Bond Safe Living

StepBranch — Documentation

How to Use Guide

Version 1.0  ·  Last updated 6 June 2026  ·  Applies to StepBranch 1.0 and later

Reference

Icon Guide

These icons appear throughout the app. Refer back here if you are unsure what to tap.

Drag Move icon
Drag / MoveReorder process steps
New Process icon
New ProcessCreate a new process
Change to Decision icon
Change to DecisionConvert step to decision point
External Link icon
External LinkOpens a link outside the app
Back icon
BackGo to previous screen
Delete icon
DeleteDelete a step or process
Export icon
ExportExport or share a process
Diagram View icon
Diagram ViewView process as a diagram
Folder icon
FolderOrganise processes in folders
Select icon
SelectSelect one or more processes
Menu icon
MenuMore options
Search icon
SearchSearch your processes
Notes icon
NotesView or add notes

What is StepBranch?

StepBranch is a process mapping application that allows you to create, organise, and share processes using steps and decision points.

Processes can be exported as diagrams, spreadsheets, or JSON files for backup, collaboration, and further editing.

StepBranch works entirely offline and does not require user registration or an account. All data is stored locally on your device.

Get started

Quick Start (30 seconds)

StepBranch main screen
  1. Tap the New Process button
  2. Enter a name
Creating a new process
  1. Tap Create
  2. Add your first step
Main process screen

👍 StepBranch saves as you go. Your process is now ready to expand, organise, or export.

Organisation

Organising Your Processes

Main screen with processes

Create folders

  1. Tap the menu icon
  2. Tap New Folder
Main screen more options menu
  1. Enter a name
  2. Tap Create

Move processes into folders

  1. Long press the process you wish to move
  2. Tap Move to Folder
  3. Choose a folder or create a new one

💡 Tip: Use folders to separate work, personal, or project-specific processes.

Core feature

Building a Process

Main process screen

Add steps

  1. Open a process
  2. Tap Add Step
  3. Enter step details

Add decision points

  1. On the right side of a step, tap the decision icon to convert a step into a decision point. Tap again to revert back to a step.
  2. Enter your condition
  3. Define each branch

🔀 Decision points let you map real-world scenarios — not just linear steps.

Diagrams

View and Export a Diagram

  1. At the top right of the process, tap the diagram icon to view the process as a diagram
  2. To export — tap the export icon
  3. Choose an option:

📄 Draw.io

Export an editable diagram that can be opened and modified in Draw.io.

📷 PDF

Export the process diagram as a PDF document.

Diagram export options
  1. Save to Files or share via another app

Data safety

Backup and Restore

🔒 Automatic backup occurs when the app moves to the background. Backups are stored locally in:
Files → On My iPhone/iPad → StepBranch → stepbranch-backups

Manual backup or export of all processes

From the main screen:

  1. Tap the menu icon
  2. Tap Backup / Export
  3. Choose where to save the file

File is saved with a .JSON extension and can be imported onto another device.

Manual backup of selected processes

From the main screen:

  1. Tap the select icon to enable process selection
  2. Select the processes you wish to backup
  3. Tap the export icon
  4. Choose where to save the files

Selected processes are saved together in a single JSON file.

Restore from backup

  1. Tap the menu icon and tap Import / Restore
  2. Select a JSON backup file
  3. Confirm restore

Sharing

Import & Export

Supported export formats

CSV
Spreadsheet
JSON
Shareable file
PDF
Diagram
Draw.io
Editable diagram

Export a process

  1. Open a process
  2. Tap the export icon
  3. Choose format — CSV (spreadsheet) or JSON (shareable)
  4. Save to Files or share via another app

Import processes

⚠️ Before using Replace All — it is recommended that you create a backup of your current processes first. This ensures your existing data can be restored if required.

From the main screen:

  1. Tap the menu icon
  2. Tap Restore / Import
  3. Select a JSON file
  4. Choose an option:

Merge

Adds processes that do not already exist. Existing processes are left unchanged.

Make a Copy

Imports all processes. If a process already exists, a duplicate copy will be created.

Replace All

Deletes all current processes and replaces them with the imported processes.

Ideas

Use Cases

🫀Clinical processes
🏢Business processes
📚Training guides
📋Personal planning

Privacy

Data & Privacy

🔒Your data is stored locally on your device
⚓No account or internet connection is required
👤You control all exports and backups

Read the full Privacy Policy.

Support

Frequently Asked Questions

Does the app need internet?

No. StepBranch works fully offline — no internet connection is required at any point.

Where are backups stored?

In the Files app: Files → On My iPhone/iPad → StepBranch → stepbranch-backups

Can processes be shared?

Yes, using JSON export. Export your process and share the file with anyone using StepBranch.

Will app updates remove my processes?

No. Your processes are stored locally and are not affected by app updates.

How do I transfer processes to another device?

Export your processes as a JSON file, transfer the file to the new device, then use Restore / Import.

💬
Need help?

For support, bug reports, or feature requests, get in touch:

StepBranch@bondsafeliving.com.au