Quick Issue Templates for Jira · Guides
How to create recurring tasks in Jira Cloud
The weekly report, the monthly invoice run, the Monday server check: work that comes back on
a fixed rhythm. Here are two ways to make Jira create it for you, including the sub-tasks.
Updated 24 October 2026 · Written for Jira Cloud
Option 1: a scheduled Jira Automation rule
Automation is built into Jira Cloud, so this costs nothing extra. You need permission to create rules
(project or Jira administrator).
- Go to Project settings → Automation → Create rule.
- Choose the Scheduled trigger. Set how often it runs (for example every Monday at
09:00). Leave Run a JQL search unticked, so the rule runs once per schedule rather than
once per matching issue.
- Add the action Create work item. Pick the project and work type, and fill in the
summary and description. A smart value such as
{{now.format("yyyy-MM-dd")}} in the
summary gives each copy its date.
- For sub-tasks, add a Branch rule / related work items and choose
Most recently created work item. Inside the branch, add the action
Create sub-tasks and enter one sub-task per line.
- Name the rule, turn it on, and use Run rule once to check the result.
The branch in step 4 is the part people miss. Without it, there is no work item for
the sub-tasks to attach to, because a scheduled rule with no JQL search has no trigger issue.
What to keep in mind
- Every run counts toward your Jira plan's monthly Automation usage. A daily rule is about 30 runs a
month, so check your plan's allowance if you have many rules.
- The content lives inside the rule. To change the description or sub-tasks later, someone has to edit
the rule, which usually means an administrator.
- Each recurring task is one rule. Ten recurring processes means ten rules to look after.
Option 2: a scheduled template
If you would rather keep recurring work as a template that anyone on the team can read and update,
a template app does the same job with less setup.
Quick Issue Templates for Jira
This guide is written by Kelvido, the company that makes this app.
Save the task once, with its description, labels, field values and sub-tasks. Then set it to run every
day, every week (on a chosen weekday) or every month (on a chosen day), at the hour you pick (in UTC). The
placeholder {{date}} puts the creation date in the summary. The same template can still
be created by hand in one click whenever you need an extra copy.
An Epic template creates the Epic and all its child issues on the same schedule.
View on the Atlassian Marketplace
Which one should you use?
- One or two recurring tasks and an administrator who likes Automation: use a rule.
- Many recurring tasks, or content that changes often: templates are easier to keep
up to date, because the content is not buried inside a rule.