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Jira Automation Streamlines Asset Management Workflow

In the landscape of asset management and IT support, automation has become indispensable for optimizing workflows and saving time on repetitive tasks. Inspired by the capabilities of Jira automation, AssetIT offers a robust automation feature designed specifically for asset management needs. This article will delve into what Jira automation is, how it can boost productivity, and how AssetIT leverages automation to streamline tasks, ensuring efficient and consistent asset management processes.

What is Jira Automation?

In short, Jira automation is a no-code “If this then that” solution. It is a feature within Jira that allows users to automate workflows, notifications, and other routine processes without needing extensive programming knowledge. Jira automation works by setting rules based on specific triggers, conditions, and actions that define what should happen under certain circumstances.

For instance, when a new issue is assigned or a due date approaches, automation can ensure that all necessary actions take place, from creating new issues to updating statuses.

[caption id="attachment_12457" align="alignnone" width="1920"]Jira automation - When issue created then automatically assign it to the issue creator Jira automation - When an issue is created, automatically assign it to the issue creator[/caption]

Key Components of Jira Automation:

  • Triggers: Events that initiate a rule (e.g., an issue being created or assigned).
  • Conditions: Filters that define when an action will take place.
  • Actions: Tasks that occur as a result of the automation (e.g., sending notifications or updating statuses).Key Components of Jira Automation (Source_ Atlassian)

Reference: Atlassian Document

Benefits of Jira Automation

  1. Reduces Manual Effort: By automating routine tasks, team members save valuable time and can focus on more complex issues.
  2. Improves Consistency: Automated rules ensure that tasks are carried out consistently, reducing human error.
  3. Enhances Efficiency: With fewer manual processes, teams can accomplish more in less time.
  4. Boosts Collaboration: Automated notifications and updates keep everyone on the same page, improving communication.

How Does Jira Automation Work in AssetIT?

Similar to Jira, AssetIT integrates an automation feature to streamline asset management workflows, reducing manual interventions. AssetIT focuses on the asset lifecycle, making it particularly powerful for organizations managing large inventories of assets. Through Jira automation, AssetIT allows users to set up rules to manage assets effectively by linking triggers with automated actions based on conditions specified in each rule.

[embed]https://youtu.be/NAA3qyHYr7o?si=KvCEfspbwjOkKcqw[/embed]

Core Components of Jira Automation in AssetIT

In AssetIT, each Jira automation rule consists of up to five components, which include triggers, actions, and conditions. Let's explore each of these elements and their use cases in AssetIT.

1. Triggers: Initiating Events in AssetIT

In AssetIT, a trigger is an event that starts the automation process. Triggers are customizable to specific actions like asset checkouts, issue assignments, or upcoming due dates.

List of Triggers in AssetIT:

  • Issue Assigned: When an issue is assigned to a team member, this trigger activates, allowing asset management tasks (like resource allocation) to occur automatically.

Issue assigned trigger

  • Issue Transitioned: This trigger initiates automation when an issue’s status changes (e.g., from “In Progress” to “Done”).

Issue transitioned trigger

  • Due Date & Expiration: Automates tasks when an asset is approaching or past its due date.

Due date & expiration trigger

2. Actions: Task Execution in AssetIT

In response to triggers, actions represent the tasks that the system performs automatically. AssetIT’s automation actions include checking out resources, updating asset statuses, or even creating new Jira issues based on asset events.

List of Actions in AssetIT:

  • Checkout Resources Linked to a Jira Issue: Automatically assigns a resource to the Jira issue assignee, reporter, or specified user.
  • Update Asset Status: Changes the status of assets related to an issue.
  • Create a Jira Issue: Generates a new issue within a specified project, allowing seamless integration between AssetIT and Jira for issue tracking.

actions in Jira automation of AssetIT

3. Smart Values in AssetIT: Dynamic Information for Automation Rules

Smart Values in AssetIT work similarly to those in Jira, allowing the insertion of dynamic data into automated processes. These values pull real-time information into tasks, providing flexibility and context.

Key Smart Values in AssetIT:

Smart Values in AssetIT

Compatible Actions for Each Trigger in AssetIT

AssetIT’s compatibility between triggers and actions makes it possible to create cohesive rules that enhance asset management practices. Here are some examples of compatible actions per trigger:

Compatible Actions for Each Trigger in AssetIT

Practical Benefits of Automation in AssetIT

  1. Streamlined Asset Allocation: When issues are assigned or transitioned, assets are automatically assigned or returned, optimizing asset utilization.
  2. Consistent Asset Tracking: Automating status updates ensures that asset records are accurate without requiring manual updates.
  3. Proactive Expiry Management: Triggers for upcoming expirations allow teams to handle renewals and returns on time.
  4. Enhanced Collaboration with Jira Integration: The ability to create Jira issues directly from AssetIT enables smoother collaboration between asset managers and IT teams.

FAQs

1. What is Jira automation?

Jira automation allows users to create rules to automate tasks, reducing manual work and ensuring consistency across workflows.

2. Can automation rules in AssetIT be customized?

Yes, AssetIT allows customization of automation rules by configuring triggers and actions specific to asset management workflows.

3. How many components can be included in an automation rule in AssetIT?

Each rule in AssetIT can include a maximum of five components, including triggers, conditions, and actions.

4. Who can edit automation rules in AssetIT?

Only the rule owner can edit existing rules, but App Admins can create or delete rules as needed.

5. What happens when a trigger activates an action in AssetIT?

When a trigger activates, it performs the specified action automatically, such as checking out resources or updating asset statuses.

6. Can AssetIT automation integrate with Jira?

Yes, AssetIT can create Jira issues and assign resources based on issue triggers, allowing seamless integration with Jira for enhanced productivity.

Conclusion

Automation in AssetIT, inspired by Jira automation, brings efficiency, accuracy, and consistency to asset management. By automating tasks like resource checkouts, asset status updates, and issue creation, AssetIT helps organizations reduce manual tasks, avoid errors, and optimize their resources.

Try AssetIT For Free at: AssetIT - Enterprise Asset Management for Jira, JSM, ITSM

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