Schedule work items to recur using automations

Scheduling a work item to recur via automated cloning can save you the effort of creating the same work item multiple times. Cloning creates a copy of a work item, copying over most of the information.

Set a work item to clone automatically

To set up a recurring work item in your Jira project:

1. Open the work item you want to clone automatically.

2. Select Automation via the lightning bolt icon.

3. Select Set to recur.

4. Fill in the recurring details: the frequency, the trigger, and when the rule will expire. The trigger can be based on a schedule, or it can incorporate whether the work item has been completed.

Once you turn on this rule

Once the new work item is cloned and created, it inherits the automation rule which will be turned on automatically. All fields will be copied to the newly cloned work item, except for:

• Attachments

• Start date

• Due date

• Links

The due date of the cloned work item will be automatically set based on the schedule frequency. For example, in a weekly schedule the due date will be set to seven days after the creation date of the work item.

Components for this automation rule

Find out more on about relevant automation components for this rule:

• About the clone issue action

• About the schedule trigger

• About the work item transition trigger

Stop a work item from cloning automatically

To stop a work item from recurring:

1. Open the work item that is cloning automatically.

2. Select Automation via the lightning bolt icon.

3. Find the Recurring menu item and open the the recurring work form.

4. Select Delete.

Alternatively, administrators can do this by:

1. From within your project, select Project settings, then Automation.

2. Select Rules to view a list of all your created automation rules.

3. Disable the rule.

More about enabling and disabling rules