Regularly recurring tasks

[jitka_klubalova]

Hello, is it possible to set up regularly recurring tasks for the project? We are ISO certified and due to this fact we are obliged to perform tasks regularly (on a weekly/monthly/yearly basis). Can we automate these tasks with Jira? Thanks for the response. Jitka

[Katarzyna Pawlak _Appsvio_ · Accepted solution]

Hi @jitka_klubalova ,

You can create automation to create such tasks automatically but remember about limits of rules execution:

Customers on Free and Standard plans have access to a limited monthly trial allotment of global and multi project rule executions (100 and 500 per month, respectively). (source)

You have to set Trigger: Scheduled, Action: Create issue. Of course, you can set some conditions if you need.

Another option is using a dedicated app for such tasks. I can recommend the addon created by my team called Scheduled Templates for Jira. It's a paid solution but free for up to 10 users. With this app, you can prepare and schedule issue templates (or run them manually). Thanks to this, you don't have to remember to create recurring tasks manually every time.

Kate

[Juan Carlos Vera · Accepted solution]

Hi @jitka_klubalova ,

Yes, it is possible to set up regularly recurring tasks for a project in Jira using Jira Automations.

You can create  Schediuled Jira automation rules at regular intervals (e.g., weekly, monthly, yearly)

You can select the tasks that need to be performed regularly and add the conditions & Actions that you need in the Automation.

[Maksym Skrypniuk]

Hello Jitka,

Yes, it is definitely possible to set up regularly recurring tasks for your project in Jira. Jira has a built-in feature called "Recurring Tasks" that allows you to automate these types of tasks.To set up recurring tasks in Jira, you can create a new issue and set its frequency (daily, weekly, monthly, or yearly) and the number of times it should repeat. You can also specify the start and end dates for the task.

Once you have set up the recurring task, Jira will automatically create a new issue for that task at the specified frequency. You can assign the task to a team member and set its priority, due date, and other attributes just like any other issue.You can also use Jira's automation features to automate the workflow for recurring tasks. For example, you can create a rule that automatically assigns the task to a specific team member when it is created, or sends a reminder to the team member when the task is due.

In summary, Jira is a powerful project management tool that can help you automate recurring tasks and ensure that your team stays on track with your ISO certification requirements.

I hope this helps! If you have any further questions, please don't hesitate to ask.

Best regards, Maksym