youngmon/atlassian-qna huggingface dataset:
Is it possible to create formulas in Jira Work Management?
Asked by Marco Rodrigues:

**Problem**:

* As a Project Manager, I need to be able to calculate the time spent on a task \* external rate, in order to understand the total cost of a specific task or groups of tasks.
* The goal is then to sum all tasks cost to understand the overall cost of the project in a client implementation.

This being said, is it possible to create a formula that calculates an external rate and the time spent to be available in the list view main fields?

![Captura de ecr? 2023-11-17 123800.png](/t5/image/serverpage/image-id/292468i36734BF3074B8AC7/image-size/large?v=v2&px=999 "Captura de ecr? 2023-11-17 123800.png")

Is this doable by personalized custom fields? If so are this kind of fields available on Jira Work Management?

Thank you.


Answers:
author: Seng Pang
body: Hi,

It is not quite possible out-of-the-box at the moment;

We can however use the power of add-on: [https://marketplace.atlassian.com/apps/1223898/dashboard-hub-for-jira-custom-charts-share-reports?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1223898/dashboard-hub-for-jira-custom-charts-share-reports?hosting=cloud&tab=overview)

There are a few options in the marketplace, have fun while using it.


author: Ivan Garcia _Appfire_
body: Hi [@Marco Rodrigues](/t5/user/viewprofilepage/user-id/4455760)

If you're up for trying an app, this is completely possible in [Dashboard Hub for Jira -- Custom Charts \& Share Reports](https://marketplace.atlassian.com/apps/1223898/dashboard-hub-for-jira-reports-charts?tab=overview&hosting=cloud&utm_source=organic&utm_medium=atl-community&utm_campaign=engagement), which is offered by my company.

[Here's all that you need to know in a brief way](https://appfire.atlassian.net/wiki/spaces/RDD/pages/401769436/Create+visual+cards+with+math+calculations+and+formulas)

Hope it helps! :)

![formula_cards_gadget.png](https://community.atlassian.com/t5/image/serverpage/image-id/292611i41A92C02184912F8/image-size/large?v=v2&px=999 "formula_cards_gadget.png")


author: Danut M _StonikByte_
body: Hi [@Marco Rodrigues](/t5/user/viewprofilepage/user-id/4455760),

You can easily calculate and display (in real time!) the overall cost for project/customer on your Jira dashboard by using the **Advanced Issue Filter Formula Gadget** offered by our [Great Gadgets](https://marketplace.atlassian.com/search?query=great%20gadgets%20agile%20stonikbyte) plugin.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/292599iA67B8237F53865A9/image-size/large?v=v2&px=999 "image.png")

First, you need to create and save a filter that returns all the issues/tickets of that project.

Then configure the gadget to calculate the total time spent on the issues from this filter and to display the total cost.

I hope this helps. If you need any help, please contact us at [support@stonikbyte.com](mailto:support@stonikbyte.com) .

Thank you,

Danut Manda


Tags: cloud

jira-work-management-cloud
Assign to group
Asked by Beyer Gertrud:

Dear Atlassian Community,

We are working on a new project in Jira Work Management (cloud). In our workflow, there is a transation (It is an approval.), and after this, we would like to assign the issue automaticaly to a demand management group. Is there any way to solve this?

Thank You very much!  
Gertrud


Answers:
author: Rilwan Ahmed
body: Hi,

I have a workaround:

1. Create a new group picker custom field and name it as "Assignee group"
2. Add this field to the project screens
3. Add "demand management group" to all the required permissions in project.
4. For the desired transition, add a post function "**Update Issue Custom Field**". Select field as "Assignee Group" and give the value as "demand management group" and publish the workflow.
5. Now go to project settings --\> Notification.   
   Add "Group Custom Field Value (Assignee Group)" to "Issue updated" event


Tags: cloud

jira-work-management-cloud
SLA / automation
Asked by Filipe T?lio:

Good morning Community,  
I noticed that the Jira workgroup does not have the SLA.

Does anyone suggest a good alternative to this?

Otherwise, is there a rule that can automatically add the Start Date to the issue creation date and the predefined estimated time?


Answers:
author: Walter Buggenhout
body: Hi [@Filipe T?lio](/t5/user/viewprofilepage/user-id/4124982),

SLA's are indeed a feature of Jira Service Management. If you need to set up incident management or service request management practices and comply with actual SLA targets, you could consider using that tool for this purpose. It has a lot of additional features that help you build out a solid ITSM practice.

