Jira projects templates
Jira is one of the most popular issue tracking and project management software. When released in 2002, it was designed as an issue tracking platform for software developers. It has become more popular, so Atlassian expanded the Jira platform and gave users a choice between Jira Software, Jira Work Management and Jira Service Management.
Each product is targeted at a different group. Jira Work Management is aimed at non-technical teams. Jira Software is designed for software teams: developers, QA, scrum masters, project managers, etc. Jira Service Management is a service management solution for all teams.
When you decide which product suits your requirements, it’s time to create a project. It’s worth noticing that Jira is a powerful tool with many customization options. To make it easier to set up a new project, you can choose from various project templates.
Team-managed and company-managed projects
Some projects can be team-managed or company-managed. Company-managed projects are set up and maintained by Jira admins. They offer advanced features, setup and configuration. It’s a good choice for teams who want to work across many projects in a standardized way. Team-managed projects are set up and maintained by anyone on the team. They offer simplified setup and configurations.
Jira Software templates
Jira Software is commonly used by software developers, software testers, project managers, product designers, product owners and scrum masters. It offers scrum, kanban, and bug tracking templates. Scrum template is ideal for software development teams that build your product in iterations (sprints) using boards, backlog, and roadmaps. Kanban template is ideal for software development teams that want to visualize work using backlog and boards. The bug tracking template is ideal for tracking and managing bugs.
| Scrum template | Kanban template | Bug tracking | |
|---|---|---|---|
| Ideal for | Software development teams, agile teams | Software development teams, agile teams | Software development teams, product teams |
| Issue types | Epic Story, Bug, Task, Sub-task | Epic, Story, Bug, Task, Sub-task | Epic, Story, Bug, New feature, Task, Sub-task |
| Project types | Team-managed, Company-managed | Team-managed Company-managed | Company-managed |
| Workflow statuses | To do, In progress, Done | Team-managed: To do, In progress, Done Company-managed: Backlog, Selected for development, In progress, Done | To do, In progress, In review, Done |
Jira Service Management
Jira Service Management is a solution for all teams with which you can receive, track, manage and resolve requests from customers or your team. Requests can be submitted through a portal, email or embedded widget and organized and prioritized in one place, so none will be missed.
| Description | Ideal for | Request types | |
|---|---|---|---|
| ITSM | This template is designed to manage requests, resolve incidents, address problems, and deploy changes. | IT teams, DevOps teams, Operations teams, Service teams | Change, Incident, New feature, Problem, Service request, Service request with approval |
| General service management | This template is perfect to manage all your internal requests. | All teams | Ask a question, Emailed request, Submit a request or incident |
| Legal service management | This template allows you to manage your contracts through the review cycle. | Legal teams | Questions for legal, Request a contract review, Emailed request |
| HR service management | This template is designed to help HR teams manage onboarding, offboarding and answer requests. | HR teams | Employee offboarding, Employee onboarding, Questions for HR, Emailed request |
| Customer service management | This template is designed to help teams deliver customers best service experiences. | All teams | Licensing and billing questions, Other questions, Product trial questions, Report a bug, Suggest a new feature, Suggest improvement, Technical support, Emailed request |
| Facilities service management | This template helps to manage maintenance and equipment requests, desk moves, events planning. | Facilities teams | Report a maintenance issue, Request a move, Request an event, Questions for facilities, Emailed request |
Jira Work Management
Jira Work Management is designed to help teams manage work, projects and processes. It gives a shared view of tasks statuses and works progress with a list, calendar and board views.
