youngmon/atlassian-qna huggingface dataset:
Jira Work Management: Tool for cutover planning?
Asked by Nikolaj K?bler:

Hi all, I am looking for a tool that we (business team) can use to schedule an ERP cut-over.

In principle, it is about scheduling tasks on a timeline / calendar (period of about 3 months). At least in the hot phase (period of about 14 days), the tasks should be scheduled on date and time. Dependencies should be displayed visually.

I had put my hopes on JWM. But after a short evaluation I miss the following:

1. Date and time in tasks are only possible via Custom Defined Fields
2. When custom defined fields are used, these tasks are no longer visualized on the calendar view or timeline. At least I have not been able to find out how this works.
3. Day view not available in calendar or timeline.
4. Possibility to insert milestones

Is JWM recommended for my use case or not?

Thanks so much for your thoughts!  
Niko


Answers:
author: John Funk
body: Hi Nikolaj - Welcome to the Atlassian Community!

You probably need an add-on app to do the things you wish - probably Structure or Big Gantt.

The way we got around the date and time shortfall was to create an automation rule that updated the Due Date (and/or Start Date) using the value from the custom date/time field. It will still just have the date shown, but it will show on the calendar that way.

You will won't be able to have a Day view. And you won't be able to create Milestones as such, though you might be able to just create an issue with the same Start and Due Date.


author: Patrick Alexander
body: Hi Nikolaj,

maybe you want to have a look on those two apps in the Marketplace i can recoment to you:

[https://marketplace.atlassian.com/apps/1217809/structure-gantt-gantt-charts-roadmaps-for-jira?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1217809/structure-gantt-gantt-charts-roadmaps-for-jira?hosting=cloud&tab=overview)

[https://marketplace.atlassian.com/apps/1213016/biggantt-gantt-chart-for-jira?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1213016/biggantt-gantt-chart-for-jira?hosting=cloud&tab=overview)

Greetings


Tags: cloud
Ability to see JWM and Confluence tasks in one view
Asked by dianals:

I have a feeling the answer is going to be this doesn't exist yet, but hoping maybe I just didn't find the right view.

Is there a way for an Atlassian user who is in both Jira Work Management and Confluence to see their tasks from both systems on one screen? Not that they would have to be all in line together, but like a Dashboard view that would show your Confluence tasks, and then another block/view that shows your Jira tasks.

Does that capability exist?


Answers:
author: Trudy Claspill
body: Hello [@dianals](/t5/user/viewprofilepage/user-id/569864)

Are you working with Cloud products or self-hosted products for Jira and Confluence? Has an Application Link been established between the Confluence and Jira instances?

In Confluence Cloud the person could make a page that includes the Task Report macro and the Jira Issues/Filter macro.

The Task Report can be set to show tasks for a specified person.

With the Jira Issues/Filter macro a filter can be created to retrieve issues assigned to a person.

I don't know if there is a way to pull Confluence tasks into a Jira dashboard.

comments: author: dianals
body: This is the Cloud version of both services. I believe the link has been established. That's promising and I had a feeling it might be that Confluence is where things will get pulled into. That works!

Thanks for the insight and pointing me in the right direction.


author: Trudy Claspill
body: I found a change request in Atlassian's backlog about being able to display Confluence Tasks in Jira. You might want to add your vote to it and a comment explaining your business need.

<https://jira.atlassian.com/browse/JRACLOUD-76418>

I also found this:

<https://devpost.com/software/confluence-task-dashboard-for-jira>


author: dianals
body: Thank you [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011) that is incredibly helpful! I lent a comment and a vote on that issue. Checking out the devpost article now.


Tags: confluence

dashboard

task
Creating Dependencies in our design/development cycles.
Asked by Tom Saffle:

I want to know if it is possible to configure JIRA to provide required tasks in the form of tickets that need to be completed before development teams can start building out the UI.

If the required tickets are not completed, development will not be able to open and start building.

Required tasks would be:

* Accessibility reviews and sign-off.
* Content reviews, rewrites and sign-off.


Answers:
author: Trudy Claspill
body: Hello [@Tom Saffle](/t5/user/viewprofilepage/user-id/5099868)

Welcome to the Atlassian community!

What exactly do you want to prevent developers from doing? Are you trying to prevent them from transitioning Jira issues to In Progress or Done?

Are you working with just Jira Business/Work Management projects, or do you also have Jira Software projects?

