nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Repeat task with automation

zoltan.foldes

Hey, I need to get repeat tasks workig in Jira asap please. We are a marketing team, no sprints. There are certain tasks that need to be repeated in certain periods of time.

Some only repeat 2-3 times, some will go on 'forever'.

Im figuring out Automation (after spending days on an app called The Scheduler which I could not make work either). I can find absolutely no documentation, no help articles, only some community entries that bear no real resemblance to what I want to achieve.

Is there any good person please in sight who can help me set this thing up properly?

Is it cloning an issue (like I have to set up 1 nusance of the issue then have it repeted according to the required schedule via cloning). Or do I do the whole thing from scratch in automation?

Thanks for all the help in advance.

Accepted answers

All comments

Jack Brickey

hi @zoltan.foldes ,

I'm sure we can help you with this. Recurring tasks is pretty straightforward using the built-in automation. If you can articulate precisely what your requirements are we can likely give you the exact rule that you will need or something pretty close that will get you going. Also please leverage the automation documentation as it is quite good. Finally, be sure to click on the Library link in the automation panel as there may be an automation rule available that you can leverage as a starting point.

zoltan.foldes

Thanks for reaching out Jack. Its quite easy what I wish to achieve:

there is a task that needs to be performed once every monday. How do I set it up with Automation?

Thanks

Jack Brickey

Hi Zoltan,

based on your input...

Note, there is much more you can do to customize this. For instance you could add a condition before the action such that you only create the new issue if the condition meet the criteria. For the action itself you can set the issue type, fill in certain fields, assign the issue etc.

zoltan.foldes

Thx again Jack, truly appreciated:))

a couple of questions i f I may?

- issue type input says same type - same as what? I understand If I go with task, it will -hopefully-create tasks.

- also with assignee - there options referring to another issue - what is that issue pls?

- schedule create date / create isse due date - refers to when this task is being created by Automation of the created task or the due date when task should be performed. as there must be 2 date data involved here: 1 when this task is created 2, when the created task should be performed - or so it seems?

What is run rule? we just set when to runt his rule? why do i have to run it manully? or is the Run rule like a switch on button?

also if have 3 different tasks that need repeating - do I set up 3 rules? or only one will do?

Also I ran the rule but no issues were created, at least I cant see any anywhere - why is that?

thx again:)

John Funk

Hi Zoltan,

Here is an article I wrote recently that you might find helpful.

https://community.atlassian.com/t5/Jira-articles/Creating-a-Flexible-Recurring-Task-Issue/ba-p/2040862

zoltan.foldes

thx, John, checkin:)

zoltan.foldes

Yep, John unfortunately not much working here, I just did the simples solution, it does not result in any issues being created im bery annoyed and disappointed unfortunately.

zoltan.foldes

It has actually given me an error message and as that it is nicely explained (not) what is going on...

Karyna Tyrnavska _SaaSJet

Hi, @zoltan.foldes !

My team has developed Recurring Checklists and Report add-on for such a case. We also use this add-on for the marketing team. We have weekly and monthly checklists for every Marketing Manager. An example of a checklist is below

And the next pic is about how the checklist looks in the Jira issue (this task was created automatically)

Using this add-on you don`t need to create a lot of tasks connected to one topic, you can start a task with a checklist and repeat it by your custom schedule

Welcome!

It looks like you're new here. Sign in or register to get started.

Quick Links

Find more posts tagged with

cloud

jira-software

jira-software-cloud

repeat