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Jira Automation and Projectrak - A match made in the Atlassian Marketplace

The more I work with Jira the more I find Jira Automation as one of the must-know tools in the whole system. It is one of the most powerful assets that Jira (and Atlassian) provides. It will allow you to save time and avoid stress by using trigger conditions and actions in automated rules.

In this new article, we will approach this low-code tool, its story, some use cases, and how this tool can help focus on the result instead of focusing on the tool itself and help us end Bad Service Management Now (BSM) by automating repetitive and time-consuming tasks.
#1. Automation was built to make it easy for the customer to automate recurring tasks in the issue and project tracking service.
- The more you dig into Jira’s possibilities the more you interact with systems. Your work can be multiplied increasingly with different tasks and spend that time just entering redundant info into Jira.

- Automation will help you reduce the time spent on redundant work and, thanks to it being a low-code tool, creating these rules will be much easier than expected.

- There are endless possibilities for what you should be able to Automate, but in the following posts, we’ll look at rules that focus on Jira, Projectrak, challenges, solutions, and more.



Starting out with Jira Automation might seem like a difficult task, but it’s easier than expected.
Let's see how easy is to set up a rule in just a few minutes:
#2. Jira Automation provides a few rule templates right off the bat such as reopening issues if a customer comments on a JSD ticket or closing an epic when all stories are completed. All these templates are super useful and editable, so they fit your needs.
But what happens if you want to create one from scratch?
Every rule needs a trigger to start rolling on some actions, for example, the event creating a Project. Whenever there a Project is created, a set of actions will be launched after that event.

This example will help you set up a project upon creation and not worry about creating different issues or adding information by hand to those issues or even to your projects with Projectrak. In the following posts, we’ll share different use cases that will reduce your project's setting-up time and more.

There are a ton of triggers to choose from, like triggers scheduled triggers to be launched at a certain date or time, JSM for approvals, DevOps triggers, and much more.


Now, it's time to dig a bit deeper into one of Jira Automation and Projectrak's key use cases.

From now on, I'll focus on the need to populate project fields with default values upon creating a project. 

#3 When creating a new project in Jira, Projectrak won't set up default values in the project fields, but just by simply defining what default values you need to show in your project fields and setting up the Automation Rule, you'll be attacking the following points:

- Efficiency: saves time and reduces errors by automating repetitive tasks such as project status updates and task assignments. 

- Customization: allows for customized project default fields to fit specific project needs and requirements.

- Increased productivity: streamlines project management by automating workflows and reducing manual input.

- Better data accuracy: ensures that data is up-to-date and accurate.

- Improved collaboration: better collaboration between team members allows teams to focus on their work instead of repetitive tasks.🙌

It looks like this can give you superpowers, doesn't it? Well... it is really close to that.

Here's the entire use case for Jira Cloud explained:

Hope this helps and If there are any questions, do not hesitate to ask me! 😉👍



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