youngmon/atlassian-qna huggingface dataset:
Collaborators not appearing
Asked by Jared Fusedale:

We have added the custom field for collaborators to our Jira Work Management System  
See screenshot here : <https://share.getcloudapp.com/wbuLwjkr>

As an org admin, I can see the option in a new ticket, but other team members cannot.

We are all using the FREE plan.


Answers:
author: Mayur Jadhav
body: Hi [@Jared Fusedale](/t5/user/viewprofilepage/user-id/5257972) ,

I hope you are doing well.

Make sure that user who is trying to search for user in collaborators should have "browse user and group permission".

Follow below steps:

1. Go to **Settings** \> **System**.
2. On the left side menu, click **Global permissions**.
3. Scroll to the bottom of the permissions page.
4. Select **Grant** "**Browse users and groups**" to a group of which the affected user is part.

For more information you may please have a look at - [Unable to browser user and groups.](https://confluence.atlassian.com/jirakb/unable-to-browse-for-users-and-groups-120521888.html#:~:text=Go%20to%20Settings%20%3E%20System.,the%20affected%20user%20is%20part.)

Regards,  
Mayur

comments: author: Jared Fusedale
body: This works perfectly.  

Thank you so much for your help.


Tags: cloud

jira-work-management-cloud
Team members not appearing?
Asked by Jared Fusedale:

Hi,

When I login as an Org Admin in Jira Work Management System, I see our team members across the top of the board here : <https://share.getcloudapp.com/jkuRL2JE>  
however, no other team members see this.  
The other people are on the FREE Plan.

What do I need to change so everyone can see the team members?


Answers:
author: Trudy Claspill
body: Hello [@Jared Fusedale](/t5/user/viewprofilepage/user-id/5257972)

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

What your team members see may be affected by the permissions they have been granted, which can depend on the type of project you are using.

There is a Global Permission called "Browser users and groups". Make sure that the users are members of a group that have been granted that permission.


author: Jared Fusedale
body: There is a Global Permission called "Browser users and groups". Make sure that the users are members of a group that have been granted that permission.  
This did the trick.


Tags: cloud

jira-work-management-cloud
Can tickets be visible to other departments when they don't have Jira licence?
Asked by EdWin the Agile Guy:

Hello, here is our scenario:

1) Our Engineering department is on Jira Cloud

2) We have access to JWM

3) Other Departments have Confluence

If we start using JWM to track projects would other departments like Marketing be able to see our progress.. no edit access or commenting needed.


Answers:
author: Trudy Claspill
body: Hello [@EdWin the Agile Guy](/t5/user/viewprofilepage/user-id/5208537)

Welcome to the Atlassian community!

The short answer is no, unless you enable Anonymous access.

Here is another post in the community that goes into more detail:

<https://community.atlassian.com/t5/Jira-Software-questions/Read-only-access-to-Jira-Projects-Issues-without-a-licensed-user/qaq-p/1875810>

comments: author: EdWin the Agile Guy
body: Thank you
Condition on Stage movement.
Asked by Yash Pradhan:

Can you help me ( can we apply a condition, where after a certain stage movement Changes cannot be done in Tickets only able to add comments).


Answers:
author: John Funk
body: Hi Yash,

Edit the Workflow and click on the Transition to the status that you want to prevent editing further.

Then click on Properties in the popup box on the right.

Add these entries if not already there:

![Screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/266225iCFF84075870F514A/image-size/large?v=v2&px=999 "Screenshot.png")


author: Trudy Claspill
body: Hello [@Yash Pradhan](/t5/user/viewprofilepage/user-id/4677554)

Are you working with issues in a Company Managed project or a Team Managed project?

When you say "a certain stage" do you mean a Status (i.e. issues where the status is changed to Done)?

With a Company Managed project it is possible to make issues non-editable when they are in one or more specified statuses using Workflow Properties. That is described in this document:

<https://support.atlassian.com/jira-cloud-administration/docs/use-workflow-properties/>

comments: author: Yash Pradhan
body: Company Managed Project


author: Yash Pradhan
body: Hi Trudy,  

Can you also help me provide the solution for making a mandatory rule to attach Link source Jira for every ticket creation instance.


author: Trudy Claspill
body: Hello [@Yash Pradhan](/t5/user/viewprofilepage/user-id/4677554)

That sounds like a.sepatate topic from your original question. Please start a new post for that.