Are you using a Free subscription or a paid subscription of Jira?

How are you currently using Jira to track work? Are there pre-development tasks that are tracked separate from "building the UI" tasks? Are the pre-development tasks and the "building the UI" tasks assigned to different people?


Tags: cloud
Est-il possible de retirer certain champs du clonage de Tickets ?
Asked by T. Vanessa:

Bonjour,

Est-il possible de retirer certain champs lors du clone d'un Tickets ?


Answers:
author: T. Vanessa
body: Ne pas reporter les ?tiquettes et les responsables qui ne sont pas souhait?s dans la reprise par les utilisateurs car des filtres sur les tickets ne fonctionne plus comme une cr?ation de ticket classique.


author: Trudy Claspill
body: Bonjour [@T. Vanessa](/t5/user/viewprofilepage/user-id/5100258) ,

Bienvenue dans la communaut?.

Qu'essayez-vous d'obtenir en supprimant des champs pendant le processus de clonage ?

What are you trying to achieve by removing fields during the cloning process?

comments: author: Trudy Claspill
body: Les champs existent-ils dans le type de probl?me et le projet cr??s par le processus de clonage ?

Essayez-vous de supprimer enti?rement les champs ou essayez-vous d'effacer les donn?es de ces champs dans le probl?me cr?? par le processus de clonage ?

Do the fields exist in the issue type and project created by the clone process?

Are you trying to remove the fields entirely or are you trying to erase the data from those fields in the problem created by the cloning process?


author: T. Vanessa
body: Juste effacer le contenu


author: Trudy Claspill
body: Il n'est pas possible d'inclure l'effacement des champs dans l'activit? de clonage de probl?me. Il existe des m?thodes pour effacer les champs une fois le processus de clonage termin?.

Selon ce post, vous pouvez utiliser l'application ScriptRunner pour accomplir la t?che.

<https://community.atlassian.com/t5/Jira-questions/Exclude-or-clear-custom-field-for-a-cloned-issue/qaq-p/1179262>

Vous pouvez ?galement utiliser une r?gle d'automatisation pour effacer les champs une fois le clonage termin?. Je n'ai pas travaill? sur les d?tails, mais le clonage d'un probl?me cr?e un lien de probl?me, et il existe un d?clencheur pour ex?cuter une r?gle lorsque les probl?mes sont li?s.

<https://support.atlassian.com/cloud-automation/docs/jira-automation-triggers/#Issue-linked>

---

It is not possible to include clearing fields in the issue clone activity. There are methods to clear the fields after the cloning process is complete.

According to this post, you can use the ScriptRunner app to accomplish the task.

<https://community.atlassian.com/t5/Jira-questions/Exclude-or-clear-custom-field-for-a-cloned-issue/qaq-p/1179262>

You can also use an automation rule to clear fields after cloning is complete. I haven't worked out the specifics, but cloning an issue creates an issue link, and there is a trigger to run a rule when the issues are linked.

<https://support.atlassian.com/cloud-automation/docs/jira-automation-triggers/#Issue-linked>


Tags: cloud

jira-work-management-cloud
How to set up Outlook calendar view showing ONLY issue/task due dates?
Asked by Brittany Melville:

Does anyone know of a way to use the Yasoon outlook calendar feature that will show a roll up of all issues by due date, but NOT child issues/child issue due dates? I am using the 'Jira project issues' selection but it automatically includes issues and child issues, so the calendar view is totally crowded with items.


Answers:
author: Patrick Sch??ler _yasoon_
body: Hi [@Brittany Melville](/t5/user/viewprofilepage/user-id/5061441)   

Thanks for asking. I'm Patrick, partner manager at yasoon.   
In this case, I recommend using our "JQL issue" template and working with the filter "project = MUL AND issuetype NOT IN subtaskIssueTypes()".   
In this example, MUL is the project key, which has to be adjusted individually.  

Let me know, if you have any further questions.   

Happy Monday and all the best,   
Patrick  

comments: author: Brittany Melville
body: Hi Patrick, this is exactly what I needed. Thanks so much!


Tags: cloud

jira-work-management-cloud
Responsible User
Asked by Silvio:

Hello,  
I'm considering using Jira Word, and I'm having doubts if it's possible for Issues to appear only to the reporting user and the assigned responsible user, is this possible? I did not find where to configure!


Answers:
author: John Funk
body: Hi Silvio,

Yes, you can do that with Issue Level Security. See this article for more guidance on how to implement.

