Choose your diagram according to your final goal
Posted: Sun Jan 26, 2025 3:25 am
Choosing the right workflow diagram for you starts with the end goal in mind. For example, decide if you want to:
Visualize a new process for an upcoming project
Run a workflow analysis process to identify inefficiencies in a legacy system
Optimize how you use all your resources throughout a process
Adjust team expectations for a specific workflow and improve the way they communicate
Breaking down a very complex process with a lot of different tasks, decision points and data
Each task can then be mapped to a different type of workflow. Let’s say you’re an architecture firm that needs purchasing directors email list to streamline the onboarding process for new clients . Creating a process mapping diagram (see our list above) might be a good idea.
So, you've chosen the workflow diagram that suits you best. But you can't create it without the right tools at your disposal.
3. Sign up for ClickUp (their Whiteboard feature is free!)
If you're looking for one of the easiest ways to get started creating your workflow diagram, look no further than ClickUp .
The Whiteboard feature has all the tools you need to create workflows where your team can collaborate and share as needed.
Once you sign up, just go to + View , scroll down and click on Whiteboard
You will find a nice whiteboard where you can start sketching the diagram of your choice.
ClickUp Whiteboard
Discover ClickUp Whiteboard
ClickUp Whiteboard
4. Create a Whiteboard draft and invite your team members
You don't have to create your workflow diagram alone! You can invite your team members to collaborate and be part of the process.
With that in mind, go to Space Setting , then click on Sharing & Permissions and you will be able to add members to your space. Once you have added your team members, you will be able to start working on your diagram in real time.
Each of you will be able to see each other's cursors as you create shapes and connect tasks.
ClickUp Whiteboards
Discover ClickUp Whiteboards
ClickUp Whiteboards
Collaborate with your team using ClickUp Whiteboards
A seamless bridge between ideation and execution by creating ClickUp tasks directly from your Boards
Visualize a new process for an upcoming project
Run a workflow analysis process to identify inefficiencies in a legacy system
Optimize how you use all your resources throughout a process
Adjust team expectations for a specific workflow and improve the way they communicate
Breaking down a very complex process with a lot of different tasks, decision points and data
Each task can then be mapped to a different type of workflow. Let’s say you’re an architecture firm that needs purchasing directors email list to streamline the onboarding process for new clients . Creating a process mapping diagram (see our list above) might be a good idea.
So, you've chosen the workflow diagram that suits you best. But you can't create it without the right tools at your disposal.
3. Sign up for ClickUp (their Whiteboard feature is free!)
If you're looking for one of the easiest ways to get started creating your workflow diagram, look no further than ClickUp .
The Whiteboard feature has all the tools you need to create workflows where your team can collaborate and share as needed.
Once you sign up, just go to + View , scroll down and click on Whiteboard
You will find a nice whiteboard where you can start sketching the diagram of your choice.
ClickUp Whiteboard
Discover ClickUp Whiteboard
ClickUp Whiteboard
4. Create a Whiteboard draft and invite your team members
You don't have to create your workflow diagram alone! You can invite your team members to collaborate and be part of the process.
With that in mind, go to Space Setting , then click on Sharing & Permissions and you will be able to add members to your space. Once you have added your team members, you will be able to start working on your diagram in real time.
Each of you will be able to see each other's cursors as you create shapes and connect tasks.
ClickUp Whiteboards
Discover ClickUp Whiteboards
ClickUp Whiteboards
Collaborate with your team using ClickUp Whiteboards
A seamless bridge between ideation and execution by creating ClickUp tasks directly from your Boards