onboarding template - wanting standard parent tasks

Patrick Cigana

Hi all,

New user.

I am trying to create an onboarding project under a business project.

Essentially the "tasks" that I wish to create will be standard parent tasks that have a series of subtasks underneath each.

E.G A, B and C - are the standard onboarding parent task options that would be assigned once a sale has been made. Is there any way to create fixed parent tasks without having to clone in each new instance?

Also as the onboarding continues I would hypothetically want A2 B2 and C2 parent tasks in the next section (column).

I am sure there is a simple way to do this and apologise if I haven't explained myself enough!

Cheers,

John Funk

Hi Patrick - Welcome to the Atlassian Community!

You can't clone an entire project per se, but you can create an automation rule that runs when you create a new project. In that rule, you can create multiple issues. 

Here is more information about Automation for Jira to help get you started:

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