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.

How to get started with the budget creation template

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

Visualize work thumbnail - Project Timeline

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.

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.