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setting up automation when a user is tagged

Adilet Seit

Hi team!
It is necessary to set up automation such that when a user is tagged, the task is copied to a specified board. For example, I tagged a certain user, and at that moment the task was either copied or moved to the specified board. Can such automation be set up?"

Accepted answers

Bill Sheboy

Hi @Adilet Seit

What problem are you trying to solve by doing this? That is, "why do this?" Knowing that will help the community to offer better suggestions.

Until we know that information, let's align on some Jira terminology...

When you note "tagged" do you mean when a user is mentioned? Where do you want to check for mentions: in comments, the description, or any text field?

Next, when you note "task is copied to a specified board", do you want the task copied (i.e., cloned) or do you want it to display on a board?

How do you know which board the task should display upon? Is it always the same, specific board?

What type of project are you using: company-managed or team-managed? You may find this information in your list of projects. The type of project impacts how issues are selected for display on a board.

Kind regards,
Bill

All comments

Bill Sheboy

Hi @Adilet Seit

What problem are you trying to solve by doing this? That is, "why do this?" Knowing that will help the community to offer better suggestions.

Until we know that information, let's align on some Jira terminology...

When you note "tagged" do you mean when a user is mentioned? Where do you want to check for mentions: in comments, the description, or any text field?

Next, when you note "task is copied to a specified board", do you want the task copied (i.e., cloned) or do you want it to display on a board?

How do you know which board the task should display upon? Is it always the same, specific board?

Kind regards,
Bill

Adilet Seit

Hi Bill @Bill Sheboy
Thank you for your response. The thing is that we have an employee who is tagged on many boards, and in this way, tasks are assigned to him. The manager wants to track how many tasks are assigned and what the workload is. By tagged, I mean when a user is mentioned—correct. I want to check mentions everywhere: in comments, in the description, in any text field. I want the task to be copied to a specified board. It is always the same workspace, just different projects. The project type is team-managed.

I will be grateful for your recommendations

Bill Sheboy

Thank you for that information. And please try to respond within one thread. That will help others reading this question in the future know if there are multiple solution approaches.

I still do not understand how copying a Task helps with counting the number of assigned issues. Instead the counts may be found using a simple filter and dashboard gadget to count by Assignee, such as with a Filter Results, Pie Chart, or other gadget.

To find issues where a specific user is mentioned you may use their account id value with the JQL contains ~ operator: https://support.atlassian.com/jira-software-cloud/docs/jql-operators/#CONTAINS----

text ~ "12345-abcd"

Note this requires the specific account id for the user and cannot be implemented generically (for all possible users).

Adilet Seit

Hi @Bill Sheboy
Initially, the request was as follows: every time the desired user is mentioned, a notification should be sent to slack, and the task should be copied to another board.
how can this be achieved?

Adilet.

Bill Sheboy

As you seem to be changing the need again, I recommend pausing and meeting with your Jira Site Admin and the requestor to clarify:

what problem you are trying to solve (i.e., "why do this")
what solution approach do you believe will solve this problem
why do you believe that will solve the problem
ask your Site Admin for help implementing a solution

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