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Outlook Plugin: "Create Issue" to send directly to Kanban Board

John Gurley

Is there a way to select to add an Issue directly to a Kanban Board in when creating a new issue in the Outlook plug-in?

Or even an automation/workflow that can be made to send the new issue directly to a board?

EVERY Issue I create from an email I move to a project kanban board. I forget to go to my Backlog and select to move it to my board [because I'm under the influence of multitasking].

Accepted answers

John Funk

Hi John - Welcome to the Atlassian Community!

What type of project is it?

You can probably create an Automation For Jira Rule that auto-transitions the issue from the Backlog status to the next status in your workflow when it is created.

All comments

John Funk

Hi John - Welcome to the Atlassian Community!

What type of project is it?

You can probably create an Automation For Jira Rule that auto-transitions the issue from the Backlog status to the next status in your workflow when it is created.

John Gurley

Its a "Team-managed" project (formerly known as a "Next Gen" project, I believe).

John Funk

That might be a little tougher because the of the way the workflows happen.

Here's some more info to get you started though:

Here's some info to get you started with Automation:

There are two types of automation:

Global: In the Free version, you get 100 executions per product, per month
Project: In all versions, you get unlimited executions per month

Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation

You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).

For more on using Automation For Jira see these help pages.

Jira Automation Template Library to help get you started quickly:

https://www.atlassian.com/software/jira/automation-template-library#/labels/all/customLabelId/1453

Trudy P Claspill

The Automation feature currently does not support automatically moving an issue from the Backlog to the Board for Team Managed projects

Here is the backlog story to get Automation to support it:

https://codebarrel.atlassian.net/browse/AUT-2037

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