youngmon/atlassian-qna huggingface dataset:
Is Jira Work Management Right for us?
Asked by Braden Pilling:

We are a small boutique consulting firm, so we don't need a complicated software development project management tool. We have client projects we coordinate, track tasks, track time, budget, work with freelancers, schedule meetings and updates, communicate/collaborate. We are also developing our own white label products/sales, etc. Here is a list of the main requirements and questions we have, so far?

1. We need a simple, free from clutter view of our project portfolio - Is choice of colors the primary customization feature? I do love the way Basecamp simplifies the home screen with a Message Board, calendar, tasks and only the projects I am a part of.
2. Ideally, we would like a solution that does not add more subscriptions and we can reduce - if our external clients, vendors use Slack, is there a way for us to use confluence and Slack integration to communicate without having a Slack subscription?
3. Is there a way to utilize calendar booking with an app to eliminate the need for a tool like Calendly?
   1. Is there a way to have one primary calendar for our company and eliminate Google Calendar?
4. How/can we use time tracking from staff and vendors within projects to roll into invoicing and billing?
5. We use Google Workspace - is there a way to implement additional cloud file storage, and email to eliminate Google?
6. Why does Atlassian not just let you test everything? I would like to see how Approvals helps/enhances the workflow instead of creating approval tasks?
7. Is there a way to improve the issues tab - it is very busy and at first glance you dont even know what you are looking at?
8. Is there any dashboard or summary views of all projects and their performance or status?


Answers:
author: Brant Schroeder
body: [@Braden Pilling](/t5/user/viewprofilepage/user-id/5479295) welcome to the Atlassian community

You have a lot of great questions. Most of them depend on how you work and if you can work in the the Atlassian toolset or if you will need an additional app for it to work with your processes. The great thing is that you can use all of the Atlassian toolset for free. You have to use them at the free license version or some of them allow you to do free trials of the premium version. This way you can test everything out and see if it works for you.


Tags: cloud

jira-work-management-cloud
CSV Import for global Custom Field?
Asked by Rachel Armont:

I'm trying to import a global Custom Field for a single-select drop-down to be shared across all of the projects. I saw how to do it for the projects, but there isn't much in terms of how to do it in global settings.

Any advice or workarounds that doesn't involve copying and pasting like I did for the last one? That took me quite a bit of time.

I'm still trying to decide if moving to Jira from Asana is the right choice for my team. Our IT and Ops teams use it, but my HR team is liking Asana better than Jira right now. I know some of that is simply training, but I'm still setting up my projects after importing them, and it isn't exactly apples-to-apples.


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

I migrated about 30 projects from Asana to Jira Work Management recently for a client. Everyone will be much happier with JWM eventually, once they use it more and see what it can do. We will help you as much as we can as well.

Try to stick with Company-managed projects. That's where the power and customization is most available.

If I understand you correctly, you want to Create a custom field and populate it will all of the items in the pick list. Is that correct? Did the custom field not get created when you migrated the project from Asana to JWM?


author: Trudy Claspill
body: Hello [@Rachel Armont](/t5/user/viewprofilepage/user-id/5479085)

Welcome to the Atlassian community.

What import process are you using?

Are you trying create the field during the import process, or are you trying to populate the select list options during the import process?

Are you working with Team Managed projects or Company Managed projects in Jira? Globally configured fields can be used in both types of projects, while in Team Managed projects you can also define project-specific fields.


Tags: cloud

jira-work-management-cloud
Moving from Asana to Jira Work Management
Asked by N?ra T?lgyesi:

Hi, I am following the guide to migrate Asana to Jira Work management but I can't select Asana from the list as a source as the link suggest.  

I can only see csv.

Can you help me where to or how to get that Asana button that the following link suggests?

<https://support.atlassian.com/jira-work-management/docs/import-data-directly-from-asana-into-jira-work-management/>

Thanks,

Nora


Answers:
author: Rachel Armont
body: I just did this. You have to import from Asana when you create the project.

When you click on Create Project, you'll select the import option.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/319315i6C4F0935F709CFEB/image-size/large?v=v2&px=999 "image.png")


author: John Funk
body: Hi N?ra,

Can you describe the exact steps you did?

