Budget template

Align teams during the budget creation process.

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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.


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.

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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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