<https://support.atlassian.com/jira-cloud-administration/docs/configure-issue-security-schemes/>

comments: author: Silvio
body: Thank you very much!  
Everything worked!  
Hug


author: John Funk
body: Great! Glad to hear.


author: Silvio
body: Hello John, can you please help me again:

I granted access to the "Browse the Projects" permission, only to the "Reporter" and "Responsible", but the project appears for everyone, it is certain that those who are not project users cannot see the items, but it is in the list of projects .  


author: John Funk
body: Hi Silvio,

Yes, this is a known problem and Atlassian is working on it. They can see the project in the list but cannot do anything with it or see issues on the project.

Here are more details about the announcement for future changes:

|--------------------------------------------------------------------------------------------------------------------------------|
| <https://community.atlassian.com/t5/Jira-articles/Announcement-Introducing-two-new-permissions-to-replace-Browse/ba-p/2108241> |


author: Silvio
body: Thank you very much!


author: John Funk
body: You are very welcome.


Tags: cloud

jira-work-management-cloud
How to Limit JSW users' access to JWM & conversion of Team vs Company-managed Projects
Asked by Soo Beng Ang:

Hi,

I just discovered that some Jira Software Users were able to access Jira Work Management boards, eventhough I did not explicitly invite them to JWM.

I also saw the screenshot at the bottom. I just want to confirm that if we upgrade JWM from free to paid @ $5 / user, that we will be able to limit users' access via Project Roles so that only invited JSW users can view JWM?

On a separate note, does anyone know how to convert a project from team to company-managed project?

Thanks so much

Beng

![Screenshot 2022-12-09 at 14.35.08.png](https://community.atlassian.com/t5/image/serverpage/image-id/229761iF175B772E51E1B30/image-size/large?v=v2&px=999 "Screenshot 2022-12-09 at 14.35.08.png")


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Soo Beng Ang](/t5/user/viewprofilepage/user-id/5032558)

Here you can find the documentation about the permissions of JWM:

<https://support.atlassian.com/jira-software-cloud/docs/manage-how-people-access-your-team-managed-project/>
> *You can't edit project permissions or roles on the Free plan for Jira Software or Jira Work Management, and you can't configure issue-level security on any Free plan (including Jira Service Management). Find out more about [how project permissions work in Free plans](https://confluence.atlassian.com/servicedeskcloud/project-permissions-roles-and-issue-level-security-in-free-plans-1097175961.html). To take advantage of Jira's powerful project permission management features, [upgrade your plan](https://confluence.atlassian.com/servicedeskcloud/jira-cloud-plans-1097175872.html).*
>
> *The Free plan for Jira Software and Jira Work Management is for small teams of fewer than 10 people who may be just getting started with Jira. [Project permissions](https://confluence.atlassian.com/servicedeskcloud/managing-project-permissions-1097175940.html), [roles](https://confluence.atlassian.com/servicedeskcloud/managing-project-roles-1097175963.html), and [issue-level security](https://confluence.atlassian.com/servicedeskcloud/configuring-issue-level-security-1097176572.html) aren't configurable when you're on the Free plan. To take advantage of Jira's powerful project permission management features, [upgrade your plan](https://confluence.atlassian.com/servicedeskcloud/jira-cloud-plans-1097175872.html).*
>
> *The only permissions- or security-related restriction for Jira Service Management Free plans is issue-level security. If your Jira Service Management site is on the Free plan, you won't be able to set the security level for individual issues (requests).*
>
> *Starting on a Free plan*
>
> *If you've always had the Free plan for Jira Software or Jira Work Management Cloud, everyone who can access that product is a project admin. It isn't possible to change the permission scheme, edit roles, or add an issue security scheme.*

So yes, if you upgrade you will be able to modify permissions and to restrict JWM projects


Tags: cloud

jira-work-management-cloud
User search custom field is not working
Asked by Fuchs Andreas:

Hi community people,

I added a custom field of type "people" to my tasks. But this field is only working for admin users and not for normal users.

Here you can see the field definition:

![2022-12-09 08_10_32-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/229755iD9629847F5A66230/image-size/large?v=v2&px=999 "2022-12-09 08_10_32-Window.png")

Here is the look of an admin user:

![2022-12-09 08_13_04-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/229758iC526471D45FAEF9B/image-size/large?v=v2&px=999 "2022-12-09 08_13_04-Window.png")

And this is the look of a normal user (you see, no user is found, although the users are part of the same project):

![2022-12-09 08_16_28-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/229759iBCBAF93559D9FF54/image-size/large?v=v2&px=999 "2022-12-09 08_16_28-Window.png")

Is this a permission problem?

