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Document approval template

Manage the document approval process from initial submission to final approval.

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key features

Task planning


Pipeline management

What is a document approval template?

The document approval process template helps teams manage documents from creation to approval.

What does the document approval template include?


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.

Backlog screenshot


The Timeline view provides a Gantt-style chart that can be used to visualize and plan the timing, duration, and dependencies of tasks within your project. It enables you to easily see how long tasks take to complete and when things will land.

Timeline view


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.

Calendar screenshot


No matter the complexity of your processes, create customizable workflows with statuses and transitions that map to any style of work.

Workflow screenshot


Use no-code or custom automation rules to support important and frequent actions in your processes, so you don’t miss a single step.

Timeline view
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Easy document management

Help your team collaborate on creating critical documents, such as contracts and policies, with a single place to track initial submissions, feedback, and final approval actions.

Jira laptop

Progress tracking

Track each document’s progress as it moves from “to do” through rounds of reviews to “done”. Add relevant details and set due dates to provide context for approvers.

Workflow window

Customized workflow

Create custom fields and edit the steps in the workflow to reflect your team’s unique way of working. 

How to get started with the document approval template

This template uses Jira to help your team manage document approvals.

1. Add your documents to your team’s list

You can choose whether to use the list, board, or calendar view to add items to your workflow. Keep it simple or get as granular as you want with attachments, priorities, labels, and more.

2. Add start and due dates

You can set start dates and due dates to your documents. This gives you visibility over work on your calendar and timeline, ensuring no work slips through the cracks.

3. Prioritize and organize

You can quickly sort your list by priority to help you tackle your highest priority items first and stay on top of your most important tasks.

4. Automate work

Wherever possible, let the robots do the work. Set up simple no-code automations to keep work aligned, create reminders, and connect tools like Microsoft Teams, Slack, and more.

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