An Introduction to Jira Work Management – 23 Templates

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Jira work management is a new way for teams to collaborate at speed, get more done, and make better decisions for the future. With a diverse team, there’s always more to learn about what works best for your team. Jira makes it easy for you to acquire that knowledge and make it happen.

The Jira work management features let you help your team stay on task by providing visibility to what’s coming next in an issue, bug, opportunity, or milestone. You can see what’s on the to-do list for your team, and you can help your team collaborate by helping them move through issues and get their work done. You must aim to update all your team members on what’s important to their work. Work management helps you keep your team on the right track by helping them stay focused on what remains important.

• JIRA Tutorial for Beginners
• List of JIRA Work Management Templates
  • Project Management
  • Task Tracking
  • New Employee Onboarding
  • Process Control
  • Sales Pipeline
  • Go-to-Market
  • Web Design Process
  • Document Approval
  • Campaign Management
  • Recruitment
  • Budget Creation
  • Procurement
  • Content Management
  • Personal Task Planner
  • Month-end Close
  • Policy Management
  • Asset Creation
  • Event Planning
  • RFP Process
  • Email Campaign
  • Lead Tracking
  • IP Infringement
  • Performance Review
• Summing Up

When your team doesn’t have visibility into status, it contributes to frustration, miscommunication, and confusion. Practices like Jira work management help remove this gap and keep everyone on the same page. Jira work management smoothly integrates with your team members.

For example, if your team member is working on an issue, Jira will tell you what’s going on with that specific issue. It allows you to better understand what a specific person is doing and coaches you on how to help that person get their work done faster.

You must understand how Jira work management software works so you can achieve these goals.

You must start by getting the trial version of Jira work management software, which is available for a maximum of 10 users within your network. You can use your work email ID and invite your team members to the board for collaboration.

WATCH OUR YOUTUBE VIDEO : JIRA Tutorial For Beginners

List of Jira Work Management Templates

Jira work management has preloaded custom templates based on the preferences and requirements. The following is the list of available templates:

1. Project Management

You may use this template for small to complicated projects, and it makes organizing many deadlines, teams, and stakeholders easy. You must bring together all stakeholders into a single source of work management tool to track projects from start to finish.

Three notable features of this template are a consolidated work tracker, task management for each issue or task raised, and a visual workflow of timelines, calendars, and other tools to keep track of the projects.

Issue Type: Task and Sub-task

Workflow: To-Do, In-Progress, and Done

Recommended for: Small businesses, Design Teams, Marketing teams, Operations teams, and Project managers.

People also look for : Project Management Software

2. Task Tracking

Tracking projects from start to finish may help you work more successfully, whether you’re working with a team or on a personal project. 

You can use this task tracking template to keep all your tasks in one place to allow easy access. You can also edit, add sub-tasks, reassign, and follow the tasks until they reach the finish stage and the calendar integration feature helps you stick to the timeline.

Issue Type: Task and Sub-task

Workflow: To-Do and Done

Recommended for: Any team and Personal

3. New Employee Onboarding

Using a board, to-do lists, and calendars streamlines your onboarding process and assist new workers to get up and running quickly, ensuring that they have the best possible start from day one. Try the “HR Service Management” template if you want to handle onboarding requests throughout your firm and develop onboarding knowledge base articles.

With the help of this template, you will standardize and streamline your onboarding process. It is also beneficial to track the onboarding journey of the candidates to ensure maximum efficiency.

Issue Type: Employees

Workflow: Signed offer, employee documents, IT Provisioning, IN Review, and Onboarding

Recommended for: HR Teams

4. Process Control

You may use this template to manage operations using a structured workflow, allowing you to track repeating tasks. Use the board to see where each step is in your workflow, and the list view to make rapid modifications or add things as they arise.

The process of tracking and controlling each task is simple with this template. You may also perform collaboration between tasks effectively by assigning new members and tracking their progress.

Issue Type: Employees

Workflow: InProgress, Cancelled, In Review, Rejected, and Done

Recommended for: Any team and Personal

5. Sales Pipeline

This template is ideal for salespeople who must keep track of leads. The sales pipeline helps you keep track of your opportunities throughout the sales cycle and know where they are at all times. 

