How to Create a Process Map Without UiPath

The short version

• Choose the output before choosing the platform.
• A recorded task still needs review of roles, exceptions and business rules.
• QueryChart documents workflows; it does not run robots or record desktop tasks.

Continue with process documentation

• UiPath Task Capture alternative
• QueryChart vs Task Capture
• Process mapping without RPA
• Create a visual SOP
• Version control for process documentation
• Map before automation
• SOP review and approval template
• Task Capture alternatives by documentation need
• Create a swimlane diagram
• CAPA workflow example
• Change control example
• Map structured CSV steps

Explore an editable process documentation example

Inspect the roles and decision paths, then open the example to adapt it to your own process. This is a process map, not a task recording.

1. Define the work

   The example starts with “Request received”. Add “Check required information” as a concrete action rather than a screen interaction.

2. Connect outcomes and exceptions

   At “Information complete?”, inspect the outcome destinations and preserve the rejection or missing-evidence route alongside the normal path.

3. Check decisions and handoffs

   Inspect every route in the complete map, then confirm that “Record actual outcome and handoff” is the intended finished outcome and the responsible owner is clear.

Match the tool to the process deliverable

Define a single trigger and outcome. Write the normal sequence first, then interview the owner of each handoff. Include work performed outside software: phone calls, physical checks and judgment.

Use lanes for responsible roles and label decision branches. Verify both successful and unsuccessful endings. The current-state example should describe actual work; use a separate future-state map for proposed improvements.

An editable map can support an automation project later. It does not execute the steps or infer them from system logs.

How it works

1. Define the process boundary

   Name the trigger, finished outcome and owner. Separate business steps from individual clicks so the map stays useful after a screen changes.

2. Map steps, decisions and roles

   Write one action per row, label each decision outcome and assign an owner lane. Include rejection, rework and escalation paths.

3. Review against real work

   Ask a person who performs the task to walk the normal path and one exception. Add instructions and evidence references where the chart alone is insufficient.

4. Approve and maintain the artifact

   Use chart versions and your configured review/approval workflow. Share the agreed version and assign a next review date. Verify plan availability before relying on a team feature.

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Map, review and share the process your team needs to maintain.

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Related guides

• Business Analyst Process Documentation: From Requirements to Review
• How to map a process before automation
• How to map a business process

Sources

• UiPath Task Capture product page (checked 2026-09-30)
• UiPath Task Capture 2022.4 export documentation (checked 2026-09-30)

Frequently asked questions

Does QueryChart record user actions like Task Capture?

No. Create or import process information and review the editable workflow. QueryChart does not capture clicks or screenshots as you work.

Can QueryChart replace UiPath automation?

No. Keep an automation platform when you need RPA, automation deployment, orchestration, process mining or task mining.

How should a team check the map before using it as an SOP?

Walk through a real case and an exception with the process owner. Verify the roles, branch destinations and supporting instructions, then retain and share the reviewed chart version.