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  • Guide overview
    • What is a Workflow
      • What is a workflow?
      • History of workflows 
      • 5 types of workflows 
      • Real-world case studies
      • The main benefits of workflows
      • Common workflow challenges (and what to do about them)
      • What are the 3 basic components of a workflow?
      • How to create a workflow
      • Workflow process flowchart
      • What is workflow management?
      • The benefits of workflow automation
      • Measuring workflow efficiency 
      • Choosing the right workflow management system
      • Ready to create a workflow that boosts operations?
    • Workflow Diagram
      • Table of contents:
      • What is a workflow diagram?
      • History of the workflow diagram
      • When to use a workflow diagram?
      • Benefits of using a workflow diagram
      • Steps to create a workflow diagram
      • Workflow diagram examples
      • Content review and publishing workflow
      • Employee onboarding workflow
      • Components of a workflow diagram
      • Tasks
      • Decisions
      • Inputs
      • Outputs
      • Connections
      • Turn workflow diagrams into action in Wrike
    • Workflow Diagram Examples
      • Table of contents:
      • Workflow diagram examples by type
      • Flowchart diagrams
      • Unified Modeling Language (UML) diagrams
      • Swimlane diagrams
      • Business process model and notation (BPMN) diagrams
      • Data flow diagrams (DFDs)
      • SIPOC diagrams
      • How does a workflow diagram work?
      • Key components of a workflow diagram
      • How to create a workflow diagram in 5 steps
      • 1. Identify the scope
      • 2. Gather relevant information
      • 3. Choose the right diagram type
      • 4. Use standard symbols and notations
      • 5. Ensure clarity and simplicity
      • Turn your workflow diagram into a working process with Wrike
    • Workflow Examples
      • Table of contents:
      • Popular workflow types (with 7 real examples)
      • Waterfall workflows for linear tasks
      • Review workflows for accountability
      • Agile workflows with backlogs and sprints
      • 4 common workflow issues you should know
      • How to build better workflows with Wrike
      • 1. Break down your work into actionable items
      • 2. Gather your tools and resources
      • 3. Assign roles and responsibilities
      • 4. Visualize your progress
      • 5. Develop your workflows as you learn more
      • Wrike: Create and automate your ideal workflow
    • Process Mapping
      • What is process mapping?
      • How to create a process map 
      • Types of process maps
      • Benefits of process mapping 
      • Process mapping symbols
      • Business process mapping techniques 
      • How to go from process steps to execution
    • Workflow Management
      • Table of contents:
      • What is workflow management?
      • Benefits of workflow management
      • 3 steps to effective workflow management
      • Step 1: Input
      • Step 2: Production
      • Step 3: Output
      • Combining workflow management and project management in Wrike
      • The most effective workflow management happens in Wrike
    • Workflow Automation
      • Table of contents
      • What is workflow automation? 
      • How workflow automation works
      • Benefits of workflow automation
      • Workflow automation examples
      • Example 1: IT support ticket management workflow
      • Example 2: Project intake and execution workflow 
      • Example 3: Onboarding workflow
      • Best practices for implementing workflow automation 
      • Key features to look for in workflow automation software
      • How Wrike’s workflow automation stacks up
      • Easy setup and rollout
      • Seamless integrations
      • Advanced customization
      • Real-time reporting and analytics 
      • Groundbreaking Work Intelligence®
      • Optimize your workflows with intuitive automation
    • AI Workflow Automation
      • What is AI workflow automation?
      • How AI workflow automation works
      • 11 Best tools for AI workflow automation 
      • 1. Wrike: AI workflow automation built into your project management platform
      • 2. Microsoft Copilot: AI workflow automation for Microsoft 365 teams
      • 3. Google Gemini: AI workflow automation for Google Workspace users
      • 4. Zapier: Large app library for no-code workflow automation 
      • 5. Make: Visual workflow automation with advanced branching and control
      • 6. n8n: Self-hosted AI workflow automation for technical teams
      • 7. Lindy: AI agents for business automation 
      • 8. Salesforce Agentforce: AI workflow automation native to the Salesforce CRM
      • 9. Fireflies.ai: AI-powered transcription and action items for every meeting
      • 10. Otter.ai: Real-time meeting intelligence and collaborative AI notes
      • 11. Workato: Enterprise-grade AI agent orchestration 
      • Best practices for AI workflow automation
      • How to implement AI workflow automation
      • 1. Identify automation-ready workflows
      • 2. Define clear goals and success metrics
      • 3. Choose the right AI tools and platforms
      • 4. Start small with high-impact use cases
      • 5. Monitor, learn, and optimize continuously
      • 6. Educate and engage your team
      • Smarter workflows start with AI
    • Workflow management software
      • Table of contents
      • Tools covered
      • What is workflow management software?
