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Process mapping workbook
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Process mapping workbook
Process mapping workbook
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
Tooling
Instructions
In the table below, select values for:
Current tool
: what tool are you currently doing this step of the process in? If this is a new step, leave blank.
New tool
: where will you do this part of the process now? If you plan to build this into your new Coda doc, select Coda.
Interaction
: will you do this step entirely in another tool, in Coda but synced with another tool or 100% in Coda?
Do this to the best of your ability. If you are unsure if Coda is the right fit for a step, advance to
Next steps
and we’ll show you where to go for assistance.
See an example
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Steps
Current tool
New tool
Interaction
Steps
Current tool
New tool
Interaction
There are no rows in this table
Next:
Next steps
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