The sales pipeline needs strict monitoring as you must complete each task before its deadline to avoid any delay in the deliverables. This template will help you visualize your pipeline and the real-time status of the sales pipeline.

Issue Type: Customers

Workflow: New, Follow-up, Contact sent, Negotiation, Close won and Close lost

Recommended for: Sales teams and Small businesses

6. Go-to-Market

This template is perfect for developing a go-to-market strategy for your next product or company. It helps you gather essential information from your research and put it all in one place, including information on your target audience, marketing approaches, and sales strategies. This template has a pre-configured process and a calendar view that you can use to plan timelines.

This template has a customized workflow that benefits the go-to-market track. You can label and categorize your tasks to track high-level updates, check the overview of the progress and add or remove additional tasks based on the requirements.

Issue Type: Task and Sub-task

Workflow: To-do, In-progress, Ready for launch, and Launch

Recommended for: Products and Businesses

7. Web Design Process

This template is ideal for designers and developers that want to build a website from the ground up. It includes a board and a calendar to help stakeholders keep track of all tasks, goals, and deadlines. If you’re looking for more complex request forms and workflows, then this template is for you.

Coordination with different stakeholders using the help of these templates will give a transparent work-in-progress status at every stage. You may also include your additional notes or points to address in the forms so that you don’t have to worry about missing them.

Issue Type: Task and Sub-task

Workflow: To-do, Concepting, Design, Testing, and Launch

Recommended for: Design teams and Development teams

People also look for : Web Design Software

8. Document Approval

The document approval template, which you can use for policies, contracts, or any other key document, assists teams in managing documents from development to approval while also generating an audit trail. You may also create a new task on the board to represent each document to be processed. You can now examine the status of each document in one place.

You may also view reports that provide statistics for specific people, projects, versions, and workflow data. With this template, you may tailor the workflow’s phases to fit your team’s working style.

Issue Type: Documents

Workflow: To-do, Draft, In-review, Second Review, Approved, and Resolution

Recommended for: Legal teams and Finance teams

9. Campaign Management

This template is ideal for teams who wish to oversee the whole campaign launch process. The pre-configured workflow will help you monitor activities at every stage of the process, from planning to execution. You may also keep track of deadlines by using the timeline and calendar views.

You may organize and manage each task using a pre-configured approval procedure to ensure a seamless transition from start to finish and add your coworkers so that everyone can see the objectives in one place. By commenting on assignments and incorporating key facts and materials all in one place, you can better coordinate, communicate, and exchange ideas.

Issue Type: Task and Sub-task

Workflow: Not started, Planning, In-progress, Ready for review, In-review, Approved, Done, and Performance

Recommended for: Marketing Campaign

10. Recruitment

This template includes a workflow that allows you to monitor where each individual is in your recruiting process, so you can stay ahead of your potential new recruits. To understand how many applicants you have at each level of your process, you may use the list view and filters. These also help you focus on a certain stage or job and move your applicant swiftly through the entire process.

This also helps you store connections to all of the candidate’s associated papers and interview notes in one location for each applicant. Keeping track of forthcoming interview dates and when you must make a final judgment on a candidate using the calendar view. You may also create an interview template with forms so that all contenders for a position receive the same questions.

Issue Type: Candidate

Workflow: Applications, Screening, Interviewing, Interview Debrief, Offer Discussion, Accepted and Rejected

Recommended for: HR Teams

11. Budget Creation

When you’re starting a project or launching a new campaign, one of the most crucial things to consider is the budget. You must ensure your budget is accurate, and keep track of your progress from beginning to end to ensure no mistakes occur. This template helps you simplify the process and keep everyone on the same page with a common goal and timetable.

You may keep track of the status of everything in one location, from to-do to completed. To get started, we’ve provided a simple approval pipeline, but you may customize it to fit your team’s needs and assign tasks to ensure that everyone knows their responsibilities and their deadlines. You may see the tasks that matter, by filtering the list view by status or priority.

Issue Type: Task and Sub-task

Workflow: To-do, In-progress, Feedback, Approval, Done-approved, and Done-not approved

Recommended for: Finance Teams

People also look for : Accounting Software Package

12. Procurement

This template is for teams in charge of their organization’s procurement process. It provides a simple way to track orders and verify that they follow the right approval procedure. You may try the “General service management” template if you need more extensive processes, including approvals, a request form, or a service portal to help you keep track of all of your company’s purchasing requests in one location.

