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Using Padlet for process mapping

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This article contains some tips on setting up a Padlet specifically for process mapping. Whilst other software may offer more functionality this can sometimes be distracting, Padlet is a supported tool that is simple to use, making collaborating easier.

Screenshot of a Padlet

Choose the format for your Padlet

1. Click the Make a Padlet button.

screenshot of the padlet homepage with the make a padlet button highlighted

2. Start by selecting the Canvas format for your Padlet, this is the format that will allow you to create connectors between posts.

gif of editor hovering over padlet formats and choosing one

3. Padlet adds a default title. Replace the title and add a description. We recommend using a dark background because the connector lines are dark gray and can't be changed, making it difficult to navigate with a light background.

gif of editor replacing padlet title and adding a description

4. Enable or disable posting and content settings such as displaying the author names on posts, allowing post comments and post reactions.

screenshot of posting and content settings in padlet

Add posts to map your process

Double-click on the Padlet or click the plus button on the bottom right. Add a title and content. Click Publish to post it on the Padlet.

You can add different files, media and links, also you can edit your post. For more information, see the Add a post guide (this link redirects to the Padlet support website).

Another thing you may find useful for process mapping is resizing a post by holding and dragging the corner of the post.

gif of editor resizing post in padlet

Post shapes can't be changed but post colours can

Post shapes can't be changed in Padlet so you may want to change the backround colour of specific posts to differentiate them, e.g. decisions could be posts with a blue background.You can change the colour when creating a post and on an existing post. Also, you can help your users by adding a post with a key explaining what each of the colours represents in your Padlet.

gif of editor changing colour on a new padlet post

To change the colour on an existing post, click on the ellipsis on the top right of the post and select one of the options.

gif of editor changing colour on a padlet post

Using connectors between your posts

To add a connector between posts, click on the ellipsis on the top right of a post, select Connect to post and then Connect. You have the option to have a label on the connector, if you would like.

gif of editor connecting one post to another in a canvas padlet

To remove a connector between posts, click on the ellipsis on the top right of a post and select Disconnect from post. Click on the X mark that appears on the connector.

gif of editor disconnecting one post to another in a canvas padlet

Set your privacy and visitor permissions

To allow others to view and contribute to your Padlet, you need to set the appropriate privacy and visitor permission for this purpose.

1. When your Padlet is ready to share, click on the Share icon on the right, then click on Change privacy and select Secret. While Secret sounds like an odd choice, this is the option that allows your Padlet link to be shared.

gif of editor changing the privacy settings of a padlet to secret

2. After you have selected the privacy option, click on the Can Read dropdown menu and select one of the visitor permissions that best suits your Padlet.

gif of editor changing sharing permissions in a padlet from can read to can edit

3. Click anywhere on the grey background to close the permissions screen and then click Save.

padlet saving and closing visitor permissions

4. Click on the Share icon again and select Copy link to clipboard. You can share this link, for example, in an email or in a chat message. You can also embed a Padlet in a Microsoft Teams channel. For instructions on doing this, see the Embed a Padlet into a Microsoft Team channel guide.

Screenshot of a Padlet

Ways to save your Padlet

1. Click on the Share icon on the right.

screenshot of highlighted share button in padlet

2. Select one of the export options. You can save your process map as an image or PDF.

screenshot of padlet export options

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