youngmon/atlassian-qna huggingface dataset:
Advanced Roadmap sprint start and end date configuration
Asked by Parisa Askarnejad:

Hi,

I am using an advanced roadmap to build a plan. My issues source are Scrum boards. I have created 4 sprints in advance on the board for the team to plan the sprint- I can not set the start and end date in advance though. When the issue assigned to sprint, in the advanced roadmap plan it will get the start and end date because I checked the configuration for it. However the problem is that we have a week of no sprint between every 4 sprints and now advanced roadmap is bringing the day wrongly. I need to find a way to be able to map the sprint to the start and end date. Is there a way to configure sprint start and end date for 4 sprints in advance?

Thanks,


Answers:
author: allan.reventhell
body: I have a smiliar question. The Advanced Roadmap adds stories to the timeline based on the sprint in which that story is assigned. But we run one-week sprints, and the end date of those stories (in the timeline) are always two weeks. Why? If I go into my backlog, I am unable to set the dates of futures sprints, so I'm assuming future sprints just follow the same pattern as the current one, which is one week. Is there perhaps some setting where I can set default sprint lengths? Thanks


author: Jenn Sherman
body: I have a plan with 1-week sprints and had this issue as well. I opened a support ticket because I was sure it was a bug. The suggested resolution was to use the auto-schedule function to see if the dates corrected. The dates did correct but since I wasn't ready to commit to the auto-schedule for the whole plan and I didn't want to check/un-check a few hundred items before saving the auto-schedule suggestion, my problem still exists.

Here's the statement of my problem:

The team in the plan works on 1-week sprints and this is set correctly in the team settings. For items assigned to future sprints, the story has the correct start and end dates (Jira has correctly determined the start and end dates for the 1-week sprint) but the sub-task have and end date as though the sprint was 2-weeks long.

Story A in sprint 21.1 has start 10/12/2020 and end 10/18/2020  
sub-task 1 in sprint 21.1 has start 10/12/2020 and end 10/25/2020

So every story assigned to a future sprint and having sub-tasks has a warning message on every sub-task saying it ends after its parent's end date.


author: Chris P_
body: One possible solution would be to enable parallel sprints and then start all the sprints set with the correct dates. Advanced Roadmaps will reflect the dates correctly that way with the gaps.

This probably wont' play nicely with JIRA's build in sprint reports for points committed, but if your using something like eazybi you could take this into account for calculations.


author: Trevor Grady
body: Having the same issue here, making the advanced roadmap not very useful until it is fixed


Tags: advanced-roadmaps

cloud
Can you make a JIRA custom field visible to plans in Portfolio but only as read-only?
Asked by Bryan Rosenthal:

We have a custom field that ties into our team database. It is quite a large list. It is a single drop down field.

We have to use this field to sort and filter roadmap items by but whenever it is added to a plan the performance of the plan becomes almost completely unusable.

Do admins have a way to configure the use of the field in plans but only as 'read-only'?


Answers:
author: Danny
body: Hello [@Bryan Rosenthal](/t5/user/viewprofilepage/user-id/3934111)

I can suggest only two options:

1) Add the people you only want to view the Plan within the Plan Access panel, there you can set users and groups to view only.

**OR**

2) As there is no field level security in Jira ([check out Nic's explanation](https://community.atlassian.com/t5/Jira-questions/Setting-user-group-permissions-on-a-custom-field-in-JIRA/qaq-p/313497) on another question), instead you could control the editing of a field to an extent, by making "edit field X" a workflow action instead of an edit (and adding conditions to the transitions you add for it). This way the field could not be edited in PoJ, and only Jira during a workflow transition.

* Remove the field from the edit screen.
* Create new screen that has the field you want to protect.
* Edit the workflow, adding transitions to each status. These transitions should  
  * Have the screen with the field on it
  * Go back to the same status
  * Have conditions that only allow people you want to edit the field to use them

Thanks,

Danny

comments: author: NAYANA
body: Portfolio plug-in allows editing of read-only fields. A custom field that was made read only in Jira is editable in Advanced roadmaps and this is circumventing controls. how can we fix that?


