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How to set re-occurring tasks

Hi There!

 

Is there a way to create a re-occurring task? For example, each month I need to reconcile the books - I would like to move this from in progress to done each month but do not want to have to re-create the task or move it back each time. 

 

If it is placed in the 'done' swim lane, is there a way to automatically create the same task in the 'to do' lane? 

Thanks! 

4 answers

0 votes

Hi, @Veronica Treto !

I suggest you read our article about recurring tasks and ways to deal with them.

0 votes
John Funk Community Leader Sep 01, 2022

Hi Veronica - Welcome to the Atlassian Community!

Here's an article that I wrote that will do exactly that.  :-)

https://community.atlassian.com/t5/Jira-articles/Creating-a-Flexible-Recurring-Task-Issue/ba-p/2040862

0 votes
Alex Koxaras Community Leader Aug 31, 2022

Ηι @Veronica Treto and welcome to the community!

You can do that with jira automation, or with a PF within the workflow of the issue type. E.g. if you have a specific issue type which you want to create, you can setup an automation:

  • Set Trigger: Transition issue to status "done"
  • Condition: If issuetype = you_specific_issue_type
  • Action: Create a new task of the same issue type

Hi @Veronica Treto,

Welcome to Atlassian Community!

Yes, you can achieve this by using automation and set it to trigger when your task is moved to done. I have a similar one that generates recurring tasks when a new sprint is created and it looks like this:

Screen Shot 2022-08-31 at 1.04.51 PM.png  

Mikael Sandberg Community Leader Aug 31, 2022

Have a look at this question for more information

Like Veronica Treto likes this

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