      • Key features and considerations when choosing a workflow management software
      • Easy setup and fast onboarding
      • Request and approval tracking
      • Dashboards with multiple views
      • Real-time workflow visibility
      • Consistency and compliance controls
      • The 5 top workflow management tools for different use cases
      • 28 best workflow management software platforms reviewed
      • 1. Wrike: The best all-around workflow management tool
      • 2. Asana
      • 3. Monday.com
      • 4. Smartsheet
      • 5. ClickUp
      • 6. Hive
      • 7. ProofHub
      • 8. Trello
      • 9. ProProfs Project
      • 10. Jira
      • 11. Backlog
      • 12. Freshservice
      • 13. Qntrl
      • 14. Nintex
      • 15. ProcessMaker
      • 16. Process Street
      • 17. Pipefy
      • 18. Airtable
      • 19. Notion
      • 20. Quixy
      • 21. Bit.ai
      • 22. Simple Admation
      • 23. VOGSY
      • 24. beSlick
      • 25. Zapier
      • 26. Weekdone (formerly Team Compass)
      • 27. Shift
      • 28. Fluix
      • Benefits of workflow management tools
      • Streamline workflows
      • Automated notifications
      • Automation tools reduce manual work
      • Handle complex workflows with less friction
      • Improve collaboration and task clarity
      • Reporting tools support process improvements
      • Workflow software vs. project management software
      • Project management software
      • Workflow management software
      • Hint: You might need both!
      • Why Wrike is still the best workflow software in 2026
    • Workflow orchestration tools
      • What are workflow orchestration tools?
      • 7 best workflow orchestration tools
      • 1. Wrike: Best for orchestrating seamless cross-functional workflows for every standardized process
      • 2. Apache Airflow: Best for data pipeline orchestration
      • 3. Camunda: Best for BPMN-based business process orchestration
      • 4. Workato: Best for enterprise iPaaS orchestration
      • 5. Zapier: Best for no-code app-to-app orchestration
      • 6. n8n: Best for open-source workflow automation
      • 7. Make: Best for visual workflow building with conditional logic
      • Choose Wrike to orchestrate your complex workflows
    • Approval Workflow
      • What are approval workflows?
      • Types of approval workflows
      • 1. Process approval workflow
      • 2. Project approval workflow
      • 3. Case approval workflow
      • How to design an approval workflow
      • 1. Map the entire process from start to finish
      • 2. Define roles and approvers at each step
      • 3. Establish approval criteria and rules
      • 4. Use workflow templates to standardize repetitive tasks
      • 5. Automate notifications and status updates
      • 6. Plan for exceptions and manual reviews
      • 7. Test and optimize the workflow over time
      • Approval workflows in project management
      • What makes approval workflows essential in project settings?
      • How teams use Wrike for project approvals
      • Elements of an approval process workflow
      • Examples of approval workflows
      • 1. Document approval workflow
      • 2. Purchase order (PO) approval workflow
      • 3. Employee onboarding approval workflow
      • Advantages of approval workflows
      • 1. Improved efficiency
      • 2. Increased transparency and control
      • 3. Fewer errors and bottlenecks
      • 4. Stronger compliance and risk management
      • 5. Faster project delivery
      • 6. Better stakeholder communication
      • Common approval workflow challenges
      • 1. Lack of clear approval conditions
      • 2. Too many manual steps
      • 3. Unassigned or unavailable approvers
      • 4. No visibility into approval status
      • 5. Inflexible workflows
      • 6. Poor integration with project management tools
      • 7. Missing audit trail
      • 8. Delayed final approvals
      • Choosing the right approval workflow software
      • Bringing clarity to every approval
      • FAQs
    • Approval workflow software
      • Key takeaways:
      • How should you choose approval workflow software? (Key features and considerations)
      • Complete project management platforms with approval workflows
      • 1. Wrike
      • 2. Asana
      • Creative approval and proofing tools 
      • 3. Filestage
      • 4. Approval Studio
      • Visual and whiteboard approval tools 
      • 5. Miro
      • 6. FigJam
      • Legal and enterprise approval tools
      • 7. DocuWare
      • 8. IntelligenceBank
      • Lightweight approval tools 
      • 9. Jotform
      • 10. Formstack by Intellistack
      • Self-hosted and open source approval software
      • 11. Budibase
      • 12. Nextcloud Flow
      • Use Wrike to power your approval workflows
    • Creative Workflow Automation
      • What is creative workflow automation?
      • 7 best creative automation tools for small and large creative teams
      • 1. Wrike: The ultimate workflow automation tool for creatives
      • 2. Ziflow
      • 3. Hunch
      • 4. Celtra
      • 5. Adobe Workfront 
      • 6. Asana
      • 7. Hive 
      • Discover the benefits of creative workflow automation with Wrike 
    • Project management workflow
      • Table of contents
      • What is a project management workflow?
      • Benefits of a well-designed project management workflow
      • How to create and implement a project workflow (step by step)
      • 1. Define your project goal
      • 2. List all tasks that need to be done
      • 3. Gather and record your tools and resources
