How to create Jira custom Forms when you don’t know the schedule [QAs example]

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If you’d like to automate Jira custom Forms creation for recurring tasks but don’t know when exactly those tasks should be created, check out the use case below. Our SaaSJet team is inspired to find solutions for any issue. So, here you got an example of how to set a recurring task when it's created occasionally without a specific schedule.

🔴 Case: How to add Jira forms to occasionally created tasks?

The QA team has to follow some steps when describing/developing/testing features. Tasks are created occasionally. OAs don’t know the exact date or time when some bug/issue is assigned. But they want to add Jira forms for those repeating tasks automatically. So:

• You have some recurring tasks with consistent actions

• You don’t know the date and time when a task is created
• You don’t want to add a form/checklist with steps to complete every time manually

🟢 Solution: Create forms automatically with Smart Jira Forms

Smart Jira Forms is a form-building app where you can create forms and checklists even for the tasks created without specific time. 

Step-by-step instructions to add Jira forms without scheduling:

1. Open Forms & Checklists for Jira add-on in the Apps menu.
2. Add a new form for the recurring task you need.
3. Drag&drop different elements from the form builder to add Text fields, Dropdowns, Checkboxes, etc.
4. Fill in the forms with custom data according to the fields.
5. Set the “Add to issue automatically” option. Choose the issue type and the project where the issue is created.

Now, a form is added automatically every time the task is created.

 

Try how it works for your recurring tasks: 30-day free trial

Read more articles about Smart Jira Forms:

• How to create external Jira Forms?
• How to Use Forms for Pre–Onboarding Check?