youngmon/atlassian-qna huggingface dataset:
automatic alerts in projects
Asked by Reda Men?ikovait? _ Project manager:

Hello there,

I want to SEND automatic message from Jira Work management to Project Lead, WHEN we reach 80% of dedicated hour for this project. What's the best way to set this up? Could you share some templates or manual guidelines with me?

Example: According to the Agreement between Client \& Provider, DevOps team can spent less or equal 30 hour/month for this particular Project.

a) where I can mark the limits of the project?

b) how to automate the alert if the teams reaches 80% of the dedicated hours?

c) how can we make it periodic (each month the limit is the same - 30 hours, that means that each month starts from 0-30 hours)


Answers:
author: Curt Holley
body: Hi [@Reda Men?ikovait? _ Project manager](/t5/user/viewprofilepage/user-id/4389312)

This is a tricky one.

Questions: How is it being managed currently? How are the team planning the work currently? How is the effort recorded currently?

I'm guessing due to the use of a Jira Work management project that they are not using Sprints? As I believe it might be easier to work in Sprints (say 2 weeks, or rounded out to 2 per calendar month, OR (thinking on the fly) a sprint per calendar month. This way, the team plan the timebox (the sprint) to represent the 30 hours (or 2 times 15 hours) and use the burndown chart etc to monitor progress and of course once all that work is completed, that is it for the month.

But the above would mean switching to a Jira Software project, so.....???

Another quick and easy answer could be to create a story that houses the 30 hours in the original estimate field, then get the team to add their work as sub-tasks of that one story. Ensure the include subtasks checkbox is ticked and then there time tracking on the sub-tasks will be rolled up into the story to monitor. And again, once all subtasks are complete, game over for the month. *This option could be done in a JWM project.*

![time.png](https://community.atlassian.com/t5/image/serverpage/image-id/175139iBC55AD7378C357E1/image-size/large?v=v2&px=999 "time.png")

These I see as some of the easiest way to monitor and record the project limits, plus they play into core (existing) Jira functionality. Without more info, it is hard to advise on any automation options, but I fear they would be complicated.  

Hopefully this is helpful?


Tags: cloud

project
How to use "Event calendar" for Jira
Asked by Monica Panozzo:

Hi everybody,

I got the app "Event calendar" for JWM.

I have enabled projects i wanted to use it, but i can't understand how to insert issues in the calendar.

Thanks


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

Make sure it has a Due Date or Start Date.


author: Curt Holley
body: Hi [@Monica Panozzo](/t5/user/viewprofilepage/user-id/4663782)

Welcome to the Atlassian community.

If you mean [Event Calendar for Jira \| Atlassian Marketplace](https://marketplace.atlassian.com/apps/1224289/event-calendar-for-jira?hosting=cloud&tab=overview)

they advise:

In case you are interested in displaying issues in the calendar, check out our other plugin [Issue Calendar for Jira](https://marketplace.atlassian.com/apps/1225446/).

**But** If you are using Jira work Management projects, then they come with a calendar view that will show the project's Jira issues on it, so......

[What is the calendar view? \| Jira Work Management Cloud \| Atlassian Support](https://support.atlassian.com/jira-work-management/docs/what-is-the-calendar-view/)


Tags: cloud
Can Jira automatically update an excel file
Asked by Jon:

I was wondering if there's a way to have Jira or an add-on automatically update an excel file with data that pulls from fields in Jira?   

we have an excel file that has a general format that is the same for all our issues and we always add information from a handful of fields in Jira on each issue. Is there a way to have the system automatically update our Excel file? Or maybe some add-on that performs something like this?


Answers:
author: Vishwas
body: Hi [@Jon](/t5/user/viewprofilepage/user-id/1628601)

I think this option is there for google sheets but it's still a feature request for Excel auto update from Jira Cloud

Here is the feature request you can vote here <https://jira.atlassian.com/browse/API-206>

as FYI there is an article mentioning the auto refresh of google sheets here [https://community.atlassian.com/t5/Jira-articles/Jira-Cloud-for-Google-Sheets-Automatically-Refresh-Your-Data/ba-p/1200264?utm_source=atlcomm\&utm_medium=email\&utm_campaign=immediate_general_comment\&utm_content=topic](https://community.atlassian.com/t5/Jira-articles/Jira-Cloud-for-Google-Sheets-Automatically-Refresh-Your-Data/ba-p/1200264?utm_source=atlcomm&utm_medium=email&utm_campaign=immediate_general_comment&utm_content=topic)

Regards,

Vishwas


author: Aron Gombas _Midori_
body: [@Jon](/t5/user/viewprofilepage/user-id/1628601) You can use the [Better Excel Automation](https://marketplace.atlassian.com/apps/1212797/better-excel-automation-for-jira-free?hosting=cloud&tab=overview) app to solve this!

