youngmon/atlassian-qna huggingface dataset:
Archiving issues in Jira / setting up a Release
Asked by Linda Jorgensen:

I am trying to archive some issues and have been told I need to set up a Release first. When I review documentation for setting up a Release it does not match what I am seeing in our Project options. I am not seeing a "Release" or "Add Release". Suggestions on how/where I can find/add this Release option so that I can Archive issues?


Answers:
author: Ross McCoy
body: Hello,

Without knowing what version of Portfolio for Jira you're using, I can only offer some general advice - thought this should cover versions 2.0 through 2.27 as well as the latest versions of Portfolio for Jira Server, as well as Portfolio for Jira Cloud.

Atlassian provides documentation on [managing your releases here](https://confluence.atlassian.com/jiraportfolioserver/5-managing-your-releases-968677249.html) for Portfolio for Jira Server - there are two methods for creating a release, depending on whether you are using a [live plan](https://confluence.atlassian.com/jiraportfolioserver/releases-802170559.html) or a [plan with the improved interface](https://confluence.atlassian.com/jiraportfolioserver/managing-releases-952623605.html).

If you are using Portfolio for Jira Cloud, you can reference section 5 [on this page](https://confluence.atlassian.com/jiraportfoliocloud/getting-started-with-portfolio-for-jira-873926170.html) for the instructions for managing releases in Cloud.

If you are using a version of Portfolio outside of the above, or if this documentation still doesn't seem to apply to you, please let me know both the version of Jira and Portfolio for Jira you're using, as well as supply a screenshot of the place in the UI you're expecting to create a release at, and I can provide more detailed instructions.


Tags: advanced-roadmaps
JIRA Portfolio - Assigned Sprint not in the Plan
Asked by Bruno Mazzoco:

Hi,

We are using JIRA for managing different Scrum boards but we are handling all Scrums into same project. For this reason, we've been adding the Sprints manually so we can sync all scrums to follow the same pacing.

As far as I understand, Portfolio could use **Teams** or **Shared Teams** capacity to **calculate** the plan (Sprints) based on our Release Dates. However, we won't be able to use "Auto-Schedule" before getting the backlog stablished.

Thus, we would like to assign by the PORTFOLIO what would be the Sprint to address some of the issues in the backlog. However, when we have the Sprint assigned by the PROJECT , we are getting "Assigned Sprint not in the Plan"

Question: How can we assign the Sprint into Portfolio with Sprints created manually into the project?


Answers:
author: Raathi
body: Hi Bruno,  

From Portfolio 3.5 onwards, the plan would display sprints even though if the sprint is not in the plan. Which version of Portfolio are you using?  

Regards,  
Raathi

comments: author: Bruno Mazzoco
body: Hi [@Raathi](/t5/user/viewprofilepage/user-id/1664536) ,

Thanks for the reply.

I think we've been using 3.5.0.

How can I double check this information?

Thanks


author: Bruno Mazzoco
body: Hi, I have double checked with the team and it is version 3.4.0.

Thanks


author: Bruno Mazzoco
body: Hi [@Raathi](/t5/user/viewprofilepage/user-id/1664536) , How can I do that?

I'm using now version 3.9.0 but could not get the Sprint value set with the project sprint.

Best,


author: Raathi
body: Hi Bruno,  

If your plan has **scrum board as an issue source** , then the sprints from those boards should appear in your plan and you can assign an issue to a sprint by clicking the sprint dropdown.  

But if your plan has **project as an issue source** , then the sprints won't be available because the sprints belong to a board and not to a project.  

But if you assign a sprint to an issue through **Jira** and then include that issue into a Portfolio plan, and if the sprint that is assigned to the issue is not in the plan (because you haven't included the scrum board the sprint belongs to), it will be displayed as an external sprint.  

Regards,  
Raathi


author: Matt Leach
body: If you select Sprint dates within Inferred Dates but have selected Project as your issue source (i.e., sprints not available), what dates will they default to if there's no start/end dates applied?


Tags: advanced-roadmaps

sprint
Updates to Releases in JIRA Software not reflected back on Portfolio
Asked by Matt Mullaney:

Hi,

I have old/past releases on boards in JIRA that have been completed/released, but still show as incomplete/unreleased in Portfolio.