Tags: advanced-roadmaps
Portfolio- Cannot commit Changes
Asked by Deshnee:

Hi All

Maybe i missed something in the releases, but we upgraded recently and are on Portfolio 3.22

before the upgrade users could commit changes on portfolio into their relevant buckets, after the upgrade users cannot commit.

it give an**unauthorized access**, yes the user is loaded in the relevant jira buckets as a user and under potfolio admin they have Portfolio restricted user, which allows them to edit their own plans. Please assit.


Answers:
author: Michael Andolfatto
body: Hi [@Deshnee](/t5/user/viewprofilepage/user-id/3191992) ,

The **Restricted User** permission allows changes to be made in Portfolio, but not to be pushed back/committed to Jira.

<https://confluence.atlassian.com/jiraportfolioserver0322/permissions-998881330.html>


Tags: advanced-roadmaps
Possible to bypass the EPIC level and link story to issue type above Epic (Portfolio Hierarchy)?
Asked by Tom Gross:

This is our current hierarchy with Portfolio

* Initiative
* Feature
* Epic
* Story
* SubTask

I have a request from a team that doesn't want to use Epics, but link Stories directly to Features. I removed Epic from the project's issue type scheme and added a parent link on the story screen to link to the next level up in the hierarchy. When I try to use the parent link on the story it expects a Epic link.

I understand that the relationship between a story and the epic is an out-of-the-box one that used an Epic Link and not a generic link.

Is there a way to get past this or this the Epic-\>Story-\>SubTask Hierarchy something that cannot be altered?

We currently have Portfolio. Would something like Structure allow us to do something like this?

Can Portfolio and Structure live happily on the same instance of JIRA?

Possible to have multiple hierarchies within JIRA?

![E.gif](https://community.atlassian.com/t5/image/serverpage/image-id/95673i0597AC34556F7598/image-size/large?v=v2&px=999 "E.gif")


Answers:
author: Michael Andolfatto
body: Hi [@Tom Gross](/t5/user/viewprofilepage/user-id/651904) ,

I haven't personally done this in a live environment before so I would advise testing it first to ensure the functionality is as expected, but I was able to do this by adding in Feature to the same hierarchy level as Epic, and then removing the Epic Link field from my project's screens.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/95879iD60056AAE353A4F3/image-size/large?v=v2&px=999 "image.png")


Tags: advanced-roadmaps

epic

server
1) Is capacity planning in Basic Roadmaps? 2) What's the difference between Next-Gen and Classic ?
Asked by Paul Spaeth:

Since basic Roadmaps is only on Next-Gen projects, here are my questions:

1) Is Capacity Planning of some kind available in basic roadmaps?

2) What's the difference between Next-gen projects and Classic projects when it comes to kanban and scrum board functionality and columns? Our team could probably get by with Basic Roadmaps since we're small, but we're used to Classic projects.

Thanks

Paul


Answers:
author: Paul Spaeth
body: Oh, my projects are Classic, that's why. But is there any way for me to try Roadmaps or Advanced Roadmaps? How much is Premium? I guess the other question would be what's the difference between Next-gen projects and Classic projects when it comes to kanban and scrum board functionality and columns?


Tags: advanced-roadmaps

cloud
Filtering by AND-linked labels in advanced roadmaps
Asked by Moritz Tenorth:

When filtering issues in the new Advanced Roadmaps view, we did not find a way to combine several labels with an AND-relation, but they are usually considered as OR-linked.

This makes it tedious to, for example, filter for all issues with labels "2020" and "Q2". We could create custom labels for each use case, e.g. "2020_Q2", but this would not allow us to filter by each component and using both versions would pollute the set of labels for all issues.

Is there an option that we did not find, or is this feature planned for future versions?


Answers:
author: Rahul Patel
body: Would like to know as well, or support this feature for a future version.


Tags: advanced-roadmaps

cloud
Trouble connecting Evernote
Asked by Kate Salisbury:

I'm having trouble linking the Evernote power-up. I'm using Trello's web browser version. Even after I've authorized Evernote (and the Trello connection shows up as authorized on my Evernote account), Trello keeps asking me to link my account. It will say the power-up is enabled, but still says I need to authorize Evernote.


