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My company is working on a marketing CSV/workflow to be able to pull whenever we start a new marketing project. Since a lot of the issues/sub-tasks will be repeating monthly, we have multiple issues/sub-tasks repeated for each month, i.e. November Email Content, December Email Content, etc.
Is there a way to automate it that if it is imported with a due date, the task will automatically move to the "To-Do" column when it is i.e. 7 days out from the due date?
It looks like you can do it on Trello via Due Date Commands but I couldn't seem to find the same thing for Jira. Please let me know! Thank you!
Hi Julia - Welcome to the Atlassian Community!
You can certainly do that with an Automation For Jira rule.
You would start with a Scheduled trigger to run each 1 day
Then base it on JQL - something like Project = ABC and duedate > startOfDay(7d)
Then add a New Action for Transition issue to move it to the To Do status.
I took your answer and modified it to the following,
Project = ABC AND due <= 7d AND status != Done
Project = ABC AND due >= startOfDay(7d) AND due <= startOfDay(30d) AND status != Done
To run automation rules to check the tickets daily, then flow on from this component to an email and priority changing process.