Any reasons why this would occur?

I know I can just exclude these releases from my plan, but it would be preferable if they automatically fell off the plan when Released...

Thanks!


Answers:
author: Earl McCutcheon
body: Hi Matt,

There are a couple things I can think of here, first is that the plan is holding onto cached data from before the version was released, recalculate the plan to see if this clears it out.

Alternatively if you have issues that are still open and have been expressly added to the released fixversion, your issues are holding onto that version. Switch the field to calculate on these issues to clear the field and move the issue to an unreleased version for continued work.

Regards,  
Earl


Tags: advanced-roadmaps
In Jira Portfolio 3.x is there a way for parent issues to inherit target start/end dates?
Asked by Sophie Johnson:

In Jira Portfolio 3.x is there a way for parent issues to inherit target start/end dates or custom dates? I want the parent issues to take the earliest start \& latest end dates and display that as their start/end.

Doesn't have to be Target, could be a custom field.


Answers:
author: Raathi
body: Hi Sophie,  

Right now Portfolio 3.0 doesn't rollup dates to the parent issues. But we are working on a solution for this.  

Regards,

Raathi

comments: author: TenNineSevenSix
body: Hi, any update on what you are working on please?


author: Raathi
body: The rollup dates functionality is now available in Portfolio. You can read about it [here](https://confluence.atlassian.com/jiraportfolioserver/rolling-up-values-to-parent-issues-968677334.html) in detail.


Tags: advanced-roadmaps

atlassian-support

jira
Grouping Kanban Board by Parent
Asked by Yasir Mehmood:

I've been wracking my brain on this one. Does anyone know how to show children under the parent on the Kanban Board sorted by Rank?

* Initiative 1
  * Feature 1
  * Feature 2
  * Feature 3
* Initiative 2
  * Feature 4
  * Feature 5
* Initiative 3

Basically looking to do one level of indentation similar to how subtasks show up under stories or tasks on the boards.


Answers:
author: Earl McCutcheon
body: Hi Yasir,

It is not currently possible to set swimlanes on a board by initiative, the following feature request is tracking interest in this.

* <https://jira.atlassian.com/browse/JSWSERVER-16300>

If you did want to do something similar you could set up your swimlanes using "Queries", making an individual lane per initiative.

Regards,  
Earl


Tags: advanced-roadmaps
How to get support for this product? Keep getting redirected to useless help files.
Asked by Ryan Trollip:

How to get support for this product? Keep getting redirected to useless help files.


Answers:
author: Daniel Eads
body: Hey Ryan,

Daniel from Atlassian Support here. I've had a look at your account and your Portfolio install has a Starter license. We exclusively support Starter licenses through Community ([more info here](https://www.atlassian.com/blog/announcements/support-for-server-starter-10-user-licenses)). Go ahead and ask your question!

Cheers,  
Daniel \| Atlassian Support

comments: author: Ryan Trollip
body: Actually no, I have 3 commercial licenses, go look again

Your licensing and support / help is very confusing and time consuming to navigate and figure out

No way to call someone on the phone, except billing and that takes a 30 min wait.


author: Daniel Eads
body: Hey Ryan,

I do see some commercial licenses on your account as you noted. But, based on the category you've put this question in (Portfolio for Jira), I can only surmise that the product you're having trouble with is Portfolio for Jira. On that product, what I see on your account (and the reason why our support system is preventing you from opening a ticket) is that you've got the 10 user Starter license. Is there a different SEN your Portfolio license might be listed under than the one you've been trying to use?

I can also see that you've contacted the billing and licensing help and mentioned that you need help with the Jira Core server your Portfolio license appears to be installed on. I just want to be super clear here and let you know that both that Jira Core and Portfolio for Jira license are Starter licenses.

If you could ask us your question - that would really help to get you an answer. I'm a support engineer. You've also interacted with a Customer Advocate who's offered to try and find an answer for you. But we need to know what you need help with in order to actually help you.

This is the place to ask a question. You've navigated to the right spot - ask away and we'll get an answer for you.

