youngmon/atlassian-qna huggingface dataset:
How can I associate an epic to an initiative?
Asked by lisa:

Hello community!

I am going cleary crazy as I still cannot figure out how to assign an epic to an initiative. Drag \& drop does not work in the "plan" function. Is there any way that I can manually assign an epic to a initiative?


Answers:
author: Joseph Chung Yin
body: [@lisa](/t5/user/viewprofilepage/user-id/4161064) -

In the AR plan, if you exposed the "Parent" field, then you can associate your Epic to Initiative. This is assuming that your plan is bringing in the initiative content + your issue hierarchy is properly setup already.

![2021-01-13_8-42-28.png](https://community.atlassian.com/t5/image/serverpage/image-id/125450i18CAD58E57D4EA18/image-size/large?v=v2&px=999 "2021-01-13_8-42-28.png")

Alternative Option - If you want to associate Epic to Initiative outside of AR plan, then you can exposed the "Parent Link" field for EPIC Issue Type (ONLY) screen in your Jira projects.

NOTE - The recommended route is still using AR Plan to conduct the roll-up and not the alternative option.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: lisa
body: Hi Joseph,

and thanks for trying to help me out! However I am still super confused and what I can try out next.

* What is AR?
* How can I make sure the issue hierarchy is set up properly?
* How do I expose the "Parent link" field for the epic issue type screen?


author: Joseph Chung Yin
body: Hi Lisa:

AR is Advanced Roadmaps for Jira (previous named Portfolio for Jira). Only if have this add-on installed in your Jira environment, then you can setup/maintain the issue hierarchy configuration.

Here is a reference for you information -

<https://confluence.atlassian.com/advancedroadmapsserver/configuring-initiatives-and-other-hierarchy-levels-802170489.html>

Also, only when you have the add-on installed in your Jira environment, then you will have the field "Parent Link" available. To expose this field to the EPIC Issue Screen, you will need to modify your Jira Project's (Project settings) and access the Screens section - modify your screen scheme.

Best, Joseph


Tags: advanced-roadmaps

cloud
When will Advanced Roadmaps be free for existing Jira Data Center customers?
Asked by Adam Sterrie:

HI,  
According to your web page ([Server end of sale and support FAQs \| Atlassian](https://www.atlassian.com/migration/faqs#data-center)):  
\<quote\>  
Starting February 2, 2021 PT, your Data Center subscription will include access to:

* Jira Software Data Center: [Advanced Roadmaps](https://marketplace.atlassian.com/apps/1212136/advanced-roadmaps-formerly-portfolio?hosting=datacenter&tab=overview) (formerly Portfolio for Jira)

\</quote\>  
But you don't mention the price. We already have access to AR if we wanted to buy it, so your sentence seems redundant unless, perhaps, you mean free access. So when will Atlassian provide AR to existing customers free?


Answers:
author: Sara Hekmat
body: Hi Adam,

Thanks for your question. I am from the team that is working on Jira Software Data Center and should be able to clarify a bit more.

Starting Feb 2nd Jira Software Data Center **8.15** will be released and Advanced Roadmaps application will be bundled in it. Which means Advanced Roadmaps won't be a separate plugin anymore but will be part of Jira Software Data Center product. Hence, the Data Center customers won't be required to purchase a separate license from the Marketplace.

And Yes, Advanced Roadmaps will be free for all the Data Center subscriptions. The customers have 2 options to access Advanced Roadmaps:

1- Upgrade their Jira platform to 8.15

2- Install the free version of Advanced Roadmaps plugin in their current Jira platform which will be available only for Data Center customers in Marketplace, starting Feb 2nd.

I hope this answers your question.

Regards,

Sara

comments: author: Adam Sterrie
body: Thanks Sara that's fantastic news. My users will be very very happy!


author: Adam Sterrie
body: Thanks again [Sara Hekmat](https://community.atlassian.com/t5/user/viewprofilepage/user-id/4080863)

Quick follow-up question: Is this the same for Insight (the Add-On to Service Desk)?


author: Sara Hekmat
body: No, this is only for Jira Software Data Center.


Tags: advanced-roadmaps
Can I use the auto schedule feature but I not have it automatically assign releases?
Asked by Bryan Riley:

I am looking to use the auto schedule feature to help predict a roadmap. How do I make sure that it does NOT automatically assign release/fix versions to the issues? I prefer to make that decision manually within JIRA.