You may also track each request from beginning to end, including essential details, and allocate responsibilities to the appropriate team members. This template helps you attach data such as pricing, vendor information, and receipts so that everything is readily available when it’s necessary and you may choose from several pre-built reports to assess the efficiency of your purchase process.

Issue Type: Order

Workflow: Requested, In-progress, Approved, Purchased, and Rejected

Recommended for: Procurement teams and Operations teams

13. Content Management

You may use this template to acquire a clear picture of what content management tasks are most important, in progress, and completed. It helps you break down the job into smaller chunks and obtain a complete picture of how you’re doing from now until the material is online. To connect your content delivery dates with the demands of your team and other stakeholders, you may use the timetable to plot out priorities.

The calendar view makes impending milestones clear and visible, ensuring that everyone on the team is working toward the same objective. Working with your team to divide work down into smaller subtasks while keeping track of the larger deliverable using agile concepts in your content creation procedures will help you get a clear picture of how all the subtasks are progressing.

Issue Type: Asset

Workflow: To-do, Draft, In-review, Approved, and Published

Recommended for: Marketing teams and Design teams

14. Personal Task Planner

This template is for anyone who wants to remain on top of their to-do list and arrange their activities. This lightweight configuration comes with a simple process that you may alter and modify to meet your specific requirements by managing your time and getting more done with numerous ways to visualize work.

You may create, organize, and track works all in one space. In the list view, you can easily add your to-do items and see them vanish as you move them to the done tab. To help you with organization and efficiency, you may manage attachments, utilize labels, and set start and due dates to help you better manage your time and resolve problems sooner.

Issue Type: Task and Sub-task

Workflow: To-do, In-progress, and Done

Recommended for: All Teams and Individuals

15. Month-end Close

The month-end closure process may feel confusing and difficult with data from many sources and activities that you must integrate. Proper cooperation and keeping track of each team member’s work fulfillment is essential and you may keep track of team alignment by knowing where everything is in the process and keeping a record of each stage.

You must gather documents and store them all in one place to ensure that you forget nothing in the process. By giving your financial teams access to everything that happens from start to finish, you can streamline internal planning and collaboration, avoid bottlenecks, prepare ahead, and see each assignment through to completion without difficulty.

Issue Type: Task and Sub-task

Workflow: To-do, In-progress, In-review, and Done

Recommended for: Finance teams

16. Policy Management

Policies and procedures are critical frameworks for firms to create consistency and determine who will conduct and monitor which activities. You might involve multiple moving pieces in documenting and managing rules and procedures. You may reduce stress by establishing a common location where you can keep track of time, tasks, and who is participating in which goal.

You may assign projects to the appropriate members of your team and keep track of the progress of your project from start to finish. Set due dates and reminders for review and approval, then add attachments to the board to keep key papers and expectations all in one place. You may get a quick summary of the upcoming activities that you must accomplish and work with the team to complete them.

Issue Type: Document, Task, and Sub-task

Workflow: Proposal, Drafting, In-review, Approved, and Published

Recommended for: HR Teams

17. Asset Creation

It’s easier to prioritize, share, and manage ideas and tasks in one location, whether you’re working with a large team or by yourself. Asset Creation allows you to streamline your asset production process for anything from sales assets to marketing assets to process assets, so you can focus on the more creative side of things.

This helps you keep your priorities in line and see everything your team is working on in one place. You may sort your priorities in a commonplace, sorting by priority and managing due dates for every piece of incoming work. This ensures all of the relevant information, such as needs and specs, is filled out and available for the team to work on using a simple form.

Issue Type: Task and Sub-task

Workflow: To-do, Drafting, In-review, Approved, and Created

Recommended for: Marketing teams, Content teams, and Design teams

18. Event Planning

This template is ideal for keeping track of all event planning duties, such as communicating with vendors, creating materials, and granting permissions. It has event-specific problem types and workflow options, and a calendar view to keep track of time frames. Keeping track of tasks is easy with the event planning workflow where you may also add or delete steps based on the needs of your team.

