How to automatically create sub-tasks using Jira automation

Creating Automation Rules in Jira

In this video, the speaker demonstrates how to create automation rules in Jira. The focus is on creating a rule that adds subtasks to an issue that has just been created.

Creating the First Automation Rule

• To create an automation rule, click on "Create Rule" and select a trigger.

• Triggers include issue actions (e.g., creation, commenting, transition), field value changes, software-specific events (e.g., sprint completion), and scheduled basis.

• For this example, select the "Issue Created" trigger.

• Add a condition to check if the issue type is a task.

• Add an action to create three subtasks for the new issue.

• Use the "Create Issue" action to add additional fields such as description and labels.

Testing the Automation Rule

After creating the automation rule, it's time to test it out.

Testing the Rule

• Give the rule a name and turn it on.

• Create a new task in Jira of the correct type.

• Check if three subtasks have been added automatically.

Rule Execution Details

This section discusses the successful execution of a rule and provides details about which issue triggered the rule, the issue condition that passed, and all subtasks and issues created as part of it.

Successful Execution Details

• The rule execution details provide information about which issue triggered the rule.

• The issue condition that was created passed successfully.

• All subtasks and issues created as part of this are listed in the execution details.

• This feature can save time when creating issues with the same set of subtasks.

Automatic Subtask Creation

This section discusses how three subtasks were automatically created based on a defined rule.

Automatic Subtask Creation

• Three subtasks were automatically created based on a defined rule.

• The creation of these subtasks was quick and easy to set up.

• This feature is useful for saving time when creating issues with similar sets of subtasks.

Complex Use Case Solution

This section discusses how an automated rule solved a complex use case.

Automated Rule Solution

• An automated rule was able to solve a complex use case quickly and easily.

• Creating issues with similar sets of subtasks is a common use case for Jira users.

• Automated rules can save significant amounts of time by streamlining repetitive tasks.