Can Jira create groups of tasks and reuse them?

[Michael Arndt]

So I manage a Human Resource department and every time we hire some we have about 40 tasks that have to get done.Is there anyway to create groups of tasks or reusable story templates?

[Jack Brickey]

I do this very thing for our staffing and on boarding. However, you need addons. I use Automation for Jira and Issue Checklist Pro. The way that I have it set up is once the hire is made I automatically create three other tasks one for IT one for HR and one for the hiring manager. Each of these has checklists.

[Michael Arndt]

I'll definitely look into those. Thanks for the tip. Do you by chance use any non Jira software to manage your HR departments? Like BambooHR?

[Jack Brickey]

I do not. Haven’t heard of BambooHR but will have a look. Ultimately we may get a full HRM e.g. Workday or similar. In which case part of our staffing solution will like move to the HRM.

[Michael Arndt]

I know BambooHR is highly recommend. We're going to look into it along with a few others. There's a bunch listed under HRIS on Capterra.com.

[Michael Arndt]

 I'm playing with Checklist Pro right now which seems to make sense. 

How do you use Automation for Jira with this?

[Jack Hunter [HeroCoders]]

Hello @Michael Arndt

Please take a look into the documentation for inspiration on how to integrate the Issue Checklist Pro with Automation for Jira: https://gebsun-support.atlassian.net/wiki/spaces/IC/pages/818937870/Automation+for+Jira

Overall, the steps are:

• create an Automation rule that suits your needs (e.g., the recurring issue created every Monday or an issue cloned upon some conditions)
• make sure that the issue created by Automation gets checklist through "Checklist Content YAML" custom field

You might also be interested in the built-in "default checklist" functionality that allows applying a checklist template to newly created issues. 

If it doesn't answer your question, please ping me here or through the service desk and I will assist.

Thanks,
Jack

[Marlene Kegel - codefortynine]

Hi Michael,

You can also use our cloud app Deep Clone for Jira to work with reusable story templates.

In order to make it work you would have to:

• Create the template tickets
• Once someone is hired you
  • Simply filter for all issues you want to clone
  • And Bulk Clone all tickets at once

It's also possible to Move them directly to other Jira projects while cloning.

[Wade Tracy _Boise_ ID_]

You could also try cloning the issue which can clone the sub-tasks, but the @Jack Brickey's approach would be much better if it is an option.  When you clone an issue, all the sub-tasks get CLONE prepended to the name and with 40 tasks, that would be a lot of renaming.