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Automatically move a task to a sprint based on due date

yuliia.soury

Hi!

We plan sprints way ahead and I would love to have an automation that will move a task to appropriate sprint based on due date.

For example, we have Sprint A (from 1 of Nov till 14th of Nov) and I have created a task with a due date 10th of Nov. It is possible to have an automation to modify the sprint field to Sprint A if the due date is in the timeframe of the sprint?

Thank you in advance!

Accepted answers

Bill Sheboy

Hi @yuliia.soury

Are you using Jira Cloud with the Standard or the Premium license? If you are using Premium, there may be something in advanced roadmaps to help with this.

For Standard license, what you ask may be possible with an automation rule, although it would be a bit slow to run and a bit complicated to maintain. Essentially it would need to:

trigger when the due date changes for an issue
confirm the issue is not already done or in an active sprint
using a web request in the rule, call the REST API to get all of the sprints for your board
use smart value, list filtering and conditional logic to find the sprint which is open AND where the due date fits in the start/end date range
handle the case where no sprint was found...
and then edit the issue to use that sprint

A risk for this rule is it circumvents the scrum framework idea of planning, where the team evaluates the goal and the work to achieve it. Thus you need to figure out a way for the rule to not make changes if the team has places issues in a sprint and then changed the due date later.

Kind regards,
Bill

All comments

Bill Sheboy

Hi @yuliia.soury

Are you using Jira Cloud with the Standard or the Premium license? If you are using Premium, there may be something in advanced roadmaps to help with this.

For Standard license, what you ask may be possible with an automation rule, although it would be a bit slow to run and a bit complicated to maintain. Essentially it would need to:

trigger when the due date changes for an issue
confirm the issue is not already done or in an active sprint
using a web request in the rule, call the REST API to get all of the sprints for your board
use smart value, list filtering and conditional logic to find the sprint which is open AND where the due date fits in the start/end date range
handle the case where no sprint was found...
and then edit the issue to use that sprint

Kind regards,
Bill

yuliia.soury

Thank you Bill!

Chris Morgan_2y014g

Adding some detail for this as the list filtering isn't straight forward - you need to use Advanced Branching in order to have both issue date and sprint date values in scope at same time. https://community.atlassian.com/t5/Automation-articles/Branching-over-smart-values-in-Jira-Automation/ba-p/1741935

Background: in my team we have non-negotiable recurring tasks that we have automated ticket creation for (all on different cadences, creating new ticket due in X weeks when current ticket goes to done). So we have used an automation that basically follows Bill's suggestion above to put these into the correct future sprint to save time during sprint planning.

The steps in our rule:

when: due date changed
send web request (get list of all sprints)
Advanced Branching - for each {{webResponse.body.values}} variable="sprint"
multiple If conditions matching issue.dueDate against sprint.startDate and endDate
edit field - update sprint using sprint.id
record to audit log

Dmitry Alabyan

@Chris Morgan could you please reach out to me on your solution. Not quite getting the part with the web request. Would really love the same automation to happen

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