Task Allocations and collect data

[Hanamant Kulkarni]

In our project, we use Jira Cloud.
Our requirement is:
1. Define tasks, Assign start date and end date to tasks
2. Assign tasks to resources with % of allocation (a resource may work on more than one task)
3. While executing tasks, resources should clock actual-time

Idea is to collect estimated and actual efforts and defects.

[lucyhills]

Depending on your specific needs, you might explore Jira apps or plugins from the Atlassian Marketplace that provide additional features for time tracking, resource management, or reporting. Additionally, for a more comprehensive approach to data enhancement and management, consider incorporating CRM enrichment tools into your workflow. CRM enrichment can play a vital role in optimizing customer data, improving engagement, and streamlining your overall project management processes. Discover how the integration of CRM enrichment can complement Jira's capabilities, offering a holistic solution for your business needs.

[Carlos Faddul]

@Hanamant Kulkarni you can use the Jira Automation to do this.

Using the Action "Assign Issue"

You can use the automation to set the user basead on users

Then add another action to "Edit Issue", then you can set the desirable fields like Start and Due Date

I hope I helped you.

If this post was helpful, mark it as Accepted Answer, so you can help others who may have the same difficulties.

If your question has not been resolved, please post again with more details.

[Earl McCutcheon]

Hello @Hanamant Kulkarni ,

Thanks for reaching out and welcome to the community.

Looking at the requirements you are going for I broke each section out to follow up.

first looking at:

Define tasks, Assign start date and end date to tasks

you can use Jira automation to manipulate the dates, say when the start date is set as you could use a smart value like the following to set the due date to a week out from the start date:

{{issue.start date.plusDays(7)}}

Or you could set the start date to a week out and the due date to two weeks out on an issue created trigger with a:

{{now.plusDays(7)}}  << for start date
and
{{now.plusDays(14)}} << for due date

Additional details on using automation for date manipulations can be seen in:

• Use smart values to manipulate and format dates 

And an overall guide for getting started using automation can be seen in:

• Automate your Jira Cloud processes and workflows 

Next looking at the following question I am not entirely sure what you are asking for, can you please provide some extra details:

Assign tasks to resources with % of allocation (a resource may work on more than one task)

However, I am kind of thinking what you are looking for is a percent completed report based on issue statuses in a sprint and if that is the case you  could use the issues statistics gadget as discussed in the following thread:

• https://community.atlassian.com/t5/Jira-questions/Is-there-a-way-to-report-percentage-of-completion-for-stories-in/qaq-p/1165441

Noting the comment:

You should build an Issue Filter for your current Sprint (Active Sprint) and add the Issue Statistics gadget to a Dashboard.  You will see a breakdown by status with percentages.

And the last requirement:

While executing tasks, resources should clock actual-time

For automating the worklog you will want to look into add-on apps that extend the manual time entry functionality.  check out the following Blog post that highlights an app that can accomplish this:

• https://www.atlassian.com/blog/add-ons/automated-work-log-jira-keeping-time-dont

Regards,
Earl