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

Transitioning issues

Jira, whether you're working in a Software, Service Management or Business project, is all about being able to track the progress of an issue through a particular workflow. The ability to automate the transitioning of an issue through the various statuses in the workflow is therefore key to completing the loop in terms of working with issues.

In this section, we are going to learn how we can use automation to react to state transitions of an issue through its workflow, as well as how we can transition an issue through subsequent statuses within its workflow.

Transitions and workflows

As we have mentioned, we can use automation to transition an issue through a workflow and, to be able to achieve this, your rules must be aligned to that issue type's particular workflow.

If we take a look at the following workflow, which represents a service request in a Jira Service Management project, we could automate the transition from In Progress to Pending...