How to create recurring taks within my project?

[Ingo Strohmeyer]

Hello there,

As you may already know I am kinda new to JIRA Automate. Right now I am struggling a bit with the execution of my ideas.

1. Every Week on X at >Y
2. Create a Task
3. Auto-assign it to everyone in a group x or role y

It seemed quite easy for me, but I continuously fail at creating this automation. I am sure I shouldn't be that difficult or? I'd be grateful for any information.

[Fernando Eugênio da Silva · Accepted solution]

@Ingo Strohmeyer 

The error is occurring because the ACTION of Assignee issue is outside the scope of Create Issue.

You need inside the ACTION to create issue, include the "Assignee" field and select the assignee assignment options.

By your logic, Jira should change the Assignee of something in the Schedule, but you don't have anything configured in the schedule's JQL. This assignee is not inside the "Create issue" event, it is in the schedule event which is empty in the JQL.

So if you use a custom field to assign the assignee, you can put it automatically by following the instructions below:

Click on "Choose fields to set value";
Select the "Assignee" field;
Click on the 3 dots on the right side and click on "Copy value from";
Enter the custom field to fill in the assignee automatically

[Ingo Strohmeyer]

Hey @Fernando Eugênio da Silva ,

Thanks for your advice - although I still have the error when using the Time Trigger.

Even though I changed every thing like you did - Which JQL Command is now expected? Like IS EMPTY or?

assignee = currentUser()?

With best regards

[Fernando Eugênio da Silva]

@Ingo Strohmeyer 

Here's the best way you can do that.

In the Schedule, include any issue from the project you are configuring this automation for. We'll need it to be able to randomly assign the assignee next.
See an example:

Then configure the issue creation with only the summary and the project details and issuetype, see the example:

Then add a BRANCH and leave "Most Recently created issue" selected. This will pull issues created directly by this automation rule.

Inside the branch add the Assignee issue ACTION and configure it as you wish.

See the example of the complete structure:

This worked fine for me.

Let me know if you have any difficulties or questions.

Best Regards,

Fernando

[Ingo Strohmeyer]

Hello Fernando,

you're truly amazing, thanks bro! I haven't understand everything to the fullest detail, but I established this rule and it works at least for one person.

Can I use E-Mail Adresses or do I have to invite the people to my project (fully licensed members) to add them to my groups?

Thank you a lot.

With best regards,

Ingo

[Fernando Eugênio da Silva]

@Ingo Strohmeyer , you´re welcome!

You can add user email addresses that exist in your Atlassian environment. For example: If this is a Jira Service Management project, you can use a customer (unlicensed) user or you can use licensed users as well.

If you want to use the auto-assign by groups feature, then only licensed users can join groups within Jira.

You have these options so try some of the solutions and if you need help let us know.

[Mariana_Pryshliak_Saasjet]

Hello @Ingo Strohmeyer 

You can try Business Process Manager which helps you to create recurring tasks. Also, you can create forms and checklists in the Jira issues and assign it to the people you need. Just choose the necessary fields to create a form for recurring task.

This add-on is developed by my SaaSJet team, so If you have any additional questions, I'm here to help you.