I am not sure what you mean by *"add the start date to the issue creation date and the predefined estimated time"*, but the built-in automation rules should let you go a very long way. Automation rules basically work from 3 components:

* a *trigger:* which is an event that happens that you can then respond to
* *conditions*: they allow you to specify when something needs to happen
* *actions*: the actual stuff you want to automate.

From your description, I assume that the *start date* may be derived from a transition in your issue workflow. You could use that transition as a trigger for your automation and run an *edit issue* action to set a calculated value for the original estimate field.

It may be a good idea to check out the [Automation template library](https://www.atlassian.com/software/jira/automation-template-library#/rule-list?systemLabelId=all&page=1&pageSize=20&sortKey=name&sortOrder=ASC) to learn from examples there.

Hope this helps!


Tags: cloud

jira-work-management-cloud
Under the "Customize Cards" setting, there is no option to view the description. Why?
Asked by Jonathan Mahan:

I want each issue to have a short description that is viewable in the board view and togglable by going to the "customize cards" setting. There should be character count settings where if a description has 500 characters, then Jira Work Management will only display "X" amount of characters as a preview. But instead, I can only see the preview if I click and open the issue.

Also, why can't I create a customized card view. It's great to be able to toggle on and off who the assignee is, but why can't I customize if the profile photo is in the top right corner, bottom right corner, bottom left corner, etc. I want to be able to customize my own layout. Why can't I have start date and end date be on the same line but in opposite corners?

Does Jira Work Management really not have these basic features? I've spent a couple hours researching trying to figure this out. Thanks for letting me know!


Answers:
author: Trudy Claspill
body: Hello [@Jonathan Mahan](/t5/user/viewprofilepage/user-id/5366604)

Welcome to the Atlassian community.

None of the Jira products (Work Management, Software, Service Management) support customizing the positioning of data elements on the cards shown on the boards.

It is not currently possible to add the Description field to the card in Work Management projects, and I am not finding a request for this in Jira's public backlog.

You could use the "Give feedback about Jira" option under the Help menu in Jira to submit that feedback to Atlassian.


Tags: cloud

jira-work-management-cloud
How to remove Subtasks from Reporting
Asked by Elizabeth Butler:

I am working with Jira Work Management and I am trying to track all my issues but not sub tasks. I've tried using the "Dashboards" or "Reports" and cannot figure out to remove the sub tasks. I was told by the Atlassian team that I cannot modify my "Summary" page to remove Sub Tasks, but is this true for all reporting?   

I am not tech savvy by any means, so if you explain the JQL in my filter options, please type out the whole query. As I tried to use other inquiries in the Atlassian Communities and was not successful.   

Thank you![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/292190iF743A23F20443698/image-size/large?v=v2&px=999 "Screenshot.png")


Answers:
author: Mikael Sandberg
body: If you are doing this in a dashboard then yes, it is possible to remove sub tasks. It all depends on how you configure the filter that you use in your gadget.

Your JQL to not include sub tasks would look something like this:

project = JRA AND issuetype != subtask


author: Danut M _StonikByte_
body: Hi [@Elizabeth Butler](/t5/user/viewprofilepage/user-id/5359185),

Try also the dashboard gadgets offered by our [Great Gadgets](https://marketplace.atlassian.com/search?query=great%20gadgets%20agile%20stonikbyte) app. They give you all you need for tracking ITSM / Service Desk specific metrics in JSM and they all offer an option to **include/exclude the sub-tasks**.

See this article from our blog to make a better idea: [An effective dashboard for Service Desk and Customer Support teams in Jira Service Management](https://blog.stonikbyte.com/2023/05/15/an-effective-dashboard-for-service-desk-and-customer-support-teams-in-jira-service-management/)

As you will see, with our gadgets and some default gadgets of Jira you can build the best dashboards or pages in Confluence for tracking your JSM projects. Here is an example:

![](https://blogstonikbyte.files.wordpress.com/2023/05/image-15.png?w=875) I hope this helps. If you need any help, please contact us as support@stonikbyte.com.

Thank you,

Danut Manda
Inability to Find "Test Case" and "Requirement" Ticket Types in New Project Creation
Asked by Mounia Kazi Aoul:

I am encountering an issue while creating a new project in Jira. The problem arises as I cannot find the "Test Case" and "Requirement" ticket types during the project creation process.

