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Screenshot of procurement form in Jira Work Management

Procurement template

Track all purchases from request to receipt.

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BEST FOR

  • Finance

KEY FEATURES

  • Task planning

  • Prioritization

  • Pipeline management

Screenshot of procurement form in Jira Work Management

What is a procurement template?

The procurement template helps standardize your purchasing process.

What does the procurement 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 procurement template

This template uses Jira to help your team manage your procurement process.

  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.

  • Customized request creation

    Tailor your procurement workflow to reflect your team’s unique purchase process.

  • Built-in purchase tracking

    Add quotes, proposals, and due dates to every order to simplify procurement management and filter for issues.

  • Powerful reporting

    Use a range of reports that identify trends on specific people, projects, versions, or issues.

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