Thanks,  
Daniel


Tags: advanced-roadmaps
Question about Scheduled Automation
Asked by Kelly Gabel:

Can someone tell me why the Action options for Scheduled automation are so limited? I have a client who wants to be able to reset all checklists on a particular list every Monday morning, and not only can I not create a reset checklist rule for the whole board (seems to be card-level only) but I can't affect checklists at all with a Scheduled automation.

I'm going with a card button solution for now, which is still manual but saves some time, but it got me thinking, why is the Scheduled Automation feature so limited?


Answers:
author: Vongsawat
body: The clunky solution I've always ended up having to use is having the Scheduled Automation triggering a regular Rule Automation. Normally via adding a label.

Then your Rule Automation triggers off of the label add, clears the checklist, then removes the label.  

Its a bit clunky, and can waste automation quotas if used everywhere, but is inoffensive enough for things I want to trigger weekly/monthly.

But yea, no idea why Trello limits access to automation features by automation type..


author: Brittany Joiner
body: [@Kelly Gabel](/t5/user/viewprofilepage/user-id/4037574) i think its more to do with the fact the checklist triggers and actions are a bit limited. They have come a bit of a way since I started using them though, so I am hoping there's more to come.

You can make a feature request for this at <https://trello.com/contact>


Tags: automation
Hey ~ where have my ticks gone on my ticklists please! Inhave equal signs instead & cant tick off!
Asked by Julie Moy:

I've tried logging out and in again but still there! Please help! ? ![Screenshot_20240427_085735_Trello.jpg](/t5/image/serverpage/image-id/320917i08EF299E15ED707B/image-size/large?v=v2&px=999 "Screenshot_20240427_085735_Trello.jpg")


Answers:
author: Brittany Joiner
body: [@Julie Moy](/t5/user/viewprofilepage/user-id/5485544) i have no idea what this screenshot is representing. Can you share a screenshot of your Trello board?

comments: author: Julie Moy
body: ![Screenshot_20240505_092248_Trello.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/321975i4C51D5C7F84E2C9B/image-size/large?v=v2&px=999 "Screenshot_20240505_092248_Trello.jpg")


author: Julie Moy
body: Whilst using on my phone my ticks are crossed out \& I have equal signs. I can't drag \& change the order.

It's okay on laptop \& on old phone.

Please surely someone must know how to sort out. Must be an accidental setting change?
How do I add the timestamp to a card when I view the board through 'Calendar'
Asked by Adamdavidferreira:

Looking to have my trello board serve as a holistic board with a date and time of upcoming card. Serving less as a PM board and more as an calendar w


Answers:
author: Humashankar VJ
body: Hi [@Adamdavidferreira](/t5/user/viewprofilepage/user-id/5485432)

Adding timestamps directly to cards when viewed through the Calendar view is not a native capability.

Can you please try other possibilities and see if it fits your requirement,

By Setting the due dates and times for each card that represents an upcoming task.

When you switch to the Calendar view, these cards will appear on their respective due dates, giving you a basic calendar-like representation of upcoming tasks -

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**


Tags: calendar
colando texto e perde os espa?os entre as palavras
Asked by Fabiana Lima:

Estou colando alguns textos no trello, mas est? dando algum erro na formata??o: n?o est? aparecendo os espa?os entre as palavras. Fica assim:

Euj?estiveondevoc?est?eissoaconteceporquevoc?  
ainda n?otemumpassoapassodescomplicadoefeito  
especialmenteparaquemdesejafaturarmais,semprecisar  
se matardetrabalhar


Answers:
author: Alex W
body: Hi [@Fabiana Lima](/t5/user/viewprofilepage/user-id/5485326) - welcome to the Community!

That seems strange! Can you try pasting without matching style?
Received Phishing Email to Join ?Family Inritance [sic]? workspace
Asked by Danny Walter:

Where is the best place to report this?

Theyve included their own email as the replyto however they are sending the invite through trello itself - so at first glance and with no security training someone could be very fooled into joining this space under false pretense.  

Is there an official security reporting channel with trello, atlassian, or possibly law enforcement?

I realize it's kind of like asking the cops to investigate a stolen bicycle...not much to be done. But i really hate the fact these people are out there!


