Directories

Organize value streams into directories so you can group related processes and filter the list by category.

Directories group value streams into categories, similar to folders. Use them to keep related processes together, for example returns, product onboarding, or order fulfillment, and to filter the Value Streams list when the number of processes grows.

You create and manage directories in a dedicated view, then assign them to value streams from the Value Streams list. A value stream can belong to more than one directory.

Creating and managing directories

1

Open Directories

On the Value Streams view, choose Manage Directories.

2

Create a directory

Choose Create Directory. Provide a Name and, optionally, a Description that explains what the directory is for.

Directories view for creating and managing value stream directories

You can edit a directory with the pencil icon or delete it with the trash icon.

Assigning directories to a value stream

1

Open the actions menu

On the Value Streams view, choose the three dots icon next to the value stream.

Assign directories in the three dots actions menu

2

Assign directories

Choose Assign directories. Search for or choose one or more directories.

Assigning directories to a value stream from the actions menu

Filtering by directory

On the Value Streams view, use the Directories column filter. The default is All directories. Choose a directory to show only the value streams assigned to it.

The same directory structure is available in the Value Streams Debugger. In the Instances list, use the Directory column to filter running process instances by directory. The default is All directories.