{"id":38328,"date":"2025-05-15T13:53:33","date_gmt":"2025-05-15T20:53:33","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=38328"},"modified":"2025-08-05T01:32:04","modified_gmt":"2025-08-05T08:32:04","slug":"flowchart-in-excel","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/flowchart-in-excel\/","title":{"rendered":"How to Create a Flowchart in Excel (With Templates &#038; Examples)"},"content":{"rendered":"\n<p><a href=\"https:\/\/clickup.com\/blog\/excel-project-management\/\">Microsoft Excel<\/a> is a <a href=\"https:\/\/clickup.com\/blog\/spreadsheet-software\/\">spreadsheet software<\/a> program generally used to organize and format large amounts of data, but it also packs a diverse shapes gallery to make flowcharts!<\/p>\n\n\n\n<p>A SmartArt graphic is the go-to illustration to create any <a href=\"https:\/\/clickup.com\/blog\/tag\/excel\/\">diagram in Excel.<\/a> However, you need a more compelling flowchart for <a href=\"https:\/\/clickup.com\/blog\/brainstorming-techniques\/\">collaboration and communication<\/a>.&nbsp;<br><br>In this guide, we\u2019ll walk through the function of flowcharts, how to create a flowchart in Excel, and two <a href=\"https:\/\/clickup.com\/blog\/excel-alternatives\/\">Excel alternatives<\/a> to make your flowcharts come to life. (Spoiler: the two alternatives are in the same software!)<\/p>\n\n\n\n<p><\/p>\n\n\n<div style=\"border: 3px solid #000000; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-d261c7e3-501e-46cc-8cff-e3216f83dd48\">\n<h2 class=\"wp-block-heading\" id=\"0-%E2%8F%B0-60-second-summary-\">\u23f0<strong> 60-Second Summary<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Consider using tools like ClickUp for better flowchart creation and task management<\/li>\n\n\n\n<li>Flowcharts visualize workflows and processes<\/li>\n\n\n\n<li>Key shapes include Oval (Terminator), Rectangle (Process), and Diamond (Decision)<\/li>\n\n\n\n<li>Create flowcharts in Excel using Insert &gt; Shapes<\/li>\n\n\n\n<li>Customize shape sizes and text for clarity<\/li>\n\n\n\n<li>Connect shapes using arrows to show relationships<\/li>\n\n\n\n<li>Excel is not ideal for collaboration among teams<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp for Free<\/a><\/div>\n\n\n<\/div>\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-b14d621a-f6bb-4dce-bab5-1b51df562ea6\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">This Article Contains:<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#0-%E2%8F%B0-60-second-summary-\" style=\"\">\u23f0 60-Second Summary<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#1-what-is-a-flowchart\" style=\"\">What is a flowchart?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#3-how-to-create-a-flowchart-in-excel-with-custom-shapes\" style=\"\">How to create a flowchart in Excel with custom shapes<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#4-%E2%AD%90-featured-template-\" style=\"\">\u2b50 Featured Template<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#12-limitations-of-excel-flowcharts\" style=\"\">Limitations of Excel flowcharts<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#13-create-flowcharts-with-excel-alternatives-\" style=\"\">Create Flowcharts with Excel Alternatives<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/flowchart-in-excel\/#16-create-memorable-flowcharts-in-clickup\" style=\"\">Create memorable flowcharts in ClickUp<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-is-a-flowchart\">What is a flowchart?<\/h2>\n\n\n\n<p>A flowchart is a diagram made of shapes connected by arrows to visualize a workflow, process, or any <a href=\"https:\/\/clickup.com\/blog\/decision-making-templates\/\">decision-making procedure<\/a>. Flowcharts are for everyone because unlike text-heavy documents, they condense information so the audience can digest the information faster.&nbsp;<br><br>Flowcharts <a href=\"https:\/\/clickup.com\/blog\/ideation-techniques\/\">turn ideas into thought-out actions<\/a> to solve problems and ultimately, increase productivity because things run smoothly. Think about any event you\u2019ve encountered at some point at your organization, for example. It could be <a href=\"https:\/\/clickup.com\/blog\/how-our-onboarding-team-uses-clickup\/\">new hire onboarding<\/a>, requesting PTO, or organizing a <a href=\"https:\/\/clickup.com\/blog\/project-kickoff-meeting\/\">project kickoff meeting<\/a>. These events have a process in place so everyone consistently takes the right steps towards success. Flowcharts help the person creating these processes visualize the scope, sequence, stages, and stakeholders involved.