Answers:
author: Humashankar VJ
body: Hi [@Danny Walter](/t5/user/viewprofilepage/user-id/5485427)

Please make use of this - [SECURITY ALERT: Phishing Emails Targeting Atlassia... (atlassian.com)](https://community.atlassian.com/t5/Trust-Security-discussions/SECURITY-ALERT-Phishing-Emails-Targeting-Atlassian-Customers/td-p/2396415)

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**


Tags: phishing

security
What type of integrations I can have between Google Chat and Trello ?
Asked by Jorge Gomez:

I want to be able to send notifications, create cards, delete or have visibility to trello within Google Chat. What type of integrations are there available to achieve something like this?


Answers:
author: Humashankar VJ
body: Hi [@Jorge Gomez](/t5/user/viewprofilepage/user-id/5485290)

Google Chat offers a direct integration with Trello through a Power-Up,

Allowing user to receive notifications and gain some visibility into your Trello boards without leaving Chat

Try to set up the Trello Power-Up in Google Chat to receive alerts for specific activities on your Trello boards.

* Cards being added, moved, or completed.
* Comments or attachments added to cards
* Members assigned to cards

While we cover this you should also understand that users cannot create, edit, or delete cards directly through Google Chat with this integration.

The level of detail displayed in the notifications depends on the specific activity

Kindly refer the help article to know and learn more on this - [Trello for Google Chat \| Trello \| Atlassian Support](https://support.atlassian.com/trello/docs/trello-for-google-hangouts-chat/)

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**


Tags: google

google-chat
Email Report Automation with Preview of List
Asked by Gabby:

Hello, I'm Gabby. Our agency wants to send weekly email reports to our clients via Trello. However, we're looking for the preview/visuals of specific lists or cards rather than just the link. How can we set up automation for this?


Answers:
author: Lara
body: Hi Gabby,

Thanks for reaching out!

To create a visual report, you just need to suffix the Report name variable with **_html** . For example: {$report_html}.

You can find more information about creating customised reports here: <https://support.atlassian.com/trello/docs/creating-reports-with-butler/#Customized-reports>

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team
Preview Emails in Trello
Asked by Ann Willard:

I drag and drop an Outlook email onto Trello card. When I go back to read the email, I cannot preview it, I have to download, then go to download to open and read. I just want to quickly glance at the email. How can I preview the email and not download?


Answers:
author: Humashankar VJ
body: Hi [@Ann Willard](/t5/user/viewprofilepage/user-id/4046837)

To preview emails directly attached to cards and the try you are making out cannot be fulfilled as this is not a native capability offered.

Try other simple possibilities and write to Trello future enhancements on this:

* Open the email in Outlook and copy the relevant text content.
* Paste the copied text directly into the card description on Trello.
* This allows you to quickly glance at the email's content without downloading the entire file

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**


Tags: outlook
How can I see "Your Items" and "Cards Assigned to You" in one view?
Asked by Jake Lile:

I am rolling out Trello for my team currently (\~40 people) with 10 boards. Some of work in multiple boards, and I am struggling to get a true, comprehensive "dashboard" view of all my tasks and cards in one place. I know I can go "Home" --\> "Your Items" and "Calendar View" --\> "Filters" --\> "Cards assigned to me"; however, there is no way for me to see a calendar view of *all* my tasks across the entire Workspace----nor is there a way (to my knowledge) to have "Your Items" populate on a Trello list that I could put on my primary board as a "to-do" list.  

Are there solutions I am unaware of or currently in development for this issue?


Answers:
author: Alex W
body: Hi [@Jake Lile](/t5/user/viewprofilepage/user-id/5485205) - welcome to the Community!

Unfortunately there's no way at present to see both checklist items and cards assigned to you across a Workspace on the same page.

I recommend voting for / watching / commenting on our open feature request to have checklist items added to all Views including our Workspace Views: <https://jira.atlassian.com/browse/TRELLO-51>

At this time, you can use the single-board Calendar View to see checklist items and cards on the same board only.


Tags: assignee

dashboard

to-do

workspace-view

your-items
Unable to Send Board Notifications to Slack Private Message
Asked by Sam Anthony:

According to Trello help, I should be able to send Board Notifications to private messages in Slack, yet I'm unable to do so, there is no option in the power up. I want to be able to send notifications about anything happening to a team member via private message in Slack. Is this possible? Thanks!


Answers:
author: Lara
body: Hi Sam,

Thanks for reaching out!

