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Process mapping workbook
  • Pages
    • 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
      • celebrate
        Checkpoint
        • Process Summary
      • Access and security
        • Exercise 10- Data permissions
      • Tooling
        • Exercise 11- Design a solution
      • Next steps
    • Config
      • icon picker
        Base tables
Process mapping workbook
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Base tables
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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
There are no rows in this table
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Tool stack
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
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Data points
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
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Interactions
Affected field
Stage
Event
Step number
By
Summary
Summary - text only
Notification recipient
Notification trigger
There are no rows in this table
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Reports
Report
Description
Required data
There are no rows in this table
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More information
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Contributors
Role
i
People (optional)
i
Order
What they do
There are no rows in this table
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