How do I set up automated reoccurring tasks for multiple departments

Eric Wray February 22, 2023

My goal is to set up tasks to appear in each departments "To-Do" status triggered by the day (e.g., second Friday, first Monday, 24th, 31st, etc.) similar as to what you can do on an outlook calendar with a deadline that is a set to the 15th and last day of the month the task was created on.

 

Several departments have several of these tasks that are very repeatable with minor differences in deadlines and start dates. I want to automate creating lengthy sub tasks without having to clone an issue that has already been updated, commented, and manipulated.

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Kris Dewachter
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 22, 2023

Hi @Eric Wray ,

I'm think you could create an automation rule to accomplish this.

As a trigger, you can select "Scheduled" to the rule is automatically trigerred at specific time intervals. In the "Advanced" tab of this node, you can set a CRON Expression so the rule is triggered on the first day of every month.

Snip20230222_50.png

I'm not a CRON expert, but Google tells me the CRON expression could look like this: 

0 0 1 * *

 

In the automation rule, you can create the tasks you need for your project. When creating the task you can set the due date with a smart value.

Snip20230222_51.png

For information on smart values for dates, you can look at this page: https://support.atlassian.com/cloud-automation/docs/examples-of-using-smart-values-with-dates/

 

I hope this helps.

Best regards,

Kris

Eric Wray February 22, 2023

Screenshot 2023-02-22 155050.png

I was able to set the CRON expression to 0 0 1,15 * * so it would repeat on the 1st and 15th of each month but received an error when I ran it that I needed to run a JQL search and execute actions for each issue in the query due to some sub tasks I created. What should I be looking for to solve this issueScreenshot 2023-02-22 155357.png

Kris Dewachter
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 22, 2023

Hi @Eric Wray 

First of all, since you only create new tasks, and not edit existing ones, you can uncheck the "Run a JQL search and execute actions for each issue in the query." checkbox below the CRON expression (see your first screenshot).

Secondly, I seem to have made a mistake with the CRON expression. Apparently, you need to add a question mark at the end, so it would need to look like this:

0 0 1,15 * * ?

 

Hope this helps.

Best regards,

Kris

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