How can I send email notification to reporter if the due date of the task is coming to an end?

[Geetanjali Sharma]

Hi Friends!!

I have a field as Due date in my JIRA project, I want to send a reminder email to the reporter at different intervals for follow-up. For example if the due date to complete a task is 20th then I want a reminder email to be sent on 15th then again on 18th and again on 20th and in case still not action is taken, then again on 21st that due date has exceeded. Can anyone suggest how can I accomplish this?

I tried applying automation rule with a condition if Due date is before 7 days from now but it didn't work.

[Sreenivasaraju P · Accepted solution]

Hi @Geetanjali Sharma ,

Two ways you can do this multiple ways. 

1) you can create filters like with below queries and subscribe these filters to the users. so they will get reminder mail. advantage is reporter will get single mail , even though multiple requests are pending.

reporter = currentUser() AND duedate = startOfDay("+5d")

reporter = currentUser() AND duedate = startOfDay("+2d")

reporter = currentUser() AND duedate = startOfDay("-1d")

you can add other parameters like status, project name, issue type parameters to query , if required.

2) you can use automation , as shown below. with this method reporter will get mail for one request.

[Geetanjali Sharma]

Hi @Sreenivasaraju P 

Thank you for your inputs, I will check the suggested ways and see if that meet my requirement. Thank you again!

[Geetanjali Sharma]

Hi @Sreenivasaraju P I tried applying an automation and it worked for me, I was putting wrong condition previously. Thank you for your help!

[W Langton]

@Sreenivasaraju P what do you have to add in for this to be business days? e.g. 1 or 3 business days before the due date. I have tried 

reporter = currentUser() AND duedate = startOfBusinessDay("+3d")

But this isn't recognised.

[Olha Onofriichuk_SaaSJet]

Hi, @Geetanjali Sharma 

If you need to get such “reminders” on the day of the deadline and also a few days before. I can suggest you to try SLA Time and Report for Jira add-on. There you can set up sending such notifications as many times before the deadlines as you need.

For this, you just need to add Custom Fields to the Issue with the dates when you want to get the reminders that the task needs to be done and labels with statuses. Here is how to do this in the Project settings (for example, in Next Gen project): 

After that, define in the Jira issue the exact time when you want to get the reminders:

Go to the SLA Configurations Manager and set the conditions according to which you will get the notifications. Choose when you want to get the reminders, a person who will get them. The settings should be like this:
Note: when creating an SLA configuration, choose the SLA goal type “Negotiated date”. 

And when you are all set, you can monitor how much time is left till the moment each notification will be sent: 

Hope it helps.

But if you need more detailed information or help with configuration, just let me know! This add-on was created by my team, so we’d like to offer you a free demo call with our team where we will show you how to set everything up in the SLA Time and Report for Jira add-on.

Have an amazing day!

Regards,
Olha

[Geetanjali Sharma]

Thanks @Olha Onofriichuk_SaaSJet for bringing up this add on feature. I will definitely explore this and will let you know if we need a demo call.

[Olha Onofriichuk_SaaSJet]

Hi, @Geetanjali Sharma 

Just wanted to ask you how the things are going. Have you already tried the SLA Time and Report for Jira add-on? Was everything okay or you need some help with setting it up? 

[Geetanjali Sharma]

Hey @Olha Onofriichuk_SaaSJet, 

I explore the suggested add-on and its an amazing feature. In current scenario my purpose is solved by applying the automation but I will definitely use this add-on in my upcoming projects soon. 

Thank you

[Olha Onofriichuk_SaaSJet]

@Geetanjali Sharma Great! I'm glad you found this add-on useful! 

Have a good day.

Regards, 
Olha