Generate reports of incomplete sub-tasks based on parent Epic in Jira

Summary

Automation can generate a report of all sub-tasks linked to a specific Epic that are not in the Done or Approved statuses. The rule will be triggered manually and send a report via email.

Solution

Automation rule to generate a report

1. Navigate to Project Settings > Automation

2. Select Create Rule

3. Trigger: Manual Trigger

4. Add a Work item fields condition: Work item type: Epic

   • This ensures the rule can only run on Epics, even if users select it on other work item types

5. Add a Lookup Work Items action

   1. JQL: issue in portfolioChildIssuesOf("{{triggerIssue.key}}") and type = Sub-task and status not in (Done, Approved)

6. Add a Send email action:

   • Configure the recipient, subject, and any additional details for the email

   • In the email body, use smart values to list the subtasks. For example:

   • {{#lookupIssues}} {{key}} - {{url}} {{/}}