The app extends standard Jira Cloud automation rules with Excel exporting capability. In your use case, you could use the app this way:

1. use any of the [Jira Cloud automation triggers](https://support.atlassian.com/cloud-automation/docs/jira-automation-triggers/) to start the automation
2. export the issue data to your Excel export template (you can [create your own template](https://midori-global.com/products/better-excel-exporter-for-jira/cloud/documentation/customization), and from that the export will produce the *exact*output you wanted!)
3. either [attach the exported Excel file to an issue](https://midori-global.com/products/better-excel-automation-for-jira/cloud/documentation/configure-automation/attach-excel) (even to the originating issue!) or [email that to one or more email addresses](https://midori-global.com/products/better-excel-automation-for-jira/cloud/documentation/configure-automation/send-excel)

Here is how an automatically exported XLSX looks like when attached to an issue:

![attach-xls-result-cloud.png](https://community.atlassian.com/t5/image/serverpage/image-id/340980iDC61EFE4502990BA/image-size/large?v=v2&px=999 "attach-xls-result-cloud.png")

It is a bit different direction from your original idea, but it can work equally well (or even better).

*(Discl. this app is developed and supported our team.)*


author: Curt Holley
body: When you have a tool like Jira, you should really look to define your format in Jira so it can be the master for all your issues, otherwise what is the point of having Jira?


Tags: cloud
Automation rule to link issues based on labels
Asked by Freddy Andr? Henriksen:

Does anyone know how to create an automation rule that allows me to link an issue with a specific label to an issue with the same label in another project, or at least a specific issue in another project?


Answers:
author: Curt Holley
body: I agree with [@John Funk](/t5/user/viewprofilepage/user-id/7148) but do have a question:

Do you want the rule to link to every issue (in a given project/s) that have the label, or only a specific one?

If the latter, then some more specifics will be required by the automation rule.


author: John Funk
body: Hi Freddy,

You definitely should be able to do that with Automation for Jira. Do you have a rule already started that you need help with? Have you created any rules yet with Automation?


Tags: cloud
Lost projects after import
Asked by Nikolay Turivnenko:

Good day! Can you please tell me, did the import of projects and some of the projects disappeared during import. Is it possible to restore them somehow?


Answers:
author: Brant Schroeder
body: [@Nikolay Turivnenko](/t5/user/viewprofilepage/user-id/4677741) Welcome to the Atlassian Community.

Can you provide a little more detail. Were did you import the projects to Cloud or Server / DC? Was this from a backup or older instance? Do you still have the backup or access to the older instance?

Without knowing a lot about what you did I would suggest doing the following.

1. Check the instance where you imported the project to and make sure that the projects do not exist. Maybe the projects are there but no one has access to them. If you are a Jira Administrator you should be able to see al the projects in the application settings.
2. Check the import files to make sure that the projects where in the import.
Swimlanes for Jira WM?
Asked by Emily Bell:

Hi all,

How can I configure swimlanes in JWM? I'm trying to create a board where multiple departments will add issues and we want to see swimlanes, especially visual color cues, at the board level to see it grouped by department.

I've looked into all the fields, and troubleshooted for hours but I can't figure out how to do this.

Is this possible?


Answers:
author: Ron Levy
body: Hi [@Emily Bell](/t5/user/viewprofilepage/user-id/4646191) indeed there are no swimlanes on the board for JWM at the moment but you can "group" items on the list view and we'll be adding more options to group by in the upcoming weeks.

Can you please check this out and lmk if this answers your need?

cc: @\[deleted\]

comments: author: Emily Bell
body: Hi Ron, Thanks for getting back to me. It would be so awesome to have swimlanes in JWM, so will look forward to when you are able to roll out that feature!

In the meantime, I've used groups (and filters) however it looks like 'groups' uses 3 standard settings - status, assignee, and priority. Is there a way to add more or customize this?

