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Procurement template

Track all purchases from request to receipt.

Includes
Workflow
Summary
Board
List
Calendar
Timeline
Reports
Forms
Automations
Use template
Procurement form on Jira Work Management
Ticket dispenser window

Customized request creation

Tailor your procurement workflow to reflect your team’s unique purchase process.

Shopping cart

Built-in purchase tracking

Add quotes, proposals, and due dates to every order to simplify procurement management and filter for issues.

Multiple documents

Powerful reporting

Use a range of reports that identify trends on specific people, projects, versions, or issues.

Use template

Featured product: Jira Work Management

The easiest way for finance and operations teams to track and approve internal purchases. Learn more

“It’s important to me to be very efficient in my administrative control. Atlassian does that really well.”


Gary Chan

Head of IT Infrastructure and Employee Services, Zoom

Zoom logo

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How to get started with the procurement template

1. Add your to-do items Copy link to heading Copied! view +
  

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 Copy link to heading Copied! view +
  

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 Copy link to heading Copied! view +
  

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 Copy link to heading Copied! view +
  

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.

Ready to use this template?

Get it free