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Infographic Flowchart Templates

Flowchart

Whether you need to explain a complex process or a lengthy series of steps, using an infographic flowchart can be a smart solution. By combining text-based questions and answers with graphic elements, these diagrams can help your audience carve out a path, choose a journey, or understand how one step flows into the next.

Flowcharts can get complex quickly, especially if they feature multiple steps or pathways, so you’ll want to follow tried-and-true methods to create examples that get results. Follow these six steps to create an effective infographic flowchart that will resonate with your audience.

Let the Reason Guide the Design

Before you start creating your first flowchart, take a few minutes to consider why you’re doing it. Naturally, the reason for your flowchart should guide how the finished product looks and how the design works together. For example, a flowchart that highlights the many steps within a workflow won’t look the same as an infographic that helps your audience troubleshoot a pressing problem. Take a closer look at a few common reasons for creating flowcharts and use them to guide your design:

  • Documenting a Process: Infographics can be excellent platforms for how-to guides, and using a flowchart to document a complex process is a great way to realize your vision.
  • Managing a Workflow: While many businesses use workflow management flowcharts internally, these diagrams can offer your audience a peek behind the scenes.
  • Troubleshooting a Problem: Whether you want to guide your audience toward a specific resolution or you want to help them make an important decision, flowcharts often work well when troubleshooting problems.

Map Out a Diagram

Once you have a sense of the direction your flowchart will take, it’s time to start mapping out the diagram. You can do this with a simple design program, but in many cases, mapping out your first draft with sticky notes is much easier, especially if you aren’t a design expert.

During this preliminary stage, the most important aspects are hashing out the process or problem and connecting each of the steps along the way. Start by writing out each individual step on a sticky note, and then arrange them in order. Notate sub-flowcharts that result from certain actions or decisions, as you’ll need to build these into the overall design.

After creating a map, review the entire process or decision tree from the beginning. When you’re satisfied that the steps flow logically and that you haven’t left anything out of the process, you can turn your diagram into a resource for your audience.

Understand the Symbols

Flowcharts have their own language, and even if you aren’t planning to get overly technical, you’ll want to have a basic understanding of what the primary symbols mean. After all, you won’t want to go to the trouble of using flowchart symbols if they’re only going to confuse or mislead your audience. Take a look at a few key flowchart symbols:

  • Oval: As the start and end, this symbol appears at the beginning and at the conclusion of the flowchart.
  • Rectangle: This refers to a process step and is a general symbol that will appear many times in complex flowcharts.
  • Diamond: This symbolizes a decision and usually leads to two or more outcomes, which may be process steps or conclusions.
  • Arrows: These signal the direction of the action and help your audience navigate the flowchart.

Get Familiar With Best Practices

To ensure that your infographic flowchart succeeds with your audience, stick to the basics. Keep these best practices in mind:

  • Feature the entire flowchart on a single page or in a single image file. Don’t ask your audience to click through to subsequent pages, or you could risk losing the overall point.
  • Design the infographic so that it flows in one direction, either from left to right or from top to bottom. You can use return arrow symbols to direct your audience back to an earlier step, but refrain from changing directions frequently.
  • Include a key and a color code with your flowchart. You have free reign to get creative with symbols and shades, as long as you keep your audience in the loop and make your intentions clear.

Test Out Flowchart Templates

When you’re ready to try your hand at turning your diagram into an infographic flowchart, start with a premade template. Whether you’re planning a troubleshooting guide or a process breakdown, you can find flowchart templates that turn your concept into an eye-catching infographic complete with symbols, icons, and plenty of space for text. Try one of these free online design platforms:

  • Canva: With this app, you can create super simple or incredibly complex flowcharts using stock icons or your own uploaded images.
  • Venngage: This design app offers hundreds of templates so you can create a flowchart in three straightforward steps.
  • Visme: This platform specializes in fast, user-friendly design, and it even allows for animations, media objects, and interactive elements.

Customize Your Infographic Flowchart Template

After finding the right infographic template and adding all of your data and steps to the flowchart, be sure to customize your content. Most templates allow you to change color palettes and fonts so you can make sure your flowchart adheres to your brand’s style guide.

Don’t forget to add branding, as well. The final product should include your brand’s logo along with your website, social handles, and other pertinent contact information. Naturally, you’ll want leads to know exactly how to connect with your brand to take your new relationship to the next level.

Finally, include a call to action (CTA) that encourages your audience to share with others in their network, click through to learn more, or contact your company to set up a call. No matter which CTA you choose, ensure that it aligns with your goals to increase social engagement, drive website traffic, or generate leads.

Want to add a professional touch to your flowchart to guarantee that the final product will get the results you want? Browse the CopyPress Knowledge Base for tips on creating great infographics or connect with the creative team to tap into design expertise that can take your content strategy to the next level.

About the author

Anna Sonnenberg