Close

Related templates

Ready to use this template?

Get it free
Document approval screenshot

Process control template

Take the repetition out of processes.

Use template
best for

All teams

key features

Task planning

Prioritization

Pipeline management

What is a process control template?

The process control template is the easiest way for teams to create, monitor, and iterate on your processes in a single location.

What does the process control 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.

Backlog screenshot

Timeline

The Timeline view provides a Gantt-style chart that can be used to visualize and plan the timing, duration, and dependencies of tasks within your project. It enables you to easily see how long tasks take to complete and when things will land.

JWM List view

Forms

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.

Calendar screenshot

Workflows

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

Workflow screenshot

Automations

Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.

Timeline view
Ticket

Powerful task creation

Add relevant details, fields, and attachments to every task, so your team always has the context they need to establish process control.

Jira laptop

Built-in project tracking

Use the board view to categorize the steps of your process and quickly identify outstanding tasks.

Workflow window

Customized workflow

Tailor your issues and workflows to best suit your processes.

How to get started with the process control template

This template uses Jira to help your team manage recurring processes.

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. 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. 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. 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.

Ready to use this template?

Use template
bg image