youngmon/atlassian-qna huggingface dataset:
Custom Fiscal Year Quarterly Timeline?
Asked by Richard Muffler:

When setting up a timeline view broken down into quarters, is there a way to customize the months in each quarter so that they are based upon our organization's fiscal year?


Answers:
author: Rohan Swami
body: Hi [@Richard Muffler](/t5/user/viewprofilepage/user-id/5130526) I think [@Jeny Stoeva](/t5/user/viewprofilepage/user-id/4996229)'s workaround is probably the best option but if you're looking to group by another field as well, it won't work too well. We'll keep this in mind for future timeline view improvements as we have heard from many customers that they need more flexibility for the time axis.

comments: author: Michelle Grady
body: Our organization also has a need to customize the date field. I really like the ability of setting fuzzy dates until it progresses more, but often times while using this tool and talking about quarters questions like "are we talking about our (company) fiscal quarters/year or calendar quarters?" come up.


author: Julie Daniel
body: Our organisation would also benefit from being able to customise the quarters outside of the standard calendar quarters.


author: Jeny Stoeva
body: Hi [@Richard Muffler](/t5/user/viewprofilepage/user-id/5130526) ,

I am not sure there is a straight forward way to do what you want but here is a suggestion which might work for you.

You can create a custom field e.g. "Fiscal" which have values reflecting your fiscal quarters and then you can use this field to group your tickets in the Plan view so you can achieve another level of organisation.

![Screenshot 2023-02-06 at 10.31.07.png](https://community.atlassian.com/t5/image/serverpage/image-id/238360i8A4553FEFFAF4F3D/image-size/large?v=v2&px=999 "Screenshot 2023-02-06 at 10.31.07.png")

comments: author: Richard Muffler
body: I appreciate your suggestion. We are using the Group by to show what Theme each idea applies towards achieving.


author: Amanda Manley
body: yes! came here to ask for this!


Tags: timeline
Submitting the ideas from external code directly into Jira Product Discovery Tool instance?
Asked by Pralabh Garg (he/him):

I am exploring an option for our users to submit a feedback/idea on our application that can directly be passed on the Jira Product Discovery tool in the form of parameters from the code base. This use case will help us in having a singular place to review all the incoming requests. Does this tool provide any such integrations?

If yes, please direct me to where I can find that information.

If not, does adding that capability part of future roadmap?


Answers:
author: Tanguy Crusson
body: Hi [@Pralabh Garg (he/him)](/t5/user/viewprofilepage/user-id/5138075) , if you're talking about a bespoke integration, then you can use the API for that.

<https://developer.atlassian.com/cloud/> - You'll find how to create "Jira issues" in the Jira platform documentation - <https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-issues/#api-rest-api-3-issue-post>

If you want you can add insights to ideas using the Jira Product Discovery API - example here: <https://github.com/Atlassian-integrations/polaris-forge-ref-app/tree/master/push-example>


Tags: idea

integration

jira-product-discovery
Is there a way to put this on the portal or iframe on a page for a customer view?
Asked by Zach Penska:

We would like our clients to be able to submit ideas without having a jira license other then the standard portal license (like with service desk).

It would be great for clients to see each-others ideas and upvote or be able to see them in their jira service desk portal. Is this available?


Answers:
author: Hermance NDounga
body: Hi [@Zach Penska](/t5/user/viewprofilepage/user-id/4450146)

We are currently working on the ability to share one or several views with users - outside sharing the full project.

The first step in order to achieve this was to implement the concept of Creators (licensed in Jira Product Discovery) and Contributors (licensed in other products).

For the moment contributors are able to vote, comment, \& react on issues

In the future, Contributors will only be required to have an Atlassian account (so completely free, but still identifiable), and they will also be able to submit ideas :)

Cheers Hermance

comments: author: Regan Marshall
body: Love the idea of having the contributors being from the entire company


author: Christian Happel
body: Please make it possible to integrate Jira Product Discovery into the Jira service management portal.


author: Carlos Garcia Navarro
body: This is a good idea! I wonder if there any integrations that could help set this up in Product Discovery: <https://support.atlassian.com/jira-product-discovery/docs/integrate-with-other-products-and-apps/>


author: Abby Kiesling
body: I had a related request to enable forms for PD. This would allow us to send the link to whoever or link from a CTA on the website/in-app.


author: Zac Coleman
body: +1 on this for me as well. The ability to display outside of JIRA would be great and is one of the biggest reasons I cannot use JPD now.

comments: author: Zach Penska
body: Same.


author: Robert Lanckton
body: Are you using something else with the feature at the moment. My CSMs would love to try something else out with that option.