Answers:
author: Stuart Capel - London
body: Hi [@Bryan Riley](/t5/user/viewprofilepage/user-id/4195657)

When you use auto-schedule in Advanced Roadmaps you have the option to preview the issues that will be auto-scheduled. You'll need to accept changes which will be reflected in your plan... But! you'll still need to save these changes in the Advanced Roadmap as well for the issues to be updated with the saved changes.


Tags: advanced-roadmaps
How to add a release to an existing plan
Asked by Lee Cash:

Hi,

I created a Jira Plan and associated a Release (Fix Version) to it. So far so good. I would now like to add another existing Fix Version to the Plan. I don't know how to do this. I can't seem to see how this is possible in the configuration. I can "Create a Release" but this is not the same as linking in an existing Fix Version release.

Am I missing something obvious here?

Thanks in advance,

Lee


Answers:
author: Dave
body: Hi [@Lee Cash](/t5/user/viewprofilepage/user-id/1135366) ,

If you use the cog icon to configure your plan you'll be able to modify the data sources for the plan.

This is currently slightly different on Cloud and Server... on Cloud you want to use the "View releases" button that you'll see under the "Exclusion rules" configuration.

On Server selecting the releases to include in the plan is on the last step of the wizard that you use to edit your issue sources.

I hope this helps!

Regards,

Dave

comments: author: Lee Cash
body: Ah! I didn't see the "Next" button. It wasn't intuitive (to me at least), that you're essentially going through the create wizard again.

Thanks, Dave, you've been extremely helpful.

Lee


author: Dave
body: No worries [@Lee Cash](/t5/user/viewprofilepage/user-id/1135366) , glad I was able to help!


Tags: advanced-roadmaps
aggragation of estimates?
Asked by BEN FRIEDMAN:

Hi,

i didnt find in the documentation - when having an advanced roadmap, does it have the option to display each story's original estimate and for the epic to aggregate that?

ive seen that its available by story points, but haven't seen for estimates.


Answers:
author: Dave
body: Hi [@BEN FRIEDMAN](/t5/user/viewprofilepage/user-id/1297584) ,

Advanced Roadmaps has the ability to "roll-up" certain data from an issue to its parent. This includes the ability to roll-up estimates, see [https://confluence.atlassian.com/advancedroadmapscloud/rolling-up-values-to-parent-issues-998651148.html](https://confluence.atlassian.com/advancedroadmapscloud/rolling-up-values-to-parent-issues-998651148.html?)

This should provide the aggregation you're looking for. With the roll-up enabled you see the value for the issue side-by-side with the aggregate value from it's children.

It's important to note that you have to specify an estimation unit for you plan, either story points, hours or days - the plan won't allow you to see all 3 units at once.

I hope this helps!

Regards,

Dave


Tags: advanced-roadmaps
Slack????????????????????????????
Asked by Yu Saotome:

![????????? 2024-06-27 17.06.42.png](/t5/image/serverpage/image-id/332042i3C0F8FC3C0EE3252/image-size/large?v=v2&px=999 "????????? 2024-06-27 17.06.42.png")![????????? 2024-06-27 17.07.50.png](/t5/image/serverpage/image-id/332043iC1D3C10A0834FB61/image-size/large?v=v2&px=999 "????????? 2024-06-27 17.07.50.png")Slack??????Trello????????????? "(old) localization to do"?????????????"Localization Task"????????????????????


Answers:
author: Mutya A
body: > Translate:
>
> I want to switch workspaces managed in Slack, but I can't.
>
> I want to create a new card in Trello from a Slack thread, but only "(old) localization to do" is displayed as an option, and I cannot select the "Localization Task" workspace board.

Hi there!

You can go to the "Localization Task" board in your other workspace and install the Slack Power-up from there: <https://trello.com/power-ups/55a5d917446f51777421000a>

Once you have installed the Slack Power-up, you can see the option to create in the "Localization Task" board.

Another option to add your workspace is to go to your slack channel to create the Trello card, then click the "**Connect it here**" link to connect your Trello for Slack app to your other Trello workspaces.

![2024-07-01_15-34-56.png](https://community.atlassian.com/t5/image/serverpage/image-id/332665i4B23FB800447E025/image-size/large?v=v2&px=999 "2024-07-01_15-34-56.png")

For more information: <https://support.atlassian.com/trello/docs/the-trello-app-for-slack/>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.


