Excalidraw: draw a one-page process map for a client handoff
Draw a one-page process map for a client handoff.
The job, in plain English
Draw a one-page process map for a client handoff.
3 steps
- Draw the start of the process in Excalidraw.
- Add the steps and who owns each one.
- Export it once and send that page instead of repeating yourself in chat.
Watch out: Show who owns each step, not just the steps: handoffs fail when that lives in chat.
One page. Client can follow it without you.
Official Excalidraw site (opens in a new tab)
No affiliate link on this page. The link above is a plain link to the official site, and we are not paid by Excalidraw.
Steps are summarised from our video script. Features and plans change; check the official site before you rely on a step.