Checklists are useful in business processes such as ensuring that a proposed purchase meets the minimum requirements. This use case outlines how you can use a Jira business project to manage procurement. Here’s what you’ll need:
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To ensure that only proposals that meet the minimum requirements are considered, the Procurement team creates a checklist template. If the project has been created for to procure a single item or service, then the checklist can be set as a default template for all subtasks in the project. If the project will be used to manage multiple, simultaneous procurements, the templates can be added to subtasks manually.
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