Process and Procedures

  • Feature-rich & easily adaptable
  • Ready-to-use, fully customizable Subcategory
  • Get started in seconds
Template Level
slide 1
Ready to establish processes in your company? This process and procedure template highlights the tasks you need to do to create a living process document! You can also use the Whiteboard to figure out how the processes are going to flow into one another.

Having a well-defined process and procedures is essential for any team's success. An effective template allows you to document and manage different processes in one place—from user onboarding to product launches.

ClickUp's Process and Procedures Template helps you:

  • Centralize all your processes in one place for quick access
  • Create step-by-step instructions for repeatable tasks
  • Organize procedures visually with easy-to-read kanban boards

This template makes it easy to set up, track, and complete your processes from start to finish. ClickUp is the ultimate solution for standardizing and streamlining your team's process and procedure workflow!

Benefits of a Process and Procedures Template

Having clear and concise processes and procedures in place is essential for any successful business. A process and procedures template can help you:

  • Create a consistent approach for all relevant tasks, making it easier for your team to stay on track
  • Establish clear expectations and responsibilities for each step in the process
  • Streamline operations and reduce the risk of costly errors
  • Improve accuracy and efficiency of performance measurements

Main Elements of a Process and Procedures Template

ClickUp's Process and Procedures Template is designed to help you document, track, and manage your process and procedures. This List template includes:

  • Custom Statuses: Mark task status such as Complete, In Progress, and To Do to keep track of the progress of each step in the process
  • Custom Fields: Use 7 different custom attributes such as Issue Level, Completion Rate, Approver, Documentation Stage, Stakeholders, and more to save vital information about processes and procedures
  • Custom Views: Open 5 different views in different ClickUp configurations, such as the Process Flowchart, Documentation List, Documentation Stage, Timeline, and Getting Started Guide so that all the information is easy to access and organized
  • Project Management: Improve process and procedure tracking with time tracking capabilities, tags, dependency warning, emails, and more

How to Use a Process and Procedures Template

Creating a process and procedures template can be a time consuming and detailed task, but it’s an essential part of streamlining operations and improving efficiency. Follow these steps to create a template that will work for your organization:

1. Identify the processes and procedures

The first step is to identify the processes and procedures that need to be documented. It is important to be thorough and consider all the processes and procedures that are currently in place.

Create a Doc in ClickUp to list out all the processes and procedures that need to be documented.

2. Assign a team to document each procedure

Once you have identified the processes and procedures that need to be documented, assign a team to each one. This team will be responsible for documenting the process in detail and ensuring that it is up to date.

Use the Board view in ClickUp to assign tasks to team members.

3. Create the document

Using a spreadsheet program or other suitable software, create the document that will house all of the processes and procedures. This document should include all the necessary information, such as process name, description, team assigned, and steps involved.

Use the Table view in ClickUp to build your own customized spreadsheet and process report.

4. Review and revise

Once the document is complete, review it regularly to ensure that all information is up-to-date and accurate. When changes occur, make sure to update the document accordingly so as not to miss out on any important details.

Set a recurring task in ClickUp to regularly review and update your processes and procedures.

Get Started with ClickUp's Process and Procedures Template

Business owners and managers can use this Process and Procedures Template to help everyone stay on the same page when it comes to documenting processes and procedures.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

add new template customization

Now you can take advantage of the full potential of this template to create a streamlined process and procedure:

  • Use the Process Flowchart View to map out each step of the process in order
  • The Documentation List View will help you keep track of all documents related to the process
  • The Documentation Stage View will allow you to organize documents by stage of completion
  • The Timeline View will help you visualize the process and make sure you stay on track
  • The Getting Started Guide View will help you get up and running quickly
  • Organize tasks into three different statuses: Complete, In Progress, To Do, to keep track of progress
  • Update statuses as you progress through tasks to keep stakeholders informed of progress
  • Monitor and analyze tasks to ensure maximum productivity

Get Started with Our Process and Procedures Template Today

Related Templates

Template details