Click on Projects in top nav bar - select Create project.

Click on Jira Work Management on the bottom left of the menu under Products

Click on Import data to a new project link in the upper right.

You should see Asana there.

![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/319314i38138B6799021728/image-size/large?v=v2&px=999 "Screenshot.png")


author: Josh_Unito
body: Hi [@N?ra T?lgyesi](/t5/user/viewprofilepage/user-id/5427707) You could use [Unito's Jira-Asana add-on](https://marketplace.atlassian.com/apps/1218016/asana-jira-two-way-sync?hosting=cloud&tab=overview) to sync each of your tasks to Jira Work Management pretty quickly and easily! It includes a 14-day free trial, so you could use it for the migration within that window, or keep it so teams can collaborate between Jira and Asana.

Here's a [guide on how to sync Jira and Asana](https://bit.ly/asanajiraguide).


author: N?ra T?lgyesi
body: Thanks All,  
I have found the Asana button now. I was looking at the wrong place.  
Thanks,

Nora


Tags: cloud
Incident Management
Asked by Darren Collingridge:

Hi Folks,

Does Jira ITSM Incident Managment Module use "Categories" and "Sub-Categories" in incident tickets out of the box? If not is there an option to enable the use of Sub-Categories in incident tickets?

Thanks


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Please move this query to <https://community.atlassian.com/t5/Jira-Service-Management/qa-p/jira-service-desk-questions>
Activity Stream filtered by current user
Asked by Joaquim Bravo Jordana:

I'm looking to set up a global dashboard that's shared across our team. For the filter result gadgets, I've found that they can be based on currentUser, but I'm wondering if the same is possible for Activity Stream results. Currently, I know I can assign specific users, but I'd prefer to see results only for the current user.

If this is not possible, and not feasible to implement it by Atlassian, what other options do we have? Are there alternative gadgets/scripts available that offer similar functionality? Another idea is to export the existing gadgets so that each user can create their own dashboard using their personal activity stream, how can I export gadgets? or a modular dashboard?

Related to that question <https://community.atlassian.com/t5/Jira-Software-questions/Activity-Stream-filter-results-by-current-user/qaq-p/2542492>


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

No, you can't add a stream by current user. And there would be no need to export a gadget, they can just create a new personal dashboard and add the gadget themselves. Then add a Filter and select their user ID.

comments: author: Joaquim Bravo Jordana
body: okay, so we cannot have a generic dashboard to share within the team...

understood, thanks


author: John Funk
body: No, not with current user for the activity stream. You should make that suggestion to Atlassian.

<https://support.atlassian.com/contact/#/>


author: Miguel Costa
body: great Atlassian as always...


Tags: cloud

jira-work-management-cloud
How to indicate which work is needed to reach mileston/process step?
Asked by bas.burgers:

In Jira Align Epics it is possible to:

- put fixed date milestones.  
- put dates on each process step of the epic.

Is there a way to indicate which work (child or grand-child items) needs to be done to finalize the phase or milestone?

Follow-up question: Is it possible that the target completion date automatically gets updated based on the status of the work that is needed for the milestone/phase?


Answers:
author: Jamie Giantonio
body: [@bas.burgers](/t5/user/viewprofilepage/user-id/4854752) you can put fixed date milestones and dates on process steps for epics in the Time/Skills tab. If you don't see the Time/Skills tab you may need to work with your Jira Align Admin to have that enabled in the Details Panel Settings portion of the Administration panel.

![epic.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/241761i7CC29A4817ABECE8/image-size/large?v=v2&px=999 "epic.jpg")

The next question- Is there a way to indicate which work (child or grand-child items) needs to be done to finalize the phase or milestone? I do not believe there is a way to do this.


Tags: cloud

milestone
Anyone seen bizarre Jira sync problem: Both Story and Task created for some of the Jira Stories
Asked by Samit Mehta [321 Gang]:

In one of my client's Jira Align / Jira integrated instance, I am seeing a bizarre issue. I am still troubleshooting, and plan to engage Atlassian support, but wanted to see if anyone else has seen a similar issue.

