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Is there an automation trigger for creating projects?

We like to standardize our projects with a few admin/housekeeping epics that every project has. It would be great if we could auto create and populate these epics when a project is created to help speed up the process and make sure all the conventions are the same for reporting.

2 answers

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John Funk Community Leader Oct 29, 2020

Hi Sonny,

Unfortunately, there are no Automation triggers available that fire when a Project is created. You would need to create at least one issue on the project to get a trigger to fire to create the other issues. 

In the project you want to automate go to Project Settings, Automation,

to add a new automation rule do the following -

Create new rule

Define the trigger (what fires the rule) in this case its a condition

When:  Issue created      (When you create the epic for example)

Then check if the issue type matches what you want to have subtasks created

If Issue type equals Epic

Then add your sub-tasks one at a time

If you want fields to carry through from the epic to the sub-tasks be sure to indicate that in the sub-task set up

 

None of this requires any coding - you just need to choose the action you want to trigger the rule.  In this case it's when you create a new EPIC 

If the Issue type equals EPIC, the automation will fire off the subtasks you created.

If the Issue type doesn't equal EPIC and you haven't put any other tests or conditions in the rule then nothing else will happen.

Oh, and when you create the Epic with the rule published and active, give the system a few seconds to run through the sub-task creation process.  They don't necessarily all appear when you click on the issue immediately after creating.

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