<\/p>\n\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/diagram-software\/\">Diagram software<\/a>! <\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-basic-shapes-used-in-excel-flowcharts\">Basic shapes used in Excel flowcharts<\/h3>\n\n\n\n<p>It\u2019s not necessary to be well-versed in flowchart programming. All you need to know are the basic building blocks to make your flowchart easy to understand. The four main flowchart shapes we\u2019ll use for this tutorial are:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"342\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-smartart-graphic-dialog-box-or-build-custom-shapes-to-create-flowcharts-in-excel-1400x342.png\" alt=\"use the smartart graphic dialog box or build custom shapes to create flowcharts in excel\" class=\"wp-image-38481\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-smartart-graphic-dialog-box-or-build-custom-shapes-to-create-flowcharts-in-excel-1400x342.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-smartart-graphic-dialog-box-or-build-custom-shapes-to-create-flowcharts-in-excel-300x73.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-smartart-graphic-dialog-box-or-build-custom-shapes-to-create-flowcharts-in-excel-768x188.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-smartart-graphic-dialog-box-or-build-custom-shapes-to-create-flowcharts-in-excel-700x171.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-smartart-graphic-dialog-box-or-build-custom-shapes-to-create-flowcharts-in-excel.png 1480w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<div class=\"wp-block-create-block-cu-table\"><table class=\"cu-block-table cu-block-table_col-headings\"><caption class=\"visually-hidden\">flowchart digram symbols and definitions <\/caption><colgroup><col style=\"width:20%\"\/><col style=\"width:40%\"\/><col style=\"width:40%\"\/><\/colgroup><thead class=\"cu-block-table__header\"><tr class=\"cu-block-table__row cu-block-table__row_header\"><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Symbol<\/th><th scope=\"col\" data-align=\"center\" data-valign=\"center\">Function<\/th><th scope=\"col\" data-align=\"center\" data-valign=\"center\">How to Add<\/th><\/tr><\/thead><tbody class=\"cu-block-table__body\"><tr class=\"cu-block-table__row cu-block-table__row_body\"><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"fuOtBMadNH\" data-row-header=\"Symbol\" data-align=\"center\" data-valign=\"center\">Oval<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"h1wYMn8ib9\" data-row-header=\"Function\" data-align=\"center\" data-valign=\"center\">Terminal: the start point and end point of a flowchart<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"T_m3ik-PEl\" data-row-header=\"How to Add\" data-align=\"center\" data-valign=\"center\">Insert tab &gt; Illustration &gt; Shapes &gt; Flowchart &gt; Terminator<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"gL8obOw_hu\" data-row-header=\"Symbol\" data-align=\"center\" data-valign=\"center\">Rectangle<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"HHxNkpvfP3\" data-row-header=\"Function\" data-align=\"center\" data-valign=\"center\">Process: represents a single step in the procedure<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"R6bllYN9y6\" data-row-header=\"How to Add\" data-align=\"center\" data-valign=\"center\">Insert tab &gt; Illustration &gt; Shapes &gt; Flowchart &gt; Process<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"Ro9pMZ1L__\" data-row-header=\"Symbol\" data-align=\"center\" data-valign=\"center\">Diamond<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"jbKShfbnpw\" data-row-header=\"Function\" data-align=\"center\" data-valign=\"center\">Decision: represents a decision action<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"_ecS4XkvvV\" data-row-header=\"How to Add\" data-align=\"center\" data-valign=\"center\">Insert tab &gt; Illustration &gt; Shapes &gt; Flowchart &gt; Decision<\/td><\/tr><tr class=\"cu-block-table__row cu-block-table__row_body\"><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"S5c6zahoA-\" data-row-header=\"Symbol\" data-align=\"center\" data-valign=\"center\">Arrow<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"MHLhNYy5gx\" data-row-header=\"Function\" data-align=\"center\" data-valign=\"center\">Arrow: connects shapes to show the relationship<\/td><td class=\"cu-table-block__cell \" scope=\"\" data-id=\"ZrmYEDGLh0\" data-row-header=\"How to Add\" data-align=\"center\" data-valign=\"center\">Insert tab &gt; Illustration &gt; Shapes &gt; Flowchart &gt; Arrow <\/td><\/tr><\/tbody><\/table><\/div>\n\n\n\n<p>Ready to create a flowchart of your own? Choose one of your ideas or tasks and follow along with our step-by-step guide to create this flowchart! \u2b07\ufe0f&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"697\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel--1400x697.png\" alt=\"create flowcharts in excel\" class=\"wp-image-38482\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel--1400x697.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel--300x149.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel--768x382.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel--1536x765.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel--700x348.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/create-flowcharts-in-excel-.png 1999w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-how-to-create-a-flowchart-in-excel-with-custom-shapes\">How to create a flowchart in Excel with custom shapes<\/h2>\n\n\n<div style=\"border: 3px solid #3c763d; border-radius: 0%; background-color: #dff0d8; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-68ba41e6-66e1-4f21-90cc-a2d859c20be6\">\n<h2 class=\"wp-block-heading\" id=\"4-%E2%AD%90-featured-template-\">\u2b50 <mark style=\"background-color:rgba(0, 0, 0, 0);color:#3c763d\" class=\"has-inline-color\">Featured Template<\/mark><\/h2>\n\n\n\n<p><mark style=\"background-color:rgba(0, 0, 0, 0);color:#3c763d\" class=\"has-inline-color\">Before you try building a flowchart in Excel, try <a href=\"https:\/\/clickup.com\/templates\/data-flow-diagram-kkmvq-14191\">ClickUp\u2019s free Data Flow Diagram Template<\/a>. It\u2019s made for visual planning, so you can sketch out your process without getting stuck in cells and shapes.<\/mark><\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-20.png\" alt=\"Build clearer workflows with ClickUp\u2019s Data Flow Diagram Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-14191\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props='{\"location\":\"body\",\"sectionModelName\":\"imageCTA\",\"buttonClicked\":\"Get Free Template\"}'>Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Build clearer workflows with ClickUp\u2019s Data Flow Diagram Template<\/figcaption><\/figure><\/div><\/div>\n\n\n<\/div>\n\n\n<p><em>Note: In this tutorial, we use Microsoft Excel for Mac Version 16.60. The steps and <\/em><a href=\"https:\/\/support.microsoft.com\/en-us\/office\/compare-word-features-on-different-platforms-5e00dfba-3d7c-4222-b850-a0527ff7b066\"><em>features<\/em><\/a><em> may look different if you\u2019re on another version.<\/em><\/p>\n\n\n\n<p>Excel is a large application with hundreds of functions. The two most important functions to use and speed up your flowchart build are: <strong>copy<\/strong> and <strong>paste<\/strong>. So rather than adding shapes one by one to your spreadsheet, we\u2019ll format the shapes first. Then you can copy and paste the shapes into your flowchart process. Here we go!<\/p>\n\n\n\n<p><em>Related: Learn how to <a href=\"https:\/\/clickup.com\/blog\/flowchart-in-google-docs\/\">create a flowchart in Google Docs<\/a>.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-1-add-the-terminator-process-and-decision-flowchart-shapes-\">1. Add the terminator, process, and decision flowchart shapes&nbsp;<\/h3>\n\n\n\n<p>Go to the <strong>Insert<\/strong> tab &gt; <strong>Illustration<\/strong> &gt; <strong>Shapes<\/strong> &gt; <strong>Flowchart <\/strong>&gt; select a shape &gt; click at the top of the spreadsheet to add.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"862\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart-1400x862.png\" alt=\"access more flowchart shapes in the illustrations group to create a standard flow chart\" class=\"wp-image-38483\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart-1400x862.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart-300x185.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart-768x473.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart-1536x946.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart-700x431.