Answers:
author: Kate Salisbury
body: Update - I was able to get the Evernote authorization to stick once I tried it through the desktop version of Trello. Success!

comments: author: Lara
body: Hi Kate,

Thanks for the update!

It seems you are running into a known issue that is being tracked in the following bug report here: <https://jira.atlassian.com/browse/TRELLO-27>.

I've added your workaround to the issue so that other users are aware ?

I would also encourage you to visit that bug, log in with your Atlassian account, and click **Start watching this issue** on the right panel. That way, when the ticket is updated by our development team, you'll be notified via email.

There are a number of factors that determine how Atlassian prioritizes bug fixes. You can learn more about this by reading the [Atlassian Cloud Bug Fix Policy](https://confluence.atlassian.com/support/atlassian-cloud-bug-fix-policy-206865884.html).

If you have any questions about the bug report, any additional information about the bug you would like to share, or any comments on our bug fixing policy, please let us know!

All the best,

Lara  
The Trello Team
not an admin in workspace I created
Asked by Travis Walker:

I created a workspace. I am the only member currently, but when I see the member list, I am not listed as the admin. I am trying to upgrade to the premium, but cannot see the billing tabs to upload the tax-exempt documents.


Answers:
author: Alex W
body: Hi [@Travis Walker](/t5/user/viewprofilepage/user-id/5511879) - welcome to the Community!

I recommend having a read through our help doc on Workspace admin capabilities: <https://support.atlassian.com/trello/docs/workspace-admin-capabilities/>

Free Workspaces do not have admins. All members of the Workspace should be able to upgrade it to Premium.

I can see you've already raised CA-2997992 to speak to our billing team about your tax exemption and they're waiting on your reply.
How do I convert a card to a seperator card using automation?
Asked by Funpark22:

Whenever I make a card with the title "---" it doesn't make it a seperator card. How do I make an automation so that whenever a card is given a label, it's told to convert to a separator card?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Funpark22](/t5/user/viewprofilepage/user-id/5512027) do you have any sort of automation that adds information to newly created cards (e.g. labels, members, etc.)? It's not possible to add labels for example to a separator card, so if butler is automatically adding a label to all new cards, then it will just convert your separator card into a regular card.   

If butler is not adding things to new cards, and it's still not working, can you share a quick screencast of you trying to create a separator card?


author: Anas Ibrahim
body: To create an automation in Trello so that whenever a card is given a label, it converts to a separator card, follow these steps:

Open Butler Automation Menu: Trello provides a feature called Butler which allows you to set up automation rules.

Create a New Rule:

Go to the Butler section in Trello and click on "Create Command".  
Choose "Rules" to set up a new rule.  
Define the Trigger:

Set the trigger to "when a card is added to the board with the label \[your label\]". You can choose the specific label from the dropdown menu.  
Set the Action:

Add an action to "convert the card to a separator". This can be done by using the "rename the card to "\] separator \[" and "add checklist named 'separator'".  
Save the Rule:

Save your rule and enable it.  
Here's a simple example of how your rule might look:

Trigger: When the card is added to the board with the label "\[Label Name\]"  
Action: Rename the card to "\] separator \["  
If Trello's built-in Butler does not have an exact "convert to separator" action, you might need to rename the card or add a checklist or some other identifier that acts as your "separator".

Remember, if the automation options vary based on updates to Butler or Trello, you can always refer to the most recent Trello Butler documentation for the most accurate steps.
Opting out of Atlassian Intelligence
Asked by Andrea Hopkins:

Hi,

My company has a strict AI policy and will not be making the mandatory switch to Atlassian Intelligence on July 9 (as per email for Premium and Enterprise users). I have just opted out, but there was no confirmation that it went through. How can I confirm that I have successfully opted out?

Thanks for any help!


Answers:
author: Gaurav Kataria
body: You can see it on your Workspace/Enterprise settings page: <https://support.atlassian.com/trello/docs/activate-atlassian-intelligence-for-your-trello-workspace/>
How can I add my company details so it apears on the invoice I receive ?
Asked by Adrian Becker Troncoso:

Hello ,

Currently I receive my invoice for Trello which is addressed to me as a Person but I need to that the receipt shows my company details ?

