Simplifying Project Management With Jira Automation

Jira is a popular project management solution used by businesses across marketing, legal, human resources, IT teams, and so on. While Jira offers a wide range of features to help teams stay organized, some tasks can be repetitive and time-consuming. So, what can be a viable solution for this?

Enter – Jira automation.

Jira automation refers to the process of automating repetitive and manual tasks by creating rules and scripts. The rules and scripts are based on pre-defined triggers. By implementing Jira automation, teams can easily prioritize their work and make efficient use of their time and resources.

This blog post discusses the basics of Jira automation and its common use cases.

Jira Automation Overview – Triggers, Conditions, and Actions

Jira automation allows teams to streamline work processes by reducing errors and saving time.

But how does it work?

It provides a range of rules and scripts which can automate various actions including sending notifications, creating issues, changing the fields, and so on. These rules and scripts are based on predefined triggers and conditions such as events, dates, or other preset criteria.

Here’s a quick look at them:

• Triggers: Triggers are initial inputs that activate the rules of automation. They execute the rules when any event is created.
• Conditions: Conditions help in refining the rules and defining their scope. The rules are activated only if a condition is successfully met.
• Actions: Actions in Jira are responsible for performing the rules to automate the tasks. They are capable of performing several other tasks such as editing issues, creating sub-tasks, and sending notifications.

Common Use Cases in Jira Automation

Jira automation enables you to automate various use cases for a streamlined workflow. Below mentioned are common use cases for Jira automation to get the best out of the platform.

Smart Auto-assign Issues

Auto-assign in Jira Automation refers to the process of automatically assigning an issue to a particular user or group of users based on certain conditions or rules.

For example, you can set up a rule that automatically assigns an issue to a specific user when the issue is created, or when it meets certain criteria such as issue type, priority, or custom field values.

Auto Create Subtasks

At times issues get complex and start consuming resources more than expected. You can always create subtasks to break them into smaller chunks and assign them to multiple users.

With Jira automation, you can easily automate the subtask creation. All you need to do is select a trigger, find the issue, and follow the process until the action is created.

Sync Parent and Child Tasks

The subtasks of issues should be in sync with their subtasks to stay updated with the status and keep all team members on the same page. Branch automation rules in Jira are an easy way to perform actions such as transitioning tasks and other actions related to issues.

Clone Issues

You might want to create a similar task to another Jira project, escalate a ticket or share the task with a member who doesn’t have access to the original task.

Cloning the issues comes out as a better solution to all these requirements. However, doing this manually on a regular basis can get hectic.

Jira automation can easily clone tasks for you based on rules. You can pick automation templates from the library and select the rules accordingly.

Scheduling Tasks

Scheduling tasks in Jira automation means setting up a recurring or one-time automation rule to perform specific actions or functions at a predetermined time or frequency.

To schedule a task in Jira automation, you need to create an automation rule, select the events or triggers that will trigger the rule, specify the actions or tasks to be performed, and set the schedule for the rule to run.

You can run the rule at a specific time or frequency, such as daily, weekly, or monthly, and also set the time zone in which the rule should run.

Implementing Jira Automation for Intelligent Project Management

Jira Automation provides several features that can help you automate your workflows and make your task execution more efficient. Here are some ways you can leverage Jira automation:

Smart Values: Smart values are placeholders that allow users to access and manipulate any type of data regarding issues within Jira. They help in making automation rules more powerful.

For example, you can use smart values to automatically populate fields with the current date or time, the assignee’s name, or the issue’s ID.

By using smart values, you can make your automation rules more dynamic and reduce the need for manual intervention.

Branches: A branch is a separate line of code that allows users to make changes to the codebase without affecting the main version of the code. Branches in Jira automation can be used to automate tasks related to the development and deployment process.

Web Requests: Web requests enable you to trigger actions or retrieve data from external systems or APIs. You can also use web requests to trigger automation rules based on external events, such as when a customer submits a form or when a file is uploaded to a cloud storage service.

For example, you can use a web request to retrieve data from a third-party service and use that data to populate fields or perform actions within Jira.

Conclusion

Jira automation helps teams save time and improve efficiency. By automating common tasks such as issue creation and assignment, status changes, and notifications, teams can focus on more important work and ensure that issues are promptly addressed. With the use of smart values, branches, and web requests, Jira automation can be customized to meet specific needs and streamline workflows.

Ready to Streamline Your Workflows in Jira With Advanced Jira Automation Practices? Talk to Us!