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Create automation rule for epics with tasks

Sarah Hancock

Hello,

I'm trying to create an automation rule that says when I create an epic and it meets criteria, create a task on it. I'd also like the automation to create sub-tasks on the task, but I might have to do two separate rules for that.

I have the condition setup fine and it actually creates the task, but the task doesn't show in the epic; it's just separate. I included a link in the automation, thinking that might make it show, but it won't show in the epic.

Any ideas, please? Thank you!

Accepted answers

Sarah Hancock

Thanks all for the replies. Here is the solution I implemented:

All comments

Collista Lewingdon

Is there anyway that you can share a screenshot of the rule that you created? That way we can help you analyze where you need to add or change the existing setup you have.

Sarah Hancock

Thank you! I'd much rather that it create a task on the epic, rather than just relate it. So if you have an suggestion on how I can get that to work instead, that would be awesome.

Collista Lewingdon

I guess one of the first questions that will need to be asked is, if these two tasks are being created under the same epic.? Or is the second task that is being created under a different epic?

Here is an example of a rule I have in Jira automation. I have an epic that is created as part of another automation rule and when it is created if it contains certain words it generates all the tasks for that epic Monthly Task List.png

In each of those tasks you have to select the fields that you want to set.

Create Issue and add parent as trigger issue.png

Make sure that you have the parent field selected to set in the choose fields dropdown. The parent is the trigger issue that caused the tasks to be created.

Select parent as a field that should be set with creation of task.png

You might have to structure your automation into two rules instead of one. Where you create the task with one automation and have a second automation rule link it back to the epic.

Sarah Hancock

Thanks all for the replies. Here is the solution I implemented:

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