10 Workflow Templates for Project and Task Management This Year
Are you looking for ways to simplify and streamline your project and task management? Workflow templates can be incredibly helpful when it comes to organizing the inevitable chaos that often follows projects.
From tracking tasks and delegating team members, to understanding deadlines and making sure communication is flowing between all the stakeholders; workflow templates are essential for staying on top of complex projects or multiple tasks.
If you’re in need of a workflow template this year, but aren’t sure where to start - don’t worry! In this blog post, we will take a deep dive into 10 different workflows so that you can find one that works best for you.
1. ClickUp’s Simple Work Plan Template (Editor’s Pick)
Use this ClickUp Simple Work Plan template to help you visualize the activities that must be done. This template is designed to help individuals visualize the activities that must be done for a project. It allows you to organize tasks in groups, set priorities, deadlines, statuses, and tag responsible teams. The template includes 5 statuses to label or add context to each item on your list. This template helps streamline the project management process by providing a clear roadmap to achieving your goals.
Main Elements of this Simple Work Plan Template
ClickUp’s Simple Work Plan template includes:
- Status updates to keep everyone up-to-date on task statuses with the ability to update each task's progress
- Due date section which helps team members stay on track and meet important deadlines
- Collaboration features to help users collaborate and communicate within the template to ensure everyone is working towards the same goals
How to Use This Template
Highly effective teams can use ClickUp’s Simple Work Plan Template to help visualize their tasks and activities
First, hit “Get Free Solution” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite your team to your Workspace to start collaborating.
Take advantage of the multiple views to visualize deliverables in different categories.
Finally, have your team add important details to the pre-built Custom Fields, such as goals, project progress, and objectives to get the most complete details of your projects and tasks.
Try the Template
Get started with ClickUp’s Workflow template for free, no credit card required
2. ClickUp Social Media Strategy Workflow Template
This ClickUp Social Media Strategy Workflow template has all the steps from planning to evaluation. This template helps businesses and individuals plan, organize, and execute their social media strategy. The template includes all the steps necessary to develop a comprehensive social media plan, from defining your target audience and setting goals to developing content and measuring results. With this template, team members can collaborate and communicate within the platform, ensuring everyone is working towards the same goals.
Main Elements of this Social Media Strategy Workflow Template
- Guide with all the steps necessary to plan an effective social media strategy, from defining your target audience and setting goals to developing content and measuring results
- All tasks related to your social media strategy can be managed in one central location, making it easier to stay organized and on track
- Can be incorporated with ClickUp’s features such as task dependencies and recurring tasks, which can save time and reduce errors
Try the Template
Get this Social Media Strategy Workflow Template from ClickUp for free
3. ClickUp Simple Mind Map Workflow Template
Visualize all your tasks or brainstorm ideas in one neat mind map with the help of this template. The template includes drag-and-drop nodes that allow you to identify tasks, ideas, and projects and link them together to create a flowchart-style diagram. The Simple Mind Map Workflow Template is highly customizable and can be modified to fit your specific requirements. It is suitable for seasoned diagrammers and first-timers alike due to its ease of use.
Main Elements of this Simple Mind Map Workflow Template
- Organize tasks, ideas, and projects in a visual way using a mind map diagram
- Drag-and-drop nodes on the template to create connections between ideas and tasks
- Includes features such as setting priorities, deadlines, and statuses, allowing you to manage tasks efficiently
Try the Template
Get started with ClickUp’s Simple Mind Map Workflow Template for free, no credit card required
4. ClickUp Swimlane Workflow Flowchart Template
Use this swimlane flowchart diagram template to create a visual of each step in your workflow process and the individuals or departments involved. The swimlane flowchart diagram employs horizontal or vertical lanes that represent different departments, individuals, or steps in a process flow. It includes drag-and-drop nodes that allow you to identify tasks, ideas, and projects and link them together to create a flowchart-style diagram.
Main Elements of this Swimlane Workflow Flowchart Template
- Whiteboard template to easily create a diagram or a flowchart
- Includes features such as setting priorities, deadlines, and statuses, allowing you to manage tasks efficiently
- Uses Swimlane diagrams to visually represent different departments, individuals, or steps in a process
Try the Template
Add this Swimlane Workflow Flowchart Template to your ClickUp Workspace
5. ClickUp Concept Map Workflow Template
Connect your ideas with related concepts or information and visualize how all the elements are connected to one another to achieve your business goals by using a Concept Map. This Concept Map template is a great way to map and customize your workflow. This template makes organizing your thoughts easier and more efficient by giving you a clear and concise overview of your workflow. It also includes the ability to set priorities, deadlines, and statuses, allowing you to keep track of your tasks and goals.
