Process Template is a predetermined set of steps or phases, each with its own set of actions and deliverables. They may also include team member roles and responsibilities, timelines, and dependencies between tasks. By using process templates, teams can reduce the risk of errors or omissions, improve communication and collaboration, and increase efficiency and productivity.
Instruction on how to create a process template
To create a New Process, click the "Templates", then the "+ New Template" button. You can also watch our video tutorial to see in detail how the process template is created.
Set up Step. Select the Project where a Jira issue (Step) will be created. And also, assign it to the user or even a group of users. Create process paths for if-this-then-that scenarios. Use other options like Due date, Submission action, or Blocker to make Step more complex. Read more about Steps settings.
When the Template is done, save changes and be ready to start the business process as a separate instance. To start instance click on Schedule to set up an automatic Process running or on Start to run your Process one time. Read more about Templates settings.