**My request to the community:** If you've seen the following, or have troubleshooting ideas, please let me know.

**Problem**: For some of the Jira Stories, a Story and a Task is getting created in Jira Align. The Story and the Task both point to the same Jira issue (the Jira Story) and both their external ids are set to that same Jira Issue. Also, to make things more interesting, the Jira Align Task is parented to the Jira Align Story.

Following is a screenshot in the Team Room showing Story 61 and the child Task 30 having the same Jira Issue Key (External ID).

![Anaplan - Problem with Jira Sync.png](/t5/image/serverpage/image-id/240763i1550BB786AF32711/image-size/large?v=v2&px=999 "Anaplan - Problem with Jira Sync.png")

**Initial troubleshooting:**

In the Connector's Jira Settings, I double-checked the ids assigned to Story and Task, and they are both different and correct. I also checked the logs, and no errors related to this show up. Also, the Change Log (and the Audit logs for both work items) indicates that both work items were created by the Connector (aka External System) ***at virtually the same time*** (in the Change Log, the Story creation shows up first, but is immediately followed by the Task).

Another interesting observation is that this happened to a subset of the Stories (not all Stories), and also some "normal" Tasks were created from Jira Sub-Tasks as well.


Answers:
author: Tim Keyes
body: Its tied to logging time on a Story in JSW. Jira Align has time logging capabilities on Tasks but not Stories. To account for time logged on a Story in JSW the Jira Connector will create a child Task to log the time in Jira Align.

comments: author: Samit Mehta [321 Gang]
body: Thanks, [@Tim Keyes](/t5/user/viewprofilepage/user-id/3033263)

Your response provided me the additional information needed to find the details in the following Jira Align's Help page:

<https://help.jiraalign.com/hc/en-us/articles/115000088393-Jira-data-synchronization>

At the end of the section on synchronization of Stories, it says:
> *If a story has time logged against it in Jira Software, Jira Align will automatically create a child task on the corresponding Jira Align story with the same name as the Jira story, regardless of if task synchronization has been configured. This is to support roll-up reporting of the stories.*


Tags: cloud
updating a Issue via advantage editing or curl
Asked by Christoph Schulz:

Hello,

iam trying my best to update a "Team"/customfield but it seems i got stuck. i've found the id after entering it manualy, checking my issue. Is the field not ready for automation or iam doing something wrong ? when i click edit task it wont show up "Team".

The idea was to inform a Team about a new Task.

first i've tried advantage editing with

*** ** * ** ***

{  
"customfield_10001": {  
"id": "7de7cb79-2b59-4fd1-a3f7-6e99e2873180",  
"name": "TestTeam",  
"value": "option1"  
}  
}

next try was sending a curl request

*** ** * ** ***

curl -X PUT \\ '<https://NAME.atlassian.net/rest/api/2/issue/OO-12>' \\ -H 'Authorization: Bearer TOKENNAME' \\ -H 'Content-Type: application/json' \\ -d '{"fields": {"customfield_10001": {"backgroundcolor": "#FF0000","name": "TestTeam"}}}'


Answers:
author: Trudy Claspill
body: Hello [@Christoph Schulz](/t5/user/viewprofilepage/user-id/5187401)

What is the type of the custom field you are trying to edit? Is it a text field, a selection/dropdown field that allows only a single selection or multiple selections, a User Picker field, ...?

When you say "advantage" editing, do you mean the advanced JSON option available in the Edit Issue action in an Automation Rule?

![Screenshot 2024-04-18 at 1.50.36?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/319377i2A44C07CB47FBB8A/image-size/large?v=v2&px=999 "Screenshot 2024-04-18 at 1.50.36?PM.png")


Tags: cloud

jira-work-management-cloud
Automatic capacity monitoring for features
Asked by Praveen G:

Is there a feature in Jira Align where I can set the capacity of teams and as I load epics for those teams it shows remaining capacity so that I dont have to manually keep track of how many points I have planned for Features and how many more to plan


Answers:
author: Jean Henson
body: Hi Praveen,

If you are looking to understand your PI capacity and how much you are loading into the PI based on the Jira Epics/Features added to the PI from the backlog, this is possible from the Program Backlog. You should be able to view the estimated program load in the header bar for the particular PI.