This will also help you keep track of data relevant to your events, such as cost and budget, using custom fields. You may also create custom fields to fit your team’s needs by using the calendar view to keep track of upcoming projects and ensure that everyone in your team is on the same page when it comes to deadlines.

Issue Type: Task and Sub-task

Workflow: Ideating, Planning, In-review, and Done

Recommended for: Event teams

19. RFP Process

An RFP allows you to collect quotes from a variety of providers, but it may be a time-consuming procedure, so standardizing the process to ensure you’re completely prepared to receive and assess offers in the same spot, allows you to choose the best vendor that matches your requirements.

Choosing the best suppliers from a plethora of options might take time, so you must keep track of all RFPs in one spot and stay organized by labeling them, prioritizing them, and setting due dates. Keeping your stakeholders informed during the RFP process is critical because it allows for insight into the status of each proposal and vendor response to make educated judgments and evaluations.

Issue Type: Task and Sub-task

Workflow: RFP Creation, Preparing, Proposal Sent, Response Received, Evaluating, and Decided

Recommended for: Procurement teams, Marketing teams, and Operations teams

20. Email Campaign

This template is useful for planning an email campaign from start to finish. To make cooperation simpler, keep track of the progress of tasks and assets in one location. The timeline and calendar displays guarantee that all stakeholders are on the same page when it comes to deadlines.

From planning to launch, keep track of each action and asset in your email campaign. Assign each moving item to the appropriate members of your team and track their progress toward launch. While Jira Work Management templates provide you with a process to help you begin, you may customize it to meet the needs of your team. Staying on top of due dates using the timeline and calendar views guarantees a flawless email campaign launch.

Issue Type: Asset, Task, and Sub-task

Workflow: Ideating, Content Development, QA, In-review, Testing, Approved, and Launched

Recommended for: Marketing teams and Content design teams

21. Lead Tracking

The lead tracking template is ideal for sales teams of any size, as it allows them to follow sales transactions from the opportunity to conversion. You must add the specifics of each lead to the board so it reflects and monitors every possibility. You must include the lead’s opportunity value, contact notes, and status to keep everyone informed.

The team may access the potential sales prospects on the project board after you add leads to the board. You may see which deals you are negotiating and which possibilities you gained or lost. When you customize the lead tracking workflow and get reports to see how your team is doing, then you may create a new workflow state to reflect a certain sales stage for your team.

Issue Type: Lead

Workflow: Opportunity, Contacted, In Negotiation, Won and Lost

Recommended for: Sales teams

22. IP Infringement

Simplifying the process of detecting and tracking infringement allegations, and the legal review and resolution process is crucial to your success. You must keep all supporting documentation in one location so that you may take relevant action quickly. However, you may use the “Legal service management” template if you need approvals, queues, or more complicated procedures.

From to-do to resolution, you must keep everyone informed about the status of an IP infringement allegation. To help you begin, Jira Work Management Templates features a simple procedure that you can adapt to your team’s needs by adding or removing fields from your form as necessary to customize the information.

Issue Type: Claim, Task, and Sub-task

Workflow: Claim, Legal Review, Recommendation, and Resolution

Recommended for: Legal teams

23. Performance Review

When it comes to performance evaluations, both the employee and management may find the procedure difficult. Helping your staff understand what to expect by preparing them is crucial and so is ensuring that the experience is consistent and that you include your staff in continuing talks at all times. So when you’re ready for the next cycle, you may focus on outcomes, and track job success.

Gathering and organizing the data you collect throughout the employee’s lifetime, and use it to plan for open, informed dialogue, and keep track of debates and peer criticism so you have a complete picture in one location at all times.

Issue Type: Employee, Task and Sub-task

Workflow: In-review, Manager Review, Peer Review, Decision, and Delivered

Recommended for: HR teams and Managers

Summing Up

In the corporate world, people are responsible for telling the boss what their vision is and how they plan to achieve their goals. When all else fails, this vision is set, sketched out, and outlined to see what all of the necessary steps are for seeing it through. This is where “Jira Work Management” comes in.

It is a tool used to help manage a project in a Scrum workflow. It is most often used to plan and track activity across a team’s milestones. With Jira, you can visualize your workflow, creating an overview that you can use to understand how to make your team most effective, and future articles will focus on each individual template.

Read more: To get started with Jira Course

Simon Calder

Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!