Simplify your workflows and optimize your daily routines with our collection of flowchart templates.
When processes start to get messy, it’s a good idea to take a step back and visualize who does what and when. A swimlanes diagram takes a familiar, everyday physical place (a lap pool) and turns the idea of “swimlanes” into a metaphor for organizing processes within a team, work group, department, or multilayered organization. This digestible, one-stop visual representation uses the metaphor of lanes in a pool to clarify a complex process. Use a swimlanes diagram to clarify roles before a major project, to bring a new hire up to speed, to update your organizational structure, and much more.
A timeline displays a chronological order of important dates, and scheduled events. Timelines help product managers, project managers, and team members tell visual stories about progress and obstacles. Timelines enable teams to see at a glance what happened before, what progress is happening now, and what needs tackling in the future. Projects or products with specific purpose or deliverables should be based on a timeline to be successful. Use the timeline as a shared reference for start dates, end dates, and milestones.
Trying to explain a process or workflow to your team — or just wrap your head around it yourself? Sometimes the best way is to see it, and that’s when you create a flowchart. Using common shapes (generally just ovals, rectangles, diamonds, and arrows), a flowchart shows you the direction a process or workflow goes and the order of steps. Beyond giving you a clear understanding, you’ll also be able to see potential flaws and bottlenecks, which helps you refine and improve your process and create a better product more efficiently.
Originally used as a modeling language in software engineering, UML has become a popular approach to application structures and documenting software. UML stands for Unified Modeling Language, and you can use it to model business processes and workflows. Like flowcharts, UML diagrams can provide your organization with a standardized method of mapping out step-by-step processes. They allow your team to easily view the relationships between systems and tasks. UML diagrams are an effective tool that can help you bring new employees up to speed, create documentation, organize your workplace and team, and streamline your projects.
Opportunity Solution Tree
Solving problems — successful companies and productive teams just know how to do it. They’re able to identify many possible solutions, then settle on the one that leads to the desired outcome. That’s the power an Opportunity Solution Tree gives you. Designed by Teresa Torres, a product discovery coach, this mind map breaks down your desired outcome into opportunities for the product to meet user needs, then gives your team an effective way to brainstorm potential solutions.
A stakeholder map is a type of analysis that allows you to group people by their power and interest. Use this template to organize all of the people who have an interest in your product, project, or idea in a single visual space. This allows you to easily see who can influence your project, and how each person is related to the other. Widely used in project management, stakeholder mapping is typically performed at the beginning of a project. Doing stakeholder mapping early on will help prevent miscommunication, ensure all groups are aligned on the objectives and set expectations about outcomes and results.
A timeline is a visual tool that chronologically plots out projects step by step. It’s an ideal tool for your team to tell stories (such as an overview of events in your organization) and visualize your projects or processes. The Timeline Workflow template is perfect for any project that relies on visual content. You may find it beneficial to use with your team and also to share with other stakeholders or clients to keep them in the loop on your progress.
User flows are diagrams that help UX and product teams map out the logical path a user should take when interacting with a system. As a visual tool, the user flow shows the relationship between a website or app’s functionality, potential actions a user could take, and the outcome of what the user decides to do. User flows help you understand what a user does to finish a task or complete a goal through your product or experience.
Use Case Diagram
A use case diagram is a visual tool that helps you analyze the relationships between personas and use cases. Use case diagrams typically depict the expected behavior of the system: what will happen and when. A use case diagram is helpful because it allows you to design a system from the perspective of the end user. It’s a valuable tool for communicating your desired system behavior in the language of the user, by specifying all externally visible system behavior.
Entity Relationship Diagram
Sometimes the most important relationships in business are the internal ones—between the teams, entities, and actors within a system. An entity relationship diagram (ERD) is a structural diagram that will help you visualize and understand the many complex connections between different roles. When will an ERD come in handy? It’s a great tool to have for educating and onboarding new employees or members of a team, and our template makes it so easy to customize according to your unique needs.
For a design to be successful, let alone to be great, design agencies and teams have to know the project’s goals, timelines, budget, and scope. In other words, design takes a strategic process—and that starts with a design brief. This helpful template will empower you to create a brief that builds alignment and clear communication between your business and your design agency. It’s the foundation of any creative project, and a single source of truth that teams can refer to all along the way.
Cross Functional Flowchart
Have a quick look at everyone on a project and see exactly what they’ll contribute. That’s the clarity and transparency a cross-functional flowchart will give you. These are also called “swim lane” flowcharts because each person (each customer, client, or representative from a specific function) is assigned a lane—a clear line—that will help you visualize their roles at each stage of the project. This template will empower you to streamline processes, reduce inefficiencies, and make meaningful cross-functional relationships.
Data Flow Diagram Maker
Any process can get pretty complex, especially when it has multiple components. Get a better grasp of your process through a data flow diagram (DFD). DFDs create a simple visual representation of all components in the flow of data and requirements in an entire system. They’re most often used by growth teams, data analysts, and product teams, and they’re created with one of three levels of complexity—0, 1, or 2. This template will help you easily build the best DFD for your process.