The 9 Tips in Jira for Successful Business Process Management with BPM

When it comes to coordinating teamwork, every manager will face lots of challenges. While the market provides a variety of applications and built-in functionalities to simplify the workflow process, it’s easy to get confused and pick what’s truly practical and ideal for your business. To help you clear the clutter and arrange a really efficient and productive company management process, the Atlassian community’s specialists have compiled a list of 9 hacks to streamline your job as a manager and ensure optimal team collaboration.

Jira Business Process Management Add-on for a successful workflow process

Regardless of the company’s size or kind, BPM (Business Process Management) add-on is one of the most popular and effective management solutions for organizing workflow and management processes.

The add-on has a number of built-in (free) functions to meet your management needs. One of the most appealing features of BPM is that no integration is required. By downloading the app from the marketplace, you will get all the necessary information in a single place.

The 9 Tips in Jira for Successful Business Process Management with BPM

      1. Choose a goal of business process management

Everything begins with a clear grasp of what you want to accomplish. So, start by completing the following questions to build up your Business Process Management tool:

  • What is the ultimate goal?
  • What should the final outcome be?
  • Who is the BPM developed for?

 You will be able to gain a clear outline of essential goals and clearly establish the important factors necessary for effective company management in your team.

      2. Create a task template

Setting tasks takes time, especially when you have hundreds of them to accomplish every day. For many managers, the Jira Business Process Manager add-on becomes a solution to design process templates where they can manage Jira issues.

This trick is most useful for repeated tasks. Consider how much time and work you can save using templates (and devote to more essential activities). Templates will substantially ease the management process, regardless of the complexity – single-stage or multi-stage issues with stories and tasks.

      3. Choose an Assignee

You can choose one or a few task performers (assignees) in the Jira Business Process Management. If you select multiple people responsible for the same issue, the tool will create separate tasks for each of them!

      4. Add an Approver

It takes time to approve and verify some processes—especially when dealing with multi-staged issues with lots of assignees. You may use the “Approver” step to add one person or a group to approve requests to simplify the working process.

If more than one approver is selected, the issue will automatically switch the assignees for each approver.

You can add the Approver to each step of your issue individually and mark with one of the “To Do,” “In Progress,” or “Done” options. Every job will be reviewed and authorized by the appropriate person or group of people in this manner, allowing you to avoid confusion in the acceptance processes.

      5. Determine a Due date

You may find it troublesome to meet all the deadlines when the procedures are interconnected. Setting up a “Due date” step in Jira Business Process Manager eliminates the need to double-check the deadlines of each step while still ensuring that it has been finished on time.

According to the circumstances of your issue, you can choose an exact or dynamic due date (where you can specify the number of days and select the suitable trigger).

      6. Add a Process blocker

By adding this step to your issue, you may guarantee that all preceding stages have been performed and/or accepted. The Process Blocker prevents assignees from starting the future steps until the previous ones have been completed. If you want to ensure that no stages in the issue are ignored, this single action transforms usual runs into sophisticated processes.

      7. Schedule a process run

Aren’t you sick of doing the same thing again and over? It takes lots of time and effort. So, setting up a “Schedule a procedure” function for repetitive jobs will remove the need to create the same issues weekly, monthly, quarterly, etc. Choose the “Schedule start” option, select the scheduling period, and the software will generate the issue ahead of time, ensuring that neither you nor your team forgets about it.

      8. Set up a Form logic

Conditional logic is a new Jira feature that is a fantastic way to improve the effectiveness and efficiency of business process management. It allows you to define a specific logic for fields displaying based on the chosen parameters.

Only the information and fields that are relevant to them, eliminating a jumble of irrelevant fields and an endless hunt for critical data will be displayed for your team members.


      9. Link the launching process with Jira automation

You may use the Template Start URL to save time when launching new processes. Jira’s automation will run the template according to the set-up rules in response to the specified trigger.

To sum up

Managing may appear complicated and demanding without using the Jira Business Process Management add-on. Our team is working hard to understand the manager’s pains in small and large businesses, connecting with thousands of customers to develop new solutions that will make your workflow smoother.

Hopefully, our hacks can assist you in organizing an efficient management approach that focuses on your projects and important company issues. You are also welcome to look at alternative Jira work management solutions.



Find out more about the Business Process Manager

Visit the app page for more information

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