Book Image

Automate Everyday Tasks in Jira

By : Gareth Cantrell
Book Image

Automate Everyday Tasks in Jira

By: Gareth Cantrell

Overview of this book

Atlassian Jira makes it easier to track the progress of your projects, but it can lead to repetitive and time-consuming tasks for teams. No-code automation will enable you to increase productivity by automating these tasks. Automate Everyday Tasks in Jira provides a hands-on approach to implementation and associated methodologies that will have you up and running and productive in no time. You will start by learning how automation in Jira works, along with discovering best practices for writing automation rules. Then you’ll be introduced to the building blocks of automation, including triggers, conditions, and actions, before moving on to advanced rule-related techniques. After you’ve become familiar with the techniques, you’ll find out how to integrate with external tools, such as GitHub, Slack, and Microsoft Teams, all without writing a single line of code. Toward the end, you’ll also be able to employ advanced rules to create custom notifications and integrate with external systems. By the end of this Jira book, you’ll have gained a thorough understanding of automation rules and learned how to use them to automate everyday tasks in Jira without using any code.
Table of Contents (16 chapters)
1
Section 1: Getting Started – the Basics
4
Section 2: Beyond the Basics
8
Section 3: Advanced Use Cases with Automation

Planning your rules

Before you jump in and start creating automation rules, you should have a clear purpose about what you want to automate and how to approach your desired outcome, and these are things that you should think about in the planning stages.

Having an automation strategy in place first will ensure that your automation rules are fit for purpose, are efficient, and meet the objectives of the organization.

In this section, we will look at some of the best practices for planning your rules.

Planning your automation strategy

It is worth keeping in mind that the primary purpose of automation is to streamline your business and to ensure that your processes work more efficiently.

When planning what to automate, one of the first things you should do is engage with your users. This will uncover valuable insight into which tasks they spend the most time doing and how you could leverage automation rules to increase their productivity.

You should also take into account...