Main Elements of this Concept Map Workflow Template
- Organize your workflow in a visual way using a concept map diagram
- Easy to use and customizable Whiteboard template
- Modify and add elements according to yoru specific needs
Try the Template
Get ClickUp’s Concept Map Workflow Template here for free
6. ClickUp Process Flow Chart Template
Create visual diagrams of your daily processes or workflow with this ClickUp Process Flow Chart template. The template allows you to share your diagrams with team members for easy collaboration and track progress more easily as tasks move from one stage to another. Use this template to track progress more easily as tasks move from one stage to the next. This template comes with specific examples such as a Hiring Flowchart View to create a flowchart for a hiring process.
Main Elements of this ClickUp Process Flow Chart Template
- Create tasks with custom statuses such as Open and Complete to keep track of the progress of each step in the process
- Categorize and add attributes to manage your tasks and easily visualize the steps of a process
- Open 2 different views in different ClickUp configurations, such as the Hiring Flowchart and Getting Started Guide so that you can hit the ground running
- Improve process flow tracking with tagging, nested subtasks, multiple assignees, and priority labels
Try the Template
Get this ClickUp Process Flow Chart Template for your Workspace
7. ClickUp Workplan Whiteboard Template
The Work Plan Template is designed to streamline a project that consists of a set of project tasks, resource assignments, and the addition of tasks and resources for new and existing projects. It is an excellent tool for visualizing your project flow, organizing your tasks, and boosting productivity. This template uses a Kanban board-inspired design to help you streamline project planning and collaborate with teammates.
Main Elements of this Workplan Whiteboard Template
- Add or remove columns, create custom fields, and set up automation rules to streamline tasks and save time
- Includes multiple columns that represent different stages of a project, such as "To Do," "In Progress," and "Done"
- Track progress, view task dependencies, and set reminders with custom statuses
Try the Template
Get ClickUp’s Workplan Whiteboard here for free
8. ClickUp Annual Work Plan Template
Implement a process-oriented approach with this Annual Work Plan Template by ClickUp. Plan your yearly or annual activities with this user-friendly way to visualize and manage complex projects over a year-long time frame. This template is a great tool for streamlining your planning process, identifying potential obstacles, and increasing productivity.
Main Elements of this Annual Work Plan Template
- Includes a timeline view that allows you to visualize your yearly goals and objectives in chronological order
- Customizable doc template where users can add or remove fields as needed to fit specific requirements
- Goal tracking section to keep users in line with your overall goals for the year
Try the Template
Complete your ClickUp Workspace with this Annual Work Plan Workflow Template
9. Word Simple Workflow Flowchart Template
This Simple Workflow Flowchart Template for Word or Docs is a visual representation of a process or workflow that can be easily created using Microsoft Word. It is a pre-designed template that includes shapes and connectors to help users create a flowchart quickly and efficiently. This file is editable on any device and is compatible in all of its presented file formats. Overall, the Word Simple Workflow Flowchart Template is an easy-to-use tool that can be used to create a professional-looking workflow chart in a matter of minutes
Main Elements of this Simple Flowchart Template
- Customize using Word’s tools and features to better indicate your workflow process
- Ideal for businesses, educators, and anyone who needs to create process diagrams without having to learn complex software programs
- Add sections, tables, charts, and other data to the current structure of the template to make it your own
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10. Work Flowchart Template
This Work Flowchart Template will help you formulate a solid action plan and how it should be done to save your business and avoid such occurrences in the future. This template can be used to create professional-looking flowcharts in a matter of minutes. It is ideal for businesses, educators, and anyone who needs to create process diagrams without having to learn complex software programs.
Main Elements of this Work Flowchart Template
- Comes in different file formats so you can edit it on any device of your choosing
- Customize using Word’s tools and features to better indicate your workflow process
- Add sections, tables, charts, and other data to the current structure of the template to make it your own
Try the Template
Best Tips for Using Workflow Templates
Having a workflow template is only the first step in creating workflows that will help streamline your project and tasks.
Before using a workflow template, it's important to understand the process or workflow that it represents. This will help you make any necessary modifications to the template to ensure it accurately reflects the process.
Customize the template to meet the specific needs of your organization or project. This may involve adding or removing steps, changing the order of steps, and adjusting the layout of the template.
Workflow templates use symbols to represent different steps in the process. It's important to use the right symbols to ensure clear communication and understanding of the workflow.
Avoid unnecessary details or complicated symbols that can confuse readers. Once the workflow template has been customized, it's important to test the process to ensure it works as intended. This can help identify any inefficiencies or areas that need improvement.
It's important to update the workflow template to reflect any changes to the process.
If the workflow template is being used by multiple users, it's important to provide training on how to use the template and follow the workflow.
By following these tips, users can effectively use workflow templates to improve efficiency, reduce errors, and achieve better outcomes.
Improve your Organization and Business Process with Workflow Templates
There are so many templates available to help improve your business or organizational workflow. Aside from having the right template, you will also need other tools to help you manage projects, tasks, and team members.
ClickUp has all the right tools, templates, and functions you need to manage everything under one platform. No need to switch back from one app to another. Try one of these templates today with a ClickUp account. Sign-up for free here!