      • 4. Assign roles and responsibilities
      • 5. Map timelines and dependencies
      • 6. Visualize your project progress
      • 7. Add workflow automation, monitor, and make adjustments
      • Project management workflow examples
      • Example 1: Launching a cross-functional product campaign
      • Example 2: Managing a website redesign project
      • Example 3: Onboarding a new client
      • Project management workflow templates
      • 1. Sprint planning workflow template
      • 2. Creative asset production workflow template
      • 3. Product launch plan workflow template
      • Tools and techniques for effective project management workflow
      • Build an intuitive, collaborative workflow with Wrike
    • Agile Workflow
      • What is an Agile workflow? 
      • Agile vs. traditional workflows
      • How to create an Agile workflow
      • Step 1: Define your goals and workflow scope
      • Step 2: Build your product backlog
      • Step 3: Choose your Agile framework
      • Step 4: Map your workflow stages
      • Step 5: Set WIP limits and sprint cadence
      • Step 6: Assign roles and responsibilities
      • Step 7: Use the right project management tool
      • Step 8: Inspect, adapt, and improve
      • What are the advantages of Agile workflow?
      • What are the steps in the Agile workflow lifecycle?
      • 1. Ideation
      • 2. Inception
      • 3. Iteration
      • 4. Release
      • 5. Production
      • 6. Retirement
      • Types of Agile workflows
      • Scrum workflow
      • Kanban workflow
      • Scrumban
      • Extreme Programming (XP)
      • Feature-Driven Development (FDD)
      • Understanding the Agile workflow structure 
      • Agile in software development and project management 
      • Turn project chaos into Agile with Wrike
      • FAQs
    • Creative workflow management
      • Table of contents:
      • What is a creative workflow?
      • The importance of a structured creative production process
      • The 5 phases of a creative workflow
      • 1. Project definition (AKA the brief)
      • 2. Scheduling
      • 3. Creative production
      • 4. Review and feedback
      • 5. Approval and project launch
      • Bonus stage: Debriefing
      • Common bottlenecks in a creative workflow
      • How to build a creative workflow process
      • 1. Start with the creative ask rather than just a task
      • 2. Break the work into creative-friendly chunks
      • 3. Define who needs to be involved and when
      • 4. Build in creative breathing room
      • 5. Visualize the work
      • 6. Close the loop with feedback and files
      • Examples of creative workflows in action
      • 1. Campaign production workflow for a creative agency
      • 2. In-house brand team workflow for marketing assets
      • 3. Editorial workflow for a cross-functional content marketing team
      • How to optimize your creative workflow management
      • Standardize intake with request forms
      • Match statuses to what your team produces
      • Centralize proofing and approvals
      • Report on where projects stall
      • Best practices for creative workflow management
      • Best creative project management tools (quick overview)
      • Project and workflow management
      • Design and asset creation
      • Video production and editing
      • Visual feedback and approvals
      • File storage and cloud collaboration
      • Upgrade your creative flow with Wrike
    • Workflow Optimization
      • Table of contents:
      • What is workflow optimization?
      • Key benefits of workflow optimization
      • Increased efficiency at every stage of your projects
      • Better visibility across teams and departments
      • More time for high-value work
      • Greater adaptability when processes or priorities change
      • 5 workflow mistakes that hold teams back
      • 1. Generic workflows overlook crucial steps
      • 2. Manual data entry wastes time
      • 3. Multiple tools get in the way of true task tracking
      • 4. Information silos prevent collaboration
      • 5. Poor adoption makes alignment impossible
      • How to optimize your workflow: Your step-by-step guide
      • 1. Map your current processes
      • 2. Identify areas for improvement
      • 3. Choose your performance metrics
      • 4. Get your team on board
      • 5. Monitor and refine your workflow
      • Optimize your workflows the easy way, with Wrike
      • Tailor-make your workflow visualizations
      • Automate your workflow with groundbreaking Work Intelligence®
      • Bridge communication gaps to boost collaboration
      • Centralize proofing and approval to increase efficiency 
      • Generate reports with the essential information you need
      • Wrike: Next-level workflow optimization for everyone
    • Business Process Management
      • What is business process management (BPM)?
      • Types of BPM
      • Why is business process management important?
      • The business process management (BPM) lifecycle
      • Business process management benefits
      • What are the challenges of business process management?
      • Business process management vs. business process re-engineering
      • BPM examples
      • Business process management software and BPM tools
      • Business process management use cases
      • BPM best practices
      • What is the future of business process management?
      • How to implement BPM in your organization
      • Why Wrike works for production teams
    • FAQs
      • Workflows
    1. Home
    2. Workflow Guide