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/access-more-flowchart-shapes-in-the-illustrations-group-to-create-a-standard-flow-chart.png 1618w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"6-2-adjust-the-flowchart-shape-sizes\">2. Adjust the flowchart shape sizes<\/h3>\n\n\n\n<p>We want to add text inside the shapes, so let\u2019s make them bigger. Select one of the shapes &gt; press <code>Command<\/code> + <code>A<\/code> on your keyboard to select all shapes &gt; hold <code>Shift<\/code> &gt; go to a shape\u2019s corner and drag to expand all three flowchart shapes.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"420\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-multiple-shapes-in-a-flow-chart-by-selecting-all-the-shapes-and-adjusting-the-size.gif\" alt=\"edit multiple shapes in a flow chart by selecting all the shapes and adjusting the size\" class=\"wp-image-38484\"\/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"7-3-customize-each-flowchart-shape\">3. Customize each flowchart shape<\/h3>\n\n\n\n<p>We\u2019ll use the copy and paste function to customize the shapes, but there\u2019s a handy <strong>Format<\/strong> icon to help us with this!&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Double click inside the <strong>Process<\/strong> shape to reveal a cursor, label the shape <em>Process<\/em>, and center the text<\/li>\n\n\n\n<li>Change the font name and font size to your preference<\/li>\n\n\n\n<li>Select the <strong>Process<\/strong> shape &gt; click the <strong>Format<\/strong> icon under the <strong>Home<\/strong> tab &gt; click on the other shapes to paste the format<\/li>\n\n\n\n<li>Label the diamond shape <em>Decision<\/em> and the oval shape <em>Terminator<\/em><\/li>\n<\/ol>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"364\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/open-a-text-box-in-the-first-shape-to-format-and-copy-to-the-next-shape.gif\" alt=\"open a text box in the first shape to format and copy to the next shape\" class=\"wp-image-38485\"\/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<p>Next, select background and font colors for each shape. Click on a shape &gt; go to the <strong>Shape<\/strong> <strong>Format<\/strong> tab &gt; <strong>Shape Fill<\/strong> and <strong>Text Fill<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"734\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab-1400x734.png\" alt=\"edit the shape styles in the flow chart under the shape format tab\" class=\"wp-image-38486\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab-1400x734.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab-300x157.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab-768x403.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab-1536x805.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab-700x367.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/edit-the-shape-styles-in-the-flow-chart-under-the-shape-format-tab.png 1694w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<p><strong>Pro Tip:<\/strong> <em>To remove the shape outline for a cleaner look, select all shapes &gt; <strong>Shape<\/strong> <strong>Format<\/strong> tab &gt; <strong>Shape<\/strong> <strong>Outline<\/strong> &gt; <strong>No Outline<\/strong><\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"404\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/use-the-shapes-tool-to-edit-the-flowchart-symbols.gif\" alt=\"use the shapes tool to edit the flowchart symbols\" class=\"wp-image-38487\"\/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"8-4-begin-adding-your-flowchart-steps\">4. Begin adding your flowchart steps<\/h3>\n\n\n\n<p>With your fully customized (and consistent) shapes, copy and paste the Excel flowchart shape to map out your steps!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"349\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-shapes-to-the-flow-chart-and-build-your-process.gif\" alt=\"add shapes to the flow chart and build your process\" class=\"wp-image-38488\"\/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"9-5-insert-tab-to-add-the-connectors-to-show-each-shape-relationship-\">5. Insert Tab to add the connectors to show each shape relationship&nbsp;<\/h3>\n\n\n\n<p>Go the <strong>Insert<\/strong> tab &gt; <strong>Shapes<\/strong> &gt; <strong>Lines<\/strong> &gt; <strong>Arrow.