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Automate Everyday Tasks in Jira

Release Date: 2021/01/01
ISBN: 9781800562868
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Learn how to automate tasks and create rules in Jira with the help of different use cases

Key Features

  • Automate daily repetitive and tedious tasks without coding experience
  • Discover how to automate processes in the Jira family including Jira software, Jira Service Desk, and Jira Core
  • Explore different use cases to understand automation features in Jira

Book Description

Atlassian Jira makes it easier to track the progress of your projects, but it can lead to repetitive and time-consuming tasks for teams. No-code automation will enable you to increase productivity by automating these tasks. Automate Everyday Tasks in Jira provides a hands-on approach to implementation and associated methodologies that will have you up and running and productive in no time.

You will start by learning how automation in Jira works, along with discovering best practices for writing automation rules. Then you'll be introduced to the building blocks of automation, including triggers, conditions, and actions, before moving on to advanced rule-related techniques. After you've become familiar with the techniques, you'll find out how to integrate with external tools, such as GitHub, Slack, and Microsoft Teams, all without writing a single line of code. Toward the end, you'll also be able to employ advanced rules to create custom notifications and integrate with external systems.

By the end of this Jira book, you'll have gained a thorough understanding of automation rules and learned how to use them to automate everyday tasks in Jira without using any code.

What you will learn

  • Understand the basic concepts of automation such as triggers, conditions, and actions
  • Find out how to use if–then scenarios and conditions to automate your processes with practical examples
  • Use smart values to achieve complex and more powerful automation
  • Implement use cases in a practical way, including automation with Slack, Microsoft Teams, GitHub, and Bitbucket
  • Discover best practices for writing and maintaining automation rules
  • Explore techniques for debugging rules and solving common issues

Who this book is for

This book is for Jira administrators and project managers who want to learn about automation capabilities provided in Jira. Familiarity with Jira and working knowledge of workflows and project configurations is required.

