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Workflow template

Optimize processes, foster collaboration, and promote continuous improvement by creating a visual workflow representation with our workflow template.

best for

Project management

Software development

key features

Task planning


Pipeline management

What is a workflow template?

Project management tool

Our workflow template is a comprehensive project management tool offering a standardized framework to improve visibility and significantly boost project efficiency.

Structured framework

The workflow template enables agile teams to seamlessly navigate and optimize their workflows by providing a structured visual representation, ultimately enhancing project coordination and delivery.

What does the workflow template include?

Predefined set of tasks

The workflow chart template in Jira comes equipped with a predefined set of tasks tailored for specific processes. This feature simplifies task management and tracking by providing teams with a ready-made structure that outlines responsibilities, milestones, and key steps — facilitating a more organized and efficient workflow management experience.

Backlog screenshot.

Resource allocation

Project management templates like the workflow template amplify efficiency through optimized resource allocation. This plays a crucial role in achieving project goals by strategically assigning tasks to team members, reducing bottlenecks, and ensuring more effective and timely project delivery.

Scrum board screenshot.

Status tracking

Workflow templates enhance visibility into agile workflows, making progress easily trackable with project status tracking. This improved transparency fosters better decision-making, proactive issue resolution, and a heightened awareness of project status throughout its various stages.

Timeline screenshot.

Project dashboard

The workflow template features a centralized project dashboard that aligns teams, streamlines processes, and fosters a shared understanding. This ensures consistency and clarity throughout the entire project lifecycle.

Dashboard screenshot.

How to get started with the workflow template

Identify the process

Clearly defining the process for the project is crucial. It establishes a foundational understanding and ensures the template aligns with the project's SMART goals, requirements, and intricacies. It also enhances communication and ensures consistency across all aspects of the project.

Map out the steps

Divide the process into individual tasks and create a visual representation of the workflow. This involves identifying key milestones, dependencies, and task sequences. Mapping out the steps helps build a comprehensive template and is a valuable planning tool.

Assign roles and responsibilities

Further divide components into smaller, more manageable pieces called issues for efficient execution. Clearly define the roles and responsibilities associated with each task or milestone. Ensure that team members are well-aligned with their specific duties.

Test and gather feedback

Test the template with a small group and collect feedback on its usability, effectiveness, and adaptability. Collecting insights from team members allows for necessary adjustments, ensuring that the workflow chart template aligns seamlessly with the project's unique needs and maximizes its utility.

Set deadlines

Establish clear timelines for each task to foster a sense of urgency and accountability while providing a structured framework for tracking project milestones. This step is instrumental in maintaining project momentum and meeting overall objectives efficiently.

Regularly review and update

Engage in periodic reviews and updates to keep workflow templates relevant. Adapt the template to evolving project requirements, incorporating lessons learned and ensuring its effectiveness.

Ready to use this template?

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