Workflow examples and use cases

Atlassian 作成者 Atlassian

A lack of transparent workflows can cause confusion, missed deadlines, and reduced productivity, hindering business goals. By exploring workflow examples and use cases, you can optimize operations, improve team coordination, and enhance project outcomes, fostering a collaborative culture. These workflow diagram examples serve as visual guides that illustrate the step-by-step processes involved in various business functions, making it easier to understand and implement effective workflows.

This article introduces use cases and provides examples of workflow automation for businesses. It also explains how Jira streamlines workflows for enhanced business success. Additionally, it delves into Jira workflow examples, explaining how Jira streamlines workflows for enhanced business success. Through Jira workflow examples, businesses can see how customizable and adaptable workflows help manage tasks, track progress, and achieve objectives across different departments and projects.


A workflow is a defined sequence of tasks and activities designed to accomplish a specific goal, which streamlines processes, enhances efficiency, and ensures consistency across various operations within an organization. It involves systematic execution and review of tasks so teams can collaborate effectively, track progress, and achieve desired outcomes with minimal errors and redundancies.

Examples of workflows include:

  • プロジェクト管理
  • Software development life cycle
  • マーケティング キャンペーン
  • Design projects
  • Human resources tasks such as recruitment, onboarding, and performance evaluations
  • コンテンツ作成
  • Web page design
  • IT bug tracking
  • Sales order processing
  • Customer support management
  • 新入社員のオンボーディング

Importance of efficient workflows

Efficient workflows are important for businesses because they streamline processes, reduce redundancies, and minimize the likelihood of human error, thereby maximizing productivity and ensuring tasks are completed accurately and efficiently.

This structured approach to managing tasks helps teams collaborate effectively, optimize resource allocation, and meet deadlines consistently. It enhances overall operational efficiency and facilitates data-driven decision-making and continuous improvement, ultimately leading to better project outcomes and increased business success.

Workflow use cases

Workflows enhance project management, customer service, internal processes, and team collaboration across various business scenarios.

Jira, with its customizable templates and adaptable workflows, caters to the unique needs of different teams and projects, making it an ideal tool for optimizing workflows across departments. Whether it's software development, marketing, design, or human resources, Jira's features, like customizable project templates, workflow automation, and collaboration tools, help streamline processes, improve efficiency, and drive better results.



Streamlined project management processes enhance team collaboration, progress tracking, and deadline adherence through clear communication, defined roles, and task monitoring tools.

Try our free project roadmap template


The software development life cycle encompasses planning, designing, coding, testing, deployment, and maintenance phases. Methodologies such as Agile and Scrum aid in streamlining software development workflows. These frameworks foster iterative progress, flexibility, and collaboration, optimizing product development and helping teams achieve their goals.

The bug tracking template is a key tool in this process, which helps teams log, prioritize, and address software bugs effectively.


Marketing workflows enhance campaign planning, content creation, strategy execution, and analysis. They optimize tasks, resources, and data-driven decisions for timely execution.


Design workflows foster product development from concept to finalization. They enhance team collaboration and incorporate feedback for ongoing improvement and superior functionality.


HR workflows streamline recruitment, onboarding, performance evaluations, and leave management by standardizing and automating tasks. This ensures compliance and helps manage the employee life cycle.

Workflow examples for businesses

Business workflows integrate various operations, such as Agile project management, software development, marketing, design, and HR, improving productivity. Here are some common workflow examples for businesses:

マーケティング キャンペーン

  1. Define objectives: Establish clear goals.
  2. Conduct market research: Understand the target audience and the competitive landscape.
  3. Identify target audiences: Tailor messaging to the target audience and select appropriate channels.
  4. Create content and materials: Produce content that resonates with the target audience.
  5. Promote: Execute the marketing campaign across various channels for maximum impact.
  6. Monitor performance metrics: Track the progress and effectiveness of the campaign.
  7. Analyze results: Gain insights and inform future optimization efforts.


  1. Roadmapping: Establish a product launch plan that outlines the product's vision, key features, and milestones.
  2. Design approval: Create and finalize the product's design with necessary iterations and stakeholder sign-offs.
  3. Team and client communication: Ensure clear and consistent communication among all team members and stakeholders throughout the launch process.
  4. Data analytics: Set up systems to collect and analyze data to inform decision-making and measure the launch’s success.
  5. Report creation: Develop reports to track progress and share insights with the team and stakeholders.
  6. Automated notifications: Implement automated alerts to update the team on task completions and project developments.
  7. Marketing and sales alignment: Coordinate with marketing and sales to ensure consistent messaging and that the sales team has the necessary information and materials.
  8. Customer feedback: Gather and incorporate customer feedback during and after the launch to refine the product and improve future projects.