Tags: cloud

trello-cloud
Upgrading account to Standard
Asked by ??c Long ??ng:

Hello,

I recently upgraded my account to Standard package and have been charged for $180 annually, which for 3 members:

+ 9 workspace guests

+ 2 workspace members

=\> which are 11 in total

But after an hour revising the my need, I saw that if I leave all my team members as workspace guests (as we only need to work on a single board), the fee should be calculated as $60 for 1 instead of $180 for 3.

However, I revised it after being charged $180, so my question is, do I have to received $120 back? And later on, if I add/remove people during the billing period (annually), how should the payment be calculated?

Thanks


Answers:
author: Brittany Joiner
body: [@??c Long ??ng](/t5/user/viewprofilepage/user-id/5530473) following this question because someone else asked it recently and I wasn't exactly sure the answer.

comments: author: ??c Long ??ng
body: I sent ticket to Trello/Atlassian support site and are waiting for their response. Will let you know the answer.


author: Brittany Joiner
body: [@??c Long ??ng](/t5/user/viewprofilepage/user-id/5530473) okay perfect, was just going to say make a support ticket but you're a step ahead! Looking forward to seeing what they say!


author: ??c Long ??ng
body: Atlassian team got me supported and they had adjust the number of billable users. I also got the refund (I think as of 30-days refund policy). The process is quick and seamlessly.

Thanks the team for your prompt support!!


author: Brittany Joiner
body: Awesome! That great to hear!


Tags: cloud

trello-cloud
How can I transfer all the rules and automations to a colleague with the free version?
Asked by Anne-Sophie Hessels:

I have created all Trello automations and am now leaving the company. We have the free version. How can I transfer all the rules and automations to a colleague without buying any paid version? Is this even possible?


Answers:
author: Brittany Joiner
body: [@Anne-Sophie Hessels](/t5/user/viewprofilepage/user-id/5527429) you'll want to tag all the rules and then you can share that library of tags with someone. Admittedly its a bit cumbersome and confusing and doesn't always work quite the way I need it to, but it's meant to serve this purpose! You can learn more about them here: <https://support.atlassian.com/trello/docs/working-with-command-libraries/>

comments: author: Brittany Joiner
body: [@Anne-Sophie Hessels](/t5/user/viewprofilepage/user-id/5527429) Feel free to accept this answer if it helped - that way folks who are looking for the same can see there is a solution in here!  


Tags: automation

cloud

question

transfer

trello-cloud
How can I automate a new list to be created for the following days?
Asked by Christy Nailling:

Hello. I have a daily board with every week day as a list (one list for Monday, one for Tuesday, etc). How can I schedule an automation to create a new list with the following day as the list title? I would like the same 3 cards to also populate under the new created list.


Answers:
author: Brittany Joiner
body: [@Christy Nailling](/t5/user/viewprofilepage/user-id/5530298) you can do this with Trello scheduled automations. Go to Automations --\> Scheduled and then you create an automation trigger of "every weekday", and then for the action, do one of the following:  

1) go to the Lists section and click the "move" button to select "copy", then specify a list to copy (maybe you have a "template" list that you want to copy for each day). Then you'll want to click the pencil button and update with name {tomorrowweekdayname} (this would make it the next day's name).

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/332207i67438960DFFAD2A9/image-size/large?v=v2&px=999 "image.png")

or you could ...

2) go to Lists tab and choose the "create a list named {tomorrowweekdayname}" action, and then choose the Add Card tab, and create a new card action for each card you want to create.

comments: author: Brittany Joiner
body: [@Christy Nailling](/t5/user/viewprofilepage/user-id/5530298) feel free to accept this answer if it helped - that way folks who are looking for the same can see there is a solution in here!
What happened to Text to Cards Power Up?
Asked by Claudia Grigorescu:

I had the Text to cards Power Up to create multiple cards by adding a list in text form. But I cannot get the Text to cards power-up to work anymore. the button is not available anymore. Even though it is enabled. Did the power-up get eliminated or is no longer available? Does anyone know? Maybe i am not doing something correctly? Thanks for your help! Claudia


Answers:
author: claudioivm
body: The Jira's power up crashed too. When I try to reconnect I'm getting this:

```
"Error while validating tenant and addon enabled"
```


Tags: cloud

trello-cloud
N?o consigo adicionar o mesmo usu?rio em quadros diferentes.
Asked by Yasmin:

Recentemente, resolvi profissionalizar meu neg?cio e contratar uma equipe. Somos ao todo cinco pessoas e eu n?o pago pelos planos dispon?veis na plataforma, mas fizemos o teste com o plano standart tamb?m e o erro permanece.   

