The Workflow Template makes collaboration easy. It allows you to track your project's status and see your team's progress right away. It's a great tool for remote and hybrid design teams.
About the Workflow Template
The digital world requires collaboration, and better collaboration leads to better results. When it comes to creating a Workflow Process Template, it is necessary to create a simple way to manage the process and iterate faster without any constraints, that's why many project managers, designers, and marketers use this template to align on processes and improve efficiency when executing projects.
Keep reading to learn more about Workflow Templates.
What is a Workflow Template?
A workflow template is a project management tool that allows you to sketch out steps, resources, timelines, and roles necessary to complete a project.
It can be used on any multi-step project, whether it’s a business process or design project. It's ideal for plotting out actions to achieve a goal and organizing a timeline to complete those actions.
To meet the needs of digital teams, use the Workflow Template to keep everyone aligned and aware of what needs approval and what is ready for production.
How to use the Workflow Template
The Workflow Template is 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 process as they’re completed.
If you are a designer or creative operations manager, you can organize your design workflow and manage your screens and statuses on one single board. Simply drag and drop visuals between columns to track progress and keep everyone in your team on the same page.
5 key components of a Workflow Process Template
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 Chart Template.
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?
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.
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.
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.
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 process template
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 process template 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 process template. This ensures consistency in your training and allows new hires to hit the ground running.
3. Find flaws in your processes
Documenting a project workflow template 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.
What is a Workflow Process Template?
A Workflow Process Template is a flowchart that outlines the basic steps needed to complete a project and the order that they’ll be completed. A proper workflow process allows you to seamlessly move tasks through different steps of the process until they’re completed.
What are workflows templates used for?
Per definition, a workflow template is a tool to manage processes and projects. Many project and operations managers use it to manage productions, build products, or even conduct research. The Workflow Template can also be used by many different teams, from design to development, once it makes it easy to track the project's steps and progress visually.
How do you diagram a workflow process template?
You can use our ready-made free Workflow Template to create and customize your workflow process. The important things to add to your workflow template are resources, tasks to be accomplished, timeline, and stakeholders or who is accountable for each task.
4P Marketing Mix Template
Product, Place, Promotions, and Price. Starting with this template (and those 4Ps) you can choose the best way to take your product or service to market. The secret is to create just the right mix—deciding how much each P needs in terms of investment, attention, and resources. That will help you build your strengths, adapt to the market, and collaborate with partners. And our simple whiteboard tool is the perfect canvas to create your marketing mix and share with teams and across your organization.
PEST Analysis Template
A big step in keeping your company on a secure path is to know how different elements and factors might affect you, in the near term and in the future. These include political, economic, social, and technological factors — and a PEST Analysis helps you identify and prepare for them. With this easy-to-use template, you can conduct a PEST Analysis, then use the results to shape your strategic planning, budget allocation, marketing, product updates, and organizational change initiatives.
3 Horizons of Growth Template
Featured in The Alchemy of Growth, this model gives ambitious companies a way to balance the present and the future—in other words, what’s working in the existing business and what emerging, possibly-profitable growth opportunities lie ahead. Then teams across the organization can make sure that their projects map to and support the organization’s goals. The 3 Horizons of Growth model is also a powerful way to foster a culture of innovation—one that values and depends on experimentation and iteration—and to identify opportunities for new business.
Customer Journey Mapping Template Pack
A customer journey map (CJM) is a visual representation of your customer’s experience. It allows you to capture the path that a customer follows when they buy a product, sign up for a service, or otherwise interact with your site. Most maps include a specific persona, outlines their customer experience from beginning to end, and captures the potential emotional highs and lows of interacting with the product or service. Use this template to easily create customer journey maps for projects of all kinds.
Product Positioning Template
For better or for worse, your company’s chances for success hinge partially on your market. As such, before you start building products and planning strategies, it’s a good idea to conduct a product positioning exercise. A product positioning exercise is designed to situate your company and your offering within a market. The product positioning template guides you to consider key topics such as defining your product and market category, identifying your target segment and competitors, and understanding your key benefits and differentiation.
Restrospective 4Ls Template
So you just completed a sprint. Teams busted their humps and emotions ran high. Now take a clear-eyed look back and grade the sprint honestly—what worked, what didn’t, and what can be improved. This approach (4Ls stand for liked, learned, lacked, and longed for) is an invaluable way to remove the emotion and look at the process critically. That’s how you can build trust, improve morale, and increase engagement—as well as make adjustments to be more productive and successful in the future.