    Workflow Diagram Examples: 6 Types and Best Practices for 2026

    13 min readLAST UPDATED ON AUG 19, 2026
    Alex Zhezherau
    Alex Zhezherau Product Director, Wrike

    Key takeaways:

    • A workflow diagram is a visual representation of the steps in a process, showing where work starts, what happens at each stage, and where decisions change the path.
    • The six main types are flowchart, UML, swimlane, BPMN, data flow, and SIPOC diagrams.
    • Common examples of workflow diagrams include processes like IT support tickets, employee onboarding, purchase order approval, and content review.
    • Every diagram has start and end points, steps, decision points, arrows, and inputs and outputs.
    • Building a workflow diagram means defining the scope, gathering information from the people who do the work, choosing the right type, using standard symbols, and keeping the layout simple.

    If you were to search workflow diagram examples, you’d find plenty of generic templates. But most of them show you the same thing, like a box labeled “Start,” three steps, a diamond, and an arrow pointing at “End.”

    The problem is that a template like that shows you what a diagram looks like without telling you which format fits the process you’re trying to map. A swimlane diagram and a data flow diagram solve completely different problems, and picking the wrong one means you’ll spend an afternoon producing something nobody uses.

    So instead, this guide shows you the six main types of workflow diagrams and how each applies to real processes such as IT support tickets, employee onboarding, and purchase order approval. We’ll also cover the components every diagram needs, and five steps for building your own.

    Table of contents:

    • Workflow diagram examples by type
    • How does a workflow diagram work?
    • Key components of a workflow diagram
    • How to create a workflow diagram in 5 steps

    Workflow diagram examples by type

    Various types of workflow diagrams exist to cater to different needs and levels of process complexity.

    This means the best workflow diagram template for managing one type of workflow might be completely different from another, depending on the specific requirements and characteristics of each process.