Thanks!


author: Curt Holley
body: I can confirm....no swimlanes are available for JWM projects at this stage...maybe next year?

comments: author: Fabian Lim
body: Thanks. I also checked on my cloud instance and there are no configs available on jwm boards.


author: Jane Yeoh
body: Hi [@Emily Bell](/t5/user/viewprofilepage/user-id/4646191) ,

Thank you for reaching out! I'm Jane, one of the Product Managers on the Jira Work Management team.

We're currently testing out a new grouping concept on the board that's quite different from swimlanes. If you're interested in being involved, feel free to book in some time in my calendar here: <https://calendly.com/jyeoh/45min> . We'd love to run through with you some designs and prototype that could help improve the way work is organised in your business boards.

Looking forward to hearing back,

Jane

comments: author: Bianca Alexander
body: Hi [@Jane Yeoh](/t5/user/viewprofilepage/user-id/3613944) are swimlanes still on the cards for JWM?


author: Fabian Lim
body: Hi [@Emily Bell](/t5/user/viewprofilepage/user-id/4646191)

Welcome to the community!

Have you tried configuring the swilmanes on the board? <https://support.atlassian.com/jira-software-cloud/docs/configure-swimlanes/>

Make sure you JQL Queries to identify the different deparments.

Regards.

comments: author: Emily Bell
body: HiFabian - thanks for the quick reply. I have read this article but when I go to the 'more....board settings' to review how to configure swimlanes, there's no option.


author: Fabian Lim
body: I guess this is not available for jwm projects then.
Jira DASHBOARD
Asked by Yash Pradhan:

Hi! i need to know how to create a Dashboard in a efficient manner from which i can Monitor all the project Performance on day to day basis


Answers:
author: Fabian Lim
body: Hi [@Yash Pradhan](/t5/user/viewprofilepage/user-id/4677554)

First, you need to be understand how to create good Jira Queries: <https://www.atlassian.com/blog/jira-software/jql-the-most-flexible-way-to-search-jira-14>

Secondly, you need to create a dashboard and add gadgets to it: <https://support.atlassian.com/jira-software-cloud/docs/create-and-edit-dashboards/>

Lastly, look at this article that provides some hints on how to create a great dashboard: <https://www.atlassian.com/blog/jira-software/5-steps-to-build-a-killer-dashboard>

Good Luck

comments: author: Yash Pradhan
body: Thanks [@Fabian Lim](/t5/user/viewprofilepage/user-id/3131564) for your help.


Tags: cloud
Is it possible to use automation branching in a work management / core project?
Asked by Dale Murray:

When a branch is included, the rule still runs but no action is taken. Seems automation only works when a branch is not included in the rule. I already understand that branches cannot be placed in other branches - this is something I am not trying to do.


Answers:
author: John Funk
body: Hi DBM,

Can you post a screenshot of your rule so we can help you debug?

And maybe some details of the exact use case?


Tags: cloud
what privileges a scrum Master should have?
Asked by Jayasree S:

please let me know what type of privileges should scrum master have manage release, sprints and run customized reports.


Answers:
author: Jack Brickey
body: Hi [@Jayasree S](/t5/user/viewprofilepage/user-id/4676470) , welcome to the Community. They should have browse, schedule, manage sprints at minimum.   

comments: author: Curt Holley
body: and beyond what [@Jack Brickey](/t5/user/viewprofilepage/user-id/853369) recommends it is really up to the individual company to decide how powerful SM's are in Jira.


Tags: cloud
Project releases not appearing on Portfolio
Asked by Amrita Nair:

Hi I created a new portfolio plan for a JaaS project and selected the releases defined in the project as well. However portfolio displays only 'Later'


Answers:
author: Gabriele Franck
body: Hi [@Amrita Nair](/t5/user/viewprofilepage/user-id/1369779)

In the Issue Source of your plan, are you using the JaaS project as source or a board?

By default, during the plan configuration, you need to manually select the releases you want to import, otherwise the plan won't import them.

Besides that, when you use an project in the issue source instead of a board, if you create a release in this project *after*creating the plan, it won't be imported in your plan.

If you want to do that, you'll need to use a board as Issue Source instead.

Let me know if this helps :)

Gabi

comments: author: Amrita Nair
body: Hi Gabriele , Thank you for the response. I tried creating a new portfolio and it now works. However, I am curious about the difference between importing project and importing boards. What is the key diference? I also noticed it asks for creating project team and board team (resources). Both the teams are one and the same in my case. Which one should I be using ?


