What are the best practices for managing recurring tasks in Jira Cloud?

[Adarsh verma]

I need to set up recurring tasks (like weekly reports or monthly reviews) in Jira Cloud but haven’t found a native way to automate this. What’s the best approach to create and track recurring issues efficiently? Are there plugins or automation rules you recommend for this?

[Pedro Olmo]

Hello @Adarsh verma ,

You can use an automation rule with a scheduled trigger, setting it up to run at whatever frequency you need — for example, daily, monthly, or any other cadence. The action in the automation would be the creation of these tasks:

[Evgenii]

Hi, @Adarsh verma 

You can use Jira Automation for it.
https://www.atlassian.com/software/jira/features/automation

You can create Automation rule with "Scheduled" trigger,  configure it to run on schedule, for example every day, or week, and add there action to create issues with pre-configured data.

[Marlene Kegel - codefortynine]

Hi @Adarsh verma,

I am Marlene, product manager of Deep Clone for Jira.

If you are open to try out a Marketplace app, you can check out Deep Clone.

Deep Clone lets you easily copy template issues, structured task hierarchies, or even entire projects.

It’s especially suited for large organizations with diverse teams and recurring workflows. Deep Clone handles high-volume cloning reliably, with a wide range of features to support different use cases, from simple recurring tasks to complex issue hierarchies and full project templates.

Whether teams need to clone individual tasks, epics, or complete project setups, it's possible: across the same project, between projects, or even across Jira instances.

You can also automate cloning, by working with the Deep Clone Post Functions. So recurring tasks or epics can be created on a specific date, without using too many Jira Automation rules. This makes it simpler to set up and maintain, and also cheaper. 

[Trudy Claspill]

Hello @Adarsh verma 

There is also a new method available in Cloud to set up recurring tasks. It leverages Automation Rules, but doesn't require you to create the Automation Rule directly.

Refer to

Save time by scheduling work in Jira 

The recurrence period options are limited, though, and do not include Monthly.

[Nikola Perisic]

Hi @Adarsh verma 

Which tasks are considered to be recurring? What they need to include?