Creating Your Own Flowchart: A Guide | Wrike

Flowcharts are a visual representation of a process or workflow, showing the steps involved and the order in which they occur. They are commonly used in various fields such as programming, business analysis, and project management. In this guide, we will take you through the basics of flowcharts and provide a step-by-step approach to creating your own flowchart.

Understanding the Basics of Flowcharts

A flowchart is a diagram that uses symbols and arrows to represent the steps in a process or system. Each step is represented by a shape, such as a rectangle, oval, or diamond, and the arrows show the flow and direction of the process.

Flowcharts play a crucial role in problem-solving and decision-making. They help identify inefficiencies, bottlenecks, and potential errors in a process. By visualizing the steps, flowcharts enable teams to collaborate effectively, identify areas for improvement, and streamline operations.

Moreover, flowcharts are valuable communication tools. They provide a common visual language that can be easily understood by individuals with different backgrounds and roles. This makes it easier for teams to discuss and analyze processes, leading to better decision-making and problem-solving.

Different Types of Flowcharts

Flowcharts can be categorized into various types, depending on their purpose and complexity. Here are some commonly used types:

Process Flowcharts: These show the sequential steps in a process, from start to finish. They are often used to map out business processes, manufacturing operations, or project workflows.
Data Flowcharts: These focus on the movement and transformation of data within a system or process. They are commonly used in software development, database design, and data analysis.
Swimlane Flowcharts: These represent the flow of activities between different individuals, departments, or teams. They help visualize the handoffs and interactions between different stakeholders involved in a process.
Decision Tree Flowcharts: These assist in decision-making by illustrating different scenarios and their outcomes. They are often used in risk analysis, project management, and problem-solving.

Essential Elements of a Flowchart

In order to create an effective flowchart, it is important to understand the essential elements that make up this visual representation.

Symbols and Their Meanings

Flowcharts use various symbols to represent different elements of a process. The most common symbols used in flowcharts include:

Start/End: This symbolizes the beginning or end point of a process. It is often depicted as an oval shape, indicating the start or end of the flowchart.
Process/Task: This describes a specific action or task to be performed. It can be represented by a rectangle or a square, depending on the style of the flowchart.
Decision: Decision points in flowcharts are marked by diamond-shaped symbols. They indicate a choice or condition that leads to different branches or paths. Each branch reflects a possible outcome or action based on the decision.
Connector: These link different parts of the flowchart, allowing the flow to continue smoothly. They are shown as small circles or lines that connect the various symbols and elements.
Input/Output: This stands for the input/output of data or information. It can be depicted as a parallelogram, indicating the flow of data into or out of the system.

Flow Direction

Flowcharts typically follow a top-to-bottom or left-to-right flow direction, ensuring the logical progression of steps. This flow direction is essential for maintaining the clarity and readability of the flowchart, allowing viewers to follow the sequence of actions and decisions depicted in the flowchart.

However, it is worth noting that in some cases, flowcharts may deviate from the traditional top-to-bottom or left-to-right flow direction. This can occur when representing complex processes or when a different flow direction better aligns with the nature of the system being depicted. Regardless of the flow direction chosen, the key is to ensure that it is clear and intuitive for the intended audience.

Decision Points and Branches

Decision points allow for different paths or branches to be taken based on specific conditions or choices. When a decision point is reached, the flowchart branches out into multiple paths, each representing a possible outcome or action based on the decision made. This branching structure enables flowcharts to capture the complexity of decision-making processes and lets viewers understand the different scenarios that can arise.

It is important to remember that decision points should be clearly labeled to indicate the condition or choice that leads to each branch. This guarantees that viewers can easily comprehend the flow of the process and make informed decisions based on the information presented in the flowchart.

Step-by-Step Guide to Creating a Flowchart

In this step-by-step guide, we will walk you through the process of creating a flowchart.

