How to Create Automation Rules in Jira



Guide

  1. Open your desired project and go to 'Project settings'.

  2. Select 'Automation'.

  3. In the 'Automation' page, click 'Create Rule'.

  4. Select the 'Trigger' for the rule.

  5. Click 'Next'.

  6. Click the 'Add an action' button'. You can set conditions to narrow down when the rule should run

  7. Choose what 'Action' you want the rule to perform when the conditions are met.

  8. After defining the rule, name your rule and you can click 'Turn on rule' it to ensure everything works as expected.

  9. These rules help streamline workflows and reduce manual tasks in Jira projects.

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