Table of Contents

  1. Automate Everyday Tasks in Jira
  2. Why subscribe?
  3. Contributors
  4. About the author
  5. About the reviewers
  6. Packt is searching for authors like you
  7. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the example code files
    5. Code in Action
    6. Download the color images
    7. Conventions used
    8. Get in touch
    9. Reviews
  8. Section 1: Getting Started – the Basics
  9. Chapter 1: Key Concepts of Automation
    1. Technical requirements
    2. Getting started with rules
    3. What is a rule?
    4. Understanding scopes
    5. Owners and actors
    6. Audit log
    7. Working with triggers
    8. Understanding Jira events
    9. Rule triggers
    10. Issue triggers
    11. DevOps triggers
    12. Scheduled triggers
    13. Integration triggers
    14. Working with conditions
    15. Working with actions
    16. Issue actions
    17. Notifications
    18. Jira Service Management
    19. Software
    20. Advanced
    21. Creating your first rule
    22. The rule editor
    23. Creating a rule to assign the highest priority to VIP users' issues
    24. Summary
  10. Chapter 2: Automating Jira Issues
    1. Technical requirements
    2. Understanding conditions
    3. The Issue fields condition
    4. Creating a rule to generate sub-tasks for a story task
    5. JQL condition
    6. Creating a rule to create a high-priority incident reminder
    7. User condition
    8. Creating a rule to add a relationship manager to customer requests
    9. Related issues condition
    10. Creating a rule to close parent bug or story tasks when all sub-tasks are complete
    11. Advanced compare condition
    12. Creating a rule to reopen an issue when the reporter creates a comment
    13. If/else block
    14. Creating a rule to define an incident priority matrix
    15. Working with branch rules and related issues
    16. Branch rule/related issues
    17. Creating a rule to keep an Epic task in sync with its user story tasks
    18. Editing issue fields
    19. Assigning issues
    20. Creating a rule to autoassign incoming bugs to developers
    21. Edit issue fields
    22. Creating a rule to align user story due dates and fix versions
    23. Advanced field editing
    24. The advanced field editor
    25. Understanding the JSON object
    26. Creating a rule to demonstrate the advanced field editor
    27. Transitioning issues
    28. Transitions and workflows
    29. Creating a rule to automatically escalate requests to the correct team
    30. Scheduling tasks
    31. Scheduled trigger
    32. Creating a rule to close out stale issues
    33. Creating a rule to generate recurring start-of-week tasks
    34. Summary
  11. Section 2: Beyond the Basics
  12. Chapter 3: Enhancing Rules with Smart Values
    1. Technical requirements
    2. Understanding smart values
    3. Finding and using smart values
    4. Creating a rule to add a comment when issues first become assigned
    5. Smart value functions
    6. Creating a rule to add a comment asking for screenshots
    7. Using smart value date functions
    8. Formatting dates
    9. Formatting dates with locales and time zones
    10. Creating a rule to create onboarding sub-tasks
    11. Manipulating dates
    12. Creating a rule to update the due date based on sub-tasks
    13. Creating a rule to set the due date
    14. Using smart value text functions
    15. Creating a rule to auto-close an issue
    16. Using smart value list functions
    17. Creating a rule to sum up sub-task story points in a parent story
    18. Using smart value math expressions and functions
    19. Creating a rule to keep an original estimate for an epic in sync with its child issues
    20. Summary
  13. Chapter 4: Sending Automated Notifications
    1. Technical requirements
    2. Sending email notifications using automation
    3. Creating a rule to notify customers when a new version is released
    4. Using Jira Cloud to notify customers when a new version is released
    5. Using Jira Server to notify customers when a new version is released
    6. How to send notifications to Slack
    7. Integrating with Slack
    8. Creating a rule to notify open issues in a sprint
    9. How to send notifications to Microsoft Teams
    10. Integrating with Microsoft Teams
    11. Creating a rule to notify a Microsoft Teams channel when a high-priority issue is raised
    12. Sending SMS notifications with Twilio
    13. Integrating with Twilio
    14. Creating a rule to send an after-hours notification via SMS message
    15. Summary
  14. Chapter 5: Working with External Systems
    1. Technical requirements
    2. How to send requests to external systems
    3. Creating a rule to publish release notes to Confluence
    4. Working with data returned from requests
    5. Creating a rule to add incident managers as watchers
    6. How to receive requests using incoming webhooks
    7. Creating a rule to resolve open issues using an automation webhook
    8. Working with data in incoming webhooks
    9. Creating a rule to raise new issues using an automation webhook
    10. Summary
  15. Section 3: Advanced Use Cases with Automation
  16. Chapter 6: Automating Jira Service Management
    1. Technical requirements
    2. Processing incoming requests
    3. Creating a rule to triage email requests
    4. Creating a rule to automatically route requests
    5. Monitoring SLA compliance
    6. Creating a rule to monitor SLA breaches
    7. Automating common and repetitive tasks
    8. Creating a rule to automatically reset passwords
    9. Summary
  17. Chapter 7: Automating Jira Software Projects
    1. Technical requirements
    2. Managing versions across projects
    3. Creating a rule to keep versions in sync across projects
    4. Ensuring epics and stories are aligned
    5. Creating a rule to keep epics and stories synchronized
    6. Managing the scope of a sprint
    7. Creating a rule to add a linked issue to the sprint
    8. Creating a rule to notify the team when the scope changes
    9. Summary
  18. Chapter 8: Integrating with DevOps Tools
    1. Technical requirements
    2. Synchronizing issues and Git commits
    3. Creating a rule to transition issues on code commits
    4. Keeping track of pull requests
    5. Creating a rule to track new pull requests
    6. Creating a rule to manage merged pull requests
    7. Automatically releasing versions using GitHub
    8. Creating a rule to synchronize version releases to GitHub releases
    9. Synchronizing deployments with sprint completion
    10. Creating a rule to start a deployment build
    11. Summary
  19. Chapter 9: Best Practices
    1. Technical requirements
    2. Planning your rules
    3. Planning your automation strategy
    4. Scoping your rules
    5. Thinking about rule design
    6. Creating a rule to synchronize high-priority bugs
    7. Thinking about performance
    8. Using project-specific rules
    9. Using the appropriate triggers
    10. Choosing the right conditions
    11. Optimizing a rule for performance
    12. Organizing your rules
    13. Using naming conventions
    14. Labeling your rules
    15. Naming and labeling a rule
    16. Using a checklist
    17. Summary
  20. Chapter 10: Troubleshooting Tips and Techniques
    1. Technical requirements
    2. Debugging automation rules
    3. Understanding the audit log
    4. Using the audit log for debugging
    5. Logging messages using Log action
    6. Logging messages using the debug smart value function
    7. Understanding service limits
    8. Getting to know service limits
    9. Dealing with service limit breaches
    10. Working with queued item limits
    11. Gaining insights on performance
    12. Summary
  21. Chapter 11: Beyond Automation; an Introduction to Scripting
    1. Technical requirements
    2. Introducing advanced automations with ScriptRunner
    3. Introducing Groovy
    4. Understanding ScriptRunner
    5. Exploring scripting in Jira Cloud
    6. Understanding the Jira Cloud API
    7. Creating a scripted automation in Jira Cloud
    8. Exploring scripting in Jira Server
    9. Understanding the Jira Server API
    10. Creating a scripted automation in Jira Server
    11. Summary
  22. Other Books You May Enjoy
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