Tags: advanced-roadmaps

jira

jira-server

server
Can i exclude a specific issue type from Portfolio plan?
Asked by Katerina Stasik:

I want a certain issue type, e.g. TASK to never be included in my portfolio planning (while still using it in the project). Is it possible to do do?


Answers:
author: Syauqi
body: Hi Katerina,

You may want to re-configure the issue source to a filter instead:

```
project = <Current Project>?and issuetype not in (Task)
```

Here's the step to change plan's issue source:
> 1. Go to your **plan** \>click**![Screen+Shot+2016-02-01+at+9.07.08+am.png](https://community.atlassian.com/t5/image/serverpage/image-id/35908i2C8FD25FC86819A1/image-size/large?v=v2&px=999 "Screen+Shot+2016-02-01+at+9.07.08+am.png")** located next to the plan name \>**Configure** \>**Issues sources.**
>
> 2. Click**Edit Source.**
>
> 3. Connect to existing filters and click **Next**.
>
> 4. Select the relevant releases and confirm what's in scope, then click**Next**.
>
> 5. Confirm the issues that will be in the scope and select **Done**.
>
> Note:
>
> Changing issue sources will affect your plan's scope, releases, and teams.

Feel free to See [Configuring your plan issue sources](https://confluence.atlassian.com/jiraportfolioserver/configuring-issue-sources-935577871.html).

Let me know if this is what you are looking for, otherwise, please do elaborate so that we could better understand the issue.

Cheers, Syauqi


Tags: advanced-roadmaps
Getting error while clicking on portfolio permissions
Asked by Samrat bodapati:

Help me with the solution , how to get it right. As i am Jira Admin getting below error.

![portfolio.PNG](/t5/image/serverpage/image-id/35594i47572BAA504E027B/image-size/large?v=v2&px=999 "portfolio.PNG")


Answers:
author: Andy Heinzer
body: Please click the "Show Details" button and copy/paste the error message listed there.

Could you please also let us know what version of Jira this is? And what version of Portfolio you are using?

comments: author: Samrat bodapati
body: Here is the attachment

Portfolio for Jira - 2.17.1 {#toc-hId-1846925592}
-------------------------------------------------

Jira Version 7.12.3

![portfoliostage.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/35828i2AA3A592DB33383C/image-size/large?v=v2&px=999 "portfoliostage.PNG")


author: Andy Heinzer
body: Thanks for that reply. I tried to recreate this problem using the exact same versions of both Jira and the Portfolio plugin. But so far I have not been able to recreate this error. I also have not found any other reports of this problem just yet. So I'm not sure this is a bug just yet. I suspect that this is a problem specific to your environment right now.

What happens if you try to view the other portfolio links in the left navigation menu on that page? Such as 'Portfolio License details'? Does this show that the product has a license activated for it yet? Or do you see a similar error box.

I suspect that the Portfolio plugin has not fully been initialized in the JVM that Jira is using. In turn it seems that the functionality of this plugin is not working as a result. I would be interested to see if you can also take a closer look into the $JIRAHOME/log/atlassian-jira.log file for additional information here. I would be interested to see what warnings/errors might exist in this log file at the time the portfolio plugin is loaded up, as well as when trying to view these pages. The error messages there should be able to tell us much more about the nature of this problem and how we can further address it.


Tags: advanced-roadmaps
Sprint still has capacity but issue is scheduled in next sprint
Asked by sebastianhsu:

I have a sprint (Sprint2) which there is still 24 hours free capacity.

![2018-10-21_105311.png](/t5/image/serverpage/image-id/35530i65007B3B1A2EBF22/image-size/large?v=v2&px=999 "2018-10-21_105311.png")

However, another issue which only has 8 hours is scheduled to next sprint (Sprint3) instead of Sprint2.

![2018-10-21_105456.png](/t5/image/serverpage/image-id/35531i4838675A2F62CD11/image-size/large?v=v2&px=999 "2018-10-21_105456.png")

Here is the information for these 2 issue, wmam-316 is the one in Sprint2, wmam-317 is the one in Sprint3 and can't be scheduled to Sprint2. There is no dependency between these 2.![2018-10-21_105756.png](/t5/image/serverpage/image-id/35532iA6484A824846D7E0/image-size/large?v=v2&px=999 "2018-10-21_105756.png")

Anyone has any clue why does this happen?


Answers:
author: sebastianhsu
body: Answer for myself, it turned out that if earliest start is greater than the date that sprint start, it will be pushed to next sprint.