    Here are the different types of workflow diagrams along with workflow process examples:

    Flowchart diagrams

    A process flowchart visually represents a process by using different shapes to indicate actions or decisions. Typically, rectangles represent process steps, diamonds indicate decision points, and ovals mark the start and end points. 

    Arrows connect these shapes, illustrating the sequence and direction of the workflow. This straightforward layout helps you map out and understand the flow of a process from beginning to end.

    Example of a flowchart diagram: If you want to choose new software, a flowchart can simplify the process. The steps could look something like this:

    Five-stage project workflow diagram showing sequential process stages connected by arrows.Five-stage project workflow diagram showing sequential process stages connected by arrows.

    Another common use for a flowchart is an IT support ticket workflow. A ticket arrives and gets categorized by type and urgency, then a decision point asks whether the first tier can resolve it.

    If yes, the agent closes it out. If not, it is escalated to a specialist and then comes back to the requester for confirmation. The linear shape with one clear branch is exactly what flowcharts handle best, which is why support teams reach for this format over something more elaborate.

    Unified Modeling Language (UML) diagrams

    UML diagrams offer more detail and variety than simple flowchart diagrams. They can include shapes like rectangles and diamonds, as in flowcharts, but also introduce additional symbols and notations to represent more complex elements, such as interactions between different parts of a system. This type of project workflow diagram is particularly useful for projects involving complex systems or detailed interactions among components.

    Example of a UML diagram: A UML activity diagram can show how a user installs their new software, just like a flowchart, but it might also include additional details about how different parts of the system interact during the process.

    UML class diagram with Customer, Order and Product classes connected.UML class diagram with Customer, Order and Product classes connected.

    Swimlane diagrams

    Swimlane diagrams are another more advanced type of flowchart that can visually organize tasks into lanes, which can be arranged horizontally or vertically. Each lane represents a different department, team, or individual, showing who is responsible for each part of the process.

    This layout helps clarify who does what in a process, reducing confusion and ensuring everyone knows their roles and how their work fits into the overall process.

    Swimlane diagrams are especially handy when dealing with multiple teams or departments.

    Example of a swimlane diagram: Let’s say you’re managing an e-commerce website redesign. One lane could be for the design team, another for web development, and another for marketing. The design team starts with wireframes and mockups, which pass to the development lane for coding and integration.

    Once the changes are implemented, they must be approved by management before they move to the marketing lane for promotional strategies and launch planning. Each team sees exactly when their input is needed and what the others are doing, ensuring a smooth and coordinated redesign process.

    Swimlane workflow diagram with parallel lanes and color-coded task cards.Swimlane workflow diagram with parallel lanes and color-coded task cards.

    Employee onboarding is another strong fit for this type of workflow diagram. HR handles paperwork and payroll, IT provisions accounts and hardware, facilities arranges workspace access, and the hiring manager builds a 30-day plan.

    There are now four lanes, four owners, and a shared deadline of the new hire’s first day. Laying it out this way makes it obvious when one lane is waiting on another, so nothing gets discovered on day one.

    Business process model and notation (BPMN) diagrams

    BPMN diagrams are useful for mapping out more detailed business processes. They show how each step is performed, illustrate the connections and dependencies between tasks, and outline the sequence of actions required at each stage. This makes them ideal for capturing a range of use cases within a process.

    While similar to flowcharts, BPMN diagrams include additional symbols and details, using standard shapes like rectangles, arrows, and circles, each with a specific meaning related to business processes. For example, the “+” symbol indicates that actions are done in parallel, while the “x” symbol signifies an exclusive gateway. This standardized notation makes it easier for anyone familiar with Business Process Modeling Notation to understand the process at a glance, no matter where they work.

    Example of a BPMN diagram: If you’re onboarding a new staff member, the BPMN diagram for HR could include steps like:

    BPMN process flow showing start event, tasks, decision gateway and data object.BPMN process flow showing start event, tasks, decision gateway and data object.

    Purchase order approval is another process worth mapping in BPMN, mostly because of the gateways. A request comes in with the vendor, amount, and justification, then an exclusive gateway routes it by value.

    Smaller purchases go straight to a department manager, while larger ones add a finance review. Approved requests move to procurement, and rejected ones return to the requester. BPMN’s notation makes those routing rules explicit rather than something buried in a policy doc.

