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Screenshot of list view in Jira Work Management

Document approval template

Manage the document approval process from initial submission to final approval.

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BEST FOR

  • Legal

KEY FEATURES

  • Task planning

  • Prioritization

  • Pipeline management

Screenshot of list view in Jira Work Management

What is a document approval template?

The document approval process template helps teams manage documents from creation to approval.

What does the document approval template include?

Board

The Board view provides a free Kanban tool for visualizing 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 document approval template

This template uses Jira to help your team manage document approvals.

  1. 1

    Add your documents to your team’s list

    You can choose whether to use the list, board, or calendar view to add items to your workflow. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

  2. 2

    Add start and due dates

    You can set start dates and due dates to your documents. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

  3. 3

    Prioritize and organize

    You can quickly sort your list by priority to help you tackle your highest priority items first and stay on top of your most important tasks.

  4. 4

    Automate work

    Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

  • Easy document management

    Help your team collaborate on creating critical documents, such as contracts and policies, with a single place to track initial submissions, feedback, and final approval actions.

  • Progress tracking

    Track each document’s progress as it moves from “to do” through rounds of reviews to “done”. Add relevant details and set due dates to provide context for approvers.

  • Customized workflow

    Create custom fields and edit the steps in the workflow to reflect your team’s unique way of working.

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