Tags: advanced-roadmaps
Portfolio LABS Features?
Asked by David Markowski (DO NOT USE):

How can I get access to LABS features in Portfolio for JIRA?


Answers:
author: Raathi
body: Hi @\[deleted\]  

If you are talking about the "Portfolio early access features", you can go to **Portfolio** \> **Administration** \> **Portfolio early access features** .  

Regards,  
Raathi

comments: author: Joseph Chung Yin
body: Can we restrict "Portfolio early access feature" to a limited set of users (key decision makers)? While other users can evaluate the changes in Portfolio 2.26 version?

Best, Joseph Chung Yin


author: Raathi
body: Hey Joseph,  

The early access feature toggle can be set to either on or off. Unfortunately, you can not restrict it to a few users.  

Regards,  
Raathi


author: Nic Brough -Adaptavist-
body: They're added to the Labs features for Jira

comments: author: David Markowski (DO NOT USE)
body: Ok - But where is that? I can not find any options anywhere. How do I get to view it?


Tags: advanced-roadmaps

lab
Start date of plan not getting updated after upgrade to 2.17.1
Asked by Cristiano Mariano:

Hi guys!  
We use Jira Software 7.6.0. After upgrading Portfolio from 2.13.3 to 2.17.1, when we hit the Calculate button in a Plan, the start date is not refreshed. One of the issues we are using for investigation has no Earliest start or Target Dates and also no Dependencies. The issue is assigned to a release, but the release has no start date defined. The plan is showing the start date (and start date of first issues) as October 8th, but current date is October 19th. Have you guys seen a similiar issue after upgrading?  
Thank you very much!  
Cristiano


Answers:
author: Thomas
body: Hi [@Cristiano Mariano](/t5/user/viewprofilepage/user-id/541129),

I'd suggest checking in the release tab if the release start date is set to "as early as possible". You could also check if the issue has a sprint assigned which could be another reason for an issue to show a start date in the past.

Another possibility would be that the issue does not have an estimate and have a target start date assigned.

In a more environmental topic, it could be that the date on the server itself is wrongly configured.

Let me know how it goes.

Cheers,

Thomas


Tags: advanced-roadmaps
JIRA MFA
Asked by lorenze larot:

Hello Cool People,

I may not be looking that hard but is there any available plugin that supports multi-factor-authentication for JIRA server. Something that we can implement for specific users only and not the entire jira users. ?

I hope someone can shed some light on this.

Best,


Answers:
author: Lucas Smith
body: Hello there,

There are multiple vendors available on the marketplace which support MFA for Jira. You can refer the below link for more details

<https://marketplace.atlassian.com/search?query=jira%202fa>

But I prefer MFA add-on from the miniOrange vendor because of the below reason.

1. Easy to configure

2. You can enable/disable MFA for individual users as well as for groups. Using which you can enable MFA only admin users.

3. Most important **Great support.**

miniOrange MFA - [https://marketplace.atlassian.com/apps/1221260/two-factor-authentication-2fa-for-jira?hosting=server\&tab=overview](https://marketplace.atlassian.com/apps/1221260/two-factor-authentication-2fa-for-jira?hosting=server&tab=overview)

comments: author: Susan Vogis
body: Hello [@Lucas Smith](/t5/user/viewprofilepage/user-id/3916242)

Thanks for suggesting the add-on. I use the miniOrange 2FA addon for both Jira \& Confluence.

It went perfectly \& the support team provides great support.

I also recommend this add on for everyone who is looking for 2FA/MFA addon.


author: Lars Olav Velle _Polar SSO_
body: Hello [@lorenze larot](/t5/user/viewprofilepage/user-id/652301)

As Lucas says, you now have a few choices.

We just released [a new app](https://marketplace.atlassian.com/vendors/1216264/polarnight) on Marketplace that has a powerful multifactor policy framework in addition to SAML and Kerberos authentication all in one app.

User can even log in password-less using face, fingerprint, usb security keys. Users with an Apple watch can log in by double-clicking on their watch.

Give all of them a try, and let the community know which one you prefer!

Cheers,

Lars, COO Polarnight


author: Nic Brough -Adaptavist-
body: Many. Have a look at <https://marketplace.atlassian.com> - there are several in there, at least of two of which support partial MFA (the one I'm most familiar demands MFA for admin accounts only for example)


Tags: jira

jira-server