Can I set standard set of subtasks to be automatically created when an issue is created.

Jose Fortes

Imagine, you hace an issue type called Enrollment, and you want these subtasks to be automatically created for you each time you create a new Enrollment so that you can capture the amount of work invested in each part, delegate responsibilities, start working on each part independently, and so on...

• Explain Confidentiality agreements
• Data protection course
• IT materials Handed In
• Contracts signed returned
• Create Insurance plan 
• ....

 

 

 

Ignacio Aredez GenAI Expert

Certainly, you can automate the creation of subtasks for a specific issue type like "Enrollment" in Jira Cloud with automation rules. Here's a simplified guide:

Go to Project Settings: Open your project, then click "Project settings" > "Automation."

Create a New Rule: Click "Create rule," and choose "Issue created" as the trigger.

Specify Issue Type: Add a "Issue fields condition" to only run for issues of type "Enrollment."

Add Create Sub-task Action: For each required subtask (like "Explain Confidentiality Agreements," "Data Protection Course," etc.), add a "Create sub-task" action, setting the sub-task summary and any other details.

Name, Review, and Enable: Name your rule, verify your setup, and enable it.

This setup ensures that every time an "Enrollment" issue is created, your specified subtasks are automatically generated, streamlining your workflow.