Help your team feel welcome and engaged by humanizing your Lucid documents with profile shapes. With profile shapes, you can create a team roster, visualize ownership of responsibilities, and easily assign out tasks. Read this article to learn more about how this simple yet powerful tool can enhance your team’s collaboration.

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Add a profile shape to the canvas

To add a profile shape to your Lucidchart document or Lucidspark board, you have two options:

Drag your profile image or initials from the top-right corner of the page onto the canvas.
Drag an active collaborator’s profile image or initials from the top-right corner of the page onto the canvas.

This creates an interactive shape of your profile image or initials. To learn how to update the profile shape to represent a different person, continue to the next section.

When you hover over a profile shape, a green dot in the lower-right corner of the image next to a collaborator’s name indicates they are currently active on the document. If they’re not active, the dot appears white.

Learn more: If you have not uploaded a profile image, your profile shape appears as your initials. To add a profile image, select your initials then click Update Photo.

Customize a profile shape

You can customize your profile shape by updating it to a new user, changing the color, or locking it in place.

Update shape to a different collaborator

To update a profile shape to represent a different Lucid user, follow these steps after adding a profile shape to the canvas:

Access the profile shape options:
- In Lucidchart, select the profile shape, then click the Contextual Panel icon in the top-right corner of the canvas.
- In Lucidspark, select the profile shape.
Click the name displayed in the shape options to open a dropdown of collaborator options.
Select a new user.
- You can also select Blank to create a blank profile shape for later use.

Tip: You can also add a different collaborator’s profile shape by dragging their profile image or initials from the list of active collaborators at the top of the document.

Change profile shape color

The steps to change the color outline of a profile shape vary depending on whether you are in Lucidchart or Lucidspark. See the sections below for steps in each product:

In Lucidchart

Select a profile shape on the canvas.
Click the Line color icon from:
- The Formatting bar at the top of the page in Lucidchart.
- The Context Toolbar that appears in Lucidspark.
Select a new color.

Lock a profile shape in place

The steps to lock a profile shape in place on the canvas vary depending on whether you are in Lucidchart or Lucidspark. Check out the sections below for steps in each product:

In Lucidchart

Select a profile shape on the canvas.
Click the Lock icon from the Formatting bar at the top of the page.

In Lucidspark

Select a profile shape on the canvas.
Click the Lock icon from the Context Toolbar that appears.

Follow the same steps to unlock a profile shape.

Assign tasks with profile shapes

With profile shapes, you can assign tasks in Lucid more efficiently. Read the sections below to learn more.

Using Lucid Cards

To assign a Lucid Card to a collaborator using a profile shape, drag and drop a user’s profile shape onto a Lucid Card. The assignee field on the Lucid Card will automatically be updated to the corresponding user.

This functionality currently works with standard Lucid Cards, Jira Cards, and Asana Cards. Jira and Asana Cards sync bidirectionally, meaning if you change the assignee of a card in Lucid, the change is automatically reflected in Jira or Asana.

Tip: Create a custom shape bank of profile shapes to have on hand to quickly assign out tasks.

Using comments and tasks

In Lucidspark, you can automatically generate an @ mention for a user from their profile shape by following these steps:

Select a profile shape.
Click the Comment icon from the Context Toolbar that appears.
Type a message in the input box.
Check the box next to “Assign task” to turn your comment into a task that can be checked off by the user.
Click Comment or Assign.

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