ALM: User Guide

This reference list is for maintaining a list of events that occur periodically and lead to the creation of project artifacts, the execution of automatic actions, or the launch of scripts.

In the "Project budget management" module, using recurring jobs, you can describe recurring expenses (for servers or services), or receipts under contracts and from other sources.

By binding Issue or Task templates to recurring jobs, you can organize periodic creation of typical Issues or Tasks, thus reducing the effort of creating them manually and lowering the risk of human error.

Recurring jobs can be a trigger for automatic actions, making it possible to implement scenarios where conditions must be checked periodically and actions performed, for example closing Requests on which there has been no action or response from the client for a long time.

On the Email tab you can set the parameters for sending scheduled email notifications. In the "Content" field you can insert modules and thus implement periodic sending of reports to interested parties. To quickly create a schedule on which a report will be sent, use the action "Send by email on a schedule", available in the breadcrumbs menu in the header of each module.

Based on recurring jobs you can implement integration scenarios with external systems. For these purposes, use the capabilities of script automation.

For example, you need to organize a weekly mailing to Assignees with the list of their stories, so that the statuses can be brought up to date.

Take the module "All stories in the project" as the basis. Add filters for:

• Assignee:Current user
• State:Not completed

Using the view settings, add or remove columns from the display.

Create a custom module via the three dots in the filter settings window.

After the module is created and you open it, use the three-dot menu at the top of the page and select Send by email on a schedule.

A modal form appears where you need to configure the Time and the Day of the week when the email will be sent. On the Email tab, fill in the email Subject and the Recipients. In Recipients you can specify both Roles and specific users.

As a result, we get personalized notifications for each user covering all of their stories.