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Automation that creates tasks in several project by project category

Nofar Ben Kereth_zhgkbf

Hey,

Is there a way to create several tasks (triggered by a specific task creation and details are copied from it) in several projects, but open the task only in ?rojects from specific Project Category?

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__ Jimi Wikman

That sounds awfully complex...

Could you tell us what you are trying to accomplish and perhaps we can find a solution for you?

I don't know if I have ever seen anyone try to distribute data from multiple projects based on task creation before. Especially not by targeting based on project category...

Nofar Ben Kereth_zhgkbf

We are trying to define a process of action items while using Jira Work Management (Personal tasks project).

Meaning that we have tasks for team leaders, and we would like to open tasks for them in their personal projects.

So my intention is to open a general task in a general project and then to copy this task automatically to all of their projects.

Hope that more clear

__ Jimi Wikman

That makes perfect sense

The question is though if you might find it easier to either duplicate the original task and set an assignee, or create subtasks and set an assignee. That way, you can filter out all tasks or subtasks to any other project without having to duplicate tasks.

If you also have the team leaders in a custom field, then you can even make new tasks that create subtasks for a select number of team leaders instead of all of them.

If the activities are connected, then you can also create epics that hold the full sum of activities. This way that epic will also be added to all team leaders projects or boards.

I use this setup for integration work or to reassign incidents between teams without using the move function for issues that need to exist in two boards at the same time.

Each team leader would just need to update their personal boards to also include any issue where their name is set in the custom field.

Is that something that could work you think?

Nofar Ben Kereth_zhgkbf

It can work. But there are few reasons we looked for another solution:

1. They would like to manage their personal tasks privately in their projects. In addition to the task we open for them

2. We have more than 20 team leaders and growing, the maintenance of this kind of field is complex and very manual. This is why we looked for a more generic option by Project category. -defined once when opening a project.

3. They would like to have different configuration for their project which is totally understood.

What do you think? is there a solution for that?

Thanks!

John Funk

Hi Nofar,

Yes, you can do this with an automation for Jira rule. Use the Issue Created trigger. Then add new actions for Create Issue for each issue you want to create. You will need to identify each task and each project though.