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Budget Creation Template

Align teams during the budget creation process.

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key features

Task planning


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?


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


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


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


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

Workflows view


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.


Clear ownership

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


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 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.

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