WorkflowWorkflow

Workflow Template

Easily collaborate on designs and track your status.

About the Workflow template

What is a workflow?

A workflow is a project management tool that allows you to sketch out the various steps, resources, timeline and roles necessary to complete a project. It can be used on any multi-step project, whether it’s a business process or otherwise, and is ideal for plotting out the tangible actions you’ll need to take to achieve a goal and the order in which you need to complete those actions.

5 key components of a workflow

There are many ways to create a workflow, but they generally involve the following basic components. We’ve listed questions that you should ask yourself if you’re trying to fill out a new workflow.

1. Stakeholders

Who are the stakeholders? It’s important for the whole team to understand their roles before you begin production. Define your stakeholders and lay out the scope of their role. Who are the gatekeepers? Who owns the review cycle? Who steps in if there’s a bottleneck?

2. Brainstorming

How do you brainstorm ideas? Where does content come from? If you’re working on a marketing or design team, or if you’re producing a TV show, podcast, or any other creative endeavor, it’s crucial to decide on the format of brainstorming sessions on the outset. It’s also helpful to figure out where you store your ideas, who compiles them, and who makes editorial decisions.

3. Timeline

What is your timeline? Sketch out your key milestones and a rough timeline for a given project. Make note of any reviews that must occur and the deadlines for each review. Create checklists for each milestone so you know when you’re ready to go on to the next one.

4. Communication

How will you communicate with the team? Will you have weekly check-in meetings? Who needs to be involved in those meetings? Would it be better to send out a weekly email update? Decide on a game plan, but you can always iterate later.

5. Resources

What resources do you need to succeed? Resources can include tools, cross-functional partners, budget, and other needs.

Is the workflow digestible and scalable? Review your workflow periodically. Make sure everything is up-to-date and that the workflow can scale with your business. Incorporate any feedback from new hires who may have been trained on the workflow.

Four Benefits of a Workflow

1. Collaborate effectively

Project management is a messy, complicated process. It can be difficult for stakeholders to know their roles and responsibilities — and where they overlap and collide. A good production workflow reduces uncertainty. When in doubt, your team and cross-functional partners can refer to the workflow to understand your next step.

2. Train new hires

Having a workflow makes it easier to train new hires. Instead of having to remember each step in a complex production process, you can walk your new hire through the workflow. This ensures consistency in your training and allows new hires to hit the ground running.

3. Find flaws in your processes

Documenting a production workflow is an opportunity to understand the flaws in your processes. Are there gaps? Do you need more resources? Is there a bottleneck? Mapping out your production flow is the best way to get a sense of your team’s needs. 

4. Scale your processes

Production workflows help you scale. When processes live in your team’s head, it can be difficult to secure resources, get buy-in, or hire new employees. Laying out a workflow makes it easier to grow your company as you build.

How to use the workflow template

The workflow template provides a process flowchart that’s divided into 4 sections: On Hold, In Progress, Needs Review, and Approved. Individual workflow steps are created and placed into the appropriate section, where they’ll be assigned to the right team member. From there, it’s just a matter of moving tasks through the workflow diagram as they’re completed.

FAQ about creating a workflow

What is a workflow process?

A workflow process is a flowchart that outlines the basic steps needed to complete a project and the order that they’ll be completed in. A proper workflow process will allow you to seamlessly move tasks through different steps of the process until they’re completed.

What are workflows used for?

Workflows are used for all manner of projects: managing a production, producing a product, conducting research, and more.

Workflow Template

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