Automated Reminder Emails

[Brittany Melville]

Does anyone know of a way to have Jira send reminder emails to a specific user/assignee when a task/issue or sub-task/child issue is nearing its due date? I know Trello used to do this, but don't see a clear way of doing it in Jira WM.

[Alex Koxaras _Relational_ · Accepted solution]

Hi @Brittany Melville and welcome to the community,

As @Aditya Verma stated well, the easiest way is to create a subscription filter using a JQL like:

assignee=currentUser() and duedate >= startOfDay(1) and duedate <= endOfDay(1)

The above JQL will bring all issues which the due date is tomorrow. Changing the number inside the parenthesis will change the period of the due date.

After saving your filter, you must share it with a group of people (edit its permissions) and then you can create a subscription filter to send this list of issues at a schedule time each day/week/etc on the specific group you will specify and to which you belong.

Finally in order to do the above you must have two global permissions:

1. Share dashboards and filters
2. Manage group filter subscriptions

[Brittany Melville]

@Alex Koxaras _Relational_ and @Aditya Verma , thank you. Does this subscription filter have to be applied at the project level or issue level? I am a fairly new admin/user to Jira and have not created a subscription filter before.

[Alex Koxaras _Relational_]

You basically create a search (this is called a filter). The results of this search will become the email which will be send out using the filter subscription functionality. So if your filter (search) yields issues from different projects, then this is what you'll get. If your search yields only one issue, then you'll get just one issue.

[Brittany Melville]

Ok, I think I understand. Hopefully this will make more sense when I am able to look at it. Unfortunately I do not have the two global permissions you mentioned so I am in the process of getting access to those first. Thanks very much for your help!

[Alex Koxaras _Relational_]

Anytime! Kindly mark my and Aditya's answer as accepted in order to help others in this community to find proper answers. Much obliged! 

[Nick Angelides]

Guys My question is simple I use trello and all i would like is an email notification when the due date to contact the customer is due

[Aditya Verma · Accepted solution]

Hi @Brittany Melville ,

Welcome to the Community!

Your requirement seems to be similar to what is being discussed in below post. Can you try adding assignee = currentUser() to your filter and try creating a filter subscription regular email reminders.

https://community.atlassian.com/t5/Jira-questions/JIRA-subscribe-How-to-send-the-mail-to-Assignee-only-not/qaq-p/1203336

Thanks,
Aditya

[Al Whitnah]

I've only been using Jira/Confluence a few weeks now and trying to learn - how to accomplish this task.  I believe there is a simplified solution posted in the Automated Playground.

https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/9918938/207129065