Show all Subtasks with due date in a custom field in a Task

Benjamin Bailey
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October 29, 2024

Hi Folks, 

i would like to summarize all Sub-Tasks with the Summary and the Due Date in a Custom Field in the Main Task. 

When i add a new Sub-Task unter a Task i would like to add a row in the custom field. 

 

I would like to share that informations via Email.

 

Thanks a lot

Ben

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Doreen Undiri
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October 29, 2024

Hi @Benjamin Bailey 

To summarize all sub-tasks with their summaries and due dates in a custom field on the main task, set up a Jira Automation rule.

First create a multi-line text custom field  and add it to the main task screen. Then, create an automation rule that triggers when a sub-task is created or updated. Use a Branch for the parent issue (main task) and an Edit Issue action to update the custom field, using smart values like

{{#issue.subtasks}} - Summary: {{summary}}, Due Date: {{duedate}} {{/issue.subtasks}}.

To share the information via email, add an Email action to the rule that includes the same smart values in the message. This  will automatically update the custom field and send an email with sub-task details whenever a sub-task is added or updated

Screenshot_20241029_200945_Samsung Internet.jpg

Goodluck!!, and if you need more help let me know.


Dd

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