Tags: embed
Setting an event on google calendar for related target date
Asked by Onur Asci:

Hi product discoverers, I want to set events on reporters' google calendars with the date of related delivery item's sprint end date or target date of the idea. Any idea how to do it?


Answers:
author: Aaron Mosny
body: Hi there Onur, I've been able to accomplish this through a calendar plugin in Jira, by servicing issue dates into a calendar that is then synced with a Google calendar.

Unfortunately, the new date fields compatible with the timeline view that were set up by the JPD team are not compatible yet with calendars, so I had to use one of the only single date fields that I called public lunch date. We utilize the road map start and target date as an internal guideline and then the public launch date is exposed on a calendar that is synced with a Google calendar.

comments: author: Onur Asci
body: Hey thanks [@Aaron Mosny](/t5/user/viewprofilepage/user-id/5051566) that's the closest proposal to my use case, would you be so kind to share the name of your plug-in that provides this solution?


author: Rohan Swami
body: Hi [@Onur Asci](/t5/user/viewprofilepage/user-id/5109006) I haven't seen a customer try this before! I think [@Aaron Mosny](/t5/user/viewprofilepage/user-id/5051566)'s workaround will be your best solution.
Using JPD with existing Advanced Roadmap
Asked by daniel.teper:

Hi,

Is there a way to import elements from my current Advanced Roadmap into JPD?  
For instance - I want to use the Weighted Score Formula feature to prioritize my existing initiatives which are under the Advanced Roadmap. Can I do it quickly and efficiently somehow, or do I have to manually log them into JPD as Ideas?


Answers:
author: Rohan Swami
body: Hi [@daniel.teper](/t5/user/viewprofilepage/user-id/5136218) there are a few ways you can do this:

1. Manually log them as ideas.

2. Export them from Advanced Roadmaps as a CSV then import them into Jira Product Discovery.

With either of these 2 options you can then link the Jira Product Discovery Idea to the Jira Software Advanced Roadmap initiative using the Delivery tab in Jira Product Discovery.

![Screen Shot 2023-02-02 at 12.49.07 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/237859i6BB3FA8EAF1A60A1/image-size/large?v=v2&px=999 "Screen Shot 2023-02-02 at 12.49.07 pm.png")

comments: author: daniel.teper
body: Thank you [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658)  
Could you please elaborate on how to do the second option you suggested?  

The ability to use a weighted formula for creating prioritization score based on custom fields in the Advanced Roadmap is something of great value for me, and I believe for many more.  
Is that something you are considering implementing in the Advanced Roadmap tool?


author: Vanessa Scott
body: [@daniel.teper](/t5/user/viewprofilepage/user-id/5136218) Your question is interesting to me because we are just rolling out Advanced Roadmaps and also looking at JPD. I am a bit confused when you talk about "Weighted Score Formula" - I am not aware of that being in Advanced Roadmaps (although we do want something like that). Could you explain that a bit more please?


author: Rohan Swami
body: [@daniel.teper](/t5/user/viewprofilepage/user-id/5136218) here are instructions on [exporting from Advanced Roadmaps](https://support.atlassian.com/jira-software-cloud/docs/export-advanced-roadmaps-plan-data-as-csv/) and to import into Jira Product Discovery: ![2022-04-11_14-44-33.jpg](/t5/image/serverpage/image-id/192443i9088F34396F15216/image-size/large?v=v2&px=999 "2022-04-11_14-44-33.jpg")

There's also a bulk move feature that allows you to move issues between projects ie. from a Jira Software project to Jira Product Discovery:

* Top menu bar in Jira: Filters \> Advanced issue search
* Search for the issues you want to import in the Jira Product Discovery project
* Top-right of the screen: ... \> Bulk change all issues
* And then follow the prompts from the bulk operation

Best to test out the bulk export on a small subset first.

