trip planning flowchart

How to Create a Trip Planning Spreadsheet [5 Free Templates]

• Last updated April 25, 2023

Travel planning can get exhausting, especially when you have no clear starting point. You can make this (at least) tolerable by creating a trip planning spreadsheet. Here, you can keep your itinerary, transportation details, budget allocation, and similar aspects.

In this article, we’ll discuss how you can create a trip planning spreadsheet using Google Sheets and why it’s so useful. We’ll also provide five different templates you can readily use for your travel planning.

Table of Contents

How to Create a Trip Planning Spreadsheet on Google Sheets

Step 1: make multiple tabs on your spreadsheet.

To keep your travel planner tidy, you should first create several tabs inside your spreadsheet. This allows you to categorize the kinds of information you’re going to deal with. For example, you can separate your flight details from your budget planning.

Follow the instructions below to do this.

• Launch your browser, then go to https://sheets.google.com/ .
• Click “ Blank ” under the “ Start a new spreadsheet ” section.

• Hover over the name of the current worksheet (usually named “ Sheet1 ”), click on the drop-down arrow, then select “Rename.”

• Type your preferred worksheet name, then press  “Enter”  or “Return”  on your keyboard.
• To add another worksheet, click on the  “Add Sheet”  icon (plus + symbol) at the bottom-left corner of your screen.

• Repeat steps 1 to 4 to rename the worksheet.

Common Tabs to Add

You can create many kinds of worksheets depending on your specific requirements. Here are some common tabs you’d typically see in a trip planning spreadsheet:

• Itinerary: Include the basic details of the places you plan to be in, like dinner reservations, conferences you need to attend, tourist attractions, etc.
• Transportation: Keep your flight schedule, the routes you plan to take, your commute options (car rental, bus, etc.), and similar information.
• Accommodation: List the names and locations of your lodgings. You can also include whether or not you’ve made a reservation already, the room prices, and more.
• Food: Plan where you can get your meals, the restaurants you want to visit, and the average costs of eating out.
• Budget: Track your day-to-day expenses and see how much money you’re left with.
• Packing List: Don’t leave anything essential at home before embarking on your trip — passports, IDs, cash, and similar things.
• Activities:  List the things that you can do at your destination, like bar hopping, nightlife activities, concerts, and so on.

Step 2: Add Column Headers

After creating multiple tabs, you can further categorize your details using column headers. These are found at the top of your worksheet, describing what kind of values are present in a column’s cells.

To add column headers, simply follow these steps.

• Click on the first cell (cell A1) in the upper-left corner of your worksheet.
• Enter your preferred column header, such as “Location”  (as used in our example).
• Repeat the previous step for other cells in the same row. (We used the headers “Date,” “Time,” “Transportation,” “Costs,”  and  “Status”  in our example below).

• Once done, select all the column headers you’ve added, then click “Bold”  in the toolbar.

• Alternatively, you can make them bold by pressing “Ctrl” + “B” (or “Cmd” + “B”  for Mac) on your keyboard.

Common Column Headers

The column headers we’ve used in the demonstration above are applicable to the Itinerary tab. Keep in mind that you can virtually use any word or phrase for your column headers, though. Below are some options you can consider.

For the Accommodation tab

• Nearby shops and attractions
• Room prices

For the Transportation tab

• Travel date and times
• Flight details, such as flight schedule and flight number
• Car rental company, including name, address, and contact number

For the Budget tab

• Daily budget
• Total budget
• Total amount spent
• Amount remaining
• Expense description

After adding your column headers, you can start filling out the fields with your information.

Step 3: Personalize Your Travel Planning Spreadsheet

All that’s left for you to do is add a touch of creativity to your vacation spreadsheet. Here are some ways you can do this.

Use Conditional Formatting

The term “conditional formatting” simply refers to a change in a cell’s appearance when certain requirements are met. Below is an example where we change a cell’s color to green when it contains the word  “Done.”

• Right-click on a cell, then select “View more cell actions” > “Conditional formatting.”

• On the side panel that appears, click the drop-down list under the “Format cells if…”  menu.

• Select  “Text is exactly”  from the options.

• Type  “Done”  in the “Value or formula”  field.
• Click on the “Done”  button to save your changes.

• Drag the cell’s contents to copy the conditional formatting rules to other cells.

Use Alternating Colors

If you’re dealing with a lot of details, you can also use alternating colors, making it easier for you to read. Here’s how to enable different cell colors on your spreadsheet.

• Select the cells you want to display in alternating colors.
• On the menu bar, select “Format” > “Alternating colors.”

• Choose your preferred color, then click the  “Done”  button to save your changes.

When to Use a Trip Planner Template

You can use spreadsheets every time you’re planning a trip — there’s no reason you shouldn’t! They are handy regardless of whether you’re traveling to a nearby town or going on an overseas vacation.

How about trip planner templates? Well, if you don’t have the time to create a spreadsheet from scratch, using a template would be excellent. These are some helpful pre-made planners that are ready for you to fill out.

Free Google Sheets Trip Planner Templates

1. daily itinerary planner spreadsheet.

Especially when traveling to faraway places, going into detail about the activities you plan to do daily is a good practice. You can share this daily itinerary with the people you went on a trip with, letting them know where to find you in case of grave situations.

Template Features

• Categorize your itinerary into multiple days (which are color-coded for organization)
• Describe your activities in a separate section and indicate the time and location where you’ll do them
• List the diners or restaurants where you can eat near the location of your activity
• Schedule your day properly by indicating the end time for each activity

Access Template

2. Travel Budget Template

Allocating your travel budget ahead of time lets you set boundaries when it comes to spending. This lets you know what costs you need to put first, too. Such money allocation is rarely followed, though (with impulsive purchases and unplanned expenses), making it important to have an expense planner and tracker throughout your trip.

• Categorize your expenses per location according to the transportation you used, your accommodation, food you ate, and activities you did
• Pick from a drop-down list of common transportation methods (e.g., bus, car rental, ferry, etc.)
• Enter your total and daily budget allocation, as well as their converted counterparts in your destination’s local currency
• Automatically calculate your daily expenses, including the total amount spent and your remaining budget for the day
• Calculate your total expenses throughout the trip, as well as the amount remaining from your budget

3. Travel Checklist Template

Successful and non-stressful trips can’t go without good preparation. For example, you’d want to ensure that your passport hasn’t expired yet before strutting over to your flight. A travel checklist spreadsheet would be handy in this case.

• Set a completion status for each of your to-dos
• Categorize your to-do list into  “Travel prep,” “Home prep,” “Transportation,”  and “Money/documents”
• Add notes to each item on the list
• Set a due date for your to-dos
• Determine the number of days remaining for you to accomplish the things listed with an automatic counter included
• Automatically count the number of tasks that are not yet done and those already finished

4. Destination Planner Spreadsheet

Researching your destination should always be part of your planning. For example, you want to know the available hotels and accommodations that you can opt for in your target location. This lets you find the ones with the lowest prices, the most convenient in terms of route, and more.

Knowing the current climate and the community there would be essential too. This allows you to anticipate what things to bring, what activities you can possibly do, and similar aspects.