| Description | Ideal for | Issue type | Workflow statuses | |
|---|---|---|---|---|
| Project management | Simple template to manage your team’s tasks. | Marketing, Finance, Operations, Sales, Design, HR | Task, Sub-task | To Do, In progress, Done |
| Task tracking | Template with the most basic workflow | Marketing, Finance, Operations, Sales, Design, HR | Task, Sub-task | To Do, Done |
| New employee onboarding | New hires process can be tracked with this template. | HR teams | Employee | Signed offer, Employee documents, IT Provisioning, In Review, Launched |
| Process control | This template is designed to support businesses processes | Operations, HR, Finance | Task, Sub-task | To do, In progress, Canceled, Under Review, Rejected, Approved, Done |
| Sales pipeline | It helps track sales deals. | Sales teams | Lead | New, Follow-up, Contract sent, Negotiation, Closed won, Closed lost |
| Go-to-Market | Designed to plan go-to-market strategies. | Marketing teams | Task, Sub-task | To do, In progress, Ready for Launch, Launched |
| Web design process | Template created to help simplify web design process. | Design teams | Task, Sub-task | To do, Concepting, Design Testing, Launch |
| Document approval | Policies, contracts or any critical document can be easily managed with this template. | Legal teams, Finance teams | Document | To do, Draft, In review, Second review, Approved, Done |
| Campaign management | Template for teams running marketing campaigns. Tailored, to help meet the deadlines using included timeline, calendar, list, and board views. | Marketing teams , Design teams | Task, Sub-task | Not started, Planning, In Progress, Ready for Review, In Review, Approved, Done, Performance |
| Recruitment | Template created to add and track candidates. | Recruiting, HR | Candidate | Applications, Screening, Interviewing, Interview Debrief, Offer Discussions, Accepted, Rejected |
| Budget creation | This template can help plan a budget, which is very important when starting a project or launching a new campaign | Legal teams, Marketing, HR, Legal, Design, Sales, Operations | Budget, Sub-task | To do, In progress, Feedback, Approval, Done - approved, Done - not approved |
| Procurement | This template help finance and procurement teams to track orders. | Finance teams, Procurement teams | Order | Requested, In Review, Approve, Purchased, Rejected |
| Content management | This template gives teams visual way to track the progress of contents like blog posts, webinar, articles. | Marketing, HR, Legal, Sales, Design | Assets | To do, Draft, In Review, Approved, Published |
| Personal task planner | Template to stay organized and track personal tasks. | Marketing teams, Finance teams, HR teams, Operations teams, Legal teams, Sales teams, Design teams, Personal | Task, Sub-task | To do, In progress, Done |
| Month-end close | Template to simplify month-end close process. | Finance teams | Task, Sub-task | To do, In Progress, In review, Done |
| Policy management | Documenting and managing policies and procedures can be management with this template | HR teams, Operations teams | Task, Sub-task | Proposal, Drafting, In Review, Approved, Published |
| Asset creation | Template designed to manage asset creation requests | Marketing teams, Content teams, Design teams | Task, Sub-task | To do, Drafting, In review, Approved, Created |
| Event planning | This template is tailored to plan events with issue types and workflow configurations specific to it. Keeping track of due dates is much easier with views like calendar and timeline | Marketing teams, Legal teams, Finance teams | Task, Sub-task | Ideating, Planning, Review, Done |
| RFP process | With this template you can easily select the right vendor that meets your criteria | Operations teams, Finance teams, Marketing teams | Task, Sub-task | RFP Creation, Preparing, Proposal sent, Response received, Evaluating, Decided |
| Email campaign | In this template, statuses and workflow is customized to help planning and launching email campaigns. | Marketing teams, Design teams, Operations teams | Task, Sub-task | Ideating, Content development, QA, In review, Testing, Approved, Launch |
| Lead tracking | This template is perfect for sales teams to keep track of potential clients. | Sales teams | Lead | Opportunity, Contacted, In negotiation, Won, Lost |
| IP infringement | You can use this template to simplify the process of identifying and tracking infringement claims. | Legal teams | Task, Sub-task | Claim, Legal review, Recommendation, Resolution |
| Performance review | This template can be very helpful, especially for large, teams to manage the performance reviews | HR teams, Finance teams, Marketing teams, Operations teams, Design teams, Legal teams, Sales teams | Task, Sub-task | For Review, Manager Review, Peer Review, Decision, Delivered |
Templates are a great help when starting a project. With time, when you get to know possibilities offered by Jira better, we can adapt our project to our needs.