing Breakout Boards. To access this menu, hover over a board’s tile and select the three-dot menu.

Screen_Shot_2022-03-30_at_11.30.13_AM.pngImage Removed

With this menu you can:

  • Join a board to participate
  • Rename a board to customize its title
  • Copy direct link to share with participants
  • Duplicate a board
  • Insert all content of a Breakout Board to the Main Board
  • Delete a board

A few tips

  • Anyone on your Enterprise account with edit permissions to a board can create Breakout Boards.
  • View-only users can join and view Breakout Boards.
  • Guest Collaborators and free users can participate in existing Breakout Boards.
  • Participants will only see collaborators for the Breakout Board they are in.
  • You can move over specific shapes from the Breakout Board to the main board.
    • To add a single shape, copy the shape and paste it in the Main Board.
    • To select multiple shapes, hold the Shift key while selecting shapes to copy, then paste in the Main Board.
  • You can also add all content of a Breakout Board to the Main Board by dragging and dropping the thumbnail of a board from the Breakout Board panel onto the canvas.
Expand
titleHow do I add web link in Lucidspark?

To add a web link to an object:

  1. Select a shape.
  2. Click the link icon from the Context Toolbar.
  3. Paste the URL and click Apply.
  4. To change the shape to display a preview of the linked content, select Convert to Link Preview.

Screen_Shot_2022-01-21_at_2.54.55_PM.pngImage Removed

Link Preview

If you convert to Link Preview, a separate shape containing a thumbnail will be populated. You may see the following options in the Context Toolbar for the thumbnail:

  • refresh_lucidspark_menu.PNGImage RemovedRefresh the thumbnail image(s)
  • left_arrow.PNGImage Removedright_arrow.PNGImage RemovedNavigate thumbnails will appear as arrows that will allow you to switch between the images, if there are more than one
  • extract_thumbnails_icon.PNGImage RemovedExtract thumbnails to extract the thumbnail image(s)
  • expand_view_icon.PNGImage RemovedExpand view if there is an iframe to display

Add a Web Link to text

To add a web link to specific text (whether in a text box or on an object), highlight the portion of the text that you would like linked and then follow the steps explained above — select the link icon from the Context Toolbar, paste in the URL, and hit “Apply.” 

A blue line will appear under the selected text to indicate that a web link has been applied. 

image2.pngImage Removed

To trigger the link and open the linked webpage on a PC, press Shift + Ctrl and then click on the object or text that you applied a web link to. If you are using a Mac, press Shift + Command and then click on the object or text.

These instructions will also appear on your board if you hover over/click on an object that has a web link attached to it. 

image3.pngImage Removed




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titleWorking in Lucidchart


Expand
titleHow do I import Excel spreadsheets?

To import a data set from Google Sheet, Excel, or CSV into a Lucidchart document, follow these steps:

  1. Open a Lucidchart document.
  2. Click data_linking_icon.PNG the data linking icon in the left bar.
  3. Click Link Data.
  4. In the window that appears, click Import Your Data.
  5. Select the file type (Google Sheets, Excel, or CSV) that you would like to import, or select to choose a file that you have already uploaded to Lucidchart. 
  6. Click Choose File.
    • If you are importing data from a Google Sheet, you will need to grant Lucidchart permission to access your Google account. Click Authenticate, select your Google account, and click Allow to grant this permission.
  7. Select an Excel or CSV file from your device and click Open.
    • If you are importing data from a Google Sheet, select a sheet and click Select.
  8. Select which pages of your spreadsheet you want to import and click Next.
  9. After importing your data, Lucidchart will prompt you to identify the header row of your data set. Select your header row.
  10. Click Next.
  11. In the next window, Lucidchart will prompt you to select a column of your data that contains reference keys for the contents of each row. Reference keys allow Lucidchart to keep track of your data even after you make structural changes to it, such as removing, adding, or reordering rows. Select the column that contains unique identifiers, if you have one. 
  12. Click Finish.


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titleHow do I edit and format text?

Select text 

Learn how to quickly highlight a specific portion of text so that it becomes editable.

Click once on a text box or shape containing text to select it.

Double-click an object containing text to select all of the text within the object and enter text editing mode.

Click once on the object to un-select the text and remain in text editing mode.

Set style and format

Screen_Shot_2022-05-02_at_1.37.44_PM.png

Customize the appearance of text in a diagram from the formatting bar. From here you can:

  • Apply text style
    Screen_Shot_2022-05-02_at_1.44.02_PM.png

  • Change font
    Screen_Shot_2022-05-02_at_1.44.36_PM.png

  • Increase and decrease font size
    Screen_Shot_2022-05-02_at_1.42.51_PM.png

  • Bold, Italicize, and Underline text
    Screen_Shot_2022-05-02_at_1.46.54_PM.png

  • Change text colorScreen_Shot_2022-05-02_at_1.48.11_PM.png
  • Adjust text alignmentScreen_Shot_2022-05-02_at_1.51.34_PM.png
  • Access Text OptionsScreen_Shot_2022-05-02_at_1.51.45_PM.png
    Screen_Shot_2022-05-02_at_1.58.10_PM.png

From the Text Options menu, you can:

  • Add Strike through text Screen_Shot_2022-05-02_at_2.08.54_PM.png
  • Convert text to Subscript Screen_Shot_2022-05-02_at_2.09.06_PM.png
  • Convert text to Superscript Screen_Shot_2022-05-02_at_2.09.14_PM.png
  • Adjust the amount of space between each line of text
    Screen_Shot_2022-05-02_at_2.09.26_PM.png

