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

Processing incoming requests

One of the more time-consuming tasks in a service desk is the categorization and routing of incoming requests to the correct teams.

Having a mature service request catalog and using this as a basis to create relevant request types in the Jira Service Management portal solves the initial categorization issue when customers create requests; however, in many organizations requests are still received via email, and these generally require human intervention to categorize and route to the relevant team.

In this section, we will look at automation rules to automatically triage incoming requests and then route them to the correct teams for processing.

In our first example, we will look at how we can use automation rules to triage requests originating from incoming emails.

Creating a rule to triage email requests

One of the benefits of having a well-structured customer portal is that you can make use of your organization's service request...