Your team, your process.
Jira Work Management has a workflow for that.
Get to “done” at the speed of your team’s best work
Jira Work Management’s advanced workflow engine makes every process a possibility
Find the right use case for your team.
Plan it, create it, launch it.
Crush your Marketing goals with Jira Work Management.
Simplify processes, reduce busywork, and lay out clear goals and plans.
Create
New Request → Concepting → Design → Approved
Web design process
Simplify your web design process and keep your designers and developers on the same page, even across tools.
Ideating → Planning → Contract Review → Ready
Campaign management
Drive creative briefs from idea to execution and deliver compelling campaigns on time and on budget.
New Request → In Discussion → For Review → Approved
Creative requests
Centralize your team's creative request to get a clear picture of work being requested by other teams and organize your work by priority, due date and project scope.
Ideation → Drafting → For Review → Approved
Blog content
Bring compelling stories to your blog by ensuring the quality and focus of your content.
Ideation → Drafting → For Review → Approved
Editorial content
Drive company narratives across multiple channels by tracking various content types and goals together.
Content Ideas → Analysis → Draft → Scheduled → Published
SEO content creation
Find the best opportunities to accomplish your SEO goals in a smart, thorough, and strategic way.
New Request → In progress → Completed → Deferred
Content request
If your team is writing content, now you can triage and delegate work more quickly and easily than ever.
Create
New Request → Concepting → Design → Approved
Ideating → Planning → Contract Review → Ready
Web design process
Simplify your web design process and keep your designers and developers on the same page, even across tools.
Campaign management
Drive creative briefs from idea to execution and deliver compelling campaigns on time and on budget.
New Request → In Discussion → For Review → Approved
Ideation → Drafting → For Review → Approved
Creative requests
Centralize your team's creative request to get a clear picture of work being requested by other teams and organize your work by priority, due date and project scope.
Blog content
Bring compelling stories to your blog by ensuring the quality and focus of your content.
Ideation → Drafting → For Review → Approved
Content Ideas → Analysis → Draft → Scheduled → Published
Editorial content
Drive company narratives across multiple channels by tracking various content types and goals together.
SEO content creation
Find the best opportunities to accomplish your SEO goals in a smart, thorough, and strategic way.
New Request → In progress → Completed → Deferred
Content request
If your team is writing content, now you can triage and delegate work more quickly and easily than ever.
Launch
Planning → Content Development → QA → For Review → Launched
Email campaign launch
Plan and execute on email campaigns and drips to improve funnel performance and give a boost to your company's goals.
To Do → In Progress → Ready for Launch → Launched
Go To Market strategy
Seamlessly coordinate cross-team go-to-market launches by tracking every moving part in one location.
Launch
Planning → Content Development → QA → For Review → Launched
To Do → In Progress → Ready for Launch → Launched
Email campaign launch
Plan and execute on email campaigns and drips to improve funnel performance and give a boost to your company's goals.
Go To Market strategy
Seamlessly coordinate cross-team go-to-market launches by tracking every moving part in one location.
Plan
Refresh Needed → Drafting → For Review → Approval
Content refresh
Keep your content updated and SEO-worthy by consolidating your initiatives in one place for easy prioritization.
New Request → Content Development → QA → Sent
Email marketing
Set up the right emails to be sent at the right time, while ensuring an experience that keeps customer coming back for more.
Ideating → Planning → Contract Review → Ready
Event Planning
Whether virtual or in-person, brainstorm and strategize about how to pull off the perfect event to get your customers excited.
Plan
Refresh Needed → Drafting → For Review → Approval
New Request → Content Development → QA → Sent
Content refresh
Keep your content updated and SEO-worthy by consolidating your initiatives in one place for easy prioritization.
Email marketing
Set up the right emails to be sent at the right time, while ensuring an experience that keeps customer coming back for more.
Ideating → Planning → Contract Review → Ready
Event Planning
Whether virtual or in-person, brainstorm and strategize about how to pull off the perfect event to get your customers excited.
Engage. Plan. Track.
Streamline people management with Jira Work Management.
Boost productivity, coordination, and engagement across your organization.
Engage
Signed Offer → Employee Documents → IT Provisioning → Review → Onboarded
New employee onboarding
By creating a Jira issue for each person, you can track the progression of new hires all the way through their first day.
New Request → Content Development → QA → Sent
Employee training
One of the best ways to increase productivity is to invest in your employees with planned trainings.
New Request → In Discussion → For Review → Approved
ER Cases / Issue Resolution
No company wants conflict, but when it occurs it’s better to act fast and have all the information readily available.
Engage
Signed Offer → Employee Documents → IT Provisioning → Review → Onboarded
New Request → Content Development → QA → Sent
New employee onboarding
By creating a Jira issue for each person, you can track the progression of new hires all the way through their first day.
Employee training
One of the best ways to increase productivity is to invest in your employees with planned trainings.