It's not in our plans to add weighted formulae to Advanced Roadmaps for now. Generally speaking Advanced Roadmaps's focus is on planning and sequencing work rather than prioritisation.
Migrating to a new domain
Asked by JD:

Hi all,

Have been loving the product and using it pretty extensively over the last 6 months.

My company recently was acquired and are in the process of migrating all Jira projects into the existing companies domain.

I understand there are limitations right now with doing that for Jira Product Discovery projects using JIRA's migration tools but just wondering what options we have for manual migration? Is there a best practice for migrating to avoid losing information?

Thanks!


Answers:
author: Tanguy Crusson
body: Hi [@JD](/t5/user/viewprofilepage/user-id/830333) , we don't support these kinds of migrations out of the box today.

The safest way to do this is to use the CSV [export](https://support.atlassian.com/jira-product-discovery/docs/export-jira-product-discovery-data-to-excel-and-gsheets/)/ [import for ideas](https://support.atlassian.com/jira-product-discovery/docs/import-ideas-from-a-csv-file/)

But you'll need to recreate the project configuration (fields, views) in the target project first, then do that.

Do you use insights? we currently don't have a way for you to export/import those from the app.


Tags: jira-product-discovery

migration
Unable to join the beta
Asked by Greg Drach:

I'm very excited about this product, but it seems like I'm not able to join with my company's URL. Any idea why this might be? It says that the URL is taken but that's precisely the point.

Could you help, please?

![Screen_Shot_2023-02-01_at_1_00_54_PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/237609i24EF15AAA4D250B6/image-size/large?v=v2&px=999 "Screen_Shot_2023-02-01_at_1_00_54_PM.png")


Answers:
author: Kalin U
body: [@Greg Drach](/t5/user/viewprofilepage/user-id/5135489) , if you are not Organization admin for your \<company\>.atlassian.net site, you should contact one and request that they add the product and provide you with access to it.

comments: author: Greg Drach
body: Thanks so much! I've done just that. I will report back if this helped.


author: Greg Drach
body: This worked, thank you for your help!


author: Kalin U
body: Glad, you managed to get access. It'd be useful to share your thoughts on Jira Product Discovery. Does it meet your business case, your expectations?


author: Greg Drach
body: I can't even tell you how excited I am by this product. It looks like exactly what we needed to increase the visibility of the product process to the entire organization, including priorities, assessment, road mapping, and timelines. I'm starting to set it up and will report back. But from what I could gather so far, this could be a game-changer for me and my org.


author: John McKiernan
body: Hey [@Greg Drach](/t5/user/viewprofilepage/user-id/5135489)

John here from the Jira Product Discovery team. Please let me know if you have any issues getting into JPD or indeed getting started :)

(As an aside we are working on making these first steps better).

Cheers!

John
Live Demo/Discussion's Available?
Asked by TRF:

Our company is currently in the market for a tool for our project managers to help gather requirements, prioritize, and plan work. Normally they can come to me and I can help them string together something but with Jira Product Discovery I am just not as accustomed to it or familiar with their use case so I am having trouble facilitating answers to their questions. Is there the potential to setup a demo/interview with Atlassian to discuss the product and how it might fit our use case?

We have a solution partner but they haven't been able to find anyone internally it looks like who knows Product Discovery that they have gotten back to us and I am on a bit of a ticking clock. We are trialing some software solutions in the next few weeks that starts taking the source of truth into other products out of Jira which kills visibility behind expensive paywalls and fragmenting the ecosystem when I think Product Discovery (or a combination there of with other products) can probably do whatever they are looking for.


Answers:
author: John McKiernan
body: Hi [@TRF](/t5/user/viewprofilepage/user-id/619227)

Thanks for the question.

We have a demo here which might help answer your questions (we will ship a more updated version soon): [https://www.youtube.com/watch?v=9mQ0cV9oO-o\&t=1s](https://www.youtube.com/watch?v=9mQ0cV9oO-o&t=1s)

A customer also published this demo recently which might be useful: <https://www.youtube.com/watch?v=bC1X0HxBw_o>

And more support/docs here: <https://support.atlassian.com/jira-product-discovery/>

The community is always a great place to ask questions if you can't find answers.

We will have lots more resources for you in the coming year.

