How to use Jira Work Management for marketing
How-to guide for marketing teams
Best practices for marketing teams
Jira Work Management has been designed for business teams. You can customize the tool to the way your marketing team works – and collaborate with other teams in the way that works best for everyone. This collection of best practices from Atlassian employees, Jira Work Management users, and subject matter experts will help you build a powerful workflow management system and drive growth.
Don’t forget to check out the Quickstart guide to get set up with Jira Work Management.
Build a workflow that works
Marketing templates in Jira Work Management are preconfigured with workflows and we’ve made it even easier to edit them to your exact needs. Add steps to the workflow, change the order of swim lanes, and update the naming conventions to support, or improve, your process.
Make Jira Work Management your workflow platform with these resources:
See how you can use and change the workflow in Jira Work Management:
Collect creative requests in one place
You can spend hours tracking down creative requests in emails, chat, and across other tools and you still might not have all the details you need to get started on the tasks. Forms in Jira Work Management allow you to collect all the information you need in one place, track the task, and create a repeatable process.
Read these resources to learn how to use forms in your project:
See how to create a form in Jira Work Management:
Track your team’s progress
You’ve already explored the board, calendar, and list views in Jira Work Management. The Summary page gives a helpful overview of task completion. But Jira Work Management also provides more functionality. Get in-depth views of your team’s progress and blockers, create reports for leadership, and plan cross-functional campaigns.
Learn more about managing marketing projects and tracking features:
Bring all your tools together
Marketing teams need access to everything from the CRM to docs and design programs to get cross-functional work done. With over 500 integrations and 3,000 extensions, such as HubSpot, Figma, and Google Docs, Jira Work Management has everything you need to manage projects and stay aligned with stakeholders.
Explore the apps and integrations you can use:
See how to connect your tools within Jira Work Management:
Automate task handoffs, approvals, and completions
Getting work approved and moved to the next team ensures you can deliver on time, without the stress. Automating the process means teams don’t need to waste time finding the status of tasks or worry that a missed manual update will bring work to a halt.
Read these resources to start adding automation to your project:
See how to set up automation within Jira Work Management:
Document your process from start to finish
Documentation can make distributed teamwork easier, show the impact of your campaigns, and help you iterate on your processes. But building out new documents from scratch takes time and effort. Jira Work Management connects with Confluence Cloud, so you can create clear and consistent documentation.