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

Get to "done" at the speed of your team's best work
Get to "done" at the speed of your team's best work
Background

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.