&nbsp;<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"1056\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart-1400x1056.png\" alt=\"add lines to connect shapes in the flow chart\" class=\"wp-image-38489\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart-1400x1056.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart-300x226.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart-768x579.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart-1536x1159.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart-700x528.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/add-lines-to-connect-shapes-in-the-flow-chart.png 1556w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<p>Use the green circles as a guide to draw the arrows and connect the shapes.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"459\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/connect-shapes-with-arrows-to-show-the-relationships-between-each-step-in-the-flow-chart-process.gif\" alt=\"connect shapes with arrows to show the relationships between each step in the flow chart process\" class=\"wp-image-38490\"\/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"10-6-add-a-title-to-your-flowchart\">6. Add a title to your flowchart<\/h3>\n\n\n\n<p>Delete the shapes at the top of your spreadsheet and add a title.<\/p>\n\n\n\n<p>Tip: For a cleaner look, remove the gridlines in your Excel flowchart. Go to the <strong>Page<\/strong> <strong>Layout<\/strong> tab &gt; uncheck the <strong>View<\/strong> box under <strong>Gridlines<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"426\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/open-the-page-layout-tab-to-hide-the-gridlines-in-the-flow-chart.gif\" alt=\"open the page layout tab to hide the gridlines in the flow chart\" class=\"wp-image-38491\"\/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<p><strong><em>Bonus: <a href=\"https:\/\/clickup.com\/blog\/flowchart-software-mac\/\">Best Flowchart Software Tools for Mac<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-8-save-your-excel-flowchart-as-a-template\">8. Save your Excel flowchart as a template<\/h3>\n\n\n\n<p>Go to <strong>File<\/strong> &gt; <strong>Save as Template<\/strong>. Name your <a href=\"https:\/\/clickup.com\/blog\/flowchart-templates\/\">flowchart template<\/a> and click <strong>Save<\/strong>. (Double check the <strong>File<\/strong> <strong>Format<\/strong> is set as <strong>Excel<\/strong> <strong>Template<\/strong>.)<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"859\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel-1400x859.png\" alt=\"save a flowchart template in excel\" class=\"wp-image-38492\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel-1400x859.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel-300x184.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel-768x471.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel-1536x942.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel-700x429.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/06\/save-a-flowchart-template-in-excel.png 1682w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Created in Microsoft Excel<\/figcaption><\/figure><\/div>\n\n\n<p>There you have it! You now know how to make a flowchart in Excel! We have other <a href=\"https:\/\/clickup.com\/blog\/microsoft-office-alternatives\/\">Microsoft Office resources and recommendations if you\u2019re looking for other alternatives<\/a> to improve your planning needs. \u2b07\ufe0f&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/clickup.com\/blog\/excel-time-tracking\/\">How to Create a Timesheet in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/excel-to-do-list\/\">How to Create a To Do List in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/mind-map-excel\/\">How to Create a Mind Map in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/how-to-make-a-schedule-in-excel\/\">How to Make a Schedule in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-form-in-excel\/\">How to Create a Form in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/how-to-create-a-dashboard-in-excel\/\">How to Make a Dashboard in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/org-chart-excel\/\">How to Make an Org Chart in Excel<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/clickup.com\/blog\/how-to-make-a-graph-in-excel\/\">How to Make a Graph in Excel<\/a><\/li>\n<\/ul>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"12-limitations-of-excel-flowcharts\">Limitations of Excel flowcharts<\/h2>\n\n\n\n<p>While it\u2019s handy to know how to create flowcharts in a popular tool like Microsoft Excel, spreadsheets are not collaboration-friendly. People who are less familiar with Excel navigation will have a harder experience and longer learning curve to complete work.