Ao tentar adicionar a mesma pessoa em quadros (da mesma ?rea de trabalho) diferentes, aparece o aviso da imagem em anexo. Algu?m saberia informar o que podemos fazer?  

![Captura de tela 2024-06-26 193601.png](https://community.atlassian.com/t5/image/serverpage/image-id/331982i469A500A7875C720/image-size/large?v=v2&px=999 "Captura de tela 2024-06-26 193601.png")


Answers:
author: Lara
body: > **Translation:**   
Recently, I decided to professionalize my business and hire a team. We are five people in total and I don't pay for the plans available on the platform, but we tested it with the standard plan too and the error remains. When trying to add the same person to different frames (on the same desktop), the attached image warning appears. Would anyone know what we can do?  
Hi Yasmin,  
Thanks for reaching out!  
Only Workspace admins can add multi-board guests to a Standard or Premium Workspace. Since you're not a Workspace admin, the invitation link won't work either.  
You will need to contact a Workspace admin and ask them. You can read more about that here: <https://support.atlassian.com/trello/docs/multi-board-guests/#Who-can-add-multi-board-guests-to-Workspace-Boards>.  
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: cloud

problema

quadro
My company email domain changed
Asked by Matthew Whiteman:

My company email domain has changed, and Atlassian will not allow me to change my email address without sending to my old domain, which I no longer have access to. I'm trying to upgrade my plan to premium and onboard my team, but I can't seem to do a simple email address update. I deleted my Trello account but when I attempt to set it up again it just reopens the account with wrong email address.


Answers:
author: Brant Schroeder
body: [@Matthew Whiteman](/t5/user/viewprofilepage/user-id/5530187) welcome to the Atlassian community

Please submit an issue to Trello Support here: <https://support.atlassian.com/contact/> Scroll to the bottom and submit login to submit a support issue. (I am assuming you can still login if not let me know an I can escalate your request with support here.)

When you say the domain changed, did they get a new domain and now no longer have access to the old domain? Or did you change companies?

If you changed companies you can reach out to your old company to have them assist in getting your Atlassian account updated.

If the domain has been changed do they have access to the old domain?


Tags: cloud

trello-cloud
Can anyone help me get access to my Trello workplace? It all disappeared today.
Asked by Carter W_ Moore _he_him_:

Trello is acting like I am a stranger trying to access my workplace. I did the necessary things (I think) to "request" access from me, and it says it will send me an email, but it's been an hour without any emails. This is happening to a co-worker as well. Anyone have a suggestion of how to get my data back?


Answers:
author: Dave Rosenlund _Trundl_
body: This is not something the Community can help you with, [@Carter W_ Moore _he_him_](/t5/user/viewprofilepage/user-id/5530183) . We are (mostly) customers like you.

For this, you will need to contact Atlassian support.

[Trello support](https://id.atlassian.com/login?continue=https%3A%2F%2Ftrello.com%2Fen-US%2Fcontact%23%2F)

Best,

-dave


author: Lara
body: Hi Carter,

Thanks for reaching out!

It sounds like you logged into Trello using a different email address than you normally did. Is it possible you've used Trello using a different email address, or, that your email address at your organisation has changed?

All the best,

Lara  
The Trello Team
Automation - Create multiple itens on a checklist based on custom field date
Asked by Jefferson Hauptmann:

Hi fellows,

i was wondering if someone can give me a glimpse with that one!

- A need to create multiple itens (monthly) on a checklist based on a custom field date.

- Nor or less, those items have all due dates (monthly) also based on that custom field date.

Bellow is a semi-automated example. Problem is that i need do insert item by item montlhy to get all itens created:

*- add item "Ref. {monthshort+m}{yearshort} to checklist "Controle de Pagamentos", set the item due on the date in custom field "Entrada" plus 1 month.*

*- add item "Ref. {monthshort+1m}{yearshort} to checklist "Controle de Pagamentos", set the item due on the date in custom field "Entrada" plus 2 month*

![Captura de Tela 2024-06-26 a?s 18.14.18.png](/t5/image/serverpage/image-id/331964iDDDBED6C9D1C069D/image-size/large?v=v2&px=999 "Captura de Tela 2024-06-26 a?s 18.14.18.png")

Is there a simple way to create those monthly itens at once?