Cheers,

John

comments: author: Tanguy Crusson
body: Also [@TRF](/t5/user/viewprofilepage/user-id/619227) you'll fine these demos and a few more in the FAQ, explaining how to use the product: <https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Frequently-asked-questions-about-the-product-how-do-I/ba-p/2002378>
Do we have any indication if Jira discovery will go GA in 2023 ?
Asked by Dean Vincent:

My wider technology team are piloting the beta but are keen to understand when Jira Discovery will become GA ?


Answers:
author: Tanguy Crusson
body: An announcement is coming soon, stay tuned.

comments: author: Tanguy Crusson
body: (But basically yes, and we'll share details soon.)


author: John Funk
body: [@John McKiernan](/t5/user/viewprofilepage/user-id/3613862)
Is there ability to remove self from receiving ongoing notifications in JPD ?
Asked by Charu Takkar:

The problem is that someone may mention you in the beginning in an issue under comments and then two months later you still see notifications even though you are no longer involved.

Same case if you have commented on an issue sometime in oct and you are still receiving notification in dec even though you are no longer involved or tagged.


Answers:
author: Rohan Swami
body: Hi Charu,

If a user is mentioned in a comment, they won't receive notifications from other comments. However, if they were a reporter, assignee or something similar then they would continue to get notifications. We're working on introducing the capability, to disable notifications in this scenario. It will behave like Watchers in Jira Software and integrate better into the Notifications (bell icon in the top right corner of your Jira Product Discovery window).

comments: author: Aaron Mosny
body: Any updates on this feature [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658)?  

I suggest that anyone that is added to the custom field type "@people" be automatically added as a watcher or this new bell icon feature


Tags: jira-product-discovery
Roadmaps levels in JPD : managing different details levels
Asked by Quentin C.:

Hello all!  

I was wondering if there currently is a way to manage different levels of details for roadmaps in Jira Product Discovery.

My need would be to have a detailed roadmap for PMs and a very high-level one for Directors/top management: I'm planning on adding a custom checkbox to select what we want to display to top managers and create a filtered view based on this field for them, but I consider it to be a workaround.  

Thanks!


Answers:
author: Tanguy Crusson
body: Hi [@Quentin C.](/t5/user/viewprofilepage/user-id/4427541) the app is all about using custom fields and views to be able to navigate ideas, prioritize collaboratively and communicate roadmaps. With control over what people see. So i'd say that the way you're planning to do it is pretty much what it was designed for.

It can be based on a checkbox or different fields.

The way we do it in the Jira Product Discovery team is based on 3 fields:

* Type:
  * reliability: initiatives to make sure the app can scale
  * improvements: improvements to the existing product experience and features
  * boulders: new features
* Phase:
  * wonder (problem/opportunity exploration and validation),
  * explore (solution exploration and validation),
  * make (commitments),
  * impact (further iterations to hit a goal)
* Roadmap:
  * Now: current commitments
  * Next: next commitments - usually there's already problem validation there but we're still exploring solutions
  * Later: everything else that's high on our radar

The roadmap we communicate to the company is based on ideas that have values for these fields. What it looks like (sorry, not ready to make the full roadmap public yet ?):

![Screenshot 2023-01-26 at 12.29.51.png](https://community.atlassian.com/t5/image/serverpage/image-id/236621i680FF66D7CBF565C/image-size/large?v=v2&px=999 "Screenshot 2023-01-26 at 12.29.51.png")

We have customers that create different roadmaps depending on the target audience, so they have other fields to represent that.

If I wanted to be sure only some ideas get shown to stakeholders, I'd use a checkbox as well.

comments: author: Kalina Lipinska
body: Hi [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312)

thank you for sharing this, I love the phases that you're using! I'd also be very interested in seeing the other views like team allocation, boulders \& improvements, bets or shipped items - is that something you can share?


author: Pieter Bezuijen
body: I've added a label for this in JPD and created different views based on that label. Only difficulty I encountered is that I'm not able to select a group of idea tickets as 'delivery'.
Timeline views
Asked by Paolo Pastorino:

In a "Quarters" view the duration of an idea is aligned to the end of the quarter and it does not match the real duration (e.g. in the middle of it, see image) thus making the view useless for any presentation purpose.