&nbsp;<\/p>\n\n\n\n<p>As we all know (and experience), projects change daily. So while you\u2019re busy manually creating flowcharts in Excel, the data, people, and circumstances might change, and you\u2019ll have to start over. However, that&#8217;s not ideal for creative <a href=\"https:\/\/clickup.com\/blog\/brainstorming-session\/\">brainstorming sessions<\/a>!&nbsp;<\/p>\n\n\n\n<p>This inevitable situation is why it\u2019s essential to use an <a href=\"https:\/\/clickup.com\/blog\/flowchart-software\/\">intuitive flowchart software<\/a> tool to remove the manual work and update in real-time. With <a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>, a powerful Microsoft Excel alternative, you won\u2019t need to create multiple versions of flowchart templates!<\/p>\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"13-create-flowcharts-with-excel-alternatives-\">Create Flowcharts with Excel Alternatives <\/h2>\n\n\n\n<p>ClickUp is an all-in-one productivity platform where teams come together to plan, organize, and collaborate on work using tasks, Docs, Mind Maps, Goals, Whiteboards, and more! Easily customized with just a few clicks, ClickUp lets teams of all types and sizes deliver work more effectively, boosting productivity to new heights.<\/p>\n\n\n\n<p>Flowcharts in ClickUp do what Excel spreadsheets cannot: <strong>turn each business process into actionable tasks<\/strong>.&nbsp;<\/p>\n\n\n\n<p>Flowcharts aren\u2019t made to be built and stored somewhere in a shared drive. They\u2019re meant to be a usable solution or workflow. With ClickUp, tasks are created directly from the flowchart so everyone is aware of roles, tasks, and deadlines!<\/p>\n\n\n\n<p><strong><em>Related: <a href=\"https:\/\/clickup.com\/blog\/dependencies-in-excel\/\">Show dependencies in Excel<\/a><\/em><\/strong> <strong><em>&amp; <a href=\"https:\/\/clickup.com\/blog\/waterfall-chart-excel\/\">make a waterfall chart in Excel<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"14-mind-maps-in-clickup-\">Mind Maps in ClickUp&nbsp;<\/h3>\n\n\n\n<p>Mind Maps in ClickUp are perfect to offload a stream of consciousness or planned information. With <a href=\"https:\/\/clickup.com\/blog\/best-mind-mapping-software\/\">Mind Maps<\/a>, you won\u2019t have to stress over the formatting details of each shape or step. You\u2019ll have more brainpower saved for the actual work.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-63.gif\" alt=\"Organize information visually with ClickUp Mind Maps\u00a0\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/features\/mind-maps\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Mind Maps \" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Mind Maps &quot;}\">Try ClickUp Mind Maps <\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Organize information visually with ClickUp Mind Maps\u00a0<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>It\u2019s easy to create a <a href=\"https:\/\/clickup.com\/features\/mind-maps\">ClickUp Mind Map<\/a> and get started on your projects, ideas, and even existing tasks for the ultimate visual outline. To kick things off, download the <a href=\"https:\/\/clickup.com\/blog\/mind-map-templates\/\">Mind Map template<\/a> with two different <a href=\"https:\/\/clickup.com\/blog\/mind-map-examples\/\">types of mind maps<\/a>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Task Mode Mind Map: map out your ideas and turn them into trackable ClickUp tasks<\/li>\n\n\n\n<li>Blank Mode Mind Map: create free-form diagrams to organize your ideas<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-499968f5 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/clickup.com\/templates\/simple-mind-map-t-180546794\" style=\"background-color:#7b68ee\">Download the Mind Map ClickUp Template<\/a><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-whiteboards-in-clickup-\">Whiteboards in ClickUp&nbsp;<\/h3>\n\n\n\n<p>Earlier we mentioned Excel spreadsheets are not ideal for creative brainstorming workshops. So, what&#8217;s the alternative? <a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a>! <\/p>\n\n\n\n<p>Similar to Mind Maps, the <a href=\"https:\/\/clickup.com\/blog\/guide-to-whiteboards-in-clickup\/\">Whiteboards feature<\/a> offers more functionalities like freehand drawing, rich text formatting, images, and web links to create more context while you\u2019re planning. Whiteboards are the fastest way to collaborate with your team and <a href=\"https:\/\/clickup.com\/blog\/gap-analysis-templates\/\">bridge the gap<\/a> between brainstorming and getting work done.