• Enter your destination’s information, such as its current season, whether it’s rural or urban, and more
• List the tourist spots that you can visit in your destination, including their name, specific location, and transportation route
• Detail the activities that you want to do, together with their category, description, duration, and estimated expenses
• Find and compile a list of all available accommodations in your target location, as well as their name, address, price range, and pros/cons

5. Packing List Template

Before your trip, it is helpful to make a packing list of everything you’ll need — bathing essentials, clothing, money, documents, and more. Then, right before leaving your home, you can do a quick check to see if you’ve already placed every item on your list inside your luggage. You can do both with a packing list spreadsheet.

• Enter the details of your target destination, such as its usual weather, temperature, clothing restrictions, and more
• Add notes about your packing list
• Categorize your items by location, like the beach, conference, office, and other places
• Classify your things by type, such as clothing, money, documents, electronics, etc.
• Mark the items “Ready” once you have prepared them inside your luggage

Why Use Our Templates?

Below are some reasons you’d want to use the travel spreadsheet templates we have here at Spreadsheet Point :

Formulas and Drop-down Lists

We added several drop-down lists for common topics to make things easier for you. For instance, we included a drop-down where you can select common transportation types like buses, ferries, airplanes, car rentals, and more.

Easy Sharing and Collaboration

All of our templates are built on Google Sheets — you can easily collaborate with your friends in planning your trip with the  “Share”  button.

Color-Coded Categories

We displayed each category in unique colors and shades to keep them tidy.

Other Trips on Planning Your Travel

In addition to the travel planning templates we’ve discussed, here are a few bonus tips you can apply to prepare for your trip:

• Pick a location that your current finances can accommodate.
• Don’t bring things that won’t fit inside your backpack to avoid paying for extra luggage costs.
• When selecting a hotel or apartment, choose one that’s near major transportation lines.
• Weigh whether taking a bus would be more cost-effective than taking a flight.
• Always get travel insurance before embarking on your trip — it won’t shield you from accidents, but it will keep you from having an empty bank account.

Enjoy Your Trip with Everything Prepared

A lot of unknowns await you at your destination — unexpected expenses, spontaneous activities, booking problems, and more. With a trip planning spreadsheet, you can minimize these by anticipating the things on your journey. Feel free to use the templates we’ve included here to plan a successful trip today.

You can also access more of these useful templates on our Gumroad  profile. Don’t forget to use the code “ SSP ” to get 50% off all templates!

• 4 Free Google Sheets Itinerary Templates To Plan Your Trip
• Build a Schedule Template in Google Sheets [Free Downloads]
• The 9 Best Google Sheets Templates to Streamline Your Life
• Google Sheets Expense Tracker: Free Template & How to Use
• Ultimate Guide to Making a Google Sheets Timeline

Most Popular Posts

How To Highlight Duplicates in Google Sheets

How to Make Multiple Selection in Drop-down Lists in Google Sheets

Google Sheets Currency Conversion: The Easy Method

A 2024 guide to google sheets date picker, related posts.

How to Use Google Sheets as a Database (Free Template)

• Talha Faisal
• March 29, 2024

Google Sheets Invoice Template [Free Download]

• Tenley Haraldson
• March 28, 2024

How to Make a Character Sheet Spreadsheet

• January 25, 2024

The Best Investment Tracking Spreadsheet for Google Sheets in 2024

• Chris Daniel
• January 18, 2024

Thanks for visiting! We’re happy to answer your spreadsheet questions. We specialize in formulas for Google Sheets, our own spreadsheet templates, and time-saving Excel tips.

Note that we’re supported by our audience. When you purchase through links on our site, we may earn commission at no extra cost to you.

Like what we do? Share this article!

• English (CA)
• Deutsch (DE)
• Deutsch (CH)

5 steps to the best travel management process flow

Automate booking processes and save money on your business travel

1. determine priorities for administrators, managers and travelers.

• The business traveler wants an itinerary that doesn’t cause unnecessary sleep-loss, a comfortable room with WiFi, and maybe an extra day to explore a new city and turn a business trip into personal travel – a.k.a a “bleisure” trip.
• The office manager needs a travel policy that works (check out our travel and expense policy template ), and a travel management solution that does not take too much time away from other tasks. They shouldn’t need to open hundreds of tabs or contact loads of travel consultants or agents just to book flights.
• And finally, the finance manager needs instant access to all travel spend to be able to make budget decisions in real-time and optimize cost savings.

2. Use a booking platform that allows travelers to book for themselves

• No need to bother the office manager or travel manager for a simple booking procedure
• No need to write complicated emails or fill out forms with multiple itinerary options
• They can choose the itinerary they want and how they would like to travel (car rental, booking on different airlines, using a train etc.)
• They can choose the air travel providers and lodging they want, managing their own hotel bookings and flight tickets
• They can track their frequent flyer programs
• They can get all the benefits of an online booking platform tailored for business travel, while you get to make sure that they plan their trips within your company travel policy.

3. Streamline your policies and approvals process

• Pricing guidelines based on the city of destination
• Travel insurance requirements
• Guidelines based on traveler group (such as team, office, or country)
• Required level of control (pre-approve all trips, no trips or just ones of a certain price/length)
• The person who is approving each traveler/team (the team lead, project lead, or travel manager?)

Travel Management: Book, manage, report and support business travel all in one place

4. help travelers access direct support.

5. Optimize your travel spend instantly, monthly, and quarterly

Optimize your travel management process, going forward post-covid.

Make business travel simpler. Forever.

• See our platform in action . Trusted by thousands of companies worldwide, TravelPerk makes business travel simpler to manage with more flexibility, full control of spending with easy reporting, and options to offset your carbon footprint.
• Find hundreds of resources on all things business travel, from tips on traveling more sustainably, to advice on setting up a business travel policy, and managing your expenses. Our latest e-books and blog posts have you covered.
• Never miss another update. Stay in touch with us on social for the latest product releases, upcoming events, and articles fresh off the press.

4 steps to a successful corporate travel program

How to make a business travel report + free template for 2024

5 inefficient processes affecting your business and how to fix them

• Business Travel Management
• Offset Carbon Footprint
• Flexible travel
• Travelperk Sustainability Policy
• Corporate Travel Resources
• Corporate Travel Glossary
• For Travel Managers
• For Finance Teams
• For Travelers
• Thoughts from TravelPerk
• Careers Hiring
• User Reviews
• Integrations
• Privacy Center
• Help Center
• Privacy Policy
• Cookies Policy
• Modern Slavery Act | Statement
• Supplier Code of Conduct

Filter by Keywords

11 Free Travel Itinerary Templates for Your Next Trip in Google Docs, Excel, & Word

Content Partnership Specialist

April 8, 2024

There are a lot of things that go into planning a trip.

From scheduling flights, booking hotels and car rentals, planning activities, and ensuring all of them fit within your timeline and budget too!

Whether you’re a seasoned traveler or simply someone looking to create an organized travel schedule for your upcoming trip, then you should consider using an itinerary template. 

Itinerary templates help you organize your activities, manage your time , calculate your expenses, give you a breakdown of all your important travel information before a trip, and help you make the most out of your business trip or vacation. 

