10+ Free Workflow Templates for Business Needs
Workflows are sequences of tasks or processes in a project. So, a workflow will show you the order of each activity in a series of particular tasks. And, workflow templates are the visual diagrams summarizing this flow of activities.
Table of Contents:1. What are Workflow Templates?
2. Workflow Templates For Business Needs
- Business Process Workflow Example
- HR Workflow Process Template
- Recruiting Workflow Template
- Onboarding Process Flowchart Template
- Sales Process Flowchart Template
- Procurement Process Flow Chart Template
- Bookkeeping Workflow Template
- Accounts Payable Workflow Template
- Social Media Workflow Template
- Content Workflow Template
- Video Production Workflow Template
- Agile Workflow Template
1. What are Workflow Templates?
Workflow templates are ready-to-use and editable flowchart diagrams. Firstly, you can easily customize these templates according to your particular needs. Secondly, you can add new tasks or steps to each flow. And finally, these templates are all ready to download, so you will not need any extra software.
You can easily create Excel flowcharts, PowerPoint flowcharts or Google Docs flowcharts with a little guidance. But creating workflows or flowcharts in any of these platforms may need lots of energy or time. However, using a customizable workflow template will help you create any business workflow in minutes.
2. Workflow Templates For Business Needs
So, we’ve gathered a bunch of flowchart diagrams for various business operations.
This collection will help you to create your work flows in sales, hr, accounting and other essential functions of your company.
Besides, our templates and examples are available in Excel and PDF formats.
Business Process Workflow Example
The business process flow file will display the general flow of operations in a work environment.
You can have different phrases of work in your business. This template will help you to create different phrases of operations with a start, data, process, decision or merge steps of a flowchart.
So if you want to create a top view of your all operations, this template will guide you through your way.
>> Download Business Process Workflow Template
HR Workflow Process Template
This HR flowchart will summarize all your human resources operations. So you’ll see the whole personnel activities at a glance.
You can start with the application of a candidate and draw the whole flow until the end of orientation with decision or process steps all your way.
Besides, you can download this template and edit it according to your own hr process.
>> Download HR Workflow Process Template
Recruiting Workflow Template
This template specializes in the hiring operations flow of your business.
The flow starts with identifying the job, and goes until the notifying the candidates. Additionally, it includes lots of databases and decision steps all through the recruitment process. It is highly recommended for all recruiters and hiring managers.
Evidently, all companies have their own recruiting process. So you can easily customize this template according to your needs.
>> Download Recruiting Workflow Template
Onboarding Process Flowchart Template
This is another HR process template created especially for the onboarding activities of the businesses.
No doubt, the onboarding process is one of the most important activities of human resources departments. Because all new employees will go through this process. And businesses do not want that process to take lots of energy and timing of the existing employees. That’s why, it’s highly important to draw a clear and efficient onboarding process.
>> Download Onboarding Process Flowchart Template
Sales Process Flowchart Template
Sales department is one of the most important parts of any business. Even if it’s a small company, it may have a great number of sales people. So, it’s very important to have a clear path for your sales activities.
This sales process flow chart may have steps from identifying the leads to gathering feedback and testimonials from the customers.
Sales workflow templates will help you draw your sales flowchart with small edits.
>> Download Sales Process Flowchart Template
Procurement Process Flow Chart Template
Procurement is another important activity of any large or small business.
In summary, the procurement process may include all stages from gathering quotations, preparing the purchase orders, receiving and quality-check of the goods to the payment.
In these procurement workflow templates, you’ll be able to edit all the stages according to the needs of your company.
The supply process template is also available in Excel and PDF formats.
>> Download Procurement Process Flow Chart Template
Bookkeeping Workflow Template
The accounting or bookkeeping is one of the essential operations of any business.
Evidently, recording and reporting the income and expenses need a very careful and meticulous tracking. Because it may affect the company results, and also decisions made on these results.
This bookkeeping workflow template will lead your way to create a tough tracking and managing system for all your bookkeeping activities.
>> Download Bookkeeping Workflow Template
Accounts Payable Workflow Template
Another important and common operation of businesses is tracking the accounts payable work flow.
Firstly, there may be more than one person dealing with accounts payable. And secondly, this is a fragile step against any kind of fraud. And lastly, it needs an approval from the key positions. So, having a smooth payable work flow will create a safe payment process.
This file will help you to draw your own flow chart for the accounts payable steps.
>> Download Accounts Payable Workflow Template
Social Media Workflow Template
Along with the huge development in social media, all companies look for increasing their presence on all social media platforms.
But this needs a lot of work from the marketing side. So, the marketing departments and digital marketing agencies need a clear path to manage their all social media activities.
Also, it’s very common to outsource social media tasks to freelancers or other third parties. So a smooth work flow for social media will help you define and transfer your own marketing standards.
This template will give you an idea about the social media steps including the content creation, editing the content, monitoring the different channels, and also analyzing the metrics.
You can download this template in Excel or pdf according to your needs. And, this is all editable.
>> Download Social Media Workflow Template
Content Workflow Template
Content creating is a very important step for marketers, SEOs and also content writers. And, this may need lots of internal or freelancer people working on the content creation process.
So it’s important to standardize your content flow with clear steps in order not to spend too much time on checking the texts, visuals, and other types of content. Also, you can add new steps to your content workflow such as takin ad planning, financial approval, paraphrasing your content, reaching the influencers, etc.
This editable content process diagram will help you to create a professional-looking flowchart for all your content-creating activities.
>> Download Content Workflow Template
Video Production Workflow Template
Maybe, recording and editing a video may seem easy to other people. But, if you’re a video content creator, you probably know how much detail it may contain.
Video production work flow may start with pre-production stages like defining the audience or setting up the scene, and continue with audio recording, or editing and post-production steps such as uploading, promoting etc.
So we highly recommend you track a video production checklist or work flow while creating your content. In this way you’ll never forget any step.
This video production file will show you the basic steps of a classical production process with a detailed flowchart diagram. Also, you can easily customize it according to your needs.
>> Download Video Production Workflow Template
Agile Workflow Template
If you’re tracking or want to track agile approach in your business, you’ll need to absorb the main flow of agile management.
The agile project management includes well-defined steps for each member of the team, and aims to minimize the time-sinks between the steps.
This agile flow file will help you create your own agile methodology process with references on the most common stages.
It’s also editable. So you can easily make your own flow chart for the agile production management.
>> Download Agile Workflow Template
3. Conclusion
In conclusion, we have gathered some of the best workflow templates portfolio to help you create your own flowchart diagrams for different business operations. Basically, all these templates are:
- Editable
- Printable
- Ready-to-use
- Avaliable in Excel & PDF formats
- Lastly, free to download
Besides, all these templates are created by Someka’s Automatic Flowchart Maker. Additionally, this Excel template will help you to create dynamic flowcharts in seconds:
Also, this template will be a perfect alternative to Visio for Mac users. So, if you’re using Mac and searching for Visio alternatives for Mac, you can create Visio flowchart diagrams with this tool.
Finally, these templates will help you create professional-looking workflow diagrams for your business.
Recommended Readings:
Flowchart Tutorial: Common Questions, Types and Tips
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