Tks for your comments

Brgds

Adrian


Answers:
author: Caity
body: If you go to the billing page for that Workspace (under "Workspace Settings" in the sidebar), there's a place where you can add details to be included in the invoice.

Here's how you get to the billing page:

![Screenshot 2024-06-03 at 4.14.02?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/327636i334C4004B8E1AF09/image-size/large?v=v2&px=999 "Screenshot 2024-06-03 at 4.14.02?PM.png")


Tags: address

invoice
Limite de colaboradores para espa?os de trabalho gratuitos
Asked by AMANDA OLIVEIRA:

Preciso de um passo a passo de como conseguir utilizar a ferramenta do trello de forma gratuita. Pois estou com problemas de acesso, eu j? exclui alguns colaboradores e mesmo assim estou com a restri??o.


Answers:
author: Vronik
body: Hi

Look at this

<https://www.atlassian.com/blog/trello/new-collaborator-limits>

if my answer helped you,   
please mark it as accepted so that others looking for similar issues can more easily find it.
The board that I created is gone
Asked by Keryn Beth Rabe:

Last week my entire board that I created disappeared. I have used the same email address each time. I don't have access to the board either...everything was fine and now it's gone. I don't even have the link to the board...what do I do? I have logged a support ticket. No answer received yet


Answers:
author: Summer Randall
body: Hi Keryn, is it possible that it was accidentally archived? To restore an archived board, navigate to the "Boards" button from the Trello homepage and click "View all closed boards". You will see a list of every board you've archived.

Hope this helps!

Summer
12 contriburors to a board
Asked by Uta Birkmayer:

I have been using Trello for many years. One of my boards has 10 users, just for that one board. With the recent changes, I decided to buy a $60 membership. However, when checking out, that $60 was multiplied by 12. Is that correct? It seems very unreasonable. Is there a better option for us? If not, we will definitely leave the platform.


Answers:
author: Gaurav Kataria
body: You are billed for all workspace members and multi-board guests in your workspace. If those 10 users are only one board, then you can remove them as workspace members (i.e. they can remain as guests on only 1 board). That way those users will not be billed. This [page](https://support.atlassian.com/trello/docs/removing-collaborators-from-free-workspaces/) has details on how to remove them:

1. Go to the **Members** page on your Workspace

2. Find the collaborator you want to remove in the list and click on the **Remove** button

3. Click on **Remove from Workspace**

4. Once you've removed them as a Workspace member, you'll need to remove them from the other boards in your Workspace
Moving due date along one day if incomplete
Asked by Anna Williamson:

Hi,

I have a 'Today' list. Every card has a due date of the current date, as in, it's things I'm working on 'Today'.

However, if I don't get around to something, I want it to move the due date along one day.

So like right now it's nearly 5pm and I have 2 things on my list I haven't gotten around to doing.

So say for instance, tonight at 6pm, I want Trello to recognise this and automatically change the due date to tomorrow instead, so when I come in, it's the right date.

Am I expecting too much?!

Haha!

Thanks,

Anna


Answers:
author: Summer Randall
body: Hi there, Anna! I love the idea of this and personally have never tried to implement this kind of automation.

Are you familiar with Zapier? This may be an automation that you could set up there. I just tested it myself but it's more of a setup because I don't have a Today board.

I'd be happy to hop on a free call to try to walk you through it + we can learn together! Haha.

Thank you,

Summer

comments: author: Anna Williamson
body: Hi Summer,

Thanks, but I think I've managed to do it! I've used this:

on the day a card in list "Today" is due at 6:00 pm, move the due date by 1 days


author: Summer Randall
body: Perfect! ?
Is there a way to limit permissions on a baord so members only see Lists they are associated to.
Asked by Stan I:

I am looking for a way to limit what a member of a Board sees when they are invited as a member.  

We only want them to see a specific list or cards that they are part of.  

the objective being to have one overarching Board with each list related to a different aspects. We do not want board members seeing other lists in a specific board.


Answers:
author: Summer Randall
body: Hi there, Stan!

Great question. I don't believe there is a function to add members to different lists or cards but not give them access to the board.