Head over to the sections below to find out what makes a good itinerary template, and discover 11 free templates you can use to help you plan your next trip! 🏝️

What is an Itinerary Template?

What makes a good travel itinerary template, 1. clickup business travel itinerary template, 2. clickup vacation itinerary template, 3. clickup trip planner template, 4. clickup event planning itinerary template, 5. clickup 24 hour itinerary template, 6. clickup basic agenda template, 7. clickup conference itinerary template, 8. clickup board meeting agenda template, 9. excel vacation itinerary template, 10. google docs travel itinerary template, 11. microsoft word business trip itinerary template.

An itinerary is a document that outlines all of the details of your trip, from your flight and hotel reservations to your planned activities and budget, to ensure that everything runs smoothly.

That said, trip planners should turn to itinerary templates to give you ready-to-use and organized fill-in-the-blank pages that you can use for every type of trip. 

Itinerary templates can help business and leisure travelers:

• Save time, plan more effectively, and provide an organized format for all the important details of their trip
• Have a digital planner to keep track of all the details they need to consider when planning their travel, such as dates and locations, transportation and accommodations, and activities
• Get quick access to all of the necessary details in one place
• Help manage last-minute changes more effectively

Think of these free itinerary templates as your personal travel agent assistant. They’re there to assist you with planning the most important parts of your trip, so you spend more time enjoying the moment than worrying about what’s next and how you’re getting there.

Moreover, creating a detailed travel itinerary is beneficial if you’re visiting a new city or country you’ve never been to before. 

So what should a travel itinerary look like? Let’s take a look!

There are several types of itinerary templates for different occasions. The most commonly used and sought templates are for business trips, vacations, event planning, and global and domestic travels.

And while there are many types of itinerary templates out there, the best ones offer the following basic elements: 

• Have clear and concise language
• Organized and easy-to-read format
• Customizable and easy to edit
• Easily accessible and sharable 

And if you need to shift your plans around due to unexpected changes, a solid travel itinerary template should offer the flexibility to let you make changes without compromising the flow of your trip. It also shouldn’t require you to start your travel itinerary from scratch.

Ultimately, these templates should help you create a personalized travel itinerary, save time, and stay organized to help you become a better planner.

Speaking of which—here are 11 hand-picked travel itinerary templates that can help you with that! Each one offers a unique format and features. Check them one by one to see which templates suit your needs the best.

11 Travel Itinerary Templates for Your Next Trip

Traveling for work? 

This Business Travel Itinerary Template by ClickUp can help you get all your important travel details and work schedules, all in one place. 

Easily notate your travel dates, hotel information, flight number, and other important information in an organized and easy-to-follow format in ClickUp Docs . If you have multiple travel plans or want to keep your past and future travel itinerary docs in one place, then simply add nested pages under one Doc to keep everything neatly organized and accessible.

And because ClickUp Docs allow you to have full control of sharing permissions and privacy, you can keep your pages private to protect your personal information or securely share them with selected people via a link.

Best of all, ClickUp is available on the mobile app , so you can take your itinerary template wherever you go and access it any time of the day.

Use this free travel itinerary template to streamline your business travel planning process and establish a consistent standard itinerary that you can use again and again.

Planning a road trip or exploring a new city?

Whatever type of vacation you’re planning for, this Vacation Planning Travel Itinerary Template by ClickUp can help you create a visual roadmap of your planned activities.

With this free travel itinerary template, you’ll be able to plan your destinations, use ClickUp Custom Fields to add important details such as hotel addresses, type of activity, hours of operation, travel time, accommodations, reservations, and so on to ensure you’re on the right track to hit all the spots you have planned to visit on your trip!

Additionally, this template allows you to visualize your road trip itinerary in Map view, as shown above, and other views in ClickUp, such as List, Embed Board, and Doc view. Each custom view offers a unique look at your travel itinerary to help you visualize and organize your plans in the best way that works for you. 

Use these vacation planning templates to give you the structure and organization you need to plan your next trip and have a stress-free getaway!

Streamline your travel planning with ClickUp’s Trip Planner Template ! Say goodbye to the chaos of scattered details and hello to a centralized hub for all your trip essentials. From flights to accommodations, activities to budgets, this template has you covered. Save time by organizing everything in one place and ensure nothing slips through the cracks.

With customizable features like custom statuses, fields, and views, you can tailor the template to suit your specific needs. Collaborate effortlessly with friends and family to create the ultimate travel experience. Whether you’re jetting off for a quick getaway or planning a work trip, this template provides the tools you need for a successful trip.

Set your budget, research destinations, create itineraries, and finalize details all within ClickUp’s intuitive platform. Track progress, assign tasks, and monitor productivity with ease. From start to finish, ClickUp’s Trip Planner Template empowers you to plan your dream trip efficiently and effectively.

Whether you’re born with natural event planning skills or perhaps someone who’s looking to get better at it, this Event Planning Itinerary Template by ClickUp can help you plan your next events with ease!

This event planning itinerary template includes three highly visual ClickUp Views that can be customized for any need, from organizing and scheduling event dates on a List and Board to drag-and-drop planning on a Calendar.

Each view provides pre-built Custom Fields, which allow you and your team to add important details, such as progress percentage bars, payment status, due dates, budget status, and more. You can also create Custom Task Statuses to help identify the stage each task is, keeping everyone in the loop on where each task stands at all times. 

You can download the app on your mobile device to access your tasks regardless of your event’s location, and use this itinerary template to help you become a pro at planning events and start managing all of your business operations, teams, and event planning —all in one place. 

Sometimes, it’s best to take things day by day, especially when your workload and to-do lists are getting out of hand. 

Seize the day and stay productive (and motivated) by turning to the 24 Hours Itinerary Template in ClickUp to guide you when creating your daily schedule!

This free itinerary template includes pre-built Custom Fields and Custom Task Statuses to help you easily plan and visualize your daily tasks. And because those features are fully customizable, you can edit and add whatever fields and statuses work best for your workflow.

Use this template to assist you with daily planning , so you easily view all of your to-dos, stay focused on what’s on your plate each day, and make the most of every day!

Meetings are a great way to sync with people in real time.

However, without a proper agenda, you might forget to discuss important matters, lose control of the meeting flow, and veer off track, leaving the attendees with more questions than answers or thinking, “this could’ve been an email.” 😅

Don’t let that happen to you! 

Whether you’re hosting a face-to-face or virtual meeting, having a prepared agenda beforehand keeps your meetings productive and helps make the most of your attendee’s time— the free Agenda Template by ClickUp can help you prep for your next meeting.

This template provides you with sections for your meeting details, participants, and so much more. And because this template is available ClickUp Docs, you can easily format the page to support any type of meeting , embed links to add more details to your agenda, and easily share it with your team before the meeting so they can come prepared with insights or questions. 

Use this itinerary template to help you plan and keep your next meetings productive! 

Planning a conference and need a conference agenda template ?

This Conference Itinerary Template by ClickUp can help you create, visualize, and manage your events all in one centralized place.

