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Using Automation to add a repeating monthly task with a due date

Edited

Hi All,

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.

Screenshot Automation.png

2 answers

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John Funk Community Leader Apr 08, 2020

Hi Andy - Welcome to the Atlassian Community!

Why aren't you just populating the Due Date field when you create the new issue? Meaning as a part of the "Then: Create a new" step above?

That's great works perfectly, thank you!

I'm very new to automation and still finding my way around.

John Funk Community Leader Apr 09, 2020

Great - glad it worked for you!

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? 

John Funk Community Leader Jun 18, 2020

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:

  • Global: In the Free version, you get 100 executions per product, per month
  • Project: In all versions, you get unlimited executions per month

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 :-)

0 votes

Hi, @Andy Woodhouse !

Try out Business Process Manager add-on to automate repeating tasks when it transitioned from In Progress to Done. Use a submission action function for such a case,

image.png

Also, you`re able to create a due date

image.png

My team has developed BPM plug-in to streamline business procedures in Jira, you can read more about full functionality there.

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