New Request → In Discussion → For Review → Approved
ER Cases / Issue Resolution
No company wants conflict, but when it occurs it’s better to act fast and have all the information readily available.
Plan
Proposal → Drafting → For Review → Approval
Policy management
Companies have policies and those policies change. Stay up to date and keep your employees happy.
Ideas → Planning → Contract Review → Ready
Employee event planning
Internal events boost morale and create tighter bonds. Big or small, plan and manage the logistics easily in Jira.
Plan
Proposal → Drafting → For Review → Approval
Ideas → Planning → Contract Review → Ready
Policy management
Companies have policies and those policies change. Stay up to date and keep your employees happy.
Employee event planning
Internal events boost morale and create tighter bonds. Big or small, plan and manage the logistics easily in Jira.
Track
Open → Candidate Screening → Phone Interview → Interview 1 → Interview 2 → Interview 3 → Accepted
Candidate tracking
You have a new open role and lots of applicants. Track them and their progress seamlessly in one location.
New Request → In progress → Completed
HR requests
HR teams think ahead but there are always surprises. Stay on top of requests from your organization with a simple workflow.
For Review → Manager Review → Peer Review → Decision → Delivered
Performance reviews
Keep track of your employee’s performance and documentation while keeping the data as private as you want it.
New Request → Preparation → Evaluation → Decision
RPF process
Standardize your RFP and evaluation process to ensure you're fully prepared to receive and evaluate proposals - all in the same place - so you can pick the best organization for the job.
Track
Open → Candidate Screening → Phone Interview → Interview 1 → Interview 2 → Interview 3 → Accepted
New Request → In progress → Completed
Candidate tracking
You have a new open role and lots of applicants. Track them and their progress seamlessly in one location.
HR requests
HR teams think ahead but there are always surprises. Stay on top of requests from your organization with a simple workflow.
For Review → Manager Review → Peer Review → Decision → Delivered
New Request → Preparation → Evaluation → Decision
Performance reviews
Keep track of your employee’s performance and documentation while keeping the data as private as you want it.
RPF process
Standardize your RFP and evaluation process to ensure you're fully prepared to receive and evaluate proposals - all in the same place - so you can pick the best organization for the job.
Manage & Create.
Simplify financial processes with Jira Work Management.
Create and share documents, manage risk, communicate effectively, and react quickly.
Manage
Needs Updated → In Progress → Done
Month-end financial close
Whether your company is public or private, keep track of business-critical metrics and procedures.
Project Identification → Assessing Risk → Prioritized → Completed
Annual audit
Make sure no task is unaccounted for dring your annual audit, simplifying and speeding up a lengthy project.
Needs Budget → In Progress → For Review → Completed
Financial Report requests
Quick turnaround times are key for critical financial report requests. Prioritize and unblock work fast with this workflow.
Manage
Needs Updated → In Progress → Done
Project Identification → Assessing Risk → Prioritized → Completed
Month-end financial close
Whether your company is public or private, keep track of business-critical metrics and procedures.
Annual audit
Make sure no task is unaccounted for dring your annual audit, simplifying and speeding up a lengthy project.
Needs Budget → In Progress → For Review → Completed
Financial Report requests
Quick turnaround times are key for critical financial report requests. Prioritize and unblock work fast with this workflow.
Create
Gathering Requirements → Evaluation → For Review → Completed
Financial forecasting
Plotting out your company’s future helps make decisions today. Forecasting keeps departments and leadership aligned.
Needs Budget → In progress → For Review → Final Decision → Completed
Budget creation
Get everyone on the same page during the budget creation process. From teams to departments, improving visibility is important.
Create
Gathering Requirements → Evaluation → For Review → Completed
Needs Budget → In progress → For Review → Final Decision → Completed
Financial forecasting
Plotting out your company’s future helps make decisions today. Forecasting keeps departments and leadership aligned.
Budget creation
Get everyone on the same page during the budget creation process. From teams to departments, improving visibility is important.
Plan & Manage.
Reduce operational complexity with Jira Work Management.
Gain clarity and insight into your operations with a single tool.
Plan
New Request → Pending → Needs Signature → For Review → Completed → Rejected
New vendor request
New software and new swag means new vendors. Streamline your company’s procurement process with this workflow.
In Stock → Out of Stock → Purchase Pending → Restocked
Inventory management
Keep track of what’s in stock, pending, or needs re-stocked. Use custom fields to add pricing and budgets that can be reviewed in reports.
To Review → Needs Investigation → Completed
Quarterly Business Review
Bring stakeholders in early to see data and flag problems before they become too large to fix.
New Request → In Progress → Completed
Facilities request
Whether your team is working on a fix or an improvement, handle your company’s incoming requests in a single location.
New Request → In progress → Completed → Deferred
Work requests
Use this workflow to centralize, prioritize, and manage all of the requests your team receives—so everyone knows what to focus on and can hit their deadlines.