This template offers pre-built views, such as Box, Calendar, and List view, and Custom Fields and Custom Task Statuses to allow you to create your ideal itinerary for your event. Moreover, you can add custom tags to your tasks to add another layer of organization to your itinerary and add new Custom Fields to keep your tasks as detailed as possible as you plan your live or virtual conference events .

And if you need help getting started, no problem. It comes with a Getting Started Guide to help you get familiarized with the template and serve as a guide to help you plan your next event !

A meeting agenda is a must, especially for board meetings. 

The Board Meeting Agenda Template in ClickUp offers pre-built Custom Fields to help board members and leadership create a high-level and organized meeting agenda, and run productive meetings. You may also add single or multiple assignees to each task and subtask to clearly note who’s responsible for completing the task or presenting the topics and check them off the list as each task or topic has been discussed to easily track and note what is yet to be completed.

Use this itinerary template to help you create an organized meeting agenda , keep everyone in the loop ahead of the meeting, and promote open discussion among all participants, which can lead to stronger decisions and better outcomes.

If you’re an Excel user, then this template is for you.

Microsoft Excel offers a handy Vacation Itinerary template that you can use to organize all of your trip details. Whether you want to start a road trip itinerary with friends or a personalized itinerary of your full trip, this trip itinerary template includes entries for flight information, lodging, emergency contacts, activities, and so on. 

Once you’ve filled out the template with the details of your trip, simply save it on your computer or print it to take a physical copy of your itinerary with you or leave a copy for your friends and family while you’re away on your vacation.

If you like keeping things simple when planning your trips, then this travel itinerary template will work for what you need.

This template allows you to add and edit your travel details, such as destinations, transportation, lodging, and what you need to pack for your trip, in organized tables in Google Docs (where you can also connect to Google Sheets). 

This is one of the many customizable templates that’s free to download. Save it on your computer or print a copy to take with you!

Keep your business trips as stress-free as possible by creating a detailed flight itinerary, meeting schedule, and more all on one page. Use Microsoft Word’s Business Trip Itinerary template to keep track of important dates, departure and arrival times, destination addresses, phone numbers, travel time, and other notes about each item on your itinerary. 

Start Planning Your Next Trip with Travel Itinerary Templates

When it comes to planning trips, having an itinerary is key.

But we get it. Making a detailed itinerary can be quite time-consuming. That’s why using an itinerary template can be such a great tool! Stay organized and use the templates we provided above as a starting point for creating your own customized itinerary for your upcoming trips and events.

And if you’re a fan of customizations, then you’ll click well with ClickUp. 

It offers a fully customizable platform with hundreds of features and templates to give you the power to create a personalized experience, connect all your notes and work together, and build a workflow and itineraries that work for you.

Get access to ClickUp’s customizable templates for free today, and start getting excited about planning your next event! 

Bon voyage! 👋

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Ready to plan that trip?

We've got everything you need to complete your trip plan, so you can relax and enjoy your upcoming travel.

Bring your plan together

Simplified trip planning.

Update your itinerary without rebuilding your calendar and trip map - everything works together.

Plan with friends & family

Share with others or collaboratively build a trip in real-time with live updates.

Everything in one place

Gather the pieces of your plan: itinerary, budget, & important documents.

Plan That Trip is here to take the hassle out of your trip planning process.

We eliminate the clutter of traditional planning methods by combining various planning aspects into one intuitive interface.

Your ticket to efficient planning

Skip the data entry.

Automatically add flights to your trip itinerary from confirmation emails or other documents.

Plan on your terms

Access anywhere, anytime. Download a PDF for convenient offline access, or use our mobile-ready web app.

Kick-start your research

City-level information about locations. Find out average temperatures during your visit, currency, time zone difference, and more.

Budgeting made simple

Easily manage your travel expenses. Track spending, split costs among travelers, and view a comprehensive breakdown of expenses to keep your budget on track.

Your travel documents, organized

Access all your trip-related documents. From tickets to hotel bookings, keep everything in one secure, accessible place. Forward confirmation emails to a synced address, and we'll include them with your trip-planning documents.

You're in good company

How it works, chart your course.

Plot your destinations and build your itinerary.

Fill in the details

Add your stays and activities.

Organize your documents

Gather all your travel documents and notes in one place.

See your plan come together!

Can i plan trips for free.

Yes! Our free plan offers you everything you need to plan a trip. Trips with itinerary, calendar, and map views are saved for a year. You can also track expenses and attach notes. However, there are no sharing or collaboration tools, and you cannot upload or sync documents from email with the free plan.

Can I share my trip plan?

Absolutely! Plan That Trip allows you to invite friends, family, or colleagues to collaborate on your travel plans. They can view, edit, and add to the itinerary in real-time, ensuring everyone involved has the latest information. Collaboration and sharing require a Premium plan.

How do I add flights?

Plan That Trip lets you add flights in lots of ways. You can specify the destination and arrival location, or flight number and date. With the Premium plan, you can automatically load flights from any document.

Can I track my spending and budget?

You can assign a cost to any part of your itinerary, and we'll tracks all expenses across the entire trip. Cost splitting lets you determine who owes what for various activities and is a good way of keeping tabs on individual expenses. The complete budget view requires a Premium plan.

Is my data secure with Plan That Trip?

We take your data security very seriously. All your information, including personal details and travel documents, is stored securely and is only accessible to you and those you choose to share your itinerary with. We also give you the ability to download your data or delete your account, so you are always in charge.

Want to learn more?

Plan that trip.

• Terms & Conditions
• Privacy Policy
• Attribution
• [email protected]

The blog for passionate planners

• LiquidPlanner , Productivity

How to Plan Your Vacation Like a Project Manager

Planning a vacation can often seem like a challenging and daunting task. There are so many considerations, from booking hotels to figuring out how to get to the destination in the first place. For many, the pre-vacation stress can almost undermine the enjoyment of the actual trip.

For Project Managers, the pre-vacation process can be almost as exciting as the experience, and a chance to utilize the strategies they use daily. (I hesitate to say the planning is more exciting than the experience for us, but it is a close second.)

Do you struggle with the process of planning a trip? Or, do you struggle to wrangle those non-planning types in your life to commit to a travel plan? Follow these simple steps to achieve the best plan, and the best vacation possible!

1. Work (erm, Vacation) Breakdown Structure

Thinking about the three most important things for any destination is the only thing you should focus on initially: where you will sleep, what will you do, and how you will get there. I insert a “home” consideration at this point, as to not forget about little Fido (my plant) and Fern (my cat).

2. Matrix Diagram

After you’ve mapped your high-level plan, the real fun begins! Based on the breakdown, I create a matrix diagram to organize my research. I tend towards planning too many things to cram into my trip, so this format keeps details, like budget and booking info, organized and accessible.

3. Gantt Chart

4. The Hourly Schedule

5. The “Tour de Voyage”

The pinnacle of my travel planning is the overview deck I create to share with fellow travelers. (Full disclosure: I still create this when I am traveling solo, because it is a convenient and concise way to keep track of information.) I include pictures of the exterior and interior of my accommodations to make check-in easier, as well as confirmation codes and train times.

