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; } } }

Automation of a subtask inside epic

Cesar Arevalo_l9dyus

Hello all,

Wondering if anyone can help me. I have an EPIC that I have multiple other subtask and because these subtask have multiple level of completions in order to show movement of these items for reporting, I am trying to split them and use automation.

What I am trying to achieve is that once one subtask is complete (DONE) A new one is created inside the same epic and same name except this one will have a different expected work inside, and once this new one is completed (DONE) possibly one more is created, I think this can be done but don't now how to set the rule.

I am using a licensed Jira not enterpised but the premium version for a small company of 50 users, any help will be much appreciated.

Accepted answers

All comments

Trudy P Claspill

Hello @Cesar Arevalo

Welcome to the Atlassian community.

What is your level of experience with creating Automation Rules?

Jira Administrator access may be needed to create Automation Rules, or Jira Project Administrator access if the Jira Admins have provided that level of access.

The basic rule structure would be

Trigger: Work item transitioned
  To: Done
Action: Clone work item (or Create work item)

This would need to be augmented with Conditions that can determine if the item that transitioned is one that should be cloned. You have not yet told us anything specific about the criteria show we can't advise you on the specifics yet.

How do you determine that a particular issue fits this scenario, besides the fact that it transitions to Done?

And how do you determine that another item would need to be created from that second item?

Cesar Arevalo_l9dyus

Hello,

i have admin to space and jira.

Let me give more specific content with hopes someone can help.

I created an epic inside the Epic I a child work items and then subtask.

The subtasks are so long that if I want to track they will be at Zero % completion for most of the time, and will show complete until I reach the final scope, so instead my goal is to create the task for the 2 items so I can track progress of completion, and as each task is being completed, the automation recreates the task with the next two scopes and therefore I continue to see % completed, once I get to the final task I want that creation to stop.

not sure if this can be possible but this is the best way I can describe my need, and I apologize if I sound lost but I am fairly new and any help or guidance will be great to get.

Trudy P Claspill

Hello Cesar,

Thank you for that additional information.

What type of Space are you using? Click the... button next to the Space name in the navigation panel on the left. What do the last two lines in the pop-up say? It will be something like:

Software space

Company-managed

Both lines are important to help us answer your questions.

If you are new to Jira you might find value in going through some of the free, on-demand training available through the Learning link at the top of the Community pages. There are courses for all skill levels, for users, project admins, Jira admins, and Organization admins.

I think it would be valuable to us to have a better understanding of the type of work you are trying to track. Can you provide an example of what you would specify for an Epic, for the child items in the Epic, and for subtasks in those child items?

Can you provide more information about why it is undesirable to create items for all the work at the beginning? Without having all the work defined you will not have an accurate report of how much work has been completed and how much remains to be done.

How are you measuring the percent complete? At what levels do you need to measure completeness; individual sutasks, their parent items, or the Epics?

Does the work take a lot of effort to complete, or is there a lot of unproductive time such that the work takes not much effort but a lot of calendar time?

Cesar Arevalo_l9dyus

Business space, Company Managed

I am trying to track project status and provide visibility into task completion percentages. The reason I did not originally create multiple tasks is because I was unaware that Jira has limitations when it comes to displaying percentage completion at the task level. Some task will require more efforts vs others and not able to provide a full percentage ( Completion / total tasks) 2 task 1 complete = 50%

Currently, the Epic contains child work items. For example, we may have multiple cabinets of various types, and each cabinet type has different locations, which are set up as subtasks. Initially, I created a simple checklist outlining the required steps to complete a cabinet installation such as anchoring, installing wheels, painting, and so on.

However, using this structure, I am unable to properly track percentage completion. A cabinet installation can take up to one month, and during that time I want to be able to communicate that we are 30% or 50% complete. The cabinet may be usable at 50% completion, but I cannot accurately communicate that status because the task does not reflect progress until the final checklist item is completed, which does not meet my reporting needs.

Since I have already created many tasks under this structure, I started considering an automation-based approach. My thought process is to apply automation so that when the first phase or step is completed, a new subtask is automatically created for the next phase. This would allow me to see measurable progress at each stage. For example, once we reach 50% completion, we can utilize the cabinets operationally while continuing to progress through automated subtasks until we ultimately reach 100% completion

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