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Process mapping workbook
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Introduction
Brainstorming
Exercise 1 - Identify a process
Exercise 2 - Make your roster
Exercise 3 - Add tasks
Exercise 4 - User stories
Sequencing
Exercise 5 - Create a timeline
Inputs and outputs
Exercise 6 - Task deep dive
Transitions
Exercise 7 - Methods and triggers
Reporting
Exercise 8 - Required reports
Quality check
Exercise 9 - QA data
Checkpoint
Process Summary
Access and security
Exercise 10- Data permissions
Tooling
Exercise 11- Design a solution
Next steps
Config
Base tables
Special views
Final summary template
Prelim summary template
Step only summary template
Archive
Next steps Jeremy
Config
Base tables
Special views
Final summary template
Prelim summary template
Step only summary template
Process steps
Process steps
Steps
Task
Step
Is there a pain point? (optional)
Row Position
Details
Next step
Ordered
Delete
Who does it?
Transition trigger
Transition type
Transition trigger details
New tool
Transition method description
Interactions
Final summary
Prelim summary
Step only summary
Current tool
Interaction
Steps
Task
Step
Is there a pain point? (optional)
Row Position
Details
Next step
Ordered
Delete
Who does it?
Transition trigger
Transition type
Transition trigger details
New tool
Transition method description
Interactions
Final summary
Prelim summary
Step only summary
Current tool
Interaction
There are no rows in this table
Tool stack
Tool stack
Tool
Tool
Asana
Coda
Confluence
Email
Excel
Figjam
Figma
Google docs
Google forms
Google sheets
Google slides
Jira
Microsoft Teams
Microsoft Word
Miro
Powerpoint
Quip
Salesforce
Slack
There are no rows in this table
Data points
Data points
Data point
Step created
Delete field
Edit notes
Edit restrictions
Editors
First step referenced
Issue
View notes
View restrictions
Viewers
Data point
Step created
Delete field
Edit notes
Edit restrictions
Editors
First step referenced
Issue
View notes
View restrictions
Viewers
There are no rows in this table
Interactions
Interactions
Affected field
Stage
Event
Step number
By
Summary
Summary - text only
Notification recipient
Notification trigger
Affected field
Stage
Event
Step number
By
Summary
Summary - text only
Notification recipient
Notification trigger
There are no rows in this table
Reports
Reports
Report
Description
Required data
Report
Description
Required data
There are no rows in this table
More information
More information
Contributors
Contributors
Role
i
People (optional)
i
Order
What they do
Role
i
People (optional)
i
Order
What they do
There are no rows in this table
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