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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:

• Product: Jira Work Management

• Apps: Issue Checklist for Jira Pro

• Workflow & Issue Type: RFP Template

• Set-up Tasks:

  • Workflow modifications

  • JWM Form

  • Procurement Checklist Template

  • Automation rules

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To create a checklist template:

1. Install Issue Checklist for Jira Pro.

2. Select Checklist from the left nav bar.

3. Click Create template.

4. Name the template (“Copy Machine Requirements”) and add the requirements to the list.

5. Click Save.

6. Optionally, if the project, or a subtask issue type within the project is dedicated to a single procurement, set the Checklist as a default.

   1. Click Set default.

   2. Select the appropriate issue type.

   3. Click Save.

      

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