[Jira tips for all teams - pt 2 of 3] Top Jira automation tips for marketers

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Welcome to part 2 of our three-part series on how Jira can help all teams plan better and achieve greater outcomes in 2025.

• Part 1: Connect goals, teams, and work

• 📍YOU ARE HERE | Part 2: Top Jira automation tips for marketers

• Part 3: Coordinate product releases with marketing launches

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Found yourself spending too much time on tedious project management tasks instead of on creating marketing magic?

Automation is here to help. Here are some of our favorite automation tips in Jira — drop yours in the comments below!

1. Forms 🤝 automation

Using forms for request intake is great, but make sure you don’t stop there. Once a form is submitted, automation can turn all of that information into a clear, scheduled, assigned, and prioritized task for your team to get started on without any time spent on processing. For every question you ask in the form, try creating a matching automation rule that will maximize it. For example:

Which content format will you need?

• Blog

• Guide

• Social posts

• Press release

Depending on the answer you receive, have automation assign the issue to the right expert on your team. Then, let it create the subtasks you typically need for that workstream. That way, the team member assigned now has the context of the request plus the work ahead already mapped out for them.

2. Actually helpful reminders

Thanks to automation, you can make your task reminders as customized and useful as possible. Add relevant information like the priority of the task, the work it’s blocking, and key dates to the reminder message so that assignee gets all the context right away.

If you’re communicating with stakeholders and requesters on Jira tasks, have automation leave comments when review deadlines are approaching. One less thing to remember to do for the team member working on the request.

You can also set up reminders for when a task hasn’t been updated in a while. If there hasn’t been any movement because the work is blocked or has been deprioritized, it’s always best to keep the Jira project up to date so everyone knows what’s going on.

3. Live feeds of key progress

Let Jira meet you where you work. Some of the most powerful automation happens when it’s combined with integrations. Here are some of our essentials when it comes to staying in the know about recent progress:

• Trello: You can easily bring in important Jira tasks to see what’s new without leaving your everyday home for productivity.

• Slack or MS Teams: If you typically get all your updates through messages and channels, Jira can join you there. Create a space for Jira, then use automation to drop in a message when there’s been new activity on key work items. No need to click around the project — you now have a live feed ready to be reviewed.

4. Dependent work created and linked for you

Have a bunch of tasks that should actually be connected? Let Jira automation know what you look for and it’ll link them for you so they never get lost. For example, you can choose to link tasks if they have similar summaries or belong to the same category. You can then even have automation add a comment when one of the linked tasks has been completed, letting the assigned team member know they can take the next step.

5. Project clean-up and organization

There are so many options when it comes to keeping your project organized. The less time you have to spend on it, the more your team can focus on getting the impactful work done instead of the manual upkeep.

Try adding a rule to keep parent and child tasks in sync — if the child moves to the next status, the parent will too. For tasks that haven’t been updated in an extended period of time, let automation move them to a “Deprioritized” or “Inactive” status. They won’t disappear, they’ll just be flagged for when you’re looking over the whole project.

Every click you save can make a huge difference in how much time is spent organizing instead of making progress. Stay tuned for more helpful tips on great project management that saves your team time.

Pro tip: Atlassian Intelligence can help you create automation rules with natural language!

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Like what you’re reading and want to learn more? Come to our “Jira for all teams” ACE Roadshow to connect with Atlassians and other Community members.