    Data flow diagrams (DFDs)

    A DFD helps you see how data flows through a system or process. It uses simple symbols to map out where data comes from, how it flows, and where it is stored. Circles or ovals represent where data is processed, arrows show the direction data travels, and squares or rectangles indicate sources and storage areas.

    DFDs are great for spotting redundancies, pinpointing inefficiencies, or understanding complex processes.

    Example of a DFD: For online shopping, a DFD can detail how data flows from the customer to the storage facility and retailer. It helps pinpoint where data needs to go so the order and payment can be processed.

    Data flow from sources through ETL to data warehouse and BI dashboards.Data flow from sources through ETL to data warehouse and BI dashboards.

    SIPOC diagrams

    SIPOC (Suppliers, Inputs, Processes, Outputs, and Customers) diagrams give you a big-picture view of a process. They help you break down and understand the main elements of a process, like who provides the inputs, what those inputs are, the steps involved, the outputs, and who the end customers are.

    SIPOC diagrams are particularly useful for understanding the overall structure of a process and aligning it with strategic goals.

    Example of a SIPOC diagram: Imagine you’re working on a software development project. A SIPOC diagram for this project might outline everything from the tools needed (suppliers) to the user requirements and design specs (inputs), the key steps (processes), such as coding and testing, the finished software (outputs), and the users who will use the app. This way, everyone on the team gets a clear view of their role and how it fits into the bigger picture.

    SIPOC process mapping diagram showing Suppliers, Inputs, Process, Outputs, Customers.SIPOC process mapping diagram showing Suppliers, Inputs, Process, Outputs, Customers.

    A content review and publishing workflow maps cleanly to SIPOC, too. The suppliers are SMEs, designers, and legal reviewers who feed into the process and hand over inputs such as the brief, keyword research, and brand guidelines.

    From there, the process itself runs through drafting, editing, design, and approval before producing the outputs: a published piece and its supporting assets. The customer at the end of it all is the reader. Teams often build this view before mapping the process step by step, since it surfaces which inputs are missing before anyone starts drafting.

    How does a workflow diagram work?

    Let’s say someone asks you to explain how something gets done in your workplace. That’s where a workflow diagram shines. It’s a roadmap that shows how a process flows from start to finish.

    Just like drawing a doodle to show a friend how to get from one place to another, a workflow diagram isn’t much different. It usually starts with a circle or box labeled “Start.” Then, you draw lines to other boxes to show the steps you need to take. Each box contains a task or action, and arrows connect the boxes to show the direction of the process flow.

    You might ask, why not just list the steps? Well, workflow diagrams can make a big difference in project planning in several ways. Visualizing the different steps in a workflow chart helps you: 

    • See how the steps connect to clarify the process flow.
    • Identify potential bottlenecks to make it easier to spot delays or inefficiencies.
    • Determine if any steps are redundant or too complicated to help you simplify and streamline processes.
    • Gain a structured view, which makes it easier to explain the process to others, analyze it, and address any deviations or other issues.
    • Facilitate process improvement by showing you a clear map of how processes work and where enhancements can be made.

    Key components of a workflow diagram

    The six diagram types above look different on the page, but they’re built from the same handful of parts. Whether you’re sketching a quick flowchart or a full BPMN model, these five components do the work of turning a list of steps into something someone else can follow.

    • Start and end points: Every diagram has a beginning and an end. It shows where you kick things off and where you wrap up.
    • Steps: These are the individual actions you take. Each step leads to the next, and they are mapped out in order so you can see the flow.
    • Decisions: Sometimes, you hit a point where you have to make a choice. In the diagram, these are usually shown as diamond-shaped boxes that split the path depending on the decision made.
    • Arrows: They show which way to go next. Just follow the arrows!
    • Inputs and outputs: Include input and output data to show what is needed for each step and what is produced.

    How to create a workflow diagram in 5 steps

    Ready to create a workflow diagram? The process is easier than you might think. Follow these five steps to map out your workflow clearly from start to finish:

    1. Identify the scope

    Ask yourself what process you want to improve or understand better. Is it something big, like your entire order fulfillment system, or smaller, like how you handle customer returns? Picking a specific process will help keep your diagram focused and manageable.

