How can I create a template for story

[Ibrahim Sab K]

Hi All,

I would like to know is it possible to create our own customized template for creating story/Task in JIRA.

I want to create a template where my story shall contain 7 sub tasks.

Currently I am creating the story & sub tasks one by one. I want to create a template where if create the story then the sub tasks shall be created automatically.

Appreciate your support.

Regards,

Ibrahim.

[Sajit Nair _Trundl_ · Accepted solution]

Hello @Ibrahim Sab K ,

You can do that using Auto sub task creation options that come with Scriptrunner.
You can set up a post function in the 'Create' transition on your 'Story' workflow which will create the Subtasks for you.
Check out some helpful documentation by Jamie here

Let me know if you need more help.

[Ibrahim Sab K]

Hi @Sajit Nair _Trundl_ ,

Thanks for your support.

Can you elaborate this with how I can do this & where I need to write & run the script.

I am new to JIRA & I am not a developer.

Appreciate your support.

Regards,

Ibrahim.

[Sajit Nair _Trundl_]

Hello @Ibrahim Sab K 

Go into settings and then to workflows.. and then find the workflow you have associated on your story.

(You can see the name in the project settings)

Then create a copy of it (for backup purpose) then edit the workflows create transition.. make sure you have scriptrunner addon installed which will give you the auto subtask option.

Thanks

[Ibrahim Sab K]

Hi @Sajit Nair _Trundl_ 

Thank you for sharing the steps.

Regards,

Ibrahim.

[Ibrahim Sab K]

Hi All,

I was able to do it without programming using Jira Automation.

Thanks for you support.

Regards,

Ibrahim.

[Nitish Menon]

Hi @Ibrahim Sab K 

could you pls. tell how was that achieved, I have the same requirement and relatively new to jira. 

Regards,

Nitish  

[Ibrahim Sab K]

Hi @Nitish Menon 

I achieved it through the Jira automation. Below link provides the info related automation in Jira.

https://www.atlassian.com/software/jira/guides/expand-jira/automation

Regards,

Ibrahim.

[Nitish Menon]

@Ibrahim Sab K  Thanks ! 
can you pls. tell me where to find this Automation feature in Jira. 

I am very new. Apologies....

[Nitish Menon]

Hi @Ibrahim Sab K 

Many Thanks !!!

Can you pls. tell the process how to get to Automation ? I am completely new  and sorry about that. 

Regards,

Nitish

[Ibrahim Sab K]

Hi @Nitish Menon 

Below are the steps to create an automation rule:

1. Open the Project
2. Click Project settings
3. Click on Automation
4. Click on Create rule
5. Select All triggers
6. Select when issue created
7. Give a name for the rule & save it.
8. Give the action - create sub tasks.

Below screenshot shows that when i create a issue, the rule creates 8 sub-tasks.

Hope this helps you.

Regards,

Ibrahim.

[Nitish Menon]

@Ibrahim Sab K  
Whoa ! that is awesome. 
You saved my life :) 
Thank you so much for the detailed instruction. I didn't find this step by step approach anywhere. 

Thanks a ton again !!!!

Regards,

Nitish