While—don’t laugh—I wouldn’t consider myself the most well-planned traveler, I find my meticulous pre-vacation planning allows for more spontaneity while actually on the trip. Knowing that my home is in order, the fixed events of my travels are noted, my reservations are accessible in one place, and my ideas of fun things to do are organized allows me to breathe easy.

Maybe plans change along the way, and that’s ok: the most important thing is to mitigate areas of risk and allow for the least amount of stress possible while on vacation.

Project Managers deserve a break… a well-planned break, at that.

REQUEST DEMO

Get a live walkthrough with a Product Advisor

Experience all the features for 14 days

More Articles

• Release Notes

Earth and World 2024

How flowchart can help when planning and packing for a trip.

Planning a trip can be quite a stressful process. Many people feel discouraged even before this process starts. You will need to invest numerous hours before you can say that the process has been carried out properly. Of course, the amount of time you need to invest depends on the trip itself.

Many people make the mistake of not taking the time they need to spend traveling. At the same time, another factor is the sort of transportation. We are talking about busses, airplanes, cars, etc. It is a significant indicator that talks about how much comfort can you expect during the trip.

Not to mention that packaging should be included in this process. We all know how stressful this part of the process is. Thankfully, the complete procedure can be much simpler by using a flowchart  maker . Let’s take a look at how these can help you with planning and packing for a trip.

Consider All Options

Source: solvexia.com

As is the case with any process that can be displayed in a flowchart, it is a must to have all the possible options in front of you when you’re considering planning and packing. When we say all the options, we mean all. The first question you need to answer is how long the trip will take.

Next, think about how much time you will spend in a particular location . Last but not least, take a look at a couple of sites where you can see what sort of climate conditions can be expected. After you go through these three elements, the situation will usually become much more complicated.

It’s because it is the perfect time to start packing. Packing is something that can last for a couple of days. In fact, those who do it frequently say that this is the way to go. Start with something easy to forget. Each day put something inside a suitcase. Finish with those items that are necessary.

Further Categorization

Source: microsoft.com

After you have all the options in front of you, start categorizing each of these into a couple of smaller tasks. That way, you will be able to conduct a much more detailed process that will ensure you complete all of these tasks most efficiently. When we say this, we mean it literally.

Meaning, break all the main tasks into numerous smaller ones. After that, start checking out those who have been completed. By doing that, you can ensure that all the processes are finished thoroughly and on time. Plus, completing each one of these will provide you with the motivation to continue this process.

The reason why this additional motivation is important is, as you will certainly agree, the fact that packing and planning a trip is not a pleasant process. Individuals who plan them will constantly have some sort of stress, caused by the fear they will forget something. Therefore, it is important to focus.

Now, we want to present you with examples of these smaller tasks by using a flowchart.

On The Road

Source: fixautousa.com

The first big question is the trip itself. As we’ve mentioned, it is crucial to know what sort of transportation you will have. Will it be an airplane, car, or bus? Each of these aspects come with their characteristics, and this is something you should be prepared for.

Next, take a look at how much time this trip will last. If it is quite a long trip, that can last for, let’s say, ten hours, be prepared to have enough food, water, and why not, find a way to entertain yourself. For instance, you can create a playlist of your favorite music to keep yourself entertained.

If you are on an airplane, you can choose a couple of movies or TV shows you can watch. In case you are not traveling on your own, talk with your companions about these activities and find the ones that fit the preferences of all the members of the crew. It is certainly a good approach, don’t you agree?

The Packing Procedure

Source: pinterest.es

As we’ve already stated, packing is the least enjoyable part of this planning. First, categorize all the items you need, and enlist all of them under these categories. We know, this is not an interesting process, and it can last for quite a while.

Also, it is a crucial part of the procedure. Just imagine finding yourself in a country where you do not speak the language, and you need to purchase something. It is always possible that you cannot find a place where you can purchase it. That would certainly be an uncomfortable situation.

Image a situation when you’re on a business trip , and you haven’t packed an important document, crucial for conducting the business properly. That’s how using a flowchart can help. The easiest way to display these lists would be to create them as some sort of sub-categories of these small tasks.

What Do You Want to Visit?

Source: scenicsuitcase.com

The final part is much more enjoyable than the other. We’re talking about planning your trip by considering all the places you want to visit. When you compile this sort of plan, you can save a lot of time you would otherwise spend on wandering around the city you’re visiting.

Research these possibilities, and see what it has to offer to its visitors. Make a list of those you find the most interesting and start visiting them one by one. Of course, chances are that you will come across something that hasn’t popped up during the research. But it is simply not a common situation.

In Conclusion

Using a flowchart can provide you with the possibility to create a detailed plan. That’s why nobody should be surprised by the fact that many use this approach when planning out their trip and the packaging process. Here, you can take a look at all the relevant parts of this process.

We’re sure that this insight will assist you with understanding all the most significant elements and how to make the most of them.

Related Posts:

• Packing, Planning, and Patience ─ A Busy Person's…
• 10 Must Have Essentials For Ski Trip Packing List
• 5 Ideas and Mistakes to Avoid When Planning Your…
• Planning A Trip To The Cayman Islands: 9 Dos And Don’ts
• How Focus Gummies Can Help You Achieve Mental…
• Planning a Trip to Thailand - 4 Tips for a Better Experience

Recommended for you

Popular Posts

The Healing Power of Planting a Tree in Memory of a Loved One

Losing a loved one can be one of life’s most difficult experiences. In the...

Venture Through the Galapagos Islands on a Private Yacht In 2024

Going on a trip to the Galapagos Islands gives you an entry into a...

Exploring Gambling As Entertainment: Benefits & Risks

Gambling as a form of entertainment has taken top places in the popularity charts...

Why Bandhani Sarees Are the Epitome of Elegance in Summers

As the sun blankets the world in its radiant warmth, wardrobes undergo a seasonal...

The Timeless Appeal of Glass Splashbacks in Family Kitchens

The kitchen is in the heart of every home, where families gather, meals are...

Recent Posts

Beginner’s Guide For Studying Real Estate Online in AZ

Arizona, especially towns surrounding Phoenix, has always been appealing to real estate investors and...

8 Innovative Fencing Ideas to Elevate Your Garden’s Aesthetics

A Garden is a perfect place to build a deep connection with nature and...

In-House vs. Outsourced Receptionist Services ─ A Comparative Analysis

Who’s the first person you encounter when you enter an office? A receptionist, right?...

5 Must-Visit Destinations in The United States In 2024

The United States is a treasure trove of travel destinations catering to every kind...

Travel Planning System

A  Travel Planning  System is a  software application  designed to help travelers plan their trips efficiently. The system provides a user-friendly interface where users can search for destinations, view details about each destination, book accommodations, and plan their trip itinerary. The primary goal of the  Travel Planning System  is to simplify the  travel planning process  and provide users with all the tools they need to plan their dream vacations.

View Destination Details is a use case of the Travel Planning System that allows users to view detailed information about various travel destinations. Users can search for destinations based on specific criteria such as location, price, or activities. Once a destination is selected, the system displays information such as  local attractions , weather, and travel advisories . This use case is critical in helping users make  informed decisions  about their  travel destinations .