    Think about the very start and end of your process.

    • What triggers the process to start?
    • What does it look like when it’s completed?

    This gives you a clear beginning and end for your diagram, which frames everything in between.

    Next, identify all the players in your process. Who does what? Depending on the process, it might include team members from sales, customer service, or production. Knowing who is involved helps you understand which parts of your organization the diagram will touch.

    Here’s a process workflow example for defining the scope:

    Let’s say you’re focusing on the customer complaint process. You’d start by identifying the complaint receipt as your starting point and a resolved complaint as your endpoint.

    Next, you’d list out the key steps like:

    Assess the complaint > Find a solution > Communicate with the customer

    You’d also note who’s involved at each step, such as customer service agents and product managers. And you’d keep the diagram focused on what’s necessary to resolve complaints efficiently.

    Wrike's custom workflows can help you define and customize the stages that a project or task goes through, which is essential for setting the scope of your workflow diagram.

    Since different teams or departments might have unique processes, Wrike allows you to tailor workflows accordingly. This is helpful when identifying the scope in a multi-department scenario, ensuring that the workflow diagram is relevant and accurately reflects the roles and responsibilities of all involved.

    Wrike custom statuses and workflows panel with color-coded task statuses.Wrike custom statuses and workflows panel with color-coded task statuses.

    2. Gather relevant information

    Once you’ve nailed down your scope, the next step is to brainstorm and gather all the necessary details to fill in your workflow graphic. Chat with the people who actually do the work. Ask them about their daily tasks, the tools they use, and the challenges they face.

    Next, gather up any documents related to the process. This could include:

    • SOPs (standard operating procedures)
    • Sample workflow diagrams from previous projects (if they exist)
    • Training materials

    These documents can give you a baseline of what’s supposed to happen at each step. If you can, watch the process in action. Seeing things firsthand can be super enlightening. You might spot inefficiencies, redundancies, or critical steps that aren’t documented anywhere.

    Wrike's request forms can be extremely valuable when collecting consistent and structured information across different teams or departments, especially during the initial stages of defining a workflow.

    Product screenshot request form for new initiatives with fields for project details.Product screenshot request form for new initiatives with fields for project details.

    You can tailor these forms to ask for specific details about each step in a process, who is involved, what tools are used, and any dependencies or decision points, which means the information arrives in a uniform format that’s far easier to turn into a diagram.

    3. Choose the right diagram type

    Now that you’ve scoped out your process and gathered all the info, it’s time to pick the right type of diagram. Choosing the best one for your specific project needs will make your diagram more effective.

    How do you find the perfect match? Ask yourself a few questions:

    • What’s the main purpose of this diagram? Is it to train, improve, or document a process?
    • Who will use this diagram? Will it be stakeholders, team members, management, or IT?
    • How complex is the process? Does it involve multiple departments or just a few steps?

    Your answers will guide you toward the right diagram. For example, a swimlane diagram might be best if you need everyone in the company to quickly see who does what. However, a data flow diagram could be more appropriate for an IT system overhaul.

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    Alternatively, you can create a dashboard in Wrike to visualize different workflow types and compare them to determine which diagram type best fits your project or process.

    Team board dashboard showing Planned, In Progress and Completed task columns.Team board dashboard showing Planned, In Progress and Completed task columns.

    If you’re torn between two formats, sketch both quickly on a Wrike Whiteboard and show them to the people who run the process. Whichever version they can explain back to you without help is the one worth building out properly. 

    4. Use standard symbols and notations

    We use standard symbols in workflow diagrams so anyone (yes, anyone!) can look at your diagram and quickly understand what’s going on.

    These symbols are the universal language of business process mapping in workflow diagrams. To maintain consistency and clarity, many of these symbols follow standards set by the American National Standards Institute (ANSI), which helps standardize flowchart symbols and practices.

