Procurement template
Track all purchases from request to receipt.
best for
Finance
key features
Task planning
Prioritization
Pipeline management
What is a procurement template?
The procurement template helps standardize your purchasing process.
What does the procurement 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.
목록
목록 보기는 프로젝트의 모든 작업을 빠르게 검사하고 필드별로 정렬할 수 있는 하나의 목록으로 정렬합니다. 목록을 사용하여 프로젝트의 작업을 추가하고 편집하고 볼 수도 있습니다.
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.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
자동화
한 단계도 놓치지 않도록 코드가 필요하지 않은 자동화 규칙 또는 사용자 지정 자동화 규칙을 사용하여 프로세스에서 중요하고 빈번한 작업을 지원하세요.
Customized request creation
Tailor your procurement workflow to reflect your team’s unique purchase process.
Built-in purchase tracking
Add quotes, proposals, and due dates to every order to simplify procurement management and filter for issues.
Powerful reporting
Use a range of reports that identify trends on specific people, projects, versions, or issues.
How to get started with the procurement template
This template uses Jira Work Management to help your team manage your procurement process.