If you know for a particular PI your team of teams capacity will be greater or less than normal, click on the gear icon next to "Override Program PI Velocity". As you add Jira Epics/Features to the PI, the number next to "Jira Epic Estimate" will increase.

![Screenshot 2023-02-15 at 8.20.11 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/240341i8D614882D13D5B2F/image-size/large?v=v2&px=999 "Screenshot 2023-02-15 at 8.20.11 AM.png")

Alternatively, you can use the Kanban\>Column View in the backlog to see a bar that shows the % load of the Program PI Load:

![Screenshot 2023-02-15 at 8.23.43 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/240342iCB6E88804082654B/image-size/large?v=v2&px=999 "Screenshot 2023-02-15 at 8.23.43 AM.png")

Hope this helps!

Cheers

Jean Henson

Director, Business Agility @ Aligned Agility, an Adaptavist Group Company

comments: author: Anthony Smidl
body: Thank you [@Jean Henson](/t5/user/viewprofilepage/user-id/4685207) , have you looked into the tool or found a way to capacity plan for horizon planning beyond the PI? I know the forecast tab has some of this functionality, but wondering if there are other options within Align to support longer term horizon planning for teams assigned to Epics and based on allocation the expected target completion date for accomplishing the full estimate/scope of the Epic given the teams historical capacity in points and % allocation for future periods.


author: Jean Henson
body: Hi [@Anthony Smidl](/t5/user/viewprofilepage/user-id/4358688) , Jira Align does have the ability to Forecast member weeks for future PIs (you must select more than the current PI in the Tier 1/Configuration filter) and to plan capacity. This can be accomplished via Program\>Manage\>Forecast, provided it has been toggled on in Roles. Some information about the Forecast module can be viewed here:  
<https://help.jiraalign.com/hc/en-us/articles/115000592373>

and here:

<https://help.jiraalign.com/hc/en-us/articles/115000593093-Plan-capacity-for-forecasting>

Cheers!

Jean
Creating issue in specific rapidview board in kanban
Asked by Bishow Gurung:

Hi i am trying to create issue from rest api and i managed to create issue but i want it to be in specific rapidview board view.


Answers:
author: Huw Pattinson
body: Hi [@Bishow Gurung](/t5/user/viewprofilepage/user-id/5114356) - Huw here from Atlassian.

Does this question relate to Jira Align (where your question was posted)? Or Jira Software?

I ask because RapidBoards are used in Jira Software.
How can i rename Epic to Feature in Jira Datacenter 9.6.0 ?
Asked by Nitu Kumari:

I was under the impression that Epic can be renamed to Feature as i had done that in Jira cloud. Now that our organization has officially purchased JIRA advanced roadmap, Datacenter V9.6, this change is not effective here. I had renamed under the issue type, however; the issue is still reading Epic.

Any guidance will be appreciated.


Answers:
author: WW
body: See [Configuring terminology](https://confluence.atlassian.com/adminjiraserver/configuring-terminology-1063561685.html)
Jira Align Advanced Filter
Asked by Georgi Gogichev:

Hi Jira Align Community,

Is advanced filtering in Jira Align possible (analogical / similar to JIRA JQL)?

For example multiple selection, combination of several criteria via "OR" or "AND" etc.

If yes, where can I find a documentation with further information?


Answers:
author: Grantley Chhour
body: Hi Georgi,

There isn't analogous functionality in Jira align similar to Jira JQL, instead, users in Jira Align filter work through the configuration bar depending on where they are in the system.

<https://help.jiraalign.com/hc/en-us/articles/360015260213-Configuration-the-configuration-bar-and-advanced-configuration>

comments: author: Georgi Gogichev
body: Thank you for your time and answer Grantley!

I have already discovered the configuration bar and the "Apply Filters" function. But it doesn't work for us. I'm not sure if it is a bug or we are doing something wrong.

We want to combine 2 filter criteria and the results don't match our expectations.

For example: show me all the features where the program increment is not 23-1 but they contain a tag 23-1.

It seems like the operator is not "AND" but "OR" because the filtered features are mixed and don't meet both criteria.


Tags: advanced-search

filter
Jira Instance - One URL - Possible?
Asked by Lee Street:

Can you have multiple separate Jira instances under one Jira Domian? One main URL?