Thank you and best regards,

Andreas


Answers:
author: Eva HEIDL
body: Hi Andreas, users need the browse users global permission for selecting users in a field.

comments: author: Fuchs Andreas
body: Hi Eva,

it is working with the browse user permission. Thank you!!

Best ragards,  
Andreas


Tags: cloud

jira-work-management-cloud
User icons doesn't appear in list for normal user
Asked by Fuchs Andreas:

Hi community people,

in the JWM list the user icons to filter the list for an user only appear for an administration user:

![2022-12-09 07_46_09-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/229750i521CE0F2A2E49B49/image-size/large?v=v2&px=999 "2022-12-09 07_46_09-Window.png")

For an normal user it is shown like this (also for the project admin):

![2022-12-09 07_42_34-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/229749i3AD66BB0BA3FC515/image-size/large?v=v2&px=999 "2022-12-09 07_42_34-Window.png")

Is there a way to enable this for all users (not only for admin users)?

Thank you and best regards,

Andreas


Answers:
author: Eva HEIDL
body: Hi Andreas, I think this problem is connected to you other question about browsing users. Check after granting the browse users global permisson to the jira users group.

comments: author: Fuchs Andreas
body: Hi Eva,

it is working with the browse user permission. Thank you!!

Best ragards,  
Andreas


Tags: cloud

jira-work-management-cloud
Are teams in JIRA Portfolio the same as a project in JIRA?
Asked by MBailey:

Are teams in JIRA Portfolio the same as a project in JIRA? Or...are they another construct. If another construct, how is this represented in JIRA and is it a feature that is available without having Portfolio?

If Teams are not represented in standalone JIRA (minus Portfolio), what is the best way to manage a teams work if they deal with work across more than one project?


Answers:
author: Pete Singleton
body: No - Teams in Portfolio do not have any equivalent in Jira itself, they are purely within Portfolio.

There is no way to currently manage teams directly in Jira (although I believe the Cloud version is introducing this imminently).

I would suggest you create a custom field for "Team", and add it to all project's screens. You ca then create a dashboard or Kanban/Scrum board which filters the data based on this field only.


Tags: advanced-roadmaps
How to revert to the improved planning interface rather than the live plan?
Asked by RS:

I started an evaluation using the live plan, but would like to evaluate the improved planning interface. When I delete a test plan and try to create a new one, Portfolio automatically defaults to the live plan. Is there a way to get back to the very beginning of Portfolio, when I can choose between the improved planning vs live plan?


Answers:
author: Robert DiBattista
body: When viewing the plan look under the "Configure Plan" section. This should give you the option to switch between the interfaces.


Tags: advanced-roadmaps
Did Portfolio 3.20 Upgrade introduce changes to SD detail Issue view Activity all tab?
Asked by Nicole Downes:

Yesterday we upgraded to Portfolio 3.20

Today we are seeing a weird list with a spinner in the All tab of the Activities section at the bottom of all our service desk and software issues. Is this related?

Is there any documentation on this feature? Can it be turned off? Does anyone know what this is, what caused it, and how to turn it off (or utilise it). When you hover over each field it sometimes presents options to choose. For example, Resolved lets you choose Yes and No

![weird list.png](/t5/image/serverpage/image-id/83070i53DAD3484502F217/image-size/large?v=v2&px=999 "weird list.png")


Answers:
author: Nicole Downes
body: Ignore. Caused by index issue not related to Portfolio.


Tags: advanced-roadmaps
How do I provide feedback without using the button.
Asked by MySaxin:

Hi

My Jira Portfolio instance is located in a secure environment without internet access. How do I provide feedback without using the button?


Answers:
author: Thomas
body: Hi [@MySaxin](/t5/user/viewprofilepage/user-id/410456)

Thanks for going the extra mile to give us feedback! Much appreciated.

Regarding the different ways to provide us with your feedback:

The community is obviously one way to do so, while some types of feedback are better suited for the in-product feedback button. In your case, you can also email us directly.

The following documentation page has some details on the different plan versions you may be using, and an email to contact us.

