what type of tasks can I create when Jira Help Desk's requests create subtasks, in sprint automatic

[Yohan Hidalgo]

Hello Jira Community,

I work for the Marketing team for this account, however, the company is new to Jira. And I used to have the Jira Administrator role at my former employment, I wish to share my knowledge and expertise among the existing and fore coming teams.

Hopefully I get some guidance you can provide that you a costume sharing to other Jira administrators for companies like ours.

The firs team I have gather requests is IT:

1. Guidance to provide for a smooth migration of Jira from Cloud to local (using a physical server)
2. Help Developers migrate to Jira
3. Is there a way to have Help Desk tickets to generate automatically creating sub-tasks on IT's backlog.
4. Recurrence of tasks - avoid time consuming in creation of tasks that are only to be assigned once or twice a year, in other words, they wish to create a tasks that occurs yearly (like a template), all they will need to do is create it once and assign it - Assignee will accept and this task will automatically notify the assignee, show in the backlog it's on track so the person assigned can start work and not miss it.
5. Guidance on how to create quick tasks - it's functionality.

Any other advise will be greatly appreciate it. This will be for me as coaching to take ownership on this project and manage more than 15 teams.

Best,

Yohan

[Petter Gonçalves]

Hello Yohan,

Welcome to Atlassian community!

You know, for some questions in your description we don't have a single and definitive answer, however, I think the information below will definitely help you:

1 - The most important thing to keep in mind before you migrate from JIRA Cloud to Server is: 

- Make sure you have downloaded the latest version of JIRA Server

- Confirm that you are a site administrator in both Cloud and Server instances

Then, perform the steps below:

1. Back up your Jira Cloud site.
2. Install the latest version of Jira Server.
3. Import your Jira Cloud backup into your new Jira Server instance.
4. Import attachments from your backup into your new Jira Server instance.
5. Log into your new Jira Server instance and change the password.

You can check more details on how you can perform each step in the documentation below:

Migrating from Jira Cloud to Server

2 - The steps and documentation in the first answer will provide the developers with the information they need

3 - Unfortunately, JIRA does not have a functionality to automatically create sub-tasks when a parent ticket is created, but you can create linked issues using JIRA Service desk automation.

Additionally, the add-on Automation for JIRA provides you with this functionality, if you would like to give it a shot.

4 - You can create a custom issue type with custom fields where you can configure default values, so every time you click to create this issue the fields will be automatically updated with these default values.

5 - Each person creates tasks on JIRA in the way they think it's easier. In my opinion, the fastest way would be to use the Plus button (+) on the left side of the application.

I hope this information helps, Yohan.

If you would like to go deeper on each answer provided, I suggest you split this question into 4 different ones, so we can better organize it in order to help other users in the community.