PRAXIS: Getting Started
Welcome to the PRAXIS Preview Release
This is a preview release of PRAXIS, a cloud-based app for sharing workflows. We’d like your feedback to improve the final product.
Target Audience for the Review
Who can benefit from PRAXIS? The short answer is anyone who wants to document the details of a product or cross-product workflow or to capture best practices. In particular, we are targeting these audiences:
- CAD/IT managers or trainers
- Learning content developers
- Subject matter experts
- Application engineers
- Channel partners
- Presales and postsales consultants
- Product support specialists
How to Give Feedback
Our goal is to build the best possible app for capturing and sharing workflows. Your feedback matters, and we take it seriously.
You can give us feedback in two ways:
- Directly from the PRAXIS interface. Look for the Help icon at the lower-right corner. Click it to start a conversation with the PRAXIS team.
- From the forum. If you signed up for the preview through the Labs project, post on the forum.
PRAXIS is a cloud-based app for sharing your product knowledge and best practices through simple, step-by-step workflow diagrams.
- It is free for our testers.
- There’s nothing to download and install. Because PRAXIS runs on your browser, you always have access to the most up-to-date version.
- PRAXIS works on Google Chrome, version 20 and later, on Windows and Mac OS. We plan to support other browsers in the future.
- There is no concept of files in PRAXIS. Your work is saved automatically to the cloud.
- For the time being, anyone can view a shared workflow, but only in Read-Only mode. Private sharing is in the planning stages.
These goals informed the design of PRAXIS:
- Communicating your thought processes quickly and easily. PRAXIS is fast and intuitive and does not get in the way of your thought and communication.
- Clearly giving the context behind each step of the workflow—no confusing long commentaries to explain your process.
- Easily sharing your work with team members. Others see your process through a browser, without installing software or downloading documents to share.
Note: Use in tablet or smartphone browsers is not currently supported.
PRAXIS is best suited for documenting step-by-step product workflows and best practices. Here is an example illustrating how to create a Revit Toposurface from a Point Cloud using Civil 3D.
At this stage, we anticipate product workflows or cross-product workflows. However, original and unexpected implementations are always welcome.
Create workflows in three easy steps:
- Draw. Quickly and easily create medium-complexity workflow diagrams.
- Enrich. Create your own knowledge page to associate detailed information with any node of the workflow diagram. Add detail with a rich text editor and attach links to video, Screencasts, or blog articles.
- Share. Send others a direct link to your workflow so that they can view it easily.
Create compelling workflow diagrams in a few steps
To Create a Workflow
- Go to https://praxis.autodesk.com and sign in with your Autodesk ID. If you don’t have an ID, create one. In the initial view, the My Workflow Maps tab is open on the left
- Select Create New Workflow to get started.
Your work is saved automatically, behind the scenes. Look at the upper-right corner to see when your work was last saved.
A new workflow is called Workflow 1 by default. Change the name at any time by clicking the title and editing directly.
To Add Shapes and Labels to the Workflow
- Hover over any of the dashed-line hotspots to view the shapes.
- Click to create a task shape, or hover over any of the shape icons and click to add that shape.
- After adding a shape, you’ll see options for the next shape in the workflow. Hover over the options and click to add the next shape. Continue adding shapes to build your workflow.
- To add a shape that's not connected to existing shapes, hover over any dashed-line hotspot. Select a shape and click to place it.
- To change the label of a shape, double-click the text and edit it.
Tip: Keep your labels short. The shape resizes as you add text, but there is a resizing limit.
To Work with Shapes and Connectors
- To connect one shape to another, hover over the center points of the edges and drag the connector to the center of the other shape.
- To change the direction of the arrow, select the connector and click the multiple-arrow symbol.
- To add a label to a connector, select it and click the T icon.
- To delete an object or connector, select it and press the Delete key (fn-Delete on a Mac).
- To undo and redo an action within a session, use the arrows at the upper-right corner of the workspace. You can also use the shortcuts Ctrl+Z (undo) and Ctrl+Y (redo).
- To deselect, click in the background grid, anywhere outside a dashed-line hotspot.
Add detail to steps in your workflow by creating a Knowledge Page. Add text descriptions, images, YouTube videos, Screencasts, or links to other sites.
To Create a Knowledge Page
When you select a shape, the pencil icon appears.
- Select the pencil icon to create a knowledge page associated with the selected shape (node). By default, the page has the same name as the node.
- Do any of the following:
- Click the title to edit it.
- Click in the rich text field and edit in place.
- Use the formatting tools (bold, italic, bullets, and so on).
- Cut (Ctrl+C) and paste (Ctrl+V) content from other documents into the knowledge page.
To Add a Link in a Knowledge Card
- Select Add Links to Additional Resources > Add A Link.
- Enter the URL for the knowledge resource in the format of this example: http://www.autodesk.com/
- Select Load URL. You see information gathered from that web page, including Title and Description.
- Enter a date, and select relevant tags for Products, Content Group, and Skill Level.
- Select Add Card to create a knowledge card. You can change the title Additional Resources by clicking the text and editing in place.
- To return to the workflow map editor, select Done in the upper-left corner or click anywhere outside the knowledge page.
- To get back to your list of workflow maps, select the workflow icon in the upper-left corner. This opens the My Workflow Maps tab. From there, you can start a new map or go back to one of your previous maps.
- To delete a map, select it and click the Trash icon at the lower-right corner of the My Workflow Maps tab.
Share your workflow diagrams with team members. You can embed the workflow diagram on blogs or wiki pages. Because PRAXIS is cloud-based, all your changes are saved automatically in the cloud and instantly updated and visible to the team.
To Share Workflow Maps
- In the My Workflow Maps palette, click the workflow that you want to share.
- Click the Embed icon. The Embed dialog, containing a web link, appears.
- Copy this URL and email it to your colleagues.
When you share a link to a workflow map, anyone with the link can view it. In the future, we plan to add support for private sharing of workflows. Currently, workflows are always shared in Read-Only mode.
To Embed Workflow Maps
In this dialog, you can also get the embed code to embed the workflow map on your blog or wiki page.
Click here for an interactive version.
You are now ready to start creating your own workflow maps. If you have questions or comments, email us at firstname.lastname@example.org
Before you file a bug with the PRAXIS team, make sure that you’re running the latest version of Google Chrome on Windows or Mac OS. Then clear your browser cache and restart the browser.
- How do I access my workflows?
Sign in to the PRAXIS app at https://praxis.autodesk.com using your Autodesk ID. You can access your workflows under the My Workflow Maps tab at the left of the screen.
- How do I change my account settings?
Go to your account settings in Autodesk Account.
- I forgot my password. How do I reset it?
Go to your Autodesk Account settings.
- How do I print my workflow or export it to PDF?
PRAXIS does not yet support export or print options. However, you can print directly from the browser.