Is that possible? If so how


Answers:
author: Nic Brough -Adaptavist-
body: Yes and no.

You can have many instances on one domain, but they have to run on different base URLs. There's no software that can run two things on the same URL - the whole point of a URL is that it points to one single thing.

I often run systems on the same domain:

* charlie.com/jira-main
* charlie.com/jira-the-second

or

* jira-main.charlie.com
* jira-the-second.charlie.com

Same domain, but different urls.


author: Sushant Verma
body: Hi [@Lee Street](/t5/user/viewprofilepage/user-id/4114994)   

When using the Cloud you have one address: *\<company\>.atlassian.net*

* Jira will then get *\<company\>.atlassian.net/jira*
* Confluence will get *\<company\>.atlassian.net/wiki*

Your users can easily navigate between apps via the Pattern left of the Software name:  

![JIRA.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/239846i470D6F5EE6B89FEF/image-size/large?v=v2&px=999 "JIRA.PNG")  

If you only use *\<company\>.atlassian.net* it will automatically open JIRA.  

Hope it helps!  

Regards,  
Sushant Verma


Tags: jira

jira-cloud
How can i move an Agile team to another Release train in Align
Asked by abdul.ogunlana:

I am looking at moving an Agile team completely to another Release train due to funding. I am also looking at maintaining the historical data for that team from their previous Release train.


Answers:
author: Jamie Giantonio
body: [@abdul.ogunlana](/t5/user/viewprofilepage/user-id/5039842) here is a link to a previous post from a colleague of mine that outlines some things to think about. <https://community.atlassian.com/t5/Jira-Align-questions/What-are-the-implications-of-moving-a-Program-from-one-Solution/qaq-p/2103577>


Tags: cloud
Issue-with-JiraAlign
Asked by vasanth:

Hi

I need help with a number of misaligned stories that are in my program room under PI37.

All of these stories are accepted and delivered as part of previous PIs but they are showing under Iteration 320 which is for the future.

|------------|----------|-----------|-------|
| Sprint 320 | 5-Apr-23 | 18-Apr-23 | PI 37 |

I appreciate it if you could review and suggest a reason why these stories were appearing under this iteration when they all got delivered in the past.

can anyone help with this, we more than 70 stories already had closed in past PI it is showing in one of the Iteration of the future one.


Answers:
author: Rebecca Hylek
body: Hi,

In most cases for us, this is because the story is associated with a feature that may be in a different PI or the unassigned backlog. When you open the story in Align, you should see a comment explaining why it's misaligned. Ours usually say "This story is assigned to Iteration that is assigned to 2023 PI 1, but the parent Feature (Jira Epic) is assigned to 2022 PI 5" or "This story is assigned to 2023 PI 1, but the parent Feature (Jira Epic) is assigned to Unassigned Backlog".

In either of these scenarios, simply associating the Feature with the correct PI will remove the misalignment.

I hope this helps!
Dynamic PI Selection in Jira Align
Asked by John Hillock:

Does anyone know if it's possible to set dynamic selections when configuring a PI filter in Jira Align? Rather than it being a named PI, I'd rather be able to set it to 'Current', 'Next', 'This Year'.

![Align PI.png](https://community.atlassian.com/t5/image/serverpage/image-id/239107iC13594D6C4F905CD/image-size/large?v=v2&px=999 "Align PI.png")


Answers:
author: Rae Gibbs
body: [@John Hillock](/t5/user/viewprofilepage/user-id/4143457) The PI filter in the top configuration bar only has the ability to display the name of the PI. The only variation for the name is the short name which is displayed in views where there is not enough real estate on the page to display the full name.

comments: author: John Hillock
body: [@Rae Gibbs](/t5/user/viewprofilepage/user-id/3554218) thanks! Is there a way I can submit a feature request for this?


author: Rae Gibbs
body: [@John Hillock](/t5/user/viewprofilepage/user-id/4143457) Yes. We have an Ideation Portal where you can submit ideas to our Product team. You can check out [this Community Article](https://community.atlassian.com/t5/Jira-Align-articles/A-guide-to-Jira-Align-s-Ideation-portal/ba-p/1309475) for more information around the Ideation Portal.