Every template below maps directly to a real Jira workflow. Pick the closest match, review the fields and sub-tasks, then build it once in STM and use it forever.
Customer Success
Account QBR
Prepare and run a single customer quarterly business review as a tracked Jira deliverable.
Read template → TaskChurn Risk Investigation
Build and execute a save plan for a single at-risk customer as a tracked Jira issue.
Read template → TaskCustomer Health Check
Run a periodic health assessment for a single customer account as a tracked Jira issue.
Read template →Customer Success Teams
Design & QA Teams
DevOps & SRE Teams
Capacity Planning
Run a quarterly capacity review for one service or resource and document the recommended action.
Read template → TaskDeployment Checklist
Ship non-routine deploys with the same checklist every time - no last-minute scrambling.
Read template → TaskDisaster Recovery Test
Plan, run, and review a DR drill against documented RTO and RPO targets.
Read template → IncidentIncident Response
Run every production incident to the same playbook - from page to postmortem.
Read template → ChangeInfrastructure Change Request
Plan and review an infrastructure or network change with CAB approval and rollback path.
Read template → TaskOn-Call Handoff
Pass an on-call shift cleanly: active alerts, in-flight work, deferred items, and watch-outs.
Read template → BugPerformance Regression
Track performance regressions as a distinct ticket type with metrics, baselines, and a fix verification step.
Read template → TaskPostmortem
Run a blameless postmortem and convert findings into tracked action items, not a forgotten doc.
Read template → TaskRunbook Entry
Document one alert or failure mode as a symptom-diagnosis-action-verification runbook entry.
Read template → TaskService Onboarding
Track a new service through the production-readiness checklist before it joins the on-call rotation.
Read template → TaskSLO Definition
Propose, review, and ratify a new SLO with explicit SLI, target, and error budget.
Read template →Engineering & QA Teams
Architecture Decision Record (ADR)
Record a significant technical decision with context, alternatives, and consequences in a single Jira ticket.
Read template → BugBug Report
Capture every defect with the context QA needs to reproduce and engineering needs to fix.
Read template → TaskCode Review Checklist
Make code review a consistent contract instead of a lottery on who is reviewing.
Read template → ChangeDatabase Migration Request
Plan and execute a production schema change with explicit rollback and backfill steps.
Read template → TaskDependency Upgrade
Upgrade a framework, library, or runtime safely - with a breaking-change review and a rollback path.
Read template → TaskFeature Flag Rollout
Plan a phased feature-flag enablement with explicit success criteria and a kill switch.
Read template → TaskQA Test Plan
Define what 'tested' actually means for a release before QA starts executing.
Read template → TaskRelease Checklist
Run the go/no-go gate for a release with explicit owners on each checklist item.
Read template → TaskRelease Notes
Capture every shipped change with the audience description, owner, and the sub-tasks that close out a release.
Read template → TaskRFC / Tech Design
Land non-trivial design decisions with a written record - not a Slack thread.
Read template → TaskTechnical Spike
Time-box research before commitment - end with a decision document, not half-finished code.
Read template →ITSM & Change Management Teams
Access Request
Grant time-bound permission or role access with manager approval and an audit trail.
Read template → ChangeChange Request
ITIL-aligned change tickets with risk, rollback plan, and CAB approval in one place.
Read template → TaskEmployee Offboarding (IT)
Revoke access, recover hardware, and transfer ownership on a leaver's last day.
Read template → TaskEmployee Onboarding (IT)
Provision a new hire's IT footprint - accounts, hardware, access, and day-one setup.
Read template → TaskHardware Request
Request, approve, and track delivery of a laptop, monitor, or peripheral for an employee.
Read template → TaskSoftware License Request
Request, approve, and assign a SaaS license with security review and a renewal owner.
Read template →People & Hiring
Hiring Scorecard
Score a single candidate against role criteria as a tracked Jira hiring artefact.
Read template → TaskInterview Feedback
Capture structured feedback from a single interview slot inside Jira.
Read template → TaskPerformance Review Cycle
Prepare for one direct report's performance review as a tracked Jira issue.
Read template →Product & Agile
A/B Test Plan
Document, approve, run, and analyse a single A/B test as a tracked Jira deliverable.
Read template → TaskBeta Program Enrollment
Onboard a single beta customer with a tracked, repeatable workflow.
Read template → TaskCompetitive Analysis
Log and react to a single competitor move with traceable evidence and follow-up actions.
Read template → TaskCustomer Discovery Interview
Standardise how you log, synthesise, and act on customer-discovery conversations inside Jira.
Read template → TaskOKR Quarterly
Propose, track, and review a single quarterly OKR as a Jira deliverable.
Read template → TaskPersona Research
Develop and maintain a single audience persona as a tracked Jira deliverable.
Read template → EpicProduct Launch
Coordinate a cross-functional product launch as a single tracked Jira deliverable.
Read template →Product & Agile Teams
Epic
Run multi-sprint work with a goal, scope boundaries, and a defined end state - not a forever ticket.
Read template → ImprovementFeature Request
Triage incoming feature requests with the data product needs to say yes, no, or not yet.
Read template → StoryUser Story
Stories that are ready for sprint planning - with acceptance criteria, not vibes.
Read template →Project & Program Management
Decision Log Entry
Record one project or team decision as a durable, searchable Jira entry.
Read template → TaskKickoff Brief
Align a new project team in its first week with a single shared Jira kickoff brief.
Read template → TaskMilestone Review
Run a single mid-project milestone gate as a tracked Jira deliverable.
Read template → TaskProject Charter
Formally charter a new project as a single approved Jira deliverable.
Read template → TaskRisk Register Entry
Track project and operational risks where stakeholders can see them - with explicit owners and review cadence.
Read template → TaskStakeholder Request
Intake and triage a single inbound stakeholder ask as a tracked Jira request.
Read template → TaskVendor Evaluation
Pick a vendor or third-party tool on documented criteria, not the loudest opinion in the room.
Read template → TaskWeekly Status Update
Publish a single, repeatable weekly project status update inside Jira.
Read template →Sales & Marketing
Scrum & Agile Teams
Security & Compliance Teams
Compliance Exception Request
Document a time-bound exception to a compliance policy with sign-off and a fixed expiry.
Read template → BugDependency Vulnerability Triage
Triage a CVE alert from the SCA scanner to a decision: patch now, schedule, or accept risk.
Read template → BugPen Test Finding
Triage one penetration-test finding from PDF to fix to retest, with a recorded SLA.
Read template → TaskSecurity Finding
One Jira ticket per vulnerability - with severity, deadline, and the close-out trail.
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