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Gareth Cantrell - Automate Everyday Tasks in Jira: A practical, no-code approach for Jira admins and power users to automate everyday processes

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Gareth Cantrell Automate Everyday Tasks in Jira: A practical, no-code approach for Jira admins and power users to automate everyday processes
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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 youll be introduced to the building blocks of automation, including triggers, conditions, and actions, before moving on to advanced rule-related techniques. After youve become familiar with the techniques, youll 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, youll also be able to employ advanced rules to create custom notifications and integrate with external systems.

By the end of this Jira book, youll 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 ifthen 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. Key Concepts of Automation
  2. Automating Jira Issues
  3. Enhancing Rules with Smart Values
  4. Sending Automated Notifications
  5. Working with External Systems
  6. Automating Jira Service Management
  7. Automating Jira Software Projects
  8. Integrating with DevOps Tools
  9. Best Practices
  10. Troubleshooting Tips and Techniques
  11. Beyond Automation; an Introduction to Scripting

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Automate Everyday Tasks in Jira A practical no-code approach for Jira admins - photo 1
Automate Everyday Tasks in Jira

A practical, no-code approach for Jira admins and power users to automate everyday processes

Gareth Cantrell

BIRMINGHAMMUMBAI Automate Everyday Tasks in Jira Copyright 2021 Packt - photo 2

BIRMINGHAMMUMBAI

Automate Everyday Tasks in Jira

Copyright 2021 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing or its dealers and distributors, will be held liable for any damages caused or alleged to have been caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Group Product Manager: Aaron Lazar

Publishing Product Manager: Richa Tripathi

Senior Editor: Storm Mann

Content Development Editor: Nithya Sadanandan

Technical Editor: Rashmi Choudhari

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Project Coordinator: Francy Puthiry

Proofreader: Safis Editing

Indexer: Pratik Shirodkar

Production Designer: Aparna Bhagat

First published: January 2021

Production reference: 1200121

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham

B3 2PB, UK.

ISBN 978-1-80056-286-8

www.packt.com

To my best friend and husband, Shaun, without whose support I would not have been able to complete this book. To my mom and the memory of my dad, who have always believed in us and encouraged us to be the best we can be.

Gareth Cantrell

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Contributors
About the author

Gareth Cantrell is currently working at Square Enix as an ITSM Solution Architect. He has a software engineering background, having spent at least 15 years of his 25-year career developing various software solutions for clients.

For the past 10 years, Gareth has been involved in designing, implementing, and integrating solutions with Jira and other Atlassian tools, most of which involve automation to varying degrees.

He has worked on projects including end-to-end ITSM solutions with Jira/Slack and other third-party tools, Agile and DevOps implementations in Jira, and integrations with various CI/CD tools.

About the reviewers

Grant Andrew Finnemore qualified as an electrical engineer in the 1990s, but his passion is for building software, focusing on business empowerment. He also readily imparts his knowledge and experience.

Grant owns, and is the CEO of, a boutique software company GuruHut. This company has been in operation since 2000, and has a reputation for quality and delivery. In 2014, Obsidian Systems took an interest, and together they became an Atlassian Platinum Partner.

Grant is married to Ania. Fast-forward 20 years and they manage a household comprising 4 young children Liam, Rory, Sean, and Ewan, and 3 energetic labradors. When not working, he is often to be found on his bicycle, either riding the hills around home or virtually.

This is Grant's second book. The first was entitled Views from the Southern Cross.

I'd like to express my thanks to the diligent staff at Packt who guided my input to this project not always an easy task. My sincere gratitude to the author, who I had the pleasure of working with at GuruHut, and who roped me into this project. Finally, to my wife and family for their support over so many years thank you. I'm so much better for having you all in my life.

Ravi Sagar is an Atlassian consultant, Drupal expert, and author of several Jira books. He currently works for Adaptavist, an Atlassian partner company headquartered in London. In 2010, Ravi founded Sparxsys Solutions Pvt. Ltd., a start-up company that provides consultancy and training services on Atlassian tools and Drupal.

In his spare time, he loves blogging and publishes free online courses on his website, ravisagar.in, covering Jira, Drupal, Linux, Emacs, Org Mode, and programming. He also has a popular YouTube channel, Ravi Sagar, where he produces free content on these topics with a focus on ScriptRunner for Jira and Automation.

I would like to thank my wife, Shelly, who has always stood by me and helped me achieve my goals, and my daughter, Raavya, for allowing me to spend time reviewing this book. Finally, I also wish to thank my parents for their endless support.

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