Automated Transition Loop For Recurring Tasks

[Aislin Percival]

My organization has some reporting and invoicing tasks that need to be repeated monthly. We don't like the build-up of clones that occurs when issue creation is simply automated, instead we just want the same issue to automatically transition back to TO-DO monthly (or in some cases weekly). 

So if I created a Monthly Reporting epic today for example, and I know that we need to start working on it on the 20th of every month, then that same epic would boomerang back to the TO-DO column every month on the 20th, or every week on Wednesday...something along those lines. 

Has anyone else created an automation like this? Please share how you did it. I am relatively new to the platform and eager to learn

[Mark Segall · Accepted solution]

Hi @Aislin Percival and welcome to the community!

For tracking and reporting, it's usually best to just have new issues each month.  Are you tracking this in a Kanban project?  If so, you may just need to adjust the configuration to drop resolved issues from the board after x amount of time.

If you're still of the mindset that you want to keep reusing the same issues, you could do something with automation:

• TRIGGER: Scheduled (Set up on 1st of every month or whatever works best for you)

  • "Epic Link" = YourEpicKey

• ACTION: Transition Issue to To Do

Note - This assumes your project is company managed.  If you're working with a Team Managed project, you'll want to use replace "Epic Link" with Parent

[Aislin Percival]

@Mark Segall Thank you so much!

So, we are on a team managed board currently while we work within on admin organization--to test your suggestion above this morning, I used "Parent"=TheEpicKey and it transitioned all of the child issues to TO-DO but not the epic itself. This was on an experimentation board I created where I had the Monthly reporting set up as an epic with children 

In a team managed board, does the issue we want on a loop basically just need to be a story/task/"not an epic"?

Again, thank you so much for your assistance. I am starting to understand things more.

[Mark Segall]

If you want to include the Epic, you can change the JQL to this:

Parent = YourEpicKey OR Key = YourEpicKey

[Aislin Percival]

@Mark Segall Worked like a charm!

Have a great day :)