How to put Non-Dev recurrent tasks on Jira

Spoiler - you can’t.

Option 1

Use Jira Tasks with Recurrence via Automation

Jira doesn’t natively support recurring tasks, but you can simulate them using Jira Automation:

1. Create a Task Template:

   • Create a task like “Weekly BNI Follow-up” or “Monthly Service Blueprint Review”.

   • Add labels like recurrent, non-dev, or consulting.

2. Set Up Automation:

   • Go to Project Settings > Automation.

   • Create a rule:

     • Trigger: Scheduled (e.g., every Monday at 9 AM).

     • Action: Clone the task or create a new one with predefined fields.

     • Condition: Only for tasks with the recurrent label.

3. Customize Fields:

   • Pre-fill assignee, due date, priority, and description.

   • You can also auto-link it to an Epic like “Engagement” or “Internal Ops”.

Option 2

Use Jira Work Management (JWM) for Business Teams

If you're using Jira Work Management, it’s more visual and suited for non-dev workflows:

• Use the Calendar View to visualize recurring tasks.

• Create custom workflows for tasks like “Prepare Client Canvas” or “Update Application Landscape”.

• Use Forms to standardize task creation for repeated activities.

Option 3

Integrate with External Tools

If you use tools like Google Calendar, Trello, or Notion for planning:

• Use Zapier or Make.com to auto-create Jira tasks from calendar events or Trello cards.

• Example: A Google Calendar event titled “Monthly Innovation Review” triggers a Jira task creation.