Policy management template
Track the moving parts involved in managing policies and procedures.
best for
Operations
key features
Task planning
Prioritization
Pipeline management
What is a policy management template?
The policy management template helps you manage your policies and procedures.
What does the policy management template include?
Board
The Board view provides a Kanban-style visualization of your working process and the status of each task. This allows you to track, organize, and prioritize tasks across columns that represent your workflow.
List
The List view sorts all your project’s work into a single list that can be quickly scanned and sorted by field. You can also use the list to add, edit, and view tasks in your project.
Forms
Easily collect information and capture work requests from other teams or stakeholders in your organization. Create different types of forms to receive different types of work from your stakeholders.
Workflows
No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.
Automations
Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.
Streamlined policy management system
Customize workflows to speed up the process and provide visibility to the right people.
Easy task management
Add attachments, set due dates and reminders, and track the status of your project — all in one collaborative space.
Deadline visualization
Set start dates and due dates for your tasks, then use the calendar view for a clear picture of your workload.
How to get started with the policy management template
This template uses Jira to help your team manage your policies and procedures.