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/07\/image.webp\" alt=\"Bring your ideas to life or simply unwind with freehand doodling with ClickUp Whiteboards on your mobile\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/features\/whiteboards\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Try ClickUp Whiteboards\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Try ClickUp Whiteboards&quot;}\">Try ClickUp Whiteboards<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Bring your ideas to life or simply unwind with freehand doodling with ClickUp Whiteboards on your mobile<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>A blank canvas and blinking cursor might be intimidating if you\u2019re new to <a href=\"https:\/\/clickup.com\/blog\/visual-collaboration-software\/\">visual collaboration tools<\/a>. ClickUp also come with templates to jumpstart your brainstorming sessions! Get started with <a href=\"https:\/\/clickup.com\/templates\/process-flow-chart-t-375291706\">ClickUp&#8217;s Process Flow Chart Template<\/a> below \u2b07\ufe0f!<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/04\/ClickUp-Process-Flow-Chart-Template.png\" alt=\"Use the Process Flow Chart Template by ClickUp and customize it to fit your needs\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=t-375291706&amp;department=hr-recruiting&amp;_gl=1*1fmsmne*_gcl_aw*R0NMLjE3MjE0MTk4MDguQ2p3S0NBanduZWkwQmhCLUVpd0FBMnh1Qm5YQktReUw4ZUJjVHluaTFIM0pUTzBYWlJjazZfYjJMR2JEQzBpdFFlMzRrMHBuWVNWSnNob0N4cklRQXZEX0J3RQ..*_gcl_au*MTc0ODc0ODE0Ni4xNzE4ODk5ODIy\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--pink\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Download This Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download This Template&quot;}\">Download This Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Use the Process Flow Chart Template by ClickUp and customize it to fit your needs<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"16-create-memorable-flowcharts-in-clickup\">Create memorable flowcharts in ClickUp<\/h2>\n\n\n\n<p>Spreadsheets serve the purpose of storing data. However, you need intuitive software to keep track of your evolving tasks and projects. The collaboration and customization features in the ClickUp platform are all you need in one place. <\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-take-mind-maps-or-whiteboards-for-a-spin-for-free-today-and-bring-your-best-ideas-to-life-\"><em>Take Mind Maps or Whiteboards for a spin <a href=\"https:\/\/clickup.com\/signup-1\">for free today<\/a> and bring your best ideas to life!&nbsp;<\/em><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft Excel is a spreadsheet software program generally used to organize and format large amounts of data, but it also packs a diverse shapes gallery to make flowcharts! A SmartArt graphic is the go-to illustration to create any diagram in Excel. However, you need a more compelling flowchart for collaboration and communication.&nbsp; In this guide, [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":63381,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Upgrade from spreadsheets today","cu_sticky_sidebar_cta_bullet_1":"Track projects time and tasks in one platform","cu_sticky_sidebar_cta_bullet_2":"Create dashboards & charts without formulas","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE forever","cu_sticky_sidebar_cta_button_text":"Get started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[975,223],"tags":[],"class_list":["post-38328","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-excel","category-software"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/ClickUp-Process-Flowchart-Template.png","author_info":{"display_name":"Erica Golightly","author_link":"https:\/\/clickup.com\/blog\/author\/egolightly\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a Flowchart in Excel (Templates &amp; 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