Automation Rule for cloned tasks in two different projects

Question

Hello Community,

I want to define the following automation rule for two different projects (Project A and Project B)  with the following steps:

1) If in project A a label of a task is changed to "customer" the task shall be cloned in Project be with the same status.

2) The cloned task in project A shall be automatically related to the cloned task in Project B if label of task in project A is set to "customer"

3) If the cloned task  with the label "customer" in project B which is related to the task in project A gets a different status, lets say "finished" the related task in project A should move along the Kanban board to the same status.

So far I have the following rule, it covers the first 2 steps need some other conditions for the 3 step:

Thank you for the support!

John Funk · Answer

Your first rule above is based on the change in a value of a field (not a status).

Your second rule needs to be based on the the task in Project A transitioning to a certain status. Then that causes the issue in Project B to transition to the same status.

You need need a third rule for when B transitions to a status and you want A to transition to the same status.

vlad_qq2teg · Answer

Could you explain it in more detail or maybe with a screenshot? So if the task status in Project B changes the same status change has to happen for the task in Project A. The status of the task in project A depends on the status of the related task in project B. For example if task in project B has status finished the task in A should have also the same status and move to finished in the kanban.

John Funk · Answer

Hi @vlad  - Welcome to the Atlassian Community!

You will need a second rule to handle number 3.

You should use a rule based on a Transition change.