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Screenshot of list view in Jira Work Management

Policy management template

Track the moving parts involved in managing policies and procedures.

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BEST FOR

  • Operations

KEY FEATURES

  • Task planning

  • Prioritization

  • Pipeline management

Screenshot of list view in Jira Work Management

What is a policy management template?

The policy management template helps you manage your policies and procedures.

What does the policy management 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 policy management template

This template uses Jira to help your team manage your policies and procedures.

  1. 1

    Add your to-do items

    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. 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. 3

    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.

  4. 4

    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.

  • Streamlined policy management system

    Customize workflows to speed up the process and provide visibility to the right people.

  • Easy task management

    Add attachments, set due dates and reminders, and track the status of your project — all in one collaborative space.

  • Deadline visualization

    Set start dates and due dates for your tasks, then use the calendar view for a clear picture of your workload.

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