How to create automatically several issues when creating a project with a certain category?

Benjamin Locher

Hi all

When I create a new project with a specific category seven tasks should be created automatically. 

How can I get this solution implemented?

Additional: May there is a possibility to implement a drop down menu where I can chose the required tasks to create only. 

Thx for your support. 

Cheers

John Funk

Hi Benjamin,

You would be able to a drop down to control which tasks get created unless you do that by Project Category. 

Create an automation rule based on Project Created. Choose the type if it applies. 

Then add a Condition for {{smart values}} condition. For the First value use: 

{{project.projectCategory.name}}

equals

The exact name of the project Category

Then add an action of Create Issue for every task that needs to be created. After you add the first one, you can copy that if some of the values are the same - just change out the Summary field.