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Can an automation be created that would move unfinished tasks from one epic to another?

Collista Lewingdon
Community Champion
July 12, 2023

I am looking to restructure a task management project in Jira.

Right now the way it is set up, the monthly newsletter is set as a task under the epic "Monthly Newsletter". As the assignee comes across topics that they want to add to the newsletter, they are entering it as a subtask for that month. Sometimes all of those topics make it in, and sometimes they do not. What I want to do is create an automation that will move the unfinished subtasks to the newly created new month task when the due date of previous month is past and it is not marked done. 

Specific example:

For the month of February Task, the subtask "How to write a successful Jira Ticket" is not marked done. The due date was 02/17/23. I want that undone subtask to be automated to move to the month of March. 

example.png

Is there a way to make this happen? Or is my head in the clouds?

 

2 answers

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Evgenii
Community Champion
July 12, 2023

Hi, @Collista Lewingdon 

Maybe it's better to change approach to the problem?

It's not a good idea to use sub-tasks and change it's parent. Maybe it's better to use tasks, and assign them with automation to another Epic?

Collista Lewingdon
Community Champion
July 18, 2023

So based on your answer, I am assuming that there is a way to do that. Do you have any examples?

Evgenii
Community Champion
July 18, 2023

Hi, @Collista Lewingdon 

Sure, no problems. I'll give you base version, you'll need to adopt it to your requirements. Primary JQL, used for schedule trigger is:

issueType = Epic AND summary ~ "Monthly Newsletter" AND created < startOfMonth() AND created >= startOfMonth(-1)

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0 votes
Trudy Claspill
Community Champion
July 12, 2023

Hello @Collista Lewingdon 

Based on the information in this change request

https://jira.atlassian.com/browse/JSWCLOUD-22718

it should be possible to do this with Automation, but you would need to use the Send Web Request action to call the Jira REST API.

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