Jira Automation rules for due dates [5 examples]

[#1]

How about more automation and less routine work? Jira automation offers a variety of options for streamlining your workflows, minimizing manual labor, and project completion on schedule. The due dates for issues are one of the most important indicators of sticking to your project deadline. In this article, you will find some helpful examples of Jira automation for due dates and how to monitor due date changes efficiently.

How can you use automation for due dates in Jira?

Adding automation to Jira issues can be like some kind of magic. You set the rule once, and it does the work for you. It is a flexible tool that can be customized to meet your unique requirements. You just need to define which triggers and conditions are and what the action will be based on that triggers. Try out several automation workflows and rules to determine the best configuration for your projects. 

Let’s look at a few examples.

✅ Example 1. When an issue is created, set a due date within 5 days from the moment of creation

Trigger → WHEN: Issue Created

Action →THEN: Edit issue fields

Due Date

*Choose smart value {{now.PlusBusinessDays(5)}}

✅ Example 2. If the epic due date is changed, change the due date of the subtasks

Trigger → WHEN: Value Changes for 

Due date 

Condition → IF: Issue Type equals 

Epic 

Condition → IF: Branch rule / related issues 

For Stories (or other issues in Epic) 

Action →THEN: Edit issue field: Due date 

*Set the due date as copy from Epic Issue

 

✅ Example 3. Send an email to the assignee 3 days before the due date expires

Trigger → WHEN: Scheduled

Every day at 6 PM 

Condition → IF: Issue matches JQL 

due < 3d and due > now() 

Action → IF: THEN: Send email

*Choose the assignee and subject

✅ Example 4. Extend the due date when an issue is reopened 

Trigger → WHEN: Issue transitioned 

Trigger → IF: Status changed from "Closed" to "To Do" 

Trigger → THEN: Edit issue (Due Date) by adding a smart value:

{{now.PlusBusinessDays(7)}}

✅ Example 5. When the due date changes, get an email notification

If you want to receive notifications when someone changes the task’s due date without notice, try this rule:

Trigger → WHEN: Value changes for

Due date

Action → THEN: THEN: Send an email 

*Write a subject for the email and who will receive it.

It’s also possible to include the initial and new dates in the email content, so you will know the date before the change.

To do so, add the changelog smart value:

Old Value: {{changelog.duedate.fromstring}}

New Value: {{changelog.duedate.tostring}}

🟢 Monitor all due date changes in Jira

• Bonus solution. If you want to track due date changes for some project, assignees, dates, etc., on a daily basis, check out Issue History for Jira. It’s actually a journal of all past activities, but you can adjust the report to your needs by adding Jira issue fields to the table columns. It can be the due date or any other standard/custom field.

Example for due dates:

Read more about the history of due date changes How to see due date changes in Jira

In Summary

Jira automation for due dates is a must-have for effective teamwork, as it can help you to control project deadlines and focus on more prioritized tasks. These examples aim to inspire you can to create your own rules. Jira automation features allow you to build more complex rules based on your particular requirements and custom fields.

Some helpful materials to create your own rules:

Examples of using smart values with dates

How to trigger an automation rule based on a due date field

Here is a 30-day free trial to track due date changes or any other field changes for required issues.

Now, it would be great if you could share some examples of automation rules with the community members. Let us know if this article was helpful by hitting the like button 💚

[KL]

Is there a way to get the max due date from sub-tasks and apply that date to the parent/Story Due Date field?

Example:

- Subtask#1 due date = 6/01/2024

- Subtask#2 due date = 6/07/2024

- Subtask#3 due date = 6/15/2024

Story due date = 6/15/2024

I would want my rule automation to check for the furthest set due date on the sub-tasks and apply that date to the Story.

[Yuliia_Borivets__SaaSJet_]

Hi @KL 

I think you need to use smart values for this case. Here is a similar request you might check:

https://community.atlassian.com/t5/Jira-questions/Max-min-date-of-any-child-under-an-epic-Smart-values/qaq-p/2678618

In general, you can try something like this:

Trigger: Field value changed (Due date)

Condition: Issue Type equals Sub-task (Optional)

Branch: For Parent

Lookup Issues: JQL (parent = {{issue.parent.key}})

Edit Issue: Due date to {{lookupIssues.due.max}}

[Sumbul Bilgrami]

For some reason I am unable to use the automation template of due dates. So this was very helpful to quickly create a trigger, thanks!

[Yuliia_Borivets__SaaSJet_]

@Sumbul Bilgrami thank you for your feedback! I am glad it helped :)

[Breno Castro]

Estou tentando bloquear alteração na data limite quando o status for "FAZENDO"