Start a process map from a template
Pick a ready-made process map for your industry, with lanes, decisions and step details, and it opens as a new map you can edit.
The process map template library has ready-made maps for different industries, such as kitchen prep and service, end-of-lease cleaning, or rental application approval, plus general maps any business can use. Each one has its steps, decisions and Yes/No branches in place, with a lane for each role and details on the steps, ready to change to fit how your business works.
Use a template
Section titled “Use a template”- In Process Maps, click Start from a template. You can also click + Create new on Home, then Process map from a template.
- Pick a pattern, such as Approval or Yes/No decision, or an industry. You can also search by name.
- Click a template to preview it.
- Click Use this template. The new map opens in the editor.
A map with lanes opens left to right, with one lane for each role, the same way the template’s page on the Wikidoc website shows it. Click a step to see its details and owner. To change the map, see Edit a process map.
Templates for regulated work, such as health care or childcare, are a starting point: check them against the rules where you work, and your own protocols.
Make a map from your own files instead
Section titled “Make a map from your own files instead”A map made from a template is changed on the canvas only: it has no source panel, so you can’t add files to it or generate it again. To have Wikidoc draw a map from your own procedures or recordings, click + New process map and add your files there. See Create a process map.
If something goes wrong
Section titled “If something goes wrong”“The template library could not be loaded.” Check your connection and try again.
I see Upgrade. You’ve used the 10 process maps from templates on the Free plan. Delete maps you no longer need, or upgrade. See Plans compared.
I don’t see Use this template. Viewers can’t create process maps. Ask an Admin for the Editor role.