Jira automation templates for software teams
Software teams today are shipping quicker and better than ever before. Automation plays a key part in this.
From removing the small distractions that rip you out of your focus zone to bigger repetitive pieces of work that eat up precious development time, automation can help bring balance to any team. We have covered DevOps automation rules in a separate section but below are some of the most common rules used by software teams today.
Remind assignees on work items not updated after 5 days New
Keep your work items up to date and ensure everyone is on the same page. When 5 days pass on a work item without an update, this rule will email the Assignee.
Send email reminder when task is near due New
Never miss a deadline with email reminders. When a task is near due, this rule will automatically send email notification to you.
When a new version is released, move work items to done New
Streamline version releases by instantly closing any outstanding work items. When a new version is released, this rule will automatically move work items fixed in the version to done.
Automatically assign a watcher when a bug is created New
Streamline bug reporting by notifying the right person of a new bug. When a new bug is created within the project, this rule will automatically add your designated team member as a watcher.
Automatically move work items from ‘In Progress’ to ‘To Do’ when there is no assignee New
Never have unassigned tickets in progress. When a work item is moved into ‘In Progress’, this rule will automatically check if the work item has an assignee, if none found the work item will be moved back to ‘To Do’.
When work item estimates change, then sum up Epic story points New
Always stay on top of your estimates. When the story point estimates of a work item is updated, this rule will automatically sum up story point estimates and update your Epic.
When a ticket is transitioned to ‘In Progress’, set ‘Start Date’ value to current date New
Always stay on top of work item start dates. When a work item is moved into ‘In progress’, this rule will automatically set its ‘Start Date’ value to the current date.
Clone an Epic from one project to another New
Never have to manually duplicate Epics again. When you need to duplicate an Epic from one company-managed project to another, this rule will clone the entire Epic with all existing work items for you.
Assign labels to work items based on keywords New
Make work item categorisation easier. This rule will automatically label work items with a certain label if a keyword is detected within it.
When a story is added to the current sprint, then email Jane
Make sure no sneaky work gets added to your sprint with automated notifications when a work item is added to the current sprint.
Inform watchers of fixes / new releases
When a bug is fixed or a new feature is released, automatically inform any watchers.
Transition relevant Jira work items upon a release
With every new cloud release, transition relevant Jira work items and let the team know via Slack.
When a work item moves to ‘In Progress’ set the sprint to current
Balancing your work in your sprint is no easy task but automation can help keep things under control. Make sure anything currently being worked on is included in the current sprint.
When any Jira work item has been marked as ‘Deployed to Cloud’ then transition it to ‘done’
Keeping Jira uncluttered is the secret to success. For this rule, use a scheduled trigger to find any work items in the wrong place and put them right.
Keep epic and linked work items in sync
If you have lots of stories in an epic, this rule will save lots of time. As soon as a story in an epic changes status, the epic will follow suit.