17. 10. 2024 Fabiana Pittalis Atlassian

Automating Processes with Jira: Boost Your Efficiency

Tired of wasting time on repetitive, mundane tasks?

Want to focus on more strategic activities while saving time and money?

Looking to automate emails to your team?

Well, automating your processes with Jira is the solution for you!

What is Automation in Jira?

Jira helps you automate repetitive tasks so you can focus on what really matters. Here are a few examples:

Manage any phase of the workflow by moving tickets from one status to another
Manage tickets by automatically assigning them to team members
Set due dates
Send notifications to team members when a ticket changes status or is nearing its due date
Automatically create sub-tasks when a new ticket is created
Set triggers (events) and specific actions that are executed automatically
Set priority based on certain conditions
Modify fields
Automatically open and close tickets
And more

Why Automate with Jira?

Increases productivity: eliminate repetitive work and let your team solve bigger problems.
Reduces errors: automation ensures process consistency and minimizes the risk of human error
Improves visibility: with automation, you always have a clear view of the status of your projects
Accelerates delivery times: automated processes are faster and more efficient, allowing you to accelerate delivery times

How to Get Started with Jira Automation?

Identify processes to automate: first, analyze your workflows and identify those repetitive activities that consume excessive time
Configure automation rules: use Jira’s rule builder to create your custom automations
Test and optimize: once created, you need to test the automations and verify that they work correctly

Automation Examples

Here are two examples of automation applications:

Automatic closure of an issue: The first example of automation is applied to a workflow. This automation assumes the existence of a parent issue, such as an Epic, which contains one or more child issues. When all child issues are closed by setting the status to Done, the parent issue will also be closed automatically:

Automated notifications: The second example involves sending an automatic notification to the reporter when the status of a ticket changes, for example when it’s moved to a new phase:

Conclusion

Automations in Jira are a powerful tool for improving team efficiency and productivity as they ensure greater accuracy and transparency and reduce the risk of errors.

They also save time, allowing the team to focus on more strategic activities and consequently improve productivity.

Adopting well-designed automations is key to optimizing workflows in Jira and thus increasing the overall efficiency of any organization.

For more details, see the official documentation: What is an automation?