I have previously set up 2 projects where these ticket types were available. However, in this new project setup, they seem to be missing from the list of available ticket types.

When I added them via the project settings I still couldn't open the test case panel as I encouter a 500 - Server erro rA server side error has occurred. This error doesn't accure in the other projets.


Answers:
author: Trudy Claspill
body: Hello [@Mounia Kazi Aoul](/t5/user/viewprofilepage/user-id/5366046)

Welcome to the Atlassian community.

If you go to the Projects \> View All Projects page, what information is shown in the Type column for your new project?

The types of issues available depend on the type of project you created and the steps you executed during the project creation process.

Also, are you working with a self hosted Jira product (Jira Server or Jira Data Center) or with the Jira Cloud (SaaS) product?

If your URL for the instance ends with **.atlassian.net** then you are working with Jira Cloud. Otherwise you are working with self-hosted Jira.
Flujos de trabajo dentro de un proyecto
Asked by Andr?s Parra Llorente:

Hola,

No me aparece el men? de flujos de trabajo dentro de mi proyecto, solo me deja trabajar con flujos de trabajo y esquemas de flujo de trabajo a nivel general.

Una vez en el proyecto si creo un tipo de incidencia me est? vinculando por defecto un flujo de trabajo ya existente, sin darme posibilidad de asignarle uno nuevo.

?Me pueden ayudar?

Muchas gracias de antemano


Answers:
author: Andr?s Parra Llorente
body: Hello,

I have discovered what was happening.

I am working in the team-managed project mode, and it does not allow you to specifically access the workflows as it does in company-managed projects (even though you have access to workflow management in your project board, it redirects you to the general project settings instead of the workflow settings; from /setting/workflows to /settings/details).

To create a new workflow, you have to do the following:

1. Create the issue type

2. Edit the workflow of that issue type (by default it assigns the last workflow created)

3. Modify the workflow as considered and update

4. Deselect the previous issue type, leaving only the issue created in step 1

5. Click save button, and it will be linked as a new workflow

I hope this helps as it is the only way to create new workflows on an existing team-managed project.

Best regards


author: Trudy Claspill
body: Hola [@Andr?s Parra Llorente](/t5/user/viewprofilepage/user-id/5365322) ,

Bienvenido a la comunidad Atlassian.

?Est? trabajando con un proyecto gestionado por un equipo o un proyecto gestionado por la empresa? Esa informaci?n se mostrar? en la parte inferior del panel de la izquierda.

![Screenshot 2023-11-15 at 10.31.00 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/291897iF766DCE209E91F7C/image-size/large?v=v2&px=999 "Screenshot 2023-11-15 at 10.31.00 AM.png")

Dependiendo del tipo de proyecto que est? utilizando, el m?todo para asociar un tipo de problema con un flujo de trabajo o generar un nuevo flujo de trabajo es diferente.

Adem?s, ?eres solo un administrador de proyectos o tambi?n eres un administrador completo de Jira?

---

Hello,

Welcome to the Atlassian community.

Are you working with a Team Managed project or a Company Managed project? That information will show at the bottom of the panel on the left.

Depending on the type of project you are using, the method to associate an issue type with a workflow or generate a new workflow is different.

Additionally, are you only a Project Administrator, or are you also a full Jira Administrator?
> Workflows within a project
>
> Hello,
>
> The workflow menu does not appear within my project, it only lets me work with workflows and workflow schemes at a general level.
>
> Once in the project, if I create a type of incident, it is linking me by default to an existing workflow, without giving me the possibility of assigning a new one.
>
> Can you help me?
>
> Thank you very much in advance


Tags: project-management

workflow
migrating inactive users to jira cloud from jira server with defunct emails addresses
Asked by aloraine:

The documentation on migrating users from jira server to jira cloud ([Assess and prepare your users for migration](https://support.atlassian.com/migration/docs/assess-and-prepare-your-users-for-migration/)) talks about the need to validate user email addresses.

What about inactive users? Do they get validated, also?

thnx

Ann


Answers:
author: Trudy Claspill
body: By "inactive" do you mean deactivated/disabled? Do the users show a strikethrough when you view them in User Management?

