nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Can Automations be used to generate a standard set of tasks and sub-tasks?

Si Walker

I am trying to automate the generation of a standard set of tasks and sub-tasks that will run once a new Epic is created in Jira Cloud. Is that possible without adding a marketplace app?

I have created an Automation but when it runs, the Tasks are not nested under the Epic and none of the Sub-Tasks are created either.

Accepted answers

Dick

Hi @Si Walker , welcome to the Atlassian Community!

Yes, automations can generate fully filled tasks and sub-tasks for you, when an epic is created. You wouldn't need a marketplace app.

You can "nest' tasks under an epic by setting the epic link field to the newly created epic key.

Hope this helps,

Dick

All comments

Dick

Hi @Si Walker , welcome to the Atlassian Community!

Yes, automations can generate fully filled tasks and sub-tasks for you, when an epic is created. You wouldn't need a marketplace app.

You can "nest' tasks under an epic by setting the epic link field to the newly created epic key.

Hope this helps,

Dick

Ponnappan Ganapathiya

https://community.atlassian.com/t5/Jira-questions/Automation-to-Create-Task-and-Sub-Task-under-it-when-Epic-is/qaq-p/2742400

You can take a look at this.

Si Walker

Thanks @Ponnappan Ganapathiya and @Dick

Here's how I currently have it set up which creates a Task and each of their sub-tasks but it isn't created within the newly created Epic. Any ideas?

Screenshot 2024-11-05 142800.png

Ponnappan Ganapathiya

I am sorry, You want to link the task with epic?

Ponnappan Ganapathiya

Did you try this?

While creating task edit the Epic link field.

Si Walker

Thanks, really appreciate your help and advice.

We use Jira Cloud more like a project management tool so on each Jira software project board (we have several) there may be 100+ Epics but each of these Epics needs to have an identical set of tasks and sub-tasks.

A User will create an Epic and give it a specific, unique title. What I want the automation to do is trigger when the Epic is created and automatically populate it with the tasks and sub-tasks.

At the moment, the automation triggers when the Epic is created but it doesn't populate that Epic with all the tasks. The tasks it does create do not have a Parent.

Does that make sense.

Dick

Hi Si

it's all in the Create Issue step where you link the task to the epic. Using the dropdown with the <Cog icon> Choose fields to set, you can select multiple fields to fill. Check the Epic Link entry in the dropdown, and you can fill it with the Current issue reference as depicted below:

Linking Task to Epic upon creation.jpg

Si Walker

Thanks Dick - that works like a charm! However, I used Parent intead of Epic Link as the dialogue box suggested that it will supersede Epic Link at some point.

Many thanks for your help, very much appreciated.

Dick

@Si Walker

It's true, this quarter Atlassian has scheduled work on homogenizing the child parent relationship across all issue types using the parent link field. It's way more cleaner than maintaining the odd-one-out epic link field that I still have to use (we're running an older Long Term Support version of Jira datacenter)

Thanks for marking the question, it makes finding answers easier for people with a similar question.

Dick

Welcome!

It looks like you're new here. Sign in or register to get started.

Quick Links

Find more posts tagged with

jira

cloud

jira-cloud