Overview
Automations do the busy work so you can focus on the work you love. Our Automations help teams automate repetitive tasks when it comes to managing Iterations and Epics so you can spend more time on high-value work like strategy and creative thinking.
Epic Automations
Auto Start Epic
When switched on, Stories being moved from ‘Not Started’ to ‘Started’ will automatically move the Epic to ‘In Development’.
Auto Complete Epic
When switched on, all Stories being moved to a ‘Done’ state will automatically move the Epic State to ‘Done’.
Changes to Epic Automations affect the entire Workspace.
Iteration Automations
Auto-Create Iterations
When an Iteration completes, this automation will automatically create a set number of future Iterations.
Ensure your Team is using Iterations. Have at least one Iteration “started”—once an Iteration completes, the automation will take care of the rest.
Configure
- Select the Team you want to enable the Iteration automation for
- Select duration, number of Iterations you want populated at any given time, and Iteration start date
- Save Changes
Configuration options:
- Iterations Created - Number of future Iterations you would like to have at any given time
- Length [x] weeks - Length of the Iteration (by 7-day weeks, including any weekend/non-working days)
- Starting on [day] - The day of the week the Iteration will start on
Iterations generated by Shortcut Automations will have the title “{Team Name}: Week N-N, {Year}” (N = Nth week of the year). You can rename Iterations after creation without affecting the automation.
Move Unfinished Stories to Next Iteration
When an Iteration ends, any unfinished Stories will be automatically moved to the next Iteration, if there is one available.
The Auto-Move Stories automation runs shortly after midnight. Avoid overlapping Iterations to ensure Stories move into the desired Iteration.
FAQs
Can I enable the automation to auto-move Stories to the next Iteration without enabling the automation to pre-populate future Iterations? Yes, just make sure you have a future Iteration created before your current Iteration ends.
I enabled Iteration automation for my Team but I don’t see future Iterations populated in Shortcut? Make sure you have at least one Iteration for your Team. Once that Iteration completes, future Iterations will populate.
We don’t run Iterations by Team. Can I still use the automations for Iterations? We recommend using Teams to best set up your Workspace. However, all you need is one Team in your Workspace (for ownership purposes) to enable the automation.