Workflow template

Use this workflow diagram template to design a new workflow, gain alignment with your team members, and level up your project management. Workflow diagrams visualize the tasks, actions, and decisions required to complete a project or achieve a specific goal. 

At their simplest level, workflow diagrams are flowcharts created using boxes and diamonds to represent actions and steps in the process. Then, every step is connected with an arrow to represent the flow from beginning to end.

Workflow diagram template benefits

• Create a visual representation of new workflows and processes
• Streamline existing workflows and identify workflow inefficiencies
• Provide transparency in roles, responsibilities, and decision-making points
• Fix bottlenecks and improve processes with your team in real-time
• Level-up project planning by documenting key workflows 

How to use the workflow template

Using the diagram keys, define the start and end points of the process, map out the workflow, and fine tune your diagram. 

Be sure to invite any collaborators or stakeholders that can provide guidance or expertise on how the workflow may be affected by external factors or other teams.

1. Define the scope of your workflow

Clearly outline the boundaries and objectives of your workflow, ensuring that you have a focused and manageable project. The type of workflow diagram you create will depend on the scope and goal of your workflow.

2. Identify important tasks and milestones

Break down the workflow into individual tasks and key milestones. Consider dependencies, deadlines, and the sequence in which activities should occur. Add a sticky note or element for each step of the process.

3. Determine roles and responsibilities

Assign specific roles and responsibilities to each task or milestone, ensuring that team members understand their involvement and accountability.

4. Map the process workflow

Once you have a clear idea of the workflow goals, tasks, and roles for key team members, use the workflow diagram template to create a visual representation of your workflow. Connect the tasks and milestones using arrows or connectors to indicate the correct order of workflow steps.

5. Add any extra relevant information

Add sticky notes or text to include additional details such as task descriptions, estimated durations, and resources required to complete each step. This information provides clarity and context for your team members.

Tips for creating a new workflow diagram

• Engage your team: Be sure to get your team members involved in the workflow creation process. Their input and expertise will lead to more comprehensive and effective workflows.
• Review and update the workflow: Recognize that workflows are dynamic and subject to change. Regularly review and refine your diagrams to incorporate feedback, adapt to new requirements, and seize opportunities for improvement.
• Simplify and standardize: Strive for simplicity and clarity in your workflow diagrams. Use standardized symbols, colors, and shapes to ensure consistency and ease of understanding.‍
• Leverage automation: Explore opportunities to automate repetitive or time-consuming tasks within your workflow, where possible. Workflow automation frees up valuable resources and enables your team to focus on more strategic and value-added activities.