Per this document

<https://support.atlassian.com/migration/docs/migrate-users-and-groups/>
>
> Deleted or inactive users and directories {#toc-hId--411552490}
> ---------------------------------------------------------------
>
> Any deleted users or users in inactive directories that are referenced in your Jira data will appear as **Former user** after migration. If you need to migrate the references to these users, reactivate them (or the directory) before migrating.
>
> *++Users with **disabled** status in your Server site will be migrated++* as **active but without any product access** . This means they **will not be counted** as active Jira users for billing purposes. [Learn how users are managed in Cloud](https://support.atlassian.com/migration/docs/user-management-differences-in-cloud-and-server)

So, yes, disabled users' email address are included in the assessment.


Tags: cloud

jira-work-management-cloud
Accounts from Servicedesk
Asked by Val?rie Gerelings:

I am experiencing an issue when a client account is made in the Servicedesk.  
Once I search for the client email address in CRM Contacts, we are not able to change the contact details.

It mentions that those fields can not be adjusted.

Is there a possibility to make changes to these existing accounts?

Hope somebody can help!


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Whether you have integrated Jira service management with Service desk ?
Can I edit the calendar to show tasks without the need for a due date?
Asked by Lauren:

I created a rule on the workflow so that when a "new request" moves into "this week" it will get a time stamp for the date of transition. I want this to immediately show on the calendar view, however tasks only show in the calendar after I've added a due date.


Answers:
author: Kseniia Trushnikova
body: Hi [@Lauren](/t5/user/viewprofilepage/user-id/5364649),

The calendar only displays items with due dates and unfortunately it is not currently possible to use another date field. I've found the suggestion <https://jira.atlassian.com/browse/JWMCLOUD-514> about using other date fields in calendars that you might want to watch and vote for to increase its visibility.
QA Dashboard
Asked by Mahantesh Hooli:

Hi Team, i would like use QA Estimate filed in JIRA to present board such that i can view board with where i can see QA required YES cards with current estimation of QA by indivual and by team,


Answers:
author: Marlene Kegel - codefortynine
body: Hi [@Mahantesh Hooli](/t5/user/viewprofilepage/user-id/5327439),

I am Marlene, product manager of [Quick Filters for Jira Dashboards.](https://marketplace.atlassian.com/apps/1220136/quick-filters-for-jira-dashboards?hosting=cloud&amp;tab=overview&amp;source=community128)

With our app you can [aggregate values of any Jira number field,](https://c49.link/quick-filters-for-jira-dashboards/docs/aggregate-values) including custom fields.

You can check out our app without installation, on our [demo dashboards.](https://c49.link/quick-filters-for-jira-dashboards/demo-dashboard/demo-1)

![quick-filters-jira-dashboards_estimate-time-spent-per-sprint.png](https://community.atlassian.com/t5/image/serverpage/image-id/292951i6756708D2BD71428/image-size/large?v=v2&px=999 "quick-filters-jira-dashboards_estimate-time-spent-per-sprint.png")


author: Trudy Claspill
body: Hello [@Mahantesh Hooli](/t5/user/viewprofilepage/user-id/5327439)

"QA Estimate" is not a built in field for Jira. Is this a custom field you created? What type of field is it?

Jira does not provide native functionality for summing up fields based on a selection of issues. Are you willing to consider a third party app to meet your requirement?


Tags: cloud

jira-work-management-cloud
My administrator cannot log in either.
Asked by m.karaman:

I need to request access from the administrator, an access notification is sent to my administrator, but my administrator cannot log in either. what's the problem?


Answers:
author: Jack Brickey
body: What error message are you receiving when you attempt to login? Can anyone login to the instance? It may very well be that the instance has been suspended.

comments: author: Jack Brickey
body: Also, is this a paid or free instance?


author: m.karaman
body: It's free, but it didn't direct us to subscribe. Where do I need to visit continue my paid subscription?


author: Jack Brickey
body: If you wish to change from Free to a paid plan you should see an "Upgrade" button in the upper left corner when on one of your project pages. If you do not then click on the cog/gear in upper right then select Billing. N the Billing page find the product you want to upgrade and click Manage. Finally you should see Change plan.
How can I bring up the sub task show on the active splits board?
Asked by Tapanee (Nuei) Juangpanich:

I'm not sure how to make my sub-tasks visible on the active sprint board. Can you guide me through the process?


Answers:
author: Linh Pham_Ricksoft_Inc
body: Hi [@Tapanee (Nuei) Juangpanich](/t5/user/viewprofilepage/user-id/5364797) and welcome to the community!

Are you using Jira Software or Jira Work Management?

