Flow Chart steps let you visually articulate processes in Waybook, providing a high-level view of workflows with interactive elements. Your team can see the big picture of a process and navigate directly to relevant resources through clickable buttons.
This makes Flow Charts ideal for complex processes where visual clarity and quick navigation matter more than detailed instructions.
What Are Flow Charts?
Flow Charts help you map out processes visually, showing decision points, process stages, and workflow paths in a clear, easy-to-follow format. Unlike your focused Steps, Flow Charts give your team a visual overview that's easier to scan and understand quickly.
Each element in your Flow Chart can include buttons that link to:
External resources and tools
Waybook Documents
Learning Paths
This makes Flow Charts perfect for processes where people need to navigate between different resources or make decisions about which path to follow.
When to Use Flow Charts
Complex processes with decision points - Show different paths based on outcomes or conditions (e.g., customer support escalation flows, approval processes).
High-level process overviews - Give teams the big picture before diving into detailed instructions in your Documents.
Multi-system workflows - Map processes that span multiple tools, linking out to each system as needed.
Onboarding journeys - Visualize the path new hires take through their first weeks, with links to relevant training Documents and Learning Paths.
Troubleshooting guides - Create decision trees that guide users to solutions based on their specific situation.
Creating a Flow Chart Step
Open a Document in Edit mode
Open the menu to the right of + New Step
Select + New Flow Chart Step from the list of Step types
Choose whether to create your Flow Chart manually or using AI
Build your flow chart by adding shapes and connections
Add text descriptions to each element
Create buttons that link to Documents, Learning Paths, or external URLs
Publish when complete
💡 Waybook Tip
Use Flow Charts at the beginning of complex Documents to give readers a visual roadmap before they dive into detailed instructions.
Adding Links and Buttons
Flow Chart buttons can connect your team to the resources they need:
Link to Documents - Direct readers to specific SOPs or policies relevant to that step in the process.
Link to Learning Paths - Send users to comprehensive training pathways when they need to learn a skill or complete certification.
Link externally - Connect to tools, forms, or systems outside Waybook that are part of the workflow.
This turns your Flow Chart from a static diagram into an interactive navigation tool.
Best Practices
Keep descriptions brief - Flow Charts are meant for high-level overviews. Use short phrases rather than detailed explanations.
Use consistent shapes - Establish a visual language (e.g., diamonds for decisions, rectangles for actions) to help readers understand the flow quickly.
Limit complexity - If your Flow Chart becomes too complicated, consider breaking it into multiple Flow Charts or creating separate Documents for each major path.
Test navigation - Click through all buttons to ensure links work correctly before publishing.
Combine with detailed Steps - Use Flow Charts to show the overview, then provide detailed instructions in subsequent Steps within the same Document.
🚀 Try It Now:
Identify a complex process in your Waybook that would benefit from a visual overview and create a Flow Chart Step to map it out.
Questions about creating Flow Charts or need help mapping a complex process? Our support team is here to help!