  1. Ideation: Generate ideas based on audience research, trends, and content goals.
  2. Planning: Outline the content, define objectives, and set deadlines.
  3. Assignment: Distribute tasks among team members, such as writers, designers, and editors.
  4. Content production: Write, design, and produce the content.
  5. Reviewing and editing: Revise the content for quality, accuracy, and alignment with objectives.
  6. Approval: Obtain final approval from stakeholders or project managers.
  7. Publication: Release the content on the chosen platforms.
  8. Promotion: Share and promote the content through social media, email marketing, and other channels.
  9. Performance monitoring: Track engagement, reach, and other relevant metrics.
  10. Analysis and feedback: Analyze performance data and gather feedback for future content improvement.

Web page design

  1. Wireframing: Sketch the basic structure and layout of the web pages.
  2. Prototyping: Create a clickable prototype to simulate user interaction.
  3. Visual design: Design visual elements such as colors, typography, and images.
  4. Coding: Develop the website using HTML, CSS, JavaScript, and other technologies.
  5. Testing: Check the website for usability, accessibility, and cross-browser compatibility.
  6. Deployment: Launch the website on a server for public access.
  7. Iterative feedback loops: Gather feedback and make necessary adjustments to improve the website.

IT bug tracking

  1. Identification: Recognize and document the existence of a bug in the software.
  2. Reporting: Submit a detailed report of the bug, including steps to reproduce it, expected versus actual results, and relevant screenshots or logs.
  3. Triage: Assess and prioritize the bug based on its severity, impact, and complexity.
  4. Assignment: Allocate the bug to the appropriate developer or team for resolution.
  5. Resolution: Document the process of fixing the bug, which may involve coding, testing, and review.
  6. Verification: Test the software after the fix to ensure resolution and no new issues have arisen.
  7. Closure: Mark the bug resolved and close the bug tracking ticket once verified.

Sales order

  1. Placement: Customers order via an e-commerce platform, email, phone, or in person.
  2. Review and confirmation: The sales team verifies order accuracy and confirms product availability.
  3. Sales order generation: A formal sales order details products, shipping, pricing, and delivery terms.
  4. Fulfillment: The warehouse or inventory department picks, packs, and prepares the order for shipment.
  5. Shipping: The logistics department dispatches the order to the customer's address, providing a tracking number.
  6. Invoicing and payment: The customer receives an invoice and pays according to the agreed terms.
  7. Post-sales support: Customer service follows up for feedback or addresses post-delivery questions or issues.

カスタマー サポート

  1. Customer inquiry initiation: The customer contacts support via phone, email, chat, or social media.
  2. Ticket generation: An automated system creates a support ticket with customer details and a description of the issue.
  3. Ticket assignment: A support agent receives a ticket based on expertise or availability.
  4. Issue investigation: The assigned agent investigates the issue, gathering additional information from the customer if needed.
  5. Resolution and response: The agent resolves the issue and communicates the solution to the customer with clear instructions.
  6. Follow-up: The agent follows up with the customer to confirm the resolution and gather feedback.
  7. Ticket closure: The ticket closes after customer confirmation or a set period of inactivity.
  8. Analysis and feedback: The support team analyzes resolved tickets for common issues and feedback to improve products and services.


  1. Preboarding: Complete the necessary paperwork and welcome the employee to the company before their first day.
  2. First-day orientation: Introduce the new hire to co-workers, provide an office tour, and begin company onboarding.
  3. 最初の週の目標設定: 30 日、60 日、90 日の目標を設定し、役割に応じたトレーニングを開始します。
  4. 30 日目、60 日目、90 日目のチェックイン: 早期の成功に向けて、進捗の確認、フィードバックの伝達、役割に関連したタスクの割り当てを行います。
  5. 6 か月目のレビュー: 従業員が自立して働く能力を評価し、必要に応じて追加のトレーニングやリソースを提供します。
  6. 継続的なサポートと能力開発: 企業文化と役割に滞りなく馴染めるよう、継続的なサポートと能力開発の機会を提供します。

タスクの整理、最大 55 項目のチェックリストを含む新入社員オンボーディング テンプレートの提供、ワークフロー全体の合理化によって、Jira は従業員オンボーディング プロセスを強化します。


