Jira Security And Backup Best Practices For Jira Admins
January 29, 2024

Jira Recurring Tasks: How to Create and Manage?

Jira, a powerful project management tool, offers extensive features to streamline workflows. Among these, creating and managing recurring tasks stands out as a crucial functionality for ensuring consistent productivity. This article delves into the specifics of setting up and maintaining recurring tasks in Jira, offering a blend of expert insights and practical steps.

Recurring Tasks in Jira

Jira’s software suite, designed by Atlassian, offers a versatile platform for tracking, organizing, and prioritizing tasks. It caters to various project management methodologies, including Agile and Scrum, making it an indispensable tool for modern teams.

A recurring task is an activity or responsibility that repeats at regular intervals. It could range from daily status updates to quarterly performance reviews. Recurring tasks are important for maintaining regular project activities, like weekly meetings or monthly reports. They ensure that these crucial tasks are not overlooked, helping teams stay on track and meet deadlines effortlessly.

Benefits of Implementing Recurring Tasks in Projects

Implementing recurring tasks offers several benefits, including time savings, improved team coordination, and ensuring that critical tasks are never missed. It brings a rhythm to the team’s workflow, making managing ongoing tasks smoother and more predictable.

Jira Integrations for Enhanced Task Management

Jira can be integrated with other tools to improve task management further. As Jira doesn’t provide an inbuilt feature for managing recurring tasks, Atlassian Marketplace offers different apps that can fulfill this lack.

For example, ActivityTimeline for Jira is a resource planning and tasks management add-on for Jira, that helps to manage resources and projects as well as to schedule Jira issues, create recurring issues, and track them with recurring reports. The app is available for Jira Cloud/Jira Data Center.

Planning with ActivityTimeline

ActivityTimeline is a resource planning and time tracking tool for Jira, designed to improve project visibility and team management. Key features include capacity planning, time tracking, resource utilization reports, and team timesheet management.

It offers a dashboard for a quick overview of tasks, projects, and resources and integrates with Jira for automatic synchronization. Additionally, it includes skill management and team-level planning capabilities. The tool is aimed at enhancing project management efficiency in Jira environments, making it easier to track and manage team workload and user timelines.

ActivityTimeline Planning Dashboard

Create a Recurring Task in ActivityTimeline

As we mentioned previously, the app is fully synchronized with Jira data on tasks, projects, teams, etc.

Moreover, ActivityTimeline allows users to create internal custom tasks (custom events) that are not connected with Jira but can fill in some missing functionality and facilitate holiday management and other non-Jira-related activities.

Here you can observe some of them:

ActivityTimeline "Create Issue Dialogue"

Users can not only use the default custom events but also create and manage their custom activities such as business trips, team events, sprint planning meetings, etc.

ActivityTimeline Custom Events

With the help of these internal events, users can create recurring tasks. The steps are simple:

1) Click on the cell to create a new task and choose the needed custom event.

2) Fill in the needed details, and choose the assignee, or assign this recurring task to the whole team. In our example, we will assign this recurring Weekly Meeting to the whole team. Find the button ” Recurrence” and click on it.

Creation of Custom Events in ActivityTimeline

3) Choose the needed options.

Creation of Recurring task in ActivityTimeline

That’s it! The recurring meeting is assigned to the whole team for the weeks ahead in a few clicks and every team member is aware of the approaching meetings.

Recurring tasks in ActivityTimeline

Reporting on Repetitive Tasks

With the help of ActivityTimeline, you can effortlessly track everything: projects, team tasks, and internal events:

ActivityTimeline Reports

For example, we want to see the data about sprint planning meetings. With the app’s reporting section we can do that in several clicks:

The ActivityTimeline's Events Report Created

Users can track any type of event for any period with this report.

You can also export reports like an Excel file and bookmark them to have quick access any time you need.

Conclusion

Mastering Jira’s capability to create and manage recurring tasks is a very helpful skill, as it saves the team’s time and effort. By leveraging this feature, teams can automate routine activities, ensuring consistency and freeing up time for more complex tasks. The key lies in understanding the intricacies of setting up these tasks, customizing them to fit unique project requirements, and ensuring seamless team collaboration through effective communication and role assignment.

As you discovered from the provided examples, management and tracking of repetitive tasks, especially with the right tools like ActivityTimeline can simplify your scheduling routine and free more time for other activities. To discover more useful tips for your planning check out our blog.

FAQs

How do I create a recurring task in Jira?

Creating a recurring task in Jira involves a few steps, as Jira itself does not provide a native feature for creating recurring tasks. However, you can achieve this through the use of plugins like ActivityTimeline or by manually setting up a process.

Are there any plugins that enhance recurring task management in Jira?

There are several plugins for Jira, like ActivityTimeline, available in the Atlassian Marketplace that can enhance the management of recurring tasks such as automation tools and advanced scheduling solutions.






Enhance your Jira with Reliex apps

Start a 30-day free trial. No credit card required.

Try It