Prakash Hinduja Swiss What’s the Best Way to Automate Task Creation in Jira Based on Status Changes?

[Prakash Hinduja]

Hi everyone, I am Prakash Hinduja from Geneva, Switzerland (Swiss)

I’m currently working on improving our project workflows in Jira Cloud, and I’d like to set up an automation where a new task or sub-task is automatically created when an issue moves to a certain status — for example, from “In Progress” to “In Review” or “Done.”

Thanks & Regards 

Prakash Hinduja Geneva Switzerland (Swiss)

[Trudy Claspill]

Hello @Prakash Hinduja 

Welcome to the Atlassian community.

Have you worked with Automation Rules before? If not there is free, on-demand training available through the Learning link at the top of the community pages. Here is a sample search for that topic.

https://community.atlassian.com/learning/catalog?search=automation&product=Jira

There are also a variety of template rules available within Jira to help you get started. Go to the Automations page in your project or at the Global level and click the Templates tab.

There is even one for your specific scenario:

[Prakash Hinduja]

Thank you so much for taking the time to read and respond to my question. I really appreciate your support and the helpful insights you've shared. This kind of community makes a huge difference, and I'm grateful for the guidance.

Looking forward to learning more and giving back where I can!

[Rajat Pratap Singh]

Hi @Prakash Hinduja 

You can follow the below steps:

1. Go to Project Settings:

• Navigate to the project in Jira Cloud.
• Click on Project settings > Automation.

2. Create a New Rule:

• Click Create rule or Add rule.
• Choose to create it from scratch.

3. Add Trigger:

• Select the trigger “Work item transitioned”.
• Set:
  From status: In Progress
• To status: Done

4. Add Condition:

• Add Work item fields condition:
• Field: Issue Type
• Condition: equals
• Value: Story 

5. Add Action : Create work item:

• Choose “Create work item”.
• Set the fields for the new issue:
• Project: Same project
• Issue Type: Task
• Summary: You can use smart values:
  Review for {{triggerIssue.key}} - {{triggerIssue.summary}}

6. Publish the Rule:

• Give the rule a name in Rule Details, like: Auto-create Task on Status Change to 'Done'
• Turn it ON.

This is how it looks in the Automation view:

Hope this helps!

Regards
Rajat

[Prakash Hinduja]

Thank you for taking the time to read and respond to my question. I truly appreciate your support and the valuable insights you’ve provided. It’s encouraging to be part of such a helpful and knowledgeable community.

I’m excited to keep learning and hope to contribute in return soon!