To post a message to a direct message, you need to find the recipient's **Slack member ID** in Slack:

1. Go to the direct message channel and click on their profile

2. Click on the **View full profile** link

3. Click on the **ellipsis (...) More** icon

4. Click on the **Copy member ID** button

5. Paste the member ID into the "Slack channel" field in Automation's Slack action

**Note** : The Slack integration can only support sending direct messages (DMs) with the "as myself" option (not "as Butler"). To send a message to another user "as Butler", create a private Slack channel and invite the recipient and the Butler by Trello app.

You can find more information here: <https://support.atlassian.com/trello/docs/using-the-jira-and-slack-integrations/#Slack-actions-in-Automation>

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team


Tags: slack
how does trello help to manage more than one virtual assistant
Asked by Valentina E Oshogbunu:

My organization is a virtual assistant organization and we have clients who partner with us for virtual assistant services.

Now we want clients to delegate tasks to our different managers and then the managers do the final delegation to our virtual assistants. this is to ensure we deliver exceptional and properly proofed works.

We aim to have clients only interact and work with our managers and not the virtual assistants.

We need help having a clear, unintrusive and organized productivity process.


Answers:
author: milynnus
body: [@Valentina E Oshogbunu](/t5/user/viewprofilepage/user-id/5485125)

The more challenging aspect of your use case is how you are expecting your client to collaborate with the manager after the task is delegated to the manager.


Tags: remote-agent

remote-work

structure
Automated Email
Asked by Katie Collings:

Does anyone know if its possible at all to send automated emails based on the information provided in the custom fields on a particular card.

For example I want to be able to say if the order received box on a checklist is ticked, this uses the email address in the custom field to send out an email to the custom which lets them know their order has been received.

Thanks in advance.


Answers:
author: Humashankar VJ
body: Hi [@Katie Collings](/t5/user/viewprofilepage/user-id/5485134)

Sending automated emails based on custom field information is not a native capability offered in Trello.

Try other possibilities like Trello Power-Ups like (Butler for Trello) or (Zapier for Trello)

These Power-Ups connect Trello with other services and possibly trigger email automation based on card actions and custom field values

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**


Tags: automation

email
Trello Standard price plan contain tax?
Asked by B?r? Andr?s D?niel:

Are taxes included in Trello's pricing plans? Our team consists of 20 members, and we're interested in the standard pricing plan. If taxes are included, then if I'm not mistaken, we would be paying $120 USD monthly, correct?


Answers:
author: Humashankar VJ
body: Hi [@B?r? Andr?s D?niel](/t5/user/viewprofilepage/user-id/5473227)

Please refer these webpages to understand on the procing:

[Which Trello Plan Is Best for You? Our Pricing Guide Can Help \| Trello](https://trello.com/en/pricing?&aceid=&adposition=&adgroup=143241823602&campaign=18406634136&creative=672218367514&device=c&keyword=trello%20pricing&matchtype=e&network=g&placement=&ds_kids=p73309760205&ds_e=GOOGLE&ds_eid=700000001557344&ds_e1=GOOGLE&gad_source=1&gclid=CjwKCAjwxLKxBhA7EiwAXO0R0JxzHfE3vtjsr39lWSm-WEnkR8y-EEg_24PKyS5lcNCfXajC4p9llhoCyrsQAvD_BwE&gclsrc=aw.ds)

[Trello Pricing Plans \& Costs Guide (projectmanagers.net)](https://projectmanagers.net/trello-pricing/)

**Hope this helps - Happy to help further!!**   
**Thank you very much and have a great one!**   
**Warm regards**


Tags: cost

tax
M?nh mu?n mua c?c g?i c? tr? ph? v? c?n ng??i h??ng d?n s? d?ng
Asked by INTERNATIONAL RON:

M?nh ch?a r?nh v? trello n?n c?ng ???c h? tr?


Answers:
author: Alex W
body: Hi [@INTERNATIONAL RON](/t5/user/viewprofilepage/user-id/5484734) - welcome to the Community! Can you elaborate on what you need help with?

If you wish to start a subscription, you can start by comparing our subscriptions at <https://trello.com/pricing> and using the buttons on that page to start a free trial, or you can start a Premium free trial at <https://trello.com/free-trial>