Featured product: Jira

The easiest way for teams to document and manage policies. Learn more

“We try to integrate all of our teams and services while still being compliant. Atlassian helps us in this process of bringing everything and everyone together.”


VP of Engineering, Infobip

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Policy management template

Track the moving parts involved in managing policies and procedures.

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key features

Task planning


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?


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 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.

JWM List 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
Knowledge base

Streamlined policy management system

Customize workflows to speed up the process and provide visibility to the right people.

Jira ticket

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.

1. Add your to-do items

You can choose whether to use the list, board, or calendar view to add items to your to-do list. 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 work items. 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 to-do 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. You can set up simple no-code automations to keep your work aligned, set reminders, and connect to your tools like Microsoft Teams, Slack and more.

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