Answers:
author: Brittany Joiner
body: [@Jefferson Hauptmann](/t5/user/viewprofilepage/user-id/5530123) what do you mean by "i need to insert item by item monthly to get all items created"? It looks likes the automation is saying when you set that date, it creates all those items isn't it?

comments: author: Brittany Joiner
body: [@Jefferson Hauptmann](/t5/user/viewprofilepage/user-id/5530123) if you want to clarify a bit more I can try to give a better answer


author: Jefferson Hauptmann
body: Hi Brittany. Yes, that would be the case. When the custom field "Entrada" date is set, itens on the checklist has to be created automatically with their own monthly due date based on that custom field. Normally a 12 month list should do it, representing a year contract.

Also, when those monthly itens are due on the checklist, I wish that their move to a different list named "Vencimentos".


Tags: automation

checklist

cloud

trello-cloud
assuring no missed mentions
Asked by Stan Schwartz:

I share many boards with coworkers. @\<user\> notifications may get lost in floods of other emails.

Is there a best practice in which I can go to Trello a few times a day and find any @\<mentions\> that I haven't addressed (in a sense, "read" or "unread" to use a email metaphor)?

We tried Trello-to-Slack integrations but that made Slack too noisy.


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Stan Schwartz](/t5/user/viewprofilepage/user-id/1160258) You can filter your notifications in Trello to show read and unread, but there's no filter to only bring up certain types of notifications. Have you tried just sending a dm in slack when you get @mentioned using butler automation?


Tags: cloud

trello-cloud
Como criar uma nova ?rea de trabalho
Asked by Dafa tintas Dafa tintas:

N?o estou mais conseguindo criar ?reas de trabalho


Answers:
author: rafael_matsuri
body: Eae, pessoal

Tudo certo?  

Eu estava tendo o mesmo problema, verifiquei agora que a plataforma atualizou o layout. Esse bot?o de criar ?rea de trabalho foi redirecionado para a aba de conta, logo abaixo da sele??o de tema   
???????????????  

![Captura de tela 2024-07-02 152814.png](https://community.atlassian.com/t5/image/serverpage/image-id/333096i004ECAF85D58981F/image-dimensions/214x197?v=v2 "Captura de tela 2024-07-02 152814.png")


author: Bianco Landi
body: Eu tamb?m n?o consigo! Antes, quando eu clicava em "Criar" na parte de cima, no menu, aparecia a op??o de criar uma nova. Agora n?o est? aparecendo quando clico neste bot?o.


author: Melo
body: Oi [@Dafa tintas Dafa tintas](/t5/user/viewprofilepage/user-id/5530110), bem vinda a comunidade.

Acredito que nao exista limite no numero de are de trabalhos que voce pode criar. Voce esta recebendo alguma mensagem de erro?

Obrigado,

Melo


Tags: cloud

trello-cloud
Can I send an email based on a button or trigger?
Asked by donald.murphy:

I would like to have a Button or can be by a triggered event, that sends an email with specific information from that Trello card.


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@donald.murphy](/t5/user/viewprofilepage/user-id/5529996) yes, it's definitely possible! Have a look here: <https://trello.com/guide/automate-anything#automations-for-email-and-integrations>


Tags: cloud

email

trello-cloud
Why are the Power-Ups and Automations buttons missing from the menu bar at the top of a board?
Asked by Tabitha Arment:

One of my workspace members is missing the Power-Ups and Automations buttons from the menu bar at the top of all the boards in our workspace. They appear to be the only one having this issue and we can't figure out why.


Answers:
author: Lara
body: Hi Tabitha,

Thanks for reaching out!

That definitely sounds strange. Does the issue persist across multiple browsers?

If so, please reach out at <https://trello.com/contact/> with a link to the board and we'll take a closer look!

All the best,

Lara  
The Trello Team


author: Brittany Joiner
body: [@Tabitha Arment](/t5/user/viewprofilepage/user-id/5530051) this seems like it might be a bug, they should be there! Are they showing up now?

comments: author: Brittany Joiner
body: [@Tabitha Arment](/t5/user/viewprofilepage/user-id/5530051) did the buttons end up showing up for you?


Tags: cloud

trello-cloud
Is there a way to run a report for all calls that come in for a specific period of time
Asked by Jennifer Gibson:

I am trying to find a way to run a report for all the calls that have come in and worked on by specific board members. Is this possible?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Jennifer Gibson](/t5/user/viewprofilepage/user-id/5530024) maybe [Dashcards](https://support.atlassian.com/trello/docs/trello-dashcards/) could help here?

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/331989i1E5D361B6E5015D6/image-dimensions/524x239?v=v2 "image.png")