Manage project versions

When you’re mapping a process, any changes you make to a diagram are saved automatically so there’s no need for you to save it. However, when you’re collaborating with others, it’s best practice to save project versions so that there’s a history of the changes you and others make to the project over time.

With version history, you can explore different project versions, restore versions of the project, create a project based on a specific project version and delete versions.

Create a version

You can create a version of a project so that it’s preserved in the project history.

1. In the header, click , then select Create version.

2. In the dialog box that opens, give the version a name and a description (both optional), then click Create.

   If you don’t give the project a name, a default name is given using the date and time the version was created. For example, “January 10 - 12PM”.

Edit version name and description

You can edit the name and description of a version.

1. In the header, click and select Explore versions.

   This opens a new page.

2. In the right panel, click next to the version you want to edit.

3. Edit the name and/or the description, then click Save.

Restore a version

This enables you to restore an earlier version of the project.

1. In the header, click , and select Explore versions.

   This opens a new page.

2. In the right panel, select the version you want to restore.

3. In the header, click Restore.

4. In the dialog box that opens, click Restore.

Create a project based on a version

Create a new project based on a specific project version.

1. In the header, click , and select Explore versions.

2. In the panel that opens, select the version, click and select Create project.

3. In the dialog box that opens, give the project a name, then click Create.

Explore a project version

View and explore a version and all its diagrams.

1. In the header, click and select Explore versions.

   This opens a new page.

2. In the right panel, select the version you want to explore.

3. Use and at the bottom of the screen to view all the diagrams in the version.

Delete a version

Permanently delete a project version. Once you delete a version, it can’t be restored.

1. In the header, click and select Explore versions.

   This opens a new page.

2. In the header, click Delete.

3. In the dialog box that opens, click Delete.