I am using Jira Automation to try to create monthly tasks to split out and manage our regular BAU Reporting. I have managed to automatically create tasks and sub-tasks on the first of every month successfully using the rules below.
However I am looking to create a task for the first of the month, then create subtasks in advance on a weekly basis for each Monday within that month which are labelled dynamically with the date in the Summary field See example below.
Does the community have any ideas how on this can be done and if this is possible just using Jira Automation?
Solution to create a monthly task and sub-tasks for every week starting on monday with dynamic dates:
The same concept can be applied for creating subtasks for each day of the month by changing the code to
Hope this is helpful to others!
Hi @Sarah Chapman - You'll want two automation rules:
Automation 1: Task Creation
Automation 2: Sub-Task Creation
Hi @Mark Segall
Thanks for this. This has worked really well.
However for the sub-tasks I am trying to dynamically label/create a ticket for every Monday within a given month as that's when our regular reports are run.
I have managed to use the following smart values to generate a dynamic naming convention within the ticket summary for the subtasks
however by doing this we may get tickets created for the next month, under September's tasks due to the variations of Mondays in the given month so in some cases there will be 4 subtasks or 5 subtasks. Hope this makes some sort of sense. Apologies if this is not clear.
Ahh sorry about the misunderstanding. I understand now. So you want to just auto-generate all sub-tasks upfront for a given month as the parent task is created? You could do something like this:
I haven't tried this myself yet, but I think this will work.
You may not need the variable. You could just do this for the branch:
Then as you create each subtask, you'll have a summary like this:
This may require a bit of trial and error, but it theoretically should work.