Marketing / Free editable template

Creative approval workflow template

A creative approval workflow shows who reviews a piece of work, in what order, and what happens when feedback comes back. This example follows a campaign from an agreed brief through internal review by the creative director, two included client rounds and written sign-off, with a log of each round underneath.

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Preview the creative approval workflow

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Creative approval workflow example showing four swimlanes from account manager to client, internal gate and client revision loop, revision log and a limit on included rounds
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Name the real reviewers

    Replace the lane names with the people who actually approve work on your account, including legal or brand teams if they review. A missing reviewer usually appears late, so adding them now prevents a surprise round of changes.

  2. Set the round limit

    Change the two included rounds to match your contract or statement of work. Writing the limit on the diagram gives the account manager something to point to when a third set of changes arrives.

  3. Keep the log next to the flow

    Record each round with who sent feedback and what changed. When a client asks why a deadline moved, the log shows the extra rounds and dates without anyone reconstructing them from email.

Questions about this template

Can I allow more than two client revision rounds?

Yes. Change the limit in the revision log and the label on the client revision loop, or add a step that flags extra rounds as chargeable.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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