If you're working with sprint, I assume it's a software project and not business project. So the [subtasks should be visible](https://community.atlassian.com/t5/Jira-Software-articles/Coming-soon-View-subtasks-directly-on-your-backlog/ba-p/2506271) in your active board as well as in the backlog.
customise project menu
Asked by S?nke Neise:

Hello,  
is it possible to customise the menu items in the header under Projects in Jira Work Management? We would like to remove "Pages" as we do not work with Confluence.


Answers:
author: Trudy Claspill
body: Hello [@S?nke Neise](/t5/user/viewprofilepage/user-id/5364047)

Welcome to the Atlassian community.

No, it is not possible to customize those options, and I am not finding a change request in Atlassian's public backlog asking for that.

comments: author: S?nke Neise
body: Okay, thanks. Too bad


Tags: cloud

jira-work-management-cloud
My admin account has been blocked by Jira. How to manage now?
Asked by Ruslan:

Guys, can you tell me how to assign your account as an administrator?

My colleague's account, which served as an administrator, was blocked by the system. Currently, all other users do not have administrator status and cannot perform the corresponding administrative tasks.

Perhaps one of you has faced such a problem and knows how to reassign the administrator?

At the moment, all other accounts in the system do not have administrator privileges.


Answers:
author: Michel Neeser
body: Hi [@Ruslan](/t5/user/viewprofilepage/user-id/5362753) and welcome!

Please contact [Atlassian Support](https://support.atlassian.com/contact/) directly for issues regarding user accounts, they will be able to help you.

comments: author: Ruslan
body: Hi [@Michel Neeser](/t5/user/viewprofilepage/user-id/1828853) , thank you, but I also tried   

Only admin can connect with the support, look at the screen below  

![2023-11-12 12.42.05.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/291286i65E04B5DF912D24F/image-size/large?v=v2&px=999 "2023-11-12 12.42.05.jpg")


author: Kseniia Trushnikova
body: [@Ruslan](/t5/user/viewprofilepage/user-id/5362753), try to select these options for the request:

![Screenshot 2023-11-12 at 23.03.00.png](https://community.atlassian.com/t5/image/serverpage/image-id/291289i488C5604391875A0/image-size/large?v=v2&px=999 "Screenshot 2023-11-12 at 23.03.00.png")


author: Ruslan
body: Thank you [@Kseniia Trushnikova](/t5/user/viewprofilepage/user-id/4593830) , I connected with them.
Issue with Jira Work Management Pricing vs. Jira Software Trial
Asked by Zuhair Thabit:

Hello everyone,

I'm reaching out to the community for some help with a pricing issue I've encountered on Jira.

I intended to use Jira Work Management for my QA, Marketing, and other teams, as it is listed at $5 per user on the website, which is more affordable for us compared to Jira Software. However, when I started the trial, it automatically began a Jira Software trial instead. Now, the system seems to be charging me based on Jira Software's pricing, which is not what I had planned for.

Has anyone else faced this situation? I've already set up my projects and was ready to start working, but this pricing mix-up is causing a bit of confusion and concern. Any advice on how to resolve this and ensure I'm being charged correctly for Jira Work Management would be greatly appreciated.

Thanks in advance for any insights or assistance!

Best Regards


Answers:
author: Carlos Garcia Navarro
body: Hi [@Zuhair Thabit](/t5/user/viewprofilepage/user-id/5362545) ,

Welcome to the Community, and sorry for the issues you're experiencing. I suggest to contact Atlassian Support in this link: <https://support.atlassian.com/contact/#/>

,and to select 'billing, payments and pricing':

![Screenshot 2023-11-11 at 8.44.04?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/291271i72DDE7E796D3DE71/image-dimensions/310x325?v=v2 "Screenshot 2023-11-11 at 8.44.04?PM.png")

comments: author: Zuhair Thabit
body: thanks for reply. i have done it but its so strange behaviour of Jira management showing some thing and charging another.  

<br />


Tags: cloud
Automation creates an unscheduled issue
Asked by Filipe T?lio:

Goodnight,

I created a specific automation, which consists of;

When the status of the open JSM project goes into analysis, create a new issue in another JWM project and choose the project and task to use,

however something fails, the automation creates another task with a single field and then creates the right task with the fields marked for copying


Answers:
author: Muhammad Moazzam Hassan
body: Can you please share your automation rule?

comments: author: Filipe T?lio
body: Yes


Tags: cloud

jira-work-management-cloud