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đź“Ł Save time by scheduling work in Jira

Hello Automation Community đź‘‹ 

I'm cross-posting this new feature from the Jira Community as Automation powers the new capability and will be of interest to you all, both in terms of how it works and how to manage it as an admin. 

 


 

We’re making big changes to make Jira the best work management tool for every knowledge worker on every team. One recent change is making recurring work effortless by allowing you to schedule work.

So whether it's a daily social media post, a weekly status update, or a fortnightly sprint retro - we’ve got you covered!

Our aim is to reduce the effort required to recreate work multiple times, improve consistency and quality, and ensure work isn’t overlooked. We want you to focus on driving successful outcomes rather than on the more tedious work.

Article_Schedule.gif

Set a work item to recur automatically

  1. Open the work item you want to recur automatically.

  2. Select Actions Automation (coming soon: click on the Due date field)

  3. Locate the menu item Set to recur.

  4. Fill in the recurring details— when the work item will recur, the trigger, and when the rule will expire. The trigger can be a schedule and additionally incorporate whether the work item has been completed.

 

What happens when the work item recurs?

When the work item recurs, it inherits the automation rule which will be turned on automatically. All fields and child work items will be copied to the newly created work item; except for Attachments, Start date, Due date, and Links

The due date of the recurring work item will be automatically set based on the scheduled frequency. For example, in a weekly schedule, the due date will be set to seven days after the creation date of the work item.

A “recur” icon will appear next to the Due date field in the work item view and next to the work item summary in the Calendar view.

 

Admin controls

Project admins can disable the rules from within the automations rules view.

  1. From within your project, select Project settings > Automation.

  2. Select the Rules tab to view a list of all your created automation rules.

  3. You can filter the list of rules using the Rule name and the Labels. The Rule name is “Clone on a schedule” and the Label is “Recurring.

  4. Depending on your permissions, you will be able to Delete and/or Disable the rule.

 

Article_Automation.png

 

Global admins can disable the ability for non-admins to create and manage recurring work rules.

  1. Select> System.

  2. Select Global automation.

  3. Select > Global configuration.

  4. Uncheck Allow non-admins to create recurring rules

 

Article_Config.png

 

 

Frequently asked questions

Questions

Answers

Why don’t I see these changes on my site?

Your site may be enrolled in Release Tracks, where changes are bundled and shipped together at one point during the month. Don’t worry, it just might mean you have to wait a few extra weeks.

Can any users schedule a work item to recur?

Yes, any user can do this. However, Global admins can turn this off at the site level.

Does this contribute to my automation usage limits?

Yes, because this is built on Jira automation, each work item created on a schedule will count towards a rule execution.

Learn more about automation usage limits here.

 

Please share how you are using scheduled work in the comments below!

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