How to create automatically several issues when creating a project with a certain category?

[Benjamin Locher]

Hi all

When I create a new project with a specific category seven tasks should be created automatically. 

How can I get this solution implemented?

Additional: May there is a possibility to implement a drop down menu where I can chose the required tasks to create only. 

Thx for your support. 

Cheers

[John Funk]

Hi Benjamin,

You would be able to a drop down to control which tasks get created unless you do that by Project Category. 

Create an automation rule based on Project Created. Choose the type if it applies. 

Then add a Condition for {{smart values}} condition. For the First value use: 

{{project.projectCategory.name}}

equals

The exact name of the project Category

Then add an action of Create Issue for every task that needs to be created. After you add the first one, you can copy that if some of the values are the same - just change out the Summary field. 

[Benjamin Locher]

Hi John

Thanks for your reply. It works as it should. 

In my sample I'm using the Kanban template and share the settings from an existing one. 

Do you know why the settings of the Kanban board of this new project doesn't match with the settings of the project I choosed to share the setting with?

Cheers

[John Funk]

I don’t think it actually copies the board like it does the scheme - it probably just creates a new board. 
But you should be able to copy the other board and change out the board filter to the one the new board is using. Be sure to change the location also to the new project.

[Benjamin Locher]

Thanks for your support John. 

Have a great day. 

[John Funk]

You are welcome.