monday.com logo
PricingContact salesLog in
Download on the App Store Badge US UK RGB blk 092917 1

Try Our Process Documentation Template

Create a process flow that you and your team can use again and again. Start your process improvement process with one of our 200+ templates.

Get this template now
Mask Group 4
Pick

Pick a template

Our single project template is the perfect place to start laying the ground for your own process documentation template. As your business grows or your goals change, you'll be able to easily refer back to your documenting processes in a board that will serve as a replicable and customizable business process document.
Customize

Customize it

Add key elements to your plan to make any standard operating procedure more robust and efficient. Assign process owners, add control points, and then create unique automation recipes to reduce manual process steps and save time. Make it super easy to understand process mapping step by step with views like Gantt chart and timeline.
Execute

Execute Plan

The benefits of process documentation via a Work OS template are simply unmatched in comparison to pen and paper or Excel methods your team members might be used to. With our template, updating process inputs and process outputs is easy and is defining your process boundaries.

What is process documentation? What are the benefits?

In any type of project management, process documentation is the detailed description of how teams or individuals execute a process. By outlining the exact steps needed to complete a task from start to finish, project managers can foresee most roadblocks and dependencies that could impact timely or quality execution.

Here are three main benefits of process documentation:
Telephone icon
Synced teams
Hybrid, remote, and global teams can avoid a lot of hiccups and move faster with one central process.
Heart icon
Boosted quality
Using a process that is that is clear and easy to repeat means less room for errors, and more time to focus on impact.
Fast clock icon
Efficiency
When unexpected changes arise, process documentation makes it easy to zoom in or out to make swift decisions.
Blog cover 6

What is process documentation? What are the benefits?

In any type of project management, process documentation is the detailed description of how teams or individuals execute a process. By outlining the exact steps needed to complete a task from start to finish, project managers can foresee most roadblocks and dependencies that could impact timely or quality execution.

Here are three main benefits of process documentation:
Telephone icon
Synced teams
Hybrid, remote, and global teams can avoid a lot of hiccups and move faster with one central process.
Heart icon
Boosted quality
Using a process that is that is clear and easy to repeat means less room for errors, and more time to focus on impact.
Fast clock icon
Efficiency
When unexpected changes arise, process documentation makes it easy to zoom in or out to make swift decisions.
Blog cover 6

Related process documentation templates

1

Procedure documentation templates

Procedure documentation templates are actually pretty synonymous with process documentation templates — you use them to both map out, monitor, and track the key steps in an initiative, project, or process.
2

Process checklist templates

Process checklist templates are generally less about the flow and order of a process, but rather all of the items, tasks, or requirements that must occur or be met in order to execute successfully.
3

Process workflow templates

A process workflow template should help you mitigate risks in addition to mapping out resources, timelines, and roles. monday.com process workflow templates help you do this and quickly analyze progress with different views and dashboards.

Processes are made up of the essential tasks that must be performed by a company to function successfully, so it’s important to have a mechanism for monitoring and reassessing them regularly. Our process documentation template provides you with a transparent picture of what needs to be done during your process management. Here, you can identify and modify existing processes to be aligned with current and desired future company goals.

With this template, you can easily measure, analyze, re-design, monitor, implement and manage all ongoing processes. You can clearly organize and label all upcoming project tasks and desired outcomes to ensure your attention isn’t being accidentally steered in the wrong direction.

Enjoy the freedom to be flexible and customize the template to your needs with labels and colors, columns, views, and integrations and apps in order to guarantee easy and efficient project management.

Take advantage of our quick-start templates to be put yourself in a better position able to transform your existing projects and to improve business operations. You can realign your process management with company goals by laying out all project plans. Unlike many process templates like in Word, your workspace becomes dynamic — you’ll be able to analyze and improve business projects to optimize the workflow and to increase productivity.

What else can you do with such a business process documentation template? This template enables you to study, identify, change, and monitor every business process to ensure it runs smoothly and that it can be improved over time. You’ll be able to monitor a process from start to finish and to identify what tasks need to be taken care of. The process management template helps you keep track of all projects and management plans. You can also reassign tasks to employees in case any necessary improvements are needed. Gain knowledgeable insights and formalize new and improved ways to get work done!

Build your process documentation template now!

In addition to being highly visible, you can quickly share your process documentation template with both teammates and external stakeholders. Rather than sending multiple emails or having colleagues chase down files across devices and folders, use the process document template as a place to either create files with monday workdocs or directly upload them into the board's columns.
Get this template now