<https://confluence.atlassian.com/jiraportfolioserver/1-understand-the-types-of-plans-968677259.html>

Cheers,

Thomas.


Tags: advanced-roadmaps
Auto-schedule lefts story points out of sprint that could be done
Asked by laralg:

Hello,

I am hoping someone can give me a better understanding on how portfolio works. I have been testing it and it seems that the autoschedule always leaves story points out when they could fit in the capacity of the team or they choose one issues over others with no logic

In this example there is just one jira project, the team sprint velocity is 16 sp and all the issues are unassigned.  
![image.png](/t5/image/serverpage/image-id/82530iDBE82655F508CAB5/image-size/large?v=v2&px=999 "image.png")

I do not understand why is giving priority to the issues 32 and 31 instead of 27. 27 Was created before and is in a release with a sooner target date. Before 32 and 31 where created it scheduled it in the next sprint but, after they were created is moving it later. Also the current configuration is:  
2+2+5+1+3= 13 so it could fit more issues ( but there isn't one that would fit)  
But if it did  
5+5+1+3= 14 it could also fit one of the 2 sp issues 14+2=16, filling all the story points of the sprint!  
So, any idea why it may be giving priority to the two issues with 2 sp instead of the issue that was created earlier.

Thanks!


Answers:
author: Thomas
body: Hi [@laralg](/t5/user/viewprofilepage/user-id/238099) ,

32 and 31 are ranked higher, which is a major factor in prioritisation here. That's the same rank as what you will see in your Sprint board or kanban board, what's on top is what's coming next.

You can find more on our ranking and scheduling in the following documentation pages:

<https://confluence.atlassian.com/jiraportfolioserver/ranking-issues-967895243.html>

<https://confluence.atlassian.com/jiraportfolioserver/auto-scheduling-issues-967895245.html>

Cheers,

Thomas


Tags: advanced-roadmaps
Downloaded the app but cant login
Asked by Dustin Russell:

I have downloaded the app and tried to log in several times, even changing my password but nothing works. Any help would be appreciated.


Answers:
author: Josh_Unito
body: Have you tried a clean reinstall? Go through the steps in [++How to Uninstall the Trello Desktop App++](https://help.trello.com/article/1107-how-to-uninstall-the-trello-desktop-app) and see if that works!

If not, you can try sending a message to trello.com/contact for help.
Is there a way to customize the layout of a Trello card?
Asked by Efe:

For instance, I have my smart field icon metrics at the top of an open card, just above the description and custom fields. I would like to rearrange this order and make the Smart Field metric last in the layout.


Answers:
author: Josh_Unito
body: [@Efe](/t5/user/viewprofilepage/user-id/5503616) Hi! Unfortunately there's no way to re-order the layout of your Trello card fields without a Power-Up like [Amazing Fields](https://trello.com/power-ups/60e068efb294647187bbe4f5/amazing-fields). I haven't tried it personally, but I've heard good things!
How do I keep checklists collapsed
Asked by Karen Riggs:

Previously, when i used the hide completed option in a checklist within a card, it would stay hidden until I clicked on show completed. Now, every time I go into a card, all of the checklists are showing everything even if they are checked off. I've tried re-hiding them and going back in but they are open again. Did a setting change?


Answers:
author: Josh_Unito
body: Hi [@Karen Riggs](/t5/user/viewprofilepage/user-id/5503643) ! I just tested it out on one of my Trello boards and the checklist stayed hidden. Can you describe the steps you're going through in a bit more detail? Maybe I can help you figure this one out.

Are you using any browser extensions with Trello?

![Screenshot 2024-05-22 at 2.15.37?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/325425i01E0B64423A0B8E5/image-size/large?v=v2&px=999 "Screenshot 2024-05-22 at 2.15.37?PM.png")

comments: author: Karen Riggs
body: I mostly use it on my phone, not on a computer. I normally keep all of my checklists set to Hide Completed but recently when I've gone back a card that I haven't opened in a day or two, all of the checklists are unhidden again.


author: Josh_Unito
body: I just tried it on my phone also and was able to hide/unhide.   

Try clicking on the ellipsis "..." and see if it says "Show Completed" to indicate your checklist is hidden, or "Hide Completed" which would indicate that they're not.   

It looks a little confusing since you can also click on the little \^ symbol to expand/collapse the list.   

![trello checklist on mobile.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/325436i10EEFD0952552959/image-size/large?v=v2&px=999 "trello checklist on mobile.jpg")