Book Accommodations is another use case of the Travel Planning System that allows users to book lodging for their trip. Users can search for accommodations based on location, price, and amenities. Once they find a suitable option, they can book it directly through the system. The system should provide users with a secure and seamless  booking process , ensuring that their personal and financial information is protected.

Plan Itinerary is a key use case of the Travel Planning System that enables users to create a detailed itinerary for their trip. Users can add activities, attractions, and accommodations to their itinerary, creating a day-by-day plan for their trip. The system should allow users to customize their itinerary and make changes as needed. This use case is essential in helping travelers make the most of their time and ensuring that they don't miss out on any must-see attractions.

View Itinerary is the final use case of the Travel Planning System, which allows users to view their itinerary and make changes if necessary. The system should provide users with easy access to their itinerary and allow them to print or export it to a mobile device. This use case is critical in ensuring that users have access to their  travel plans  at all times, even when they are offline. Overall, the Travel Planning System provides a comprehensive solution for travelers to plan their trips effectively and efficiently.

Benefits of creating this diagram

Creating a  use case diagram  for a Travel Planning System has several benefits. Firstly, it helps to identify the various features and functionalities that the system should have, based on the needs of the users. By breaking down the system into smaller use cases, it becomes easier to understand the different interactions between the user and the system. This, in turn, helps to ensure that the system is designed to meet the specific needs of the users, making it more user-friendly and intuitive.

Secondly, the use case diagram helps to identify any potential issues or challenges that may arise during the development of the  Travel Planning System . By identifying the different use cases and their potential dependencies , it becomes easier to identify any potential conflicts or issues that may arise during the development process. This helps to ensure that the system is designed to be scalable, flexible, and adaptable to changing user needs. Overall, the use case diagram provides a valuable blueprint for the development of the  Travel Planning  System, ensuring that it is designed to meet the needs of the users and is scalable, flexible, and adaptable to changing circumstances.

Searching for some use case templates? Go to  Visual Paradigm Online  and select some designs for customization now!

Explore more Use Case Diagram templates

Start creating great diagrams

©2024 by Visual Paradigm. All rights reserved.

• Terms of Service
• Privacy Policy
• Security Overview

• Travel Agency
• Travel Agency Flyer
• Travel Agency Invoice
• Travel Agency Plan
• Travel Agency Proposal
• Travel Agent
• Travel Brochure
• Travel Budget
• Travel Checklist
• Travel Consultant
• Travel Expense
• Travel Expense Report

Travel Flowchart Template in Apple Pages, Imac

Template.net's Beautiful and Simple Tourism and Travel Flowchart Templates Are Commonly Used By Renowned Travel Agencies Across the Country. Our Templates Will Definitely Streamline Your Travel Management System Flow in Booking and Planning Travel and Trips For Your Clients. The Free Flowchart Examples Are Editable in Pages. Try Us Now!

Get Access to All  Pages Templates

• Travel Flowchart
• Travel Flyer
• Travel Invoice
• Travel Itinerary
• Travel Letter
• Travel LookBook
• Travel Magazine
• Travel Organizational Chart
• Travel Planner
• Travel Postcard
• Travel Proposal
• Travel Quotation
• Travel Schedule
• Travel Ticket
• Travel Voucher

Over time, employees can secure travel bookings outside the premise of their organization. But little did you know, it could also prompt several risks and troubles. That’s why companies must implement a strict policy for their organization. But more than that, they also deploy the same rigorous procedure when it comes to travel plans. To help you cut travel costs and avoid poor travel management, we offer Ready-Made Travel Flow Chart Templates in Apple Pages. All files are available in A4 and US Letter sizes. Enforce the right travel policies by following the right step by step procedure. So, download our templates today!

How to Create a Travel Flowchart in Apple Pages 

Traveling does not only cater to provide relaxation during vacation, but there are business travels that help you meet potential clients and increase your market. Over the decade, it is evident that there are reasons how traveling helps entrepreneurs. As this type of situation continues to go higher every year, it is expected to impact travel management. Different challenges could arise without a proper travel management workflow. From flight booking to the airport up to your tour, you will need to make sure that your plans will go accordingly. 

Whenever you find it crucial for your company to go on a corporate trip, make sure to implement a travel policy. The process of travel planning is easy, but it’s another story when you create a structure for it. In making sure you avoid last-minute chaos within your organization, below are the steps that will help you create a travel flowchart in Apple Pages. 

1. Determine the Purpose

There are several reasons why you need to create a corporate travel workflow. There is a travel request, travel reimbursement, and many more. So, always start by knowing what the purpose is. Keep in mind that your goal will impact the later steps. So, to make sure that you are creating the exact process, start writing down notes. Do your research and plan with your team later on.  

2. Map It Out

Once you are done acquiring enough information, start visualizing the process. In using a Mac, you can either do it from scratch or prepare a ready-made template. There are lesser instructions to follow when you download a travel flowchart from our website. You need to download and customize it. Aside from that, it saves time. So, launch your Apple Pages. Set a new document, but make sure to use the preformatted template of your choice. You can see it from the My Templates category in your application. 

3. Input the Steps 

If your template is ready, you will need to input a step by step guide. Don’t hesitate to work with your team. Or, grab your notes and create a list of steps out from the information you gathered. Take for example, the travel management process flow should start with the initial planning. It is followed by search and comparison. Then that is the time you should begin with the travel arrangements. The rest of the steps will follow accordingly. Do this in Pages by clicking the Text button from the Basic Category. Once the box appears, drag it to where you want the text to be. 

4. Incorporate Other Elements 

It’s not enough to write down the steps, but you have to connect them accordingly. Do this by using lines or arrow connectors. Make sure that the direction is understandable. The flow should run from top to bottom or left to right, and not the other way around. It needs to follow the exact business operation process. For designs, it’s alright to play with colors. But remember to keep a simple chart. 

5. Recheck and Deploy

To recheck your chart correctly, ask someone from your company to do it for you. Check if the shapes have the proper label and sequence. When rechecking is done, you can finally save and print your document. You can start implementing a more accurate travel process flow. Don’t forget to save a file you can update in the future. 

Get Instant Access to 10,000+ Apple Pages Templates

• Access to 1 Million+ Templates & Tools
• 100,000+ Apple Templates Including Apple Pages & Apple Numbers
• Unlimited access to Design & Documents AI editors
• Professionally Made Content and Beautifully Designed
• Instant Download & 100% Customizable

30+ Flowchart Examples for Beginners

10 minutes read

A flowchart is a graphical representation that illustrates the steps, sequences, and decisions of a process or workflow. By utilizing a variety of shapes, symbols, and connecting lines, it facilitates the visualization of intricate processes and makes explicit the structure of problems and tasks.

Nowadays, flowcharts play an extremely important role in breaking down information and assisting reasoning. This common process analysis tool has extended beyond computer science and found extensive application in multiple fields, facilitating the comprehension, analysis, and communication of complex systems and tasks.

