Repeating Month End Task List for Finance Team

Paddy Carroll June 3, 2024

Goal: To create a recurring month-end Epic with tasks/subtasks and due dates being set automatically relative to Work Day 1 in line with the previous Cloned month-end task list.

I'm finding it difficult to achieve what I would see as a very standard desired outcome for a Finance Team. 

All suggestions online are saying to create an automation which references each and every task and subtask in our list of 50+ Issues individually in order to achieve this. 

There must be a better solution! Please Help!

2 answers

3 votes
John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 3, 2024

Hi Paddy - Welcome to the Atlassian Community!

Take a look at this article and see if it helps you. 

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

Paddy Carroll June 11, 2024

Thanks John! Have had a stab at it, but the automation isn't working, attaching some screenshots in case you were able to help diagnose, would be greatly appreciated. 

Cheers

 

Screenshot 2024-06-12 at 9.45.40 AM.pngScreenshot 2024-06-12 at 9.45.21 AM.png

Paddy Carroll June 11, 2024

Screenshot 2024-06-12 at 11.47.46 AM.pngSome updates but still no dice...

John Funk
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 12, 2024

Okay, this doesn't look like anything in the article haha. There's multiple errors so it is a little hard to following. What are you really trying to do? And why was the article not helpful for you? 

0 votes
Luka Hummel - codefortynine
Atlassian Partner
June 12, 2024

Hi @Paddy Carroll

I'm Luka from codefortynine.

Cloning complicated issue hierarchies with Jira Automations can be quite difficult and is rather prone to errors. If you are willing to use a third-party app, our Deep Clone for Jira can help you to achieve your goal.

You can have Jira Automation trigger an Epic Clone on your recurring epic, you can read more on how to do that here.

To set the wanted Due Date value, you can configure the Field Editor feature with Jira expressions.

2024-06-12 13-44.png

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