Free issue templates cheat sheet for Business Teams: HR, Business, Sales, Marketing

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Hello Atlassian People 😊

We have cheat sheets for you to make things easier, so you won't have to create the same issues all over again! This time, we’ve developed a range of ready-to-copy issue templates explicitly tailored for business teams.

🔗 Download here 

Available Templates

Human Resources Issue Templates:

• Onboarding and Offboarding: Simplify the employee lifecycle management.
• Employee Performance Evaluation: Standardize performance reviews.
• Employee Feedback Collection: Gather and analyze employee feedback seamlessly.

Business Analysts Issue Templates:

• Monthly Performance Report: Consistently track and report on performance metrics.
• Project Progress Report: Keep stakeholders informed about project milestones.
• Market Analysis Report: Conduct and document market research efficiently.

Marketing Issue Templates:

• New Article Creation: Streamline content creation workflows.
• Social Media Campaign: Plan and execute social media strategies effectively.
• Lead Generation Campaign: Optimize your lead generation efforts.
• Event Organization: Manage all aspects of event planning with ease.

Sales Issue Templates:

• Monthly Sales Report: Regularly update and analyze sales data.
• Sales Forecasting: Predict future sales and plan accordingly.
• Customer Relationship Management: Maintain strong relationships with clients.
• Sales Pipeline Management: Keep your sales pipeline organized and up-to-date.

Benefits of using Issue Templates: 

• Efficiency: Quickly create and manage issues with predefined fields and workflows.
• Consistency: Ensure uniformity in task management across your team.
• Ease of Use: Templates are easy to implement and require no additional setup.

Implementation of issue templates:

Using Issue Templates Agent for Jira to implement these templates is straightforward. Ask your project leader to create templates in the library. 

Then simply select the appropriate template from the Jira issue screen. There’s no need for any additional configuration or setup. Here’s how to do it:

1️⃣ Navigate to the Issue Creation Screen: Open Create issue screen
2️⃣ Select a Template: Choose the relevant template from the dropdown menu.
3️⃣ Customize as Needed: Fill in the specific details relevant to your task or project.
4️⃣ Create the Issue: Hit create, and your issue is ready to go with all necessary fields pre-filled.

Get Started Today

Start using these templates today and experience the difference they can make in your workflow. With templates available for Human Resources, Business Analysis, Marketing, and Sales, there’s something for every team.

🔗 Download cheat sheet here 

Feel free to reach out with any questions or feedback. We’re here to help you make the most of Jira.

Happy tasking! 🎉