1. Simple Decision-Making Process Flowchart

Flowcharts are powerful tools for those hard-to-make decisions. By mapping out potential consequences and scenarios, they enable the visualization of various outcomes for any situation, thereby aiding in reducing ambiguity, spotting improper choices, and making the most appropriate decision. Below is a decision-making flowchart example for reference.

2. Problem-Solving Flowchart

A flowchart can be a useful tool in problem-solving, as it breaks down the procedure into clear and logical steps, making it easier to understand and follow. It can be employed in various settings, including the customer support, where the primary responsibility is to resolve customers’ issues. If you are having trouble in understanding a customer’s problem, a flowchart is an excellent choice to analyze the issue and arrive at a solution.

3. Online Sales Procedure

Flowcharts are widely adopted in the business field, offering an excellent means to communicate internal processes, hiring procedures, and project workflows. They can be effectively used to outline a variety of processes, including budgeting, planning, communication, and sales. For instance, the flowchart below visualizes the online sales procedure of a business.

4. Algorithm Flowchart

Flowcharts can effectively break down and present various algorithms, making them easier to digest and understand. Algorithms flowcharts play a crucial role in the field of computer science and programming, as they help in understanding, designing, and debugging algorithms. They are also used in educational settings to teach algorithmic concepts and problem-solving techniques. Therefore, educators and students can use them in the classroom, while IT professionals and engineers can employ them to map out computer algorithms and share their insights with non-technical audiences.

5. Customer Service Flowchart

A customer service flowchart is a visual tool that outlines the various steps in the process and the order in which they are followed. It depicts the sequence of actions taken by customer service representatives or teams to address customer inquiries, resolve issues, ensure customer satisfaction, and ultimately enhance the overall customer experience.

6. Recruitment Process Flowchart

A recruitment process flowchart is a visual representation of a company’s plan to find and recruit new talent. Utilizing vivid images makes it more expressive and memorable than plain text. It is more understandable as it breaks down complicated hiring processes into manageable steps, allowing the information in the boxes to convey the core of the process concisely.

7. Programming Flowchart

Programming can be complex, but with a flowchart, you can simplify intricate systems, making them more accessible to those who may not be familiar with programming. Programmers commonly employ flowcharts as a program-planning tool to solve problems, as they prove helpful in both writing programs and effectively communicating the program’s logic to others.

Notably, while flowcharts can be useful for programming, drawing a flowchart for complex programs can be more complicated than writing the program itself. Therefore, creating flowcharts for complex programs is often ignored. Below is an example of a programming flowchart designed to find all the roots of a quadratic equation ax²+bx+c=0.

8. Medical Service Flowchart

Flowcharts can be very beneficial in the medical field. As a visual representation of processes, they help medical professionals, administrators, and patients understand and follow procedures more efficiently. In this way, they enhance communication, reduce errors, and promote standardization to ultimately improve patient care and overall healthcare efficiency.

Below is an example of a hospital flowchart that illustrates the process for handling clinical cases. This flowchart uses decision shapes intensively in representing alternative flows.

9. Simple Sales Process Flowchart

A Sales Process Flowchart is a type of flowchart that illustrates the step-by-step sequence of actions involved in selling a product or service. It outlines the various stages and activities that sales representatives or teams undergo, from the initial contact with a potential customer to closing the sale.

Sales processes are important because they provide a clear overview of the entire sales journey, help identify potential bottlenecks or inefficiencies, and allow for continuous improvement throughout the process.

10. Customer Payment Processing Flowchart

The Customer Payment Process Flowchart maps out the steps involved in the cash receipts process. Specifically, it describes how incoming payments for invoices are received and how the correct documents are processed in the required order. It is a critical part of the daily operations for organizations worldwide, as it makes sure incoming cash is deposited promptly and applied correctly, both vital for maintaining a healthy cash flow and sustaining the business.

You can customize this flowchart template to align with your company’s standards and provide your personnel with an easy-to-follow visual guide.

11. Order Management Flowchart

This flowchart outlines the steps involved in managing an order, from its receipt to its delivery. The process includes verifying the order’s validity and checking if there is sufficient inventory. If necessary, additional items can be ordered from suppliers. This template is suitable for companies of all sizes, as it helps to ensure excellent customer service.

12. Credit Card Order Process Flowchart

If your organization accepts credit cards, you know how important it is to have a well-defined process for it. The flowchart diagram is commonly used for the credit card order process. This process ensures that all parties involved in handling credit card payments follow a strict procedure. The flowchart helps to prevent errors when receiving funds through electronic payment. It can be used as an instruction manual for both company employees and the IT team responsible for implementing necessary checks before considering a payment complete and sending the information to the accounting department.

13. Vendor Payment Process Flowchart

Visualize the vendor payment process to avoid the inconvenience of late payments and the burden of extra charges or service disruptions. Streamline the process of vendor payments by referring to this flowchart example, which highlights the necessary document flow, approvals, and verifications required to settle bills in your organization. You can also attach vendor lists, internal forms, and other relevant details to maintain a comprehensive record of your bill-paying process.

14. Online Menu Ordering Process Flowchart

Below is a flowchart example that illustrates the steps involved in placing a menu order through an online restaurant delivery portal. The process includes entering the customer’s location, the restaurant choice, and the payment using a card. More details are available in the following diagram.

15. Restaurant Food Ordering Flowchart

This flowchart shows the general steps and elements that you can include in a Restaurant Food Ordering flowchart. You can further customize the flowchart to include decision points for handling specific scenarios, such as customer requests for substitutions, delays in food preparation, or special promotions. Additionally, if your restaurant offers online ordering or delivery services, you can include separate branches for those processes. Also, Keep in mind that the exact flowchart may vary depending on the restaurant’s operations and processes. It’s essential to tailor the flowchart to match the specific workflow of your restaurant’s food ordering system.

16. Amazon Book Online Order Process Flowchart

The following diagram visualizes the general steps involved in the Amazon Book Online Order Process. You may include additional steps and decision points for specific scenarios, such as order tracking, customer service interactions, or dealing with out-of-stock items. The specific steps may also vary depending on the user’s device (e.g., desktop, mobile app) and the region where the order is placed.

17. Travel Planning Flowchart

Crafting a travel planning flowchart offers a clear and organized approach to trip preparation, ultimately saving time and reducing stress. This approach helps to identify any potential issues, improves communication between travel companions, and ensures that travelers have everything they need for their trip. By following the flowchart, travelers can make the most of their time by seeing and doing everything they want while still having time to relax and unwind. Overall, a well-designed travel planning flowchart proves instrumental in orchestrating a successful, cost-effective, and enjoyable travel experience.

18. Return and Refund Policy Flowchart for Service-Based Business

For service-based companies, it is crucial to establish policies and procedures that address customer dissatisfaction related to their service or project outcomes. Since returns may not be feasible in service-based businesses, owners must carefully consider alternative options such as refunds (both full and partial), replacements, or rework. The flowchart below provides a framework for businesses to make these decisions effectively.

19. Return and Refund Policy Flowchart for Product-Based Business

The return and refund situations for product-based companies differ significantly from those of service-based businesses. Whether you operate a brick-and-mortar or e-commerce business, handling returns can be costly due to expenses associated with shipping, restocking, or recycling returned items. To make the best decision for your product-based business, consider the following framework for determining whether to return, replace, or refund a customer.

