I am trying to automate a repeating task when a it is transitioned from In Progress to Done, then create another task for the following month and specify a due date of the 1st week of the month.
I can get it to create the repeating task but the due date always remains blank.
I'm new to Jira, only a week in and working through our first sprint. I have multiple tasks that will repeat each month, so looking to set up those tasks with automation instead of having to recreate them ongoing.
I think we're using basic Jira, is Automation an add-in function, as I don't see it anywhere in my Jira? Or does it require Administrative access to set up automation?
Hi Karen - Welcome to the Atlassian Community!
If you are using Jira Cloud, it is built in functionality. Here is some more information:
There are two types of automation:
Automation Basics: https://www.atlassian.com/software/jira/guides/expand-jira/automation
You can do this via global rules to apply to all projects also. You'll need to be a Jira Admin/Site Admin, go to Jira Settings > System > Automation Rules (left-hand menu).
For more on using Automation For Jira see these help pages.
If you are using Server, then there is a free add-on called Automation For Jira Lite which has limited functionality. A full functioning paid add-on is also available (just drop Lite in the name :-)
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