Is it a bug or a feature? ;)

Thanks

Paolo

![Clipboard01.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/236153i2E8242F285DC5CC4/image-size/large?v=v2&px=999 "Clipboard01.jpg")


Answers:
author: Tanguy Crusson
body: Hi [@Paolo Pastorino](/t5/user/viewprofilepage/user-id/5028985) , did you know you could switch to monthly instead of quarterly?

This is currently by design. We are trying to make sure product conversations happen at the right level - e.g. not detailed delivery planning (that's what Jira Software is for) but for collaborating on product priorities based on goals and impact, and communicating them + commitments.

That's why our recommendation is to use Now/Next/Someday roadmaps. But if you absolutely need to communicate time commitments, then we tried to create the timeline view so you keep it high level (e.g. quarters) - we've talked with many teams chasing deadlines... and it's often a dead end.

We're always happy to change our mind though based on what we learn - can you book some time so we can chat more about your context? <https://calendly.com/tcrusson/30min-1>

comments: author: Paolo Pastorino
body: Meeting invite sent. Thanks!
Is there a way to color the cards on the new timeline view?
Asked by Matt Schroyer:

I want to color them by team for example based on the color set for that team. So its more pleasing from a visual standpoint. Is there a way to do that?


Answers:
author: Jeny Stoeva
body: Hi [@Matt Schroyer](/t5/user/viewprofilepage/user-id/4673749) ,

I was playing with it and what you could do is:

1. Create a "Team" field with all the different teams you have. Each Idea ticket should have a team assigned to it. Create your teams as values for the "Team" field. Let say "Team A" and "Team B", etc...

2. Edit the "Team A" settings (see screen shot):

* Select a color for the team.
* Make sure the slider below the color palette is turned on.

![Screenshot 2023-01-25 at 09.35.55.png](https://community.atlassian.com/t5/image/serverpage/image-id/236301iCA9D2AAF126134C0/image-size/large?v=v2&px=999 "Screenshot 2023-01-25 at 09.35.55.png")

3. When the Idea card is displayed in the timeline view it will be colored at the beginning with the selected team color.

![Screenshot 2023-01-25 at 09.36.19.png](https://community.atlassian.com/t5/image/serverpage/image-id/236302i3A4976A72E986861/image-size/large?v=v2&px=999 "Screenshot 2023-01-25 at 09.36.19.png")

Hope it helps :)


author: Rohan Swami
body: Hi Matt, the best option here is to use colours for the field values. It allows you to bring some colour into the timeline without it being overwhelming. Give it a try!

![Screen Shot 2023-01-24 at 6.33.47 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/236214iC9F04C7B2D9E4322/image-size/large?v=v2&px=999 "Screen Shot 2023-01-24 at 6.33.47 pm.png")

comments: author: Matt Schroyer
body: Not really what I was looking for. With the new timeline view (with the start and end dates) I want to color thecard like you can do on jira board. So if for example something we are doing in q1 is related to an item in Q2 or they are using the same team it is very visually obvious. Maybe shading the cards is not a feature yet? Is it something the team has considered?


author: Rohan Swami
body: For the timeline view we use the same principle of using fields with colours for visual reference. For example, you could have a field for initiative displayed on the timeline and colour-code the different initiatives.

We'll keep the suggestion to shade the whole bar in mind for future iterations of the timeline view.
Exporting Data in Jira Product Discovery issues with Formula Fields
Asked by Mike Gargano:

So one of the issues I've been running into with Jira Product Discovery is if you use formula fields to make your RICE score or Priority score there doesn't seem to be a way to export that data.   

So in JPD there is no option to export a list view as a CSV without using the Jira Cloud for Sheets or Excel extensions. Both of these options don't support Formula Fields. I can export data from JPD, but none of the new fields that are specific to JPD.  

When I try to make reports for stakeholders we typically like to include some of these scores, and there doesn't seem to be any way to export this data that I can figure out. Has anyone figured out a work around for this?


Answers:
author: Tanguy Crusson
body: Hi [@Mike Gargano](/t5/user/viewprofilepage/user-id/5068376) it's not yet possible to export formula field values (the calculations are actually currently all done client side), but it's something we're changing - it's all moving to the backend, which means that at some point values will also be stored there, and so you'll be able to export them.

comments: author: Mike Gargano
body: I appreciate the response [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) and look forward to seeing that change in the future!


Tags: csv

export