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Send Notification to Assignee 'x' days prior to Due Date and the morning of the Due Date

Tim Pryor
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June 16, 2023

Good day, 

I'd like to create a Rule that sends a Notification to the Assignee 'x' days prior to the Due Date, and at 8:00 am the morning of the Due Date.

Any suggestions would be greatly appreciated!

Thanks

Tim

2 answers

2 votes
Walter Buggenhout
Community Champion
June 16, 2023

Hi @Tim Pryor,

Create 2 JQL filters that look like this:

due > startOfDay(-10d) and due < endOfDay(-10d) and Assignee = currentUser()
due > startOfDay() and due < endOfDay() and Assignee = currentUser()

Adjust the number of days between parentheses of the first query to match the 'x' 

Save those filters and add a filter subscription (next to the filter name, click details and select subscriptions). You can assign that subscription to a group of users that represents your team, the people you want to target. Schedule that subscription to run daily.

Instead of receiving separate mails for every issue, they will receive 1 digest mail with the issues that match the given filter criteria.

As an alternative, you can use the same filters in a scheduled automation rule as well. You have a bit more flexibility there to determine who to send the emails to, but I would expect the filter subscription to cover your use case.

Hope this helps!

0 votes
Anthony Morais
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June 16, 2023

Hi @Tim Pryor 

Go to Project Settings > Automation > Library.
Look for the "When a task is near due → send email reminder" template.
By default, it is configured with 3 days in advance, if you want to change it, just edit it in smart value as shown in the image below:

reminder.png

 

I hope it helps,

 

Regards,

Anthony

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