    Here are the common symbols you should know:

    • Ovals: These usually represent the start or end of a process.
    • Rectangles: These are your go-to for most steps or tasks.
    • Diamonds: These indicate a decision point within the process. Whenever there’s a choice to be made, you’ll see a diamond.
    • Arrows: These show the direction of the workflow. They are the connectors between blocks that show how the process will move.

    With your scope defined, your information gathered, and a format chosen, this is the point where you actually draw the first version. Don’t aim for polish yet, and instead get the steps down in the right order and worry about how it looks once the sequence holds up.

    5. Ensure clarity and simplicity

    Keep your workflow diagram as clear and simple as possible. A cluttered or overly complex diagram can be confusing, so make sure it’s easy to follow and understand.

    Here’s how to keep your workflow design simple:

    • Use white space generously to separate different parts of your diagram.
    • Focus on the main steps of the process.
    • Label each step and decision point clearly.
    • Avoid jargon or technical terms that might confuse people.
    • Stick to one symbol style and one font type.
    • Arrange the elements logically from top to bottom or left to right.

    Then review the draft with the people who run the process before you finalize it. You’ll almost always find a missing step, duplicated work, or an action nobody has performed in months.

    This is especially important if AI generated your first draft. Plenty of tools will now build a workflow diagram from a text prompt in seconds, which is useful for getting something on the page quickly. But AI can only map the process as you described it, so what comes back is the version in your head rather than the one your team is truly running.

    Turn your workflow diagram into a working process with Wrike

    Using existing workflow examples can be a good place to start, but creating a workflow diagram is only the first step. Wrike helps you put that diagram into practice by turning each stage into actionable work, with tasks, owners, deadlines, and custom statuses all managed in one place.

    Our powerful workflow management software is user-friendly and includes diagramming tools that help you create, manage, and track your workflows all from the same place. Wrike’s dashboards also provide a clear, visual overview of your project management workflow diagrams. You can see what’s been completed, what’s in progress, and what needs more attention.

    Wrike also helps you optimize your process automation, allowing you to automate repetitive tasks associated with these workflow diagrams, such as updating task statuses or sending notifications when tasks are completed. This reduces manual effort and enhances overall team efficiency.

    As your workflow management tool, Wrike can simplify how you handle workflow diagrams, enhance team productivity, and ultimately make your processes more efficient.

    Ready to give it a try? Start your free trial today!

    Frequently asked questions (FAQs) about workflow diagram examples

    Common examples of workflow diagrams include IT support tickets, employee onboarding, purchase order approval, and content review and publishing. An IT support ticket diagram, for instance, starts when a ticket arrives, moves through categorization and a decision point on whether the first tier can resolve it, and ends once the requester confirms the fix.

    The three basic components are inputs, transformations, and outputs. Inputs are the resources needed to start a step, transformations are the actions that change those inputs, and outputs are the results each step produces. Diagrams show these using ovals, rectangles, diamonds, and arrows.

    A flowchart maps any sequence of steps, while a workflow diagram applies that format specifically to how work moves through a process, including tasks, decision points, and who owns each step. Every workflow diagram is a flowchart, but not every flowchart is a workflow diagram.

    A workflow diagram shows the sequence of tasks needed to complete a specific piece of work. A process map documents an entire business process in more depth, often including roles, systems, and handoffs across departments. The two overlap heavily, and many teams use the terms interchangeably.

    The best tool depends on whether you want a static diagram or a working process. For quick visual drafts, whiteboard tools like Klaxoon let you sketch flowcharts and align stakeholders early. You can then integrate Wrike with Klaxoon to convert each step into a task, each decision point into a status or approval, and each handoff into an automation, so the diagram becomes a system your team uses rather than a document that goes stale. You can also use the most popular whiteboard and diagramming features directly in your Wrike workspace with Wrike Whiteboard, powered by Klaxoon.

    Alex Zhezherau
    Alex Zhezherau

    Alex is Wrike’s Product Director, with over 10 years of expertise in product management and business development. Known for his hands-on approach and strategic vision, he is well versed in various project management methodologies — including Agile, Scrum, and Kanban — and how Wrike’s features complement them. Alex is passionate about entrepreneurship and turning complex challenges into opportunities.

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