Automating Recurring Tasks in Jira with Prefill Fields

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To ensure success in Jira, Agile teams must have effective workflows and structured procedures, including the use of recurring tasks in Jira to automate repetitive processes. When using Jira for sprint planning, you might realize the need for more automation in the process, especially when it comes to populating sprint, label, and epic fields.

Manually filling out sprint and epic fields can be a time-consuming task, especially for teams with large projects. Teams may need to go through multiple screens to add labels and epics to each task, which can take up much time. Productivity can suffer and the available time for task execution can dwindle due to this process, which is further compounded by repetitive tasks that more than 90% of employees have to deal with, as reported by Clockify. Furthermore, Gleematic notes that employees devote between 10-25% of their working hours to such tasks. 

Another challenge with manually filling out custom fields is the risk of errors. With so many tasks to update, it's easy to assign the wrong label or epic to a task accidentally and waste even more time.

Maximizing automation to free employees from routine tasks and eliminate the human factor can help to prevent inconsistencies in updating sprint and epic fields in Jira, making it easier for project managers to obtain an accurate view of the project status and progress.

Popular project management frameworks such as Kanban and Scrum, combined with the Recurring Checklists & Report Jira add-on, can make this process smoother and more efficient.

Using our latest feature, "Prefill Fields", you can effortlessly populate issue fields with pre-existing values from an add-on.

Prefilled fields offer an efficient solution for teams to promptly complete essential details like sprints, labels, and epics. With this capability, team members can concentrate on producing top-quality work without investing excessive time in Jira recurring tasks. 

The following steps provide a quick overview of how to pre-fill fields from a Recurring Tasks and Report add-on.

To get started with using Prefilled fields in Jira, take advantage of the 30-day free trial period to test the functionality on your specific use case.

Step 1: Create a New Checklist 

The add-on provides a flexible Confluence-like editor, making it easy to create custom checklists tailored to your specific need.

 Step 2: Set Recurrence 

You can choose to have them recur daily, weekly, or monthly, depending on your needs. Based on data released by SnapLogic, it is possible to save up to 19 days per year on creating recurring tasks through automation.

Step 3: Prefill Fields

The "Prefill Fields" feature saves users time and improves accuracy by allowing them to prefill certain fields with custom values when creating new issues.

You can choose Epic, Sprint, and Label, or just one of these options depending on your needs.

 

Step 4: Select Field Values

After selecting the fields you wish to prefill, you should choose the corresponding values. For instance, you can select an existing label from the drop-down menu or create a new one. Similarly, you can pick an existing epic or choose one from the drop-down menu.

For the Sprint field, you can choose an active or future sprint. 

Step 5: Time to prefill fields for the future tasks

Now, every time this recurring task is created, the label, sprint, and epic fields will already be pre-filled with the values you set, saving you time.

Takeaways

Manually filling out fields can be time-consuming and prone to mistakes, particularly for larger teams or projects. By automating this process, you can ensure consistency and accuracy across your team. That's where the Recurring Checklists and Report Jira add-on comes in.

Take advantage of our free trial for the Recurring Checklists and Report Jira add-on today and enjoy the benefits of automating repetitive tasks, saving time and impropreving accuracy.