Procedure: Lucidchart / Create or edit a diagram

Objective

• To provide instruction on creating or editing diagrams in Lucidchart

User

• Miami University Staffer

Environment

• 1407771: Lucidchart

Procedure 

Create a diagram

1. Open the Lucid dashboard (ADD LINK)
2. In the left column, select Documents and then select Team Folders
3. Select Miami Diagrams and then select the appropriate application folder
4. Once in the folder, click the New button
5. Select Lucidchart and then select Create from Template
6. In the All Templates column, select All templates
7. Select the appropriate Miami-approved template:
   • MU Template Physical Diagram
   • MU Template Logical Diagram
8. Click the template icon
9. In the template window, click the Use template button
10. In the upper-left screen, rename your diagram following this format:
    • [Application] [(Asset number)] [Physical / Logical] [Creation date]
    • Example: Lucidchart (1407771) Physical 03.26.2024
11. Add, change, or delete elements to create and complete your diagram
12. In the upper-left screen, click the arrow next to Draft and change the status of your diagram
13. While Lucidchart automatically saves your progress, you can also click the File tab and select Save from the drop-down menu to save your diagram
14. Click the File tab and select Share document from the drop-down menu to email your diagram to collaborators
15. Click the File tab and select Export from the drop-down menu to save your diagram as a PDF

Edit a diagram

1. Open the Lucid dashboard
2. In the left column, select Documents and then select Team Folders
3. Select Miami Diagrams and then select the appropriate application folder
4. Double-click on the appropriate diagram icon
5. In the upper-left screen, rename your diagram following this format:
   • [Application] [(Asset number)] [Physical / Logical] [Creation date]
   • Example: Lucidchart (1407771) Physical 03.26.2024
6. Add, change, or delete elements to create and complete your diagram
7. In the upper-left screen, click the arrow next to Draft and change the status of your diagram
8. While all changes are automatically saved, you can also click the File tab and select Save from the drop-down menu to save your diagram
9. Click the File tab and select Share document from the drop-down menu to email your diagram to collaborators
10. Click the File tab and select Export from the drop-down menu to save your diagram as a PDF