Identifying the Process or Task

Clearly define the process or task you want to represent. Take the time to thoroughly understand the process, its inputs, outputs, and requirements, for the purposes of accuracy and clarity. Ask questions such as:

What is the purpose of the process?
What are the inputs required for the process to start?
What are the expected outputs or results?
Are there any specific requirements or constraints?

Mapping Out the Steps

Once you have a clear understanding of the process, map out the steps involved. Start by breaking down the process into smaller, manageable tasks. This decomposition helps in organizing the flowchart and makes it easier to follow. Arrange the steps in a logical order, considering dependencies and relationships between them. Think about the sequence in which the tasks should be performed and how they relate to each other.

During this step, it can be helpful to involve stakeholders or subject matter experts. Their input can provide valuable insights and help identify any missing steps or potential improvements.

Using the Right Symbols

As you outline the steps in your flowchart, choose the appropriate symbols to represent each element and maintain consistency throughout. Remember that flowchart symbols are standardized and universally recognized, making it easier for anyone to understand the flowchart.

Commonly used flowchart symbols include:

Start/End: The beginning or end of a process.
Process: A specific task or action.
Decision: A decision point where different paths can be taken based on a condition or criteria.
Connector: The connection between different parts of the flowchart.

Reviewing and Testing the Flowchart

After completing the initial version of your flowchart, review it for clarity, accuracy, and completeness. Take the time to carefully examine each step, so that there are no missing tasks or logical inconsistencies. Consider the following questions:

Does the flowchart accurately represent the desired workflow?
Are all the necessary steps included?
Are there any redundant or unnecessary steps?
Is the flowchart easy to understand and follow?

Testing the Flowchart

Once you are satisfied with the flowchart, it's time to test it. Walk through the process, following the flowchart step by step, and verify that it accurately captures the desired workflow. Testing the flowchart helps identify any potential issues or gaps that may have been overlooked during the creation process.

Tips for Effective Flowchart Design

In order to create effective flowcharts, there are several key principles to keep in mind.

Keeping it Simple

Simplicity is key. Avoid using unnecessary details or complex symbols that may confuse readers. Instead, stick to clear and concise language, along with a consistent style throughout the flowchart. You want a flowchart that is easy to understand and follow, even for those who are not familiar with the process being depicted.

When designing a flowchart, it is helpful to put yourself in the shoes of the reader. Consider what information they need to know and how it can be presented in the most straightforward way possible. By eliminating unnecessary complexity, you can create flowcharts that are accessible to a wider audience.

Using Colors for Clarity

Colors can play a significant role in enhancing the visual appeal and clarity of a flowchart. Experiment with different colors to distinguish between various types of steps or to highlight important decision points. Perhaps you could use a specific color for steps that involve a specific department or team within an organization and a select a different one to signify decision points.

When using colors in a flowchart, it is important to choose a color scheme that is visually pleasing and accessible to all readers. Avoid using colors that may be difficult for people with color blindness to distinguish. Additionally, be mindful of using colors in a way that does not distract from the main purpose of the flowchart.

Ensuring Logical Flow

A key objective of flowchart design is to ensure that the flowchart flows logically from one step to another. This means that steps should follow a sequential order and be easy to follow without ambiguity. To achieve this, it is important to use arrows to clearly indicate the flow of the process.

When designing a flowchart, it can be helpful to step back and review the logical flow of the process being depicted. Consider whether there are any steps that could be reorganized or simplified to improve the overall flow. By creating a logical flow, you can create flowcharts that are intuitive and easy to follow.

Ultimately, effective flowchart design is essential for clear communication and understanding. By keeping it simple, using colors for clarity, and ensuring logical flow, you can create flowcharts that are accessible, visually appealing, and easy to follow. So start visualizing your processes today and reap the benefits of efficient and effective workflows.

Visualize your processes with crystal clarity using flowcharts created using Wrike. Sign up for a free trial and foster a clearer understanding and smoother operations in your teams.

Note: This article was created with the assistance of an AI engine. It has been reviewed and revised by our team of experts to ensure accuracy and quality.