  1. 候補者の発掘: 求人情報、ソーシャル メディア、人材紹介会社、従業員の紹介を通じて潜在的な候補者を特定します。
  2. 書類審査: 提出された履歴書を審査し、仕事の要件と資格に基づいて最終選考に残す候補者を絞り込みます。
  3. 面接の実施: 最終選考に残った候補者との面接を手配して実施し、スキル、経験、企業文化との相性を評価します。
  4. 内定通知の作成: 最も適した候補者を選び、必要に応じて条件を交渉するなどして内定通知を提示します。
  5. 入社研修: 候補者が内定を承諾したら、新入社員を会社に迎え入れるための入社研修を開始します。


  1. 経費申請: 従業員が領収書や経費明細書などの必要な書類を添えて経費報告書を提出します。
  2. 自動レビュー: 提出物が会社の経費ポリシーに準拠しているかどうかをシステムで自動的にチェックします。
  3. マネージャーによる審査: 報告書は該当するマネージャーに送られて審査が行われ、承認を受けます。マネージャーは承認、却下、または追加情報の要求を行います。
  4. 処理: 経理部または財務部に処理してもらうために、マネージャーは承認された経費をこれらの部に転送します。
  5. 経費精算: 財務部で経費を精算し、指定された支払い方法で従業員が立替分を受け取ります。


  1. 目標設定: 評価期間のはじめに、従業員に期待するパフォーマンスを明確に伝えます。
  2. 継続的なモニタリング: 年間を通じて従業員の進捗とパフォーマンスを定期的に追跡、文書化します。
  3. フィードバックの収集: 自己評価、ピア レビュー、マネージャー評価など、さまざまな情報源からフィードバックを収集します。
  4. レビュー ミーティング: 正式なパフォーマンス レビューを実施し、従業員の成果、課題、改善点について話し合います。
  5. 能力開発計画: 従業員がパフォーマンスを改善し、目標を達成するための具体的な行動を含む能力開発計画を作成します。
  6. 文書化: 合意に至った目標や次の期間の能力開発計画を含めたうえで、評価を確定して文書化します。

Jira によるワークフローの合理化


プロジェクト、関係者、締め切りが複数存在するとその管理が複雑になることがあります。ワークフローを使用すれば、業務の合理化、コラボレーションの改善、タイムリーな実行の促進、生産性向上が可能となります。Jira などのワークフロー管理ソフトウェアは、チームがプロジェクトの進捗をリアルタイムで計画、定義、モニタリングするのに役立ち、あらゆるチームのニーズに合わせてプロジェクト管理をカスタマイズできます。

プロジェクトのさまざまなニーズに合わせて使用できる柔軟なプロジェクト テンプレート、カスタマイズ可能なワークフロー、自動化ルールが Jira には用意されています。また、他のツールとの統合によって特定の用途に特化した機能も利用できるようになります。主な機能は次のとおりです。

  • ボード: ボードは視覚的にタスクを管理するために使用します。
  • 課題: 「課題」と呼ばれる、より管理しやすいタスクに大量の作業を分割します。
  • タイムライン :タイムラインを使うことで、チームはプロジェクトや依存関係を簡単に調整できます。
  • ダッシュボード: ダッシュボードでは進捗と成果をまとめて確認できます。

Jira を無料で入手

ワークフロー サンプル : よくある質問


主なワークフロー タイプは、連続ワークフロー、並列ワークフロー、ステート マシン ワークフロー、ルール主体のワークフローの 4 つです。連続ワークフローではタスクを直線的に進めるのが容易になる一方、並列ワークフローでは複数のタスクを同時に走らせることができます。ステート マシン ワークフローはイベント主体型で、ステートが複数ある複雑なプロセスを処理できる一方、ルール主体のワークフローは特定の条件に応じて対応できます。

ワークフローの 5 つのステップとは何ですか?

ワークフローの 5 つのステップは、開始、計画立案、実行、モニタリング、完了です。開始ではタスクの必要性を特定し、計画では手順とリソースを大まかに決めます。実行でアクティビティを遂行し、モニタリングでプロセスの監督と調整を行い、完了でタスクを終了して将来に向けた改善点を評価します。


構造を必要とするプロセスを特定し、ステップを定義し、レイアウトを設計することで企業はワークフローを確立しています。その後、Jira などの管理ソフトウェアを導入し、フィードバックとパフォーマンス分析に基づいて継続的な最適化を行います。