Automation of due dates reminder

[Eddie Poh]

My projects usually run for years and I wish to know how to configure due dates reminder by email (to assignee and/or reporter) for task and its sub-tasks.

For example:

Task (due date reminder is optional)

>>sub-task 1 - due date: 1 Jan 2024 (reminder 1 month in advance - 1 Dec 2023)

>>sub-task 2 - due date: 1 Sep 2025 (reminder 3 months in advance - 1 Jun 2025)

Thank you for your advice.

[Valerie Knapp]

Hi @Eddie Poh , welcome to the community and thanks for your question!

I always recommend that people take a look at what is available in the Automation library, Jira automation template library | Atlassian. It has many worked examples of what is possible.

I would say for this, you can take a look at the section on Notifications and from this, it should be possible to set up a scheduled rule that runs, let's say every day, to check for issues with a due date in the next month and then send a reminder email to the people associated with the issue.

So, the trigger would be when the rule is scheduled to run

You would have some conditions about the scope you want the rule to cover, types of issues, priority, etc

and then the action would be the sending of an email with some content, like issue is due in one month.

I hope this helps you get started but if you need more help, please write us again here.

Cheers

[Bill Sheboy]

Hi @Eddie Poh -- Welcome to the Atlassian Community!

Adding to Valerie's answer...

If you have not created automation rules before, please refer to these documentation and example sources to help you get started:

• https://www.atlassian.com/software/jira/guides/automation/overview#what-is-automation
• https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC
• https://support.atlassian.com/cloud-automation/docs/jira-smart-values-issues/
• https://support.atlassian.com/jira-software-cloud/docs/use-advanced-search-with-jira-query-language-jql/

 Kind regards,
Bill