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?

[ashu patel · Accepted solution]

To manage recurring tasks in Jira Cloud, here are the best practices you can follow:

1. Jira Automation (Built-in)

Use Jira Automation to schedule and create recurring issues.

• Go to Project Settings > Automation > Create Rule

• Use the "Scheduled" trigger (for example, every Monday at 9 AM)

• Add an action: "Create issue"

• Fill in necessary fields like summary, assignee, due date, etc.

This method works well for tasks like weekly reports or monthly reviews.

2. Marketplace Apps

If built-in automation is not sufficient, there are apps in the Atlassian Marketplace designed specifically for recurring tasks:

• Automation for Jira – Advanced

• Recurring Checklists and Tasks for Jira

• Elements Copy & Sync

• Recurring Tasks for Jira Cloud

These allow more advanced recurrence rules, templates, and issue duplication options.

3. Issue Templates

Create a dedicated project or section with reusable issue templates. Clone these manually or automatically using automation to recreate standard tasks.

4. Use Labels or Custom Fields

Add a label such as "recurring-weekly" or "monthly-task" to easily track and filter these tasks. This helps in reporting and dashboard visibility.

5. Calendar Integration

You can connect Jira with tools like Google Calendar or use Confluence Team Calendars to visualize when recurring tasks are scheduled, though this is more for planning than task creation.

[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?