  • Convert lines of text to Bullets and Lists
    Screen_Shot_2022-05-02_at_2.09.38_PM.png
  • Adjust left, right, before, and after indent
    Screen_Shot_2022-05-02_at_2.09.48_PM.png

  • Adjust text padding
    Screen_Shot_2022-05-02_at_2.10.02_PM.png
  • Rotate text 90˚ counter-clockwise
    Screen_Shot_2022-05-02_at_2.09.54_PM.png

Add shadow to text

  1. Select text on the canvas.
  2. ClickScreen_Shot_2022-05-02_at_2.05.42_PM.pngthe Shape Options icon.
  3. Select Shadow.
  4. Toggle on “Shadow”.
    add_shadow_to_text.gif
    Note: you can adjust shadow distance, blur, color, and angle from this window.

Add more lines of text

Create new lines of text using these keyboard shortcuts.

  • Add line breaks: Press “Enter” to add a break between lines of text within a text box or Command/Ctrl + Enter to add a break between lines of text within a shape.
  • Add a new bullet: Press Command/Ctrl + Enter to add a new bulleted line.
  • End a bulleted list: Press Shift + Enter to start a new line of text without a bullet.

Add and upload fonts

Lucidchart offers many additional fonts to the ones that initially appear in the drop-down menu of the formatting bar. 

Add fonts

  1. Select an object containing text.
  2. Click the font drop-down menu.
  3. Select Manage fonts at the bottom of the menu to open the font manager.
  4. Toggle on fonts you want to add.
  5. Click Done to add the selected fonts to the font drop-down menu.

Upload fonts

You can upload your own fonts as TTC, TTF, or OTF files. Once you are in the font manager, you can upload fonts by following these steps:

  1. Click Upload font in the bottom left.
  2. Select a font file from your computer.
    • You can also drag and drop one or more font files onto the font list.
  3. Click Upload to add the fonts to the font drop-down menu.

Note: Fonts used in your diagrams are automatically shared with your collaborators.

Text editing options

Lucidchart’s text editing options can help you maintain accuracy and consistency with your diagram’s written content. To access text editing options, select “Edit” from the formatting bar and scroll to the bottom of the menu.

Screen_Shot_2022-05-02_at_12.44.15_PM.png

From this menu you can:

  • Enable Spell Check
    • This option underlines any misspelled or unrecognized words in red.
  • Change Spell Check Language
    • Select this option and choose a language from the drop-down menu to change the spell check language of your document.
  • Use Find & Replace
    • Select this option or press command/Ctrl + F to pull up the Find & Replace window. Type the string that you want to replace in the “Find” text box and the replacement string in the “Replace with” text box, then click Replace or Replace all.
      Screen_Shot_2022-05-02_at_12.44.47_PM.png


Expand
titleHow do I share a chart with same view?

Click the "Link to Current View" box if you'd like your collaborators to enter the document with the same zoom level and view as you have when you create the link.


Expand
titleWhere can images be attached?

You can attach images to shapes, groups, lines, or pages. You can apply them anywhere you can create custom data.


Expand
titleHow can I attach images or notes in my chart?

Select Where to Attach Image on Editor

Select the Shape, Line, Page, etc. that you wish to attach an image to. Your image with be attached to whatever you have selected, be it a page or a shape.

Locate the Attach Images feature 

The Attached Images feature can be found in the menu on the right hand side of the editor.

Click on right_hand_menu_iconthe menu icon to open up the options and upload Attached Images.

Upload images into the Attach Images section 

You can attach images via the (+) icon, by clicking ‘Choose a file’, or by dragging & dropping a file into the Attach Images section.

attached_images

Supported file types are: .bmp, .gif, .jpeg, .jpg, .png, .jpe, .tiff, .tif, .psd, .ai, .pdf, and .svg

Note: Since PDFs will be attached as an image, only the first page of the PDF will be attached.

Attach Image Icon on Shapes

If you attach an image to a shape, you will see attach_image_icon the image icon on the right upper corner of the shape.


Expand
titleHow do I preview, rename or delete attached images?

Preview an attached image

Click on the thumbnail of an attached image to open a larger preview. If multiple images are attached, you can use the arrow buttons on either side of the preview to navigate through the images.

Rename or delete an attached image

To rename or delete an attached image, start by hovering over the thumbnail of the attached image to see the (...) more menu.

From there, select ‘Rename’ to edit the display name of the image, or select ‘Delete’ to delete the image from the selected object.

image2.png

Note: Deleting an Attached Image from a shape does not remove the image from the image manager.


Expand
titleHow can I reuse shapes with attached images?

Anyone you share the document with has the ability to see the Attached Images or Notes. This includes view/comment only users, who can view Attached Images or Notes via on-canvas icon and image preview. 














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titleNeed Help ?
  • ServiceNow Service Portal: Intended only for CMS employees and contractors. The portal provides self-service options for internal customers to report Security Incidents, submit Service Requests for tools or services offered to the internal QualityNet community, report an Incident, provide Approvals, or access internal Knowledge Base articles. The portal enables internal customers to track the status of tickets and requires a login. https://cmsqualitysupport.servicenowservices.com/sp_ess
  • Service Center: For any Lucidspark related questions or questions relating to content on the QualityNet website, Please contact the Service Center.






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