Jira automations improve your processes and workflows

Here we show you how to create and use automation in Jira.

To give you an overview, we have listed some of the most important benefits of using Jira automations below:

1. process and workflow optimization

Automation in Jira allows you to reduce or even eliminate manual tasks. This allows your team to concentrate better on the essential tasks and make workflows more efficient. Automation promotes process optimization by automatically executing repeatable steps.

2. teamwork and needs analysis

Ideally, automations are developed together as a team. This offers the opportunity to identify and discuss needs and pain points that Jira automations can address. Close collaboration promotes teamwork and ensures that the automations meet the actual requirements.

Internally, for example, we use the following rule throughout the project: When a bug is created → add someone as a watcher. If a new bug or error is created as a ticket in a project, this rule automatically adds a designated team member (in our case, a lead technician) as a watcher. This not only informs them about the bug, but also keeps them up to date on the further processing progress.

3. time savings and increased efficiency

Jira automation is a no-code tool that you can use without extensive programming knowledge. This saves you operational time that you can use more effectively elsewhere. Automation completes recurring tasks reliably and quickly.

For more efficient release and time management, for example, we have activated the Jira automation instruction: When new version is released → move issues to done . When a release has been carried out, all issues or tickets that have been released are automatically closed or set to "done".

We also use the rule that if an issue or ticket remains without an update for several days, a notification is sent to the assignee of the ticket. This automatically asks for feedback on the current status.

What needs to be considered:

It is important to note that it is not always easy to define a rule with all the necessary components that works as planned. The complexity of automations can vary, and it can take time and experience to develop optimal solutions.

Furthermore, different automation rules in Jira can make different sense from project to project. It is important to consider the requirements of each project individually and adapt automations accordingly.

For reasons of transparency, you should communicate new automation rules internally before implementing them. This will help to avoid misunderstandings and ensure that your team is aware of the changes.

Continue to be successful:

To continuously utilize the benefits of automation in Jira, your team should:

• Keep an eye on which new automations are required and which existing automations need to be modified or expanded.
• Use Jira's template library to use proven automation patterns and save time during configuration. Jira Automation template library
• Continuous learning and fully utilizing the possibilities of Jira automation.

Smart planning, collaboration and continuous optimization can increase these benefits even further. And this is how it works:

Step-by-step guide to automation in Jira

Step 1: Set clear goals

Clearly define which processes or tasks you want to automate. This could be, for example, assigning tickets or updating statuses.

Step 2: Understanding the Jira automation functions

Explore Jira's automation features, including rules, triggers and actions. Understand how they work together.

Step 3: Create suitable rules

Create rules that execute automatic actions (e.g. assign ticket) based on specific triggers (e.g. when a ticket is created).

Step 4: Testing the automations

Carry out tests to make sure they work as expected.

Step 5: Training the team

Train your team on the automations and how to use the rules if necessary. Make sure that all team members understand how they can benefit from it.

Step 6: Monitoring and adjustment

Keep an eye on the automations and adjust them if necessary. Make sure that they continue to deliver the desired benefits.

You can find out more at Atlassian. If you have any questions or need support for this process, just contact us.

‍

Keep on learning :)