Plan
New Request → Pending → Needs Signature → For Review → Completed → Rejected
In Stock → Out of Stock → Purchase Pending → Restocked
New vendor request
New software and new swag means new vendors. Streamline your company’s procurement process with this workflow.
Inventory management
Keep track of what’s in stock, pending, or needs re-stocked. Use custom fields to add pricing and budgets that can be reviewed in reports.
To Review → Needs Investigation → Completed
New Request → In Progress → Completed
Quarterly Business Review
Bring stakeholders in early to see data and flag problems before they become too large to fix.
Facilities request
Whether your team is working on a fix or an improvement, handle your company’s incoming requests in a single location.
New Request → In progress → Completed → Deferred
Work requests
Use this workflow to centralize, prioritize, and manage all of the requests your team receives—so everyone knows what to focus on and can hit their deadlines.
Manage
Upcoming → Agenda Creation → Finalized Agenda → Meeting Held
Meeting agenda planning
Keep everyone aligned and productive during meetings so you can have fewer of them throughout the week.
Ideating → Planning → Contract Review → Ready
Event planning
Whether virtual or in-person, brainstorm and strategize about how to pull off the perfect event to get your customers excited.
Manage
Upcoming → Agenda Creation → Finalized Agenda → Meeting Held
Ideating → Planning → Contract Review → Ready
Meeting agenda planning
Keep everyone aligned and productive during meetings so you can have fewer of them throughout the week.
Event planning
Whether virtual or in-person, brainstorm and strategize about how to pull off the perfect event to get your customers excited.
Manage legal guidelines.
Operate securely and reliably with Jira Work Management.
Create and share documents, manage risk, communicate effectively, and react quickly.
Manage
For Review → in Progress → Completed
Legal contract review
Keep your company in the clear and safe by evaluating legal documents and tracking their status over time.
Needs Attention → In Progress → Reviewed
Legal audit
Loop in stakeholders to discuss strategic plans and objectives, review key documents and records, and analyze the legal needs of your company.
New Request → In progress → For Review → Completed
New contract request
Use this workflow to centralize, prioritize, and manage all of the contract requests your team receives to hit deadlines.
Potential Infringement → Legal Review → Recommendation
Copyright infringement
Your company’s IP is important, so protect it by surfacing.
For Evaluation → Due Dilligence → Recommendation
Mergers & Acquisition
This process includes the initial evaluation of potential purchasing or merging requirements.
For Evaluation → Content Filing → Content Submitted → Approved → Rejected
Work requests
Use this workflow to centralize, prioritize, and manage all of the requests your team receives—so everyone knows what to focus on and can hit their deadlines.
Manage
For Review → in Progress → Completed
Needs Attention → In Progress → Reviewed
Legal contract review
Keep your company in the clear and safe by evaluating legal documents and tracking their status over time.
Legal audit
Loop in stakeholders to discuss strategic plans and objectives, review key documents and records, and analyze the legal needs of your company.
New Request → In progress → For Review → Completed
Potential Infringement → Legal Review → Recommendation
New contract request
Use this workflow to centralize, prioritize, and manage all of the contract requests your team receives to hit deadlines.
Copyright infringement
Your company’s IP is important, so protect it by surfacing.
For Evaluation → Due Diligence → Recommendation
For Evaluation → Content Filing → Content Submitted → Approved → Rejected
Mergers & Acquisition
This process includes the initial evaluation of potential purchasing or merging requirements.
Work requests
Use this workflow to centralize, prioritize, and manage all of the requests your team receives—so everyone knows what to focus on and can hit their deadlines.
Track sales pipelines.
Hit quota and drive results with Jira Work Management.
Increase efficiency, prioritize better, and start building a better culture across teams and departments.
Track
Low Priority → Medium Priority → High Priority
CRM
Managing interactions with existing, as well as past and potential, customers by prioritizing their importance to your company and team.
New Opportunity → Contacted → Contract Sent → Negotiation → Closed → Opportunity Lost
Opportunity tracking
Close more deals by staying on top of your pipeline and looping in the right support at the right time and attaching all relevant documentation in one step.
Potential Lead → Researching → Contacted → Meeting Booked → Opportunity Lost
Lead prospecting
Never miss another sales opportunity with a workflow that keeps your top prospects top-of-mind.
Track
Low Priority → Medium Priority → High Priority
New Opportunity → Contacted → Contract Sent → Negotiation → Closed → Opportunity Lost
CRM
Managing interactions with existing, as well as past and potential, customers by prioritizing their importance to your company and team.
Opportunity tracking
Close more deals by staying on top of your pipeline and looping in the right support at the right time and attaching all relevant documentation in one step.
Potential Lead → Researching → Contacted → Meeting Booked → Opportunity Lost
Lead prospecting
Never miss another sales opportunity with a workflow that keeps your top prospects top-of-mind.
TOGETHER ON JIRA
Bring your organization together on Jira, now with a new home for business teams
Visit the Atlassian Community to learn more about Jira Work Management.