Depending on how private the information is you could do the following -

Add members to the board but assign them to the specific cards that they will need attention/notifications on.

If the information is confidential and you don't want other members to see what is on the board, unfortunately, I think the most effective move for this would be to create separate boards for different teams and processes. Then you can give them access to the boards separately and they won't be able to see your entire workspace.

I hope that helps, Stan!

Happy to answer any other questions.

Summer
Cual es el limite de almacenamiento en el plan gratuito?
Asked by Cueva Aparte:

Ya se que pone que es ilimitado, pero yo se que eso solo significa que te deja ocupar mucho espacio.  
Quiero saber por si alg?n d?a quitan el ilimitado y ponen el limite en, nose de 60mb o 1gb, lo que sea. No quiero estar en un futuro descargando fren?ticamente todos mis archivos localmente porque al d?a siguiente se vayan a borrar.

En muchas tarjetas pongo im?genes y no sabr?a que hacer si ya no estuvieran las im?genes. no podr?a recordar lo que era la tarjeta con la misma precisi?n. esque es mejor organizar online en trello que con cientos de cuentas de gogle fotos. no se de otra alternativa gratis


Answers:
author: Alex W
body: Hi [@Cueva Aparte](/t5/user/viewprofilepage/user-id/5511762) - welcome to the Community.

There is no storage limit in Trello. However, free users can only upload attachments up to 10MB. You can use third-party storage providers like Google Drive to upload larger attachments.
COME ELIMINARE UNO SPAZIO DI LAVORO?
Asked by elisabetta:

VOGLIO ELIMINARE UNO SPAZIO DI LAVORO NON PIU UTIULIZZATO COME SI DEVE FARE?


Answers:
author: Vronik
body: Ciao

Leggi questo

<https://support.atlassian.com/trello/docs/deleting-a-workspace/>

se la mia risposta ti ha aiutato,  
fai click come accettato in modo che altri che cercano problemi simili possano trovarlo pi? facilmente.

Tante grazie
Free Workspace less than 10 collaborator
Asked by Carl Hazell:

Hello,

I have reduced the board members to less than 10 on a free workspace, it is on view only. I'm unable to edit or add to the board.

Please let me know why this is.

Many thanks


Answers:
author: Caity
body: The collaborator limit applies to the entire Workspace, so while there may be fewer than 10 members on the board that you're a member of within that Workspace, there may still be more boards in the Workspace with more members. If that's the case, the Workspace admin will need to either remove collaborators or upgrade the Workspace.
Display link from board to request form (e.g. Blue cat form)
Asked by Gross_ Jonas:

Hi! What would you say is the best way to display a link to a request form?  
At the moment I have only seen these three options, none of them perfect. A bit cryptic or too hidden:   
1. Under three dot menu \> "About this board"  
2. In a card  
3. Blue cat forms icon -


Answers:
author: Alex W
body: Hey [@Gross_ Jonas](/t5/user/viewprofilepage/user-id/5511602) - welcome to the Community.

Hmm, not sure what you're referring to here. Can you elaborate on what you're looking to get advice on?
Auto-Billing for additional Trello board users
Asked by Kristin Easley:

I've just upgraded to Trello Premium, and only after the payment was submitted did I get the notice that if a board guest is on more than one board, I will be auto-billed for them as well. Seems like that info should be clear up front - I've used a personal card as my company does not currently subscribe - but that being said:

1) is there any notice that I'm going to be billed BEFORE it actually happens so that I can remove them if necessary? Or an option to not allow access until the additional payment is approved?

2) if they already have a subscription (standard or premium), will I still be billed for that person?

Thanks.


Answers:
author: Alex W
body: Hi [@Kristin Easley](/t5/user/viewprofilepage/user-id/5511605) - welcome to the Community!

How billing works in Trello is explored in our [help docs](https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/) and our [pricing page](https://trello.com/pricing).

You will be billed automatically for all new Workspace members and multi-board guests you add to your Premium subscription unless you have already removed a billable user and are replacing them with a new billable user.

We do not recommend that your organisation has more than one Workspace upgraded at a time. You should only use one Premium Workspace as a team. If your billable users also have their own Standard or Premium Workspace, you'll still be billed for them.