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Is it possible to automatically create tasks once a form creating an epic is filled out?

Anahi Ambrosio
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February 26, 2025

Hi, I want to fill out a form for when we get a new hire then have relevant tasks for the onboarding experience be created under the overall epic. 

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John Funk
Community Champion
February 26, 2025

Hi Anahi - Welcome to the Atlassian Community!

You can create your form against the Epic issue type. 

Then create an automation rule based on an Issue Created trigger. 

Add conditions for the Issue Type = Epic and any other fields that might help to narrow down when the rule fires. 

Then an action for each Task you want to create with the fields you want to be populated. For the Parent field, use {{triggerIssue.key}} 

This will make the Epic that was created the parent for each of the Tasks. 

Anahi Ambrosio
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I'm New Here
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March 17, 2025

Thank you so much !

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John Funk
Community Champion
March 17, 2025

You are welcome! If that helps you and answers the question, would you be so kind as to click the Accept answer button to close this one out? Thanks!

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David Nickell
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February 26, 2025

Automation.     Create a checkbox field on the epic screen indicating all the tasks you need for this new hire.  When the Epic is created, use automation to examine the checkbox field creating all the tasks needed based on your selection.

An additional time saver -- set up a custom fields (perhaps the desk location of the new hire) that is also on your epic.  When spinning up the new tasks, put the information from the Epic field on the task.  

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