Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The add-on allows automation of recurring tasks in Jira, assigning them and managing teamwork. But what if you need to run the issue with a checklist immediately and then follow the schedule? Use the Run now feature for such a case. For example, you`ve scheduled a task Run Now feature serves the purpose of instantly executing the checklist creation process for urgent situations, bypassing the need to wait for the next scheduled occurrence. In scenarios where you require immediate checklist creation for an issue, followed by the regularly scheduled occurrences, simply utilize the "Run now" functionality.

Panel
panelIconId1f4aa
panelIcon:muscle:
panelIconText💪
bgColor#FFFAE6

Characteristics of Run Now issue creation with a checklist

  1. Immediatly Task Generation: Create Jira issues with checklists at any moment.

  2. Depends on Recurring settings (Run Now is disabled if Recurring isn’t set)

    1. Project and Issue Type Selection: Select the desired project and issue type ensuring proper organization and alignment.

    2. Clear Accountability: Assign specific team members to recurring issues for transparent ownership.

    3. Prefill Issue Fields: Fill essential information in issue fields beforehand for faster creation.

  3. Enable&Disable recurring settings: This provides flexibility in managing automated task generation according to project requirements.

  4. Streamlined Reporting: Facilitate progress tracking and reporting for improved project visibility.

Panel
panelIconIdatlassian-warning
panelIcon:warning:
panelIconText:warning:
bgColor#FFF0B3

The feature Run now is out of reach (Run Now button is disabled) in case when the owner of the checklist selected a private project for that you didn’t have access. So you can’t Run now issues with a checklist in such projects.

Instruction on how to run now issue creation with a checklist

For example, you've scheduled an issue with a checklist creation at 9 a.m. every 2 weeks on Monday. But now it`s it's a Wednesday and you need to create the task issue and save the initial scheduling. If so, follow the next steps

  1. Create a checklist and choose the project to place the task with a checklist. Also set an assignee in this step. Choose Open the Issue Checklist Template and Report add-on. Create a new checklist or use an existing one.

  2. Set a recurring, choose the project to place the task issue with a checklist, select the assignee and set up recurring. Set a schedule to get the same start day and time for this issue with a checklist.

    Image Removed

The feature is out of reach in 2 cases (The run now button is disabled):

...

no project selected in recurring settings

...

  1. , and prefill issue fields. Save the changes and go to the Grid.

    Image Added
  2. On the Grid press Run now button on your checklist line to create issues immediately but save the recurrence. 

...

3. To manage important task creation, in case of vacation or absence of any users from your team, you can stop recurrence automatically and then resume it. To achieve this, on the main grid, click on Enable button and choose an appropriate variant of pause:

  • Enable recurring after several day(s)/week(s)/month(s)Use this setting to resume recurring again after a few  day(s)/week(s)/month(s)

    Image Removed
  • Enable recurring after several occurrence(s)Choose this setting to resume recurring after a few occurrence(s)

    Image Removed
  • Enable recurring on a specific date Use this setting to resume recurring on a specific date

    Image Removed
  • Not set - the recurring settings will be disabled until you turn it on

Also at any time you can turn off any of the rules above and activate the recurring process by clicking on the button

The feature Enable is available only for checklists with recurring.

  1. Image Added
  2. If you need to skip the next instance because you will have it currently choose this setting in the Modal.
    Once you confirm Run Now the system will immediately create an issue with the checklist.

    Image Added
  3. Also in case if you want to run now issue creation time by time without recurring, you can set recurring settings but disable them by toggle.

    Image AddedImage Added
  4. Also, you can monitor the status of the checklist instances for Jira issues with a detailed one-page report.

Info

Questions? Just email us to get an answer support@saasjet.com.

Tip

Haven't used this add-on yet, then then try it now!