20. Troubleshooting Flowchart for Extruder Malfunctions

The following example comes from a research article that discusses 3D-printing laboratory experiences with unsuccessful prints in an undergraduate engineering 3D-printing lab using inexpensive 3D printers implementing fused deposition modeling (FDM) technology. A common issue with 3D printers is the filament extrusion problem, where a printer stops extruding material. Due to the numerous possible causes of this fault, a troubleshooting flowchart is developed.

21. Employee Onboarding Process Flowchart

An onboarding process aids new employees in quickly adjusting to their job’s social and performance aspects. It can range from simple introductions to coworkers to in-depth training on company software and procedures. Creating an onboarding process flow properly introduces new hires to the company culture, responsibilities, and colleagues, fostering a more welcoming environment. Below is an example flowchart that illustrates the employee onboarding process, helping hiring managers enhance the employee joining experience.

22. Processing and Qualifying Leads Flowchart

This processing and qualifying leads example template can help you: - Visualize your leads qualifying process to capitalize on leads. - Accurately assign leads to the correct account manager. - Create a process for converting the leads. Open this template to view a detailed example of a processing and qualifying leads diagram that you can customize to your use case.

23. Action Plan Flowchart

If you find yourself with fewer words but more steps, consider using a flowchart example such as the one provided below. This can serve as a helpful starting point to outline your workflow. By following the flowchart, you can efficiently execute the action plan and make any necessary adjustments along the way.

24. Product Decision Tree

A flowchart can be used to break down a complex concept into smaller components. This could involve breaking down the various factors that contribute to a complete business spend, or projecting future earnings and budget. For instance, the following flowchart template depicts the return on investment for three options: Design new products, Enhance existing products, or Do nothing.

25. Communication Flowchart

To encourage effective communication, it is crucial to ensure that individuals understand who should be involved, the roles they play, and the subsequent steps. The following example flowchart illustrates the various communication channels between different entities during a hypothetical public health crisis. Of course, you can customize the diagram to your specific scenario for seamless communication.

26. Construction Flowchart

As demonstrated in this example, flowcharts prove invaluable in illustrating the various steps and potential outcomes required for the successful completion of a construction project. Feel free to personalize the construction flowchart template, encompassing interpersonal interactions and the most efficient methods to accomplish your specific project.

27. University Emergency Response Process Flowchart

The Emergency Response Flowchart outlines the necessary steps to be taken when an emergency occurs, providing a clear and structured approach for responding effectively. By following these guidelines, universities can prioritize the safety and well-being of their students and employees while also minimizing the impact of emergencies.

28. Customer Journey Map

A customer journey map is a visual story of a customer’s interactions with a company, allowing businesses to view their operations from the customer’s perspective, analyze different user scenarios, and identify areas for improvement. The map should be visually appealing, comprehensive, and customer-facing, having both statistical data and anecdotal insights. Customize this simple customer journey map to break down and enhance your understanding of the customers.

29. Insurance Claim Flowchart

The insurance claim flowchart outlines the process of purchasing an insurance policy and the subsequent steps to be taken in the event of a claim. It visually elaborates the whole process of an insurance claim, from insurance participation to the step of closing the case. The following flowchart example presents two potential outcomes: a) the insurance company refusing to compensate if the claim is not covered, and b) the insurance company providing compensation and renewing the insurance policy.

30. User Flowchart

A user flowchart illustrates the path a user will follow in an application to complete a task. Product teams build user flows to intuitive design products, present the right information to users at the right time, and streamline the completion of desired tasks with minimal steps. For instance, before developing a web or mobile app, it is essential to use a flowchart, as shown below, to visualize the user flow within the app first. By doing so, you can ensure your users have the best possible experience and increase the likelihood of user sign-ups.

31. Task Flow Diagram

A task flow is designed to achieve a specific task in a streamlined and straightforward manner. It could involve signing up for a service or adding an item to a user’s cart. Task flows are useful in situations where data analytics have shown that users face difficulties in completing specific tasks. Here is an example of a task flow that illustrates the process of finding content agencies for client businesses. By following these steps, you can locate a content agency that understands your client’s business, delivers high-quality content, and contributes to their marketing success.

FAQs About Flowcharts

What are the basic flowchart rules.

There are a few key rules for all flowcharts:

• Always format your flow from left to right or top to bottom.
• Avoid any looping or bi-directional flow.
• Use the correct flowchart symbols for each specific purpose.
• Every decision point should have at least two outgoing arrows representing the different paths the process can take based on the decision.
• Keep the flowchart as simple and clear as possible.

What are the 5 basic symbols of a flowchart?

The various shapes used in a flowchart are referred to as flowchart symbols, each carrying its own meaning and context for appropriate usage. Below are the five basic flowchart symbols that are commonly used in almost every flowchart.

• The flowline shows the sequence of the steps and the relationships among them.
• The oval or pill shape represents the start or end.
• The rectangle shape represents a step in the process.
• The diamond shape represents a decision. It’s usually a true/false decision or a yes/no question that you need to answer.
• The parallelogram represents data input or output.

Join Boardmix to collaborate with your team.

10+ Swimlane Diagram Examples for Beginners

Flowchart Template

Flowchart Symbols Explained - From Basic to Advanced

• Activity Diagram (UML)
• Amazon Web Services
• Android Mockups
• Block Diagram
• Business Process Management
• Chemical Chart
• Cisco Network Diagram
• Class Diagram (UML)
• Collaboration Diagram (UML)
• Compare & Contrast Diagram
• Component Diagram (UML)
• Concept Diagram
• Cycle Diagram
• Data Flow Diagram
• Data Flow Diagrams (YC)
• Database Diagram
• Deployment Diagram (UML)
• Entity Relationship Diagram
• Family Tree
• Fishbone / Ishikawa Diagram
• Gantt Chart
• Infographics
• iOS Mockups
• Network Diagram
• Object Diagram (UML)
• Object Process Model
• Organizational Chart
• Sequence Diagram (UML)
• Spider Diagram
• State Chart Diagram (UML)
• Story Board
• SWOT Diagram
• TQM - Total Quality Management
• Use Case Diagram (UML)
• Value Stream Mapping
• Venn Diagram
• Web Mockups
• Work Breakdown Structure

Travel App Flow Diagram [classic]

You can easily edit this template using Creately. You can export it in multiple formats like JPEG, PNG and SVG and easily add it to Word documents, Powerpoint (PPT) presentations, Excel or any other documents. You can export it as a PDF for high-quality printouts.

• Flowchart Templates
• Org Chart Templates
• Concept Map Templates
• Mind Mapping Templates
• WBS Templates
• Family Tree Templates
• Network Diagram Templates
• SWOT Analysis Templates
• Genogram Templates
• Activity Diagram
• Class Diagram
• Collaboration Diagram
• Component Diagram
• Data Flow Diagrams(YC)
• Deployment Diagram
• Object Diagram
• Sequence Diagram
• State Chart Diagram
• Use Case Diagram

Related Templates