Process Documentation Templates
Streamline Business Process Documentation
Capture and organize all the information necessary to properly execute a business process within your organization.
- Extensive shape libraries for BPMN, flowcharts, process maps and more
- Real-time collaboration to align cross-functional team workflows
- Powerful documentation capabilities to capture details on processes
- Extensive shape libraries for BPMN, flowcharts, process maps and more
- Real-time collaboration to align cross-functional team workflows
- Powerful documentation capabilities to capture details on processes
Easy Tools for Documenting Processes
Professional and customizable templates to visualize organizational processes, team workflows, swimlanes, and more.
Extensive shape libraries and professional diagramming tools to create flowcharts, value stream maps, BPMN, process maps, activity maps and more.
Simple to use drag and drop tools with Plus Create to effortlessly visualize complex processes in minutes.
Dynamic connectors that arrange themselves automatically to rotate, expand, or resize your process diagrams tangle-free.
Context-aware shape switching to effortlessly update process maps as decisions and processes evolve over time.
Build a Single Source of Truth
Import reports, screenshots, and images, and attach key documents with in-app previews to centralize all information and assets needed for process documentation.
Migrate any type of data on your company processes from other sources to visualize on the canvas for easier analysis.
Add detailed docs, attachments, links and more via the notes feature on processes to capture additional details on process steps, inputs, outputs and more.
Link between shapes to build navigational structures in and across workspaces. Connect current-state and future state process maps to keep track of inconsistencies.
Bring Everyone on the Same Page
Online whiteboard with brainstorming tools like mind maps and post-it note walls to easily conduct collaborative process analysis sessions.
Real-time cursors for any number of participants to collaborate with team members on a shared canvas.
Video conferencing baked into the platform to feel like you are in the same room even when you are working remotely.
Comment with context, have discussions and follow ups on the same canvas. Async!
Full version history to keep track of key points during each iteration of your process mapping. Branch out from an earlier version if needed at any time.
Multiple access levels and roles to streamline managing, sharing, editing, and reviewing your process documents.
What Is Process Documentation?
Process documentation provides all the details needed to carry out the business activities in a function. It includes documents such as tutorials, process maps, policies, screenshots, etc. It helps employees at all levels understand company processes.
How to Document a Process?
- Identify the processes you need to document and determine its purpose and scope. Provide a description of these elements.
- Use a flowchart to identify the process boundaries. Share it with process owners with the help of Creately’s real-time collaboration features to get their input as well.
- Using a mind map, brainstorm with a team of experts on the process to gather necessary information such as process steps, inputs, and outputs.
- Take the list of process steps you’ve identified, and arrange them in a sequential order to create a process flow. Keep the number of steps to a minimum.
- Decide the individuals who will be responsible for carrying out each process task. Mention their title rather than their name.
- Using a process flowchart, visualize the steps you’ve identified earlier. Using swimlanes, add responsible process departments or owners as well.
- Gather those who are involved in the process to review the process flowchart for errors and test it for effectiveness.
- Embed the various diagrams created in your intranet or other internal websites or share it with your team so they can easily access the necessary documents.