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
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
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.
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Hello,
I've recently explored similar challenges in Jira regarding setting up recurring tasks. I want to share my approach and some insights that might be helpful.
NO THIRD PARTY APP Solution
Project Configuration for Recurring Tasks
Limitations and Risks:
Additional Option
I hope these insights and steps are helpful. I'm also open to hearing other methods or improvements on this approach!
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Good morning. I too am looking for recurring tasks, and I fear it is less obvious than has been made out. Perhaps your system admins have put the task in or something, because, when I click on Create there is nothing regarding frequency etc. I have made sure I am looking at all fields, but there is nothing that would look right.
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I spoke with my IT team and it is an additional plug in, as is reminders. They seem like such basic features in a project management software that I am shocked we have to pay extra for those features.
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Hi @Andy Bayford you just go into the project board and select the lightening bolt icon on the top right hand side. It'll show a Automation modal, select that. In the search, search for 'Scheduled'. After that you can schedule any sort of thing to occur as many times as you like. Personally, I think they just got the name of this automation rule wrong. Good luck
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Hi @Hrvoje Kusulja I can confirm that this is an automation. What I got wrong is that the configuration for automations in Data Center and Jira Service Management sit in the project settings tab of a project. It's only on Jira Cloud that the automation icon is sitting on the project board etc. My understanding is there are limitations on how many automations can be done per plan tier. Have a look at: https://www.atlassian.com/software/jira/features/automation
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It seems as if this function has been removed (Why? I have no idea). The option used to be in the 'options' for the particular issue (i.e. the 3 dots), below the option to 'Add flag'. Previously there was no need for additional plugins or creating automations. It does not appear to be there anymore, which is frustrating.
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I am looking for the feature on Server and wasted the last hour trying out different options
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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
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Please explain where is this option "Recurring Tasks" exactly in Jira work management (cloud) ?
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this is clearly an incorrect AI generated response. Bad bot!
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It seems as if this function has been removed (Why? I have no idea). The option used to be in the 'options' for the particular issue (i.e. the 3 dots), below the option to 'Add flag'. It does not appear to be there anymore, which is frustrating.
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