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Budget template

Align teams during the budget creation process.

Includes
Workflow
Summary
Board
List
Calendar
Timeline
Reports
Forms
Automations
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Budget creation screenshot
Workflow window

Progress tracking

Track each step, gather feedback from your team, and tailor the budget creation workflow to your team’s process.

Clipboard

Clear ownership

Assign team members and deadlines to each task. Easily prioritize task by filtering by status.

Calendar

Timeline visualization

With calendar and timeline views, your team can see upcoming deadlines and stay on top of changes.

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Featured product: Jira Work Management

The easiest way for business teams to collaborate on the budget creation process. Learn more

“Work becomes a lot more visible when it’s all in one place. It makes collaboration a whole lot easier and facilitates that transparency.”


Jeff Lai

Internal Infrastructure, Canva

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How to get started with the budget creation template

1. Add your tasks Copy link to heading Copied! view +
  

You can choose whether to use the list, board, or calendar view to add items to your to-do list. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

2. Add start and due dates Copy link to heading Copied! view +
  

You can set start dates and due dates to your work items. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

3. Assign team members Copy link to heading Copied! view +
  

Link team members to each task, so each person knows what they are responsible for.

4. Prioritize and organize Copy link to heading Copied! view +
  

You can quickly sort your to-do list by priority to help you tackle your highest priority items first and stay on top of your most important tasks.

5. Automate work Copy link to heading Copied! view +
  

Wherever possible, let the robots do the work. You can set up simple no-code automations to keep your work aligned, set reminders, and connect to your tools like Microsoft Teams, Slack and more.

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Budget creation screenshot

Budget Creation Template

Align teams during the budget creation process.

Use template
best for

Finance

key features

Task planning

Prioritization

Pipeline management

What is a budget creation template?

The budget creation template allows you to manage, approve, or reject budget proposals and requests from a single unified location.

What does the budget creation template include?

Board

The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.

Backlog screenshot

List

The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.

JWM List view

Forms

Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.

Timeline view

Workflows

No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.

Workflows view

Automations

Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.

Automations view
Workflow window

Progress tracking

Track each step, gather feedback from your team, and tailor the budget creation workflow to your team’s process.

Clipboard

Clear ownership

Assign team members and deadlines to each task. Easily prioritize task by filtering by status.

Calendar

Timeline visualization

With calendar and timeline views, your team can see upcoming deadlines and stay on top of changes.

How to get started with the budget creation template

This template uses Jira Work Management to help your team manage your budget creation process.

1. Add your tasks
  

You can choose whether to use the list, board, or calendar view to add items to your to-do list. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

2. Add start and due dates
  

You can set start dates and due dates to your work items. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

3. Assign team members
  

Link team members to each task, so each person knows what they are responsible for.

4. Prioritize and organize
  

You can quickly sort your to-do list by priority to help you tackle your highest priority items first and stay on top of your most important tasks.

5. Automate work
  

Wherever possible, let the robots do the work. You can set up simple no-code automations to keep your work aligned, set reminders, and connect to your tools like Microsoft Teams, Slack and more.

Ready to use this template?

Use template
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