What's the difference between Automation for Jira recurring tasks and recurring checklist app

[#1]

Automation in Jira saves a lot of time and money. You’re more concentrated and can solve more important issues while recurring tasks are done automatically. Read on to find out about the tools for automation you can use.

Automation for Jira

Jira automation is a combination of triggers, conditions and actions. 

• Trigger answers the question: When should automation start? For instance, when some event happens – an issue status is changed.
• Condition sets the rule to narrow the scope. For instance, if the issue type is a bug.
• Action is the event that happens when the trigger and condition are met.

You can build a rule for any task or process without coding. There is a library of templates that makes the automation more simple. You can look through a variety of resources, starting with the fundamentals: How to create rules?  and Jira automation template library.

How to create an automated recurring ticket

1. Select the scheduled trigger, the frequency of the ticket (i.e., the time and date), and the new action. 
2. When creating an issue, be sure to choose the issue type as task and explicitly. Select your project from the drop-down list (instead of using the default one).
3. After saving it, run it. You can create a recurring ticket automatically in this manner.
   

Jira Automation is free, but it has some limitations you should take into account. It depends on the Jira subscription plan you have. The more expensive it is, the more Automation rule’s events system can run.

Jira gives you the option to build the Automation either globally or for a single project, depending on your plan. If a process calls for the participation of a few Jira projects, you will need to configure the Automation in each project's setting, which will have an impact on limits.

Recurring Checklists and Report

If you want to build recurring processes in Jira without limits, check out the Recurring Checklists and Report app. Here you can set all repetitive tasks in a few clicks and never miss important tasks. 

What advantages you will get:

• Unlimited possibilities to create recurring tasks and processes with a checklist.
• All-in-one: built-in checklists, a scheduler, and a report. So, you can create, repeat and track processes in one add-on.
• User-friendly interface and flexible settings. No need to have a separate person who will constantly monitor the fact that everything works.
• Сonstant assistance from the support team and the ability to discuss your questions/cases/suggestions.

Try it free for 30 days

How to set up the recurring process:

1. Create a checklist for recurring tasks or processes. Use the editor for user mentioning, tables, layouts, fonts, and text sizes. 

2. Set the Recurring to create issues automatically on a regular basis: daily, monthly, or annually.

3. Monitor the progress on the report page. You will see the date when the checklist was added, the current status, and details about the assignee and reporter.

Takeaway

If you want to have unlimited abilities to automate recurring processes and monitor their progress in one place, try the Recurring Checklists and Report plugin. 

Schedule a demo with our experts if you need help with setting the specific case for you.