Using Jira Board as a Calendar

Question

Hello everyone, I would like to create a board in Jira to use as a Calendar: each ticket would be a reminder (specifically a reminder for business payments). So I need each ticket to be recurring.

EXAMPLE

Every month I have to pay my subscription to Jira. In the calendar of this board, I would like every 4th of the month to have a ticket reminding me that there will be a payment. (Exactly like when scheduling a recurring meeting in Outlook).

Do you think there is a possible way (also thinking of alternative ways outside the box)?

Mikel Garcia Bartolome · Answer

You can also schedule it so that once a year it generates 12 issues instead of once a month it generates one issue.

Mikel Garcia Bartolome · Answer

To automatically create an issue in every 4th of the month with the title, for example, "Payment," you can use Jira Automation, a feature that allows you to set up automated rules for various actions. Here's a step-by-step guide on how to set this up:

* Navigate to Project Settings* Go to the project where you want the issue to be created
* Click on "Project settings" in the left-hand sidebar.

* Access Automation* In the project settings, find and click on "Automation" in the sidebar.

* Create a New Rule* Click on the "Create rule" button to start a new automation rule.

* Set Up the Trigger* Choose "Scheduled" as the trigger.
* Configure the schedule to run monthly.
* Set the "Run on" to "Day 4 of every month" and specify the time of day you want the rule to execute.

* Add an Action* Click on the "New action" button.
* Select "Create issue" from the list of actions.

* Configure the Issue Details* In the "Create issue" action, fill out the details for the new issue:
* Project: Select the project where the issue should be created.
* Issue Type: Select the type of issue (e.g., Task, Bug, Story).
* Summary: Enter "Payment" as the title.
* Due Date: The day you want it to end, in your case I assume the same day as created.
* Other Fields: Fill in any other required fields for your issue type (e.g., Assignee, Priority, Labels).

* Save and Activate the Rule:* Click on "Save" to save the action.
* Review your rule to make sure everything is configured correctly.
* Click on "Turn on" to activate the rule.

Shane Gallen_8cxst9 · Answer

You could create these issues once per year with a due date parameter e.g.

* Create 12 issues under an epic called Atlassian Payments
* Each issue would have the relevant due date e.g. 4th of the month
* Filter your kanban board to only show issue within a give date range* based on todays date
* how far ahead you need to be reminded e.g. 3 days in advance

* Optional: Use automation to send you an email reminder 3 days in advance of payment due date

If there are a lot of issue you need to create with similar details, it might be more time efficient to create these in a CSV file and then bulk upload them to your Jira Project or use automation to generate these issues.