JIRA recurring Task

[Stefanie Talac]

We are looking to use JIRA as a team work planner.

I want to add in tasks which we do on a monthly/quarterly/annual basis but there isn't an option to do this. 

i.e. if I have a monthly task I want it to appear 12 times, quarterly = 4 time etc  But the options for monthly, quarterly etc don't exist in the dropdown. Can these be added?

Also, I appreciate that TSB used a company run JIRA but is is possible to use a local model?

Apologies if this doesn't make sense

[Anthony Morais]

Hi @Stefanie Talac 

Jira doesn't have a native recurring task feature like “repeat monthly” or “repeat yearly” built-in. But there are a few ways you can achieve this depending on how your team works:

Automation Rules

You can use Jira Automation to create tasks that repeat automatically.
For example, you can create a rule that creates a new issue every month, quarter, or year.

Example:
“On the 1st of every month, create a new task called Prepare Monthly Report.”

To do this:

Go to Project Settings > Automation

Create a new rule

Use the Scheduled trigger

Add an action like Create Issue

You can set it to repeat monthly/quarterly based on the schedule you define.

[David Berclaz _Apwide_]

Hi @Stefanie Talac

Welcome and thanks for your question.

You can switch your trigger to cron expression (Advanced tab) and use those examples:

• 0 0 1 1,4,7,10 ? *
  Quarterly at 00:00 (midnight) on the 1st day of January, April, July, and October
• 0 0 1 * ? *
  At 00:00 (midnight) On the 1st day of every month

Feel free to adjust to your needs, and let me know if it helps,

David

[Stefanie Talac]

Thanks. Unfortunately, I don't have access to this facility. It appears to be locked down for me. 

[Mikael Sandberg]

If you do not have access to Project settings then you need to contact your project admin and they can set up an automation for you or give you access so you can do it.

[Mikael Sandberg]

Hi @Stefanie Talac,

Welcome to Atlassian Community!

This can easily be done using automation. You could create a scheduled automation that creates the tasks for you. If you go to the automation templates there is one called "Schedule a recurring ticket" that you can use as a start.