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How to set up a template for recurring tasks?

Kerrie Zeng
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April 11, 2023

How to set up a template for recurring tasks?

3 answers

0 votes
Olha Yevdokymova_SaaSJet
Atlassian Partner
August 7, 2023

Hello, @Kerrie Zeng 

If you are okay with add-ons I would like to suggest using the Recurring Checklist and Reports add-on developed by my team, which may help with your needs.

With this add-on, you can create recurring task with any information or checklist inside automatically based on preset rules. The interface is very straightforward and you can set dates, times and recurrence for you tasks.image1.png

You also can choose multiple assignees for the tasks if you will have more than 1 person with the same task and anyone will receive new task with the notification about its creation. With the ability to reporting in this add-on, you can also check report for the submission dates of all your employees and information from the checklist in one place.

image2.pngI hope this helps and let me know if you need further assistance!

0 votes
John Funk
Community Champion
April 11, 2023

Hi Kerrie - Welcome to the Atlassian Community!

Take a look at this article to see if it helps you.

https://community.atlassian.com/t5/Jira-articles/Creating-a-Flexible-Recurring-Task-Issue/ba-p/2040862

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