Process Mapping

Template

Pipefy’s Free Process Mapping Template was specially designed to help you map, evaluate, and manage all your company’s processes. Using this template, develop processes in a methodical and intuitive manner.

Customize any process quickly and create fluid workflows that keep your organization running at optimal efficiency. No-code is necessary to build-on complex processes.  

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Pipefy

Manage and Build Better Processes

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Intuitive Platform

Creating processes is easy using our intuitive interface. Users quickly adapt and learn how to utilize features to their advantage.

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Easily Customizable

Create and build-on processes for customized management of all your company’s activities.

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Control Complex Processes

Easily control complex workflows, approval processes, and more on an intuitive interface.

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Native App Integrations

Integrate with native apps to centralize communication channels and other management tools.

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Kanban View

Keep track of all user activities using visual representations of work that need to be done at every step of the process.

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Fast Deploy

With our no-code platform there’s no need to involve IT. Deploy fast and get started right away with customizable process templates.

Template structure

See how this template is structured. As this is just an example, you can customize it.

Identify

Take an objective look at your process to fully understand all its steps

  1. What’s the trigger?
  2. https://app.pipefy.com/pipes/596910
  3. What determines the success of this process?
  4. What happens between the trigger and the end?
  5. What are the roles of each person in the process?
  6. Is there any SLA in any part of the process?

Information

Time to get all the information you can!

  1. What are the main goals of this process?
  2. What are possible, foreseeable challenges?
  3. Which key controls can be used?
  4. Get further insight from the team

Draft

Build a draft of the process’ flow with all the listed activities and the people in charge of them!

  1. List all the process’ activities and people in charge
  2. Attach a sketch/drawing of the process

Analysis

Analyze the mapped process and ask whether and how it could be better.

  1. Could this process be more effective?
  2. Could it be more efficient?
  3. How can I make it more effective and efficient?

Presentation

Put all the information together, and find creative ways to present it to your team,

  1. Put a presentation together!
  2. Model your processes on Pipefy and start managing them!

Done

Done! Here go the process you’ve mapped and presented to your team!

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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