If my or [@John Funk](/t5/user/viewprofilepage/user-id/7148) 's answer satisfactorily addressed your original question, pleas consider marking the Answer as Accepted to help other users find posts with validated solutions.


Tags: cloud

jira-work-management-cloud
Import Issues CSV
Asked by Thomas:

Hello, I am attempting to import issues as a .csv however the import tool is being incredibly slow and in some cases freezing at each attempt. Selecting "Stop import" does not actually do anything either.

The import file is only 21kb, so it should not be taking 30 mins to import.

Previously, I accidentally tried to import a large file (2000kb due to an Excel error) however I selected "Stop import" and closed the window. I am not sure if Jira has an import backlogue even if you close the window? Could this be affecting my import speed?


Answers:
author: Jehan Bhathena
body: Hi [@Bilbo Boffin](/t5/user/viewprofilepage/user-id/5256203) ,

(Assuming you used the External System Import) Few things you can check to see if the previously stopped import actually imported tickets:

\* Navigate to the Project that was selected while importing the CSV

\* See if any issues were created recently or created with your user name (your name should be logged as the creator for the imported tickets)

About the 21Kb import file, how much data does that file have? By any chance are you downloading attachments in the import?


Tags: cloud

jira-work-management-cloud
Want my kanban board sorted by latest update or created date
Asked by Andrew Kwong:

Hi all,

I'm hoping to sort my kanban board by created date where the newest items are at the top of each board. Ideally by latest update or created date.

Currently, my kanban board is sorted by oldest created date at the top of each board and newest at the bottom.

Thank you!


Answers:
author: John Funk
body: Hi Andrew,

One option is to create a second Jira Software board where you could change the sorting. Here is an article to help guide you if you decide you want to try that.

<https://community.atlassian.com/t5/Agile-articles/Creating-a-Second-Agile-Board-for-Team-Managed-or-JIra-Work/ba-p/2115018>


author: Trudy Claspill
body: Hello [@Andrew Kwong](/t5/user/viewprofilepage/user-id/5256750)

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 far left.

Are you working with a Work Management project? I ask because you posted your question in the Work Management Questions forum. If you see options across the top of the screen like Summary, Board, List, etc. then you are working with a Work Management project.

If you are in fact working with a Work Management project it is not possible to set a sort order for the issues. You can change the order manually by dragging issues up and down the column, but you can set a fix sorting order.

comments: author: Andrew Kwong
body: Hi [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011)

Happy to be here! I'm working in a company-managed project.


author: Trudy Claspill
body: And can you confirm if you are working with a Software project or a Work Management project?

If you see options across the top of the screen like Summary, Board, List, etc. then you are working with a Work Management project.

If you see options in a panel on the left with options like Timeline, Board, Backlog, Issues, etc. then you are working with a Software project.


author: Andrew Kwong
body: I'm working in a Work Management project


author: Trudy Claspill
body: In that case, as I said, it is not possible to set a sort order for the issues. They are sorted by Rank, with new issues being automatically set to the lowest Rank as they are created.

You can change the manually re-Rank issues by dragging issues up and down the column, but you can set a fixed sorting order.


author: Leia Ren?e
body: I'm working on a team managed project. Maybe you can add this feature because there is no meaning sorting the issues regarding their rank in a Kanban board, especially in done status columns. (If you don't use sprints this is much more important). The most up-to date issues should be shown at the top, at least you should give an option to users to be able to sort it according to their preferences. This preference should be column based since it can differentiate according to the columns(status based)


Tags: cloud
How to use Jira SW and Jira WM together?
Asked by Ilian J?ger:

I work in r\&d in a company where we develop electronics products that consist of mechanical parts, electronics, and also software. Now to manage a product development project, different people from different departments have to work together, which is why I use Jira WM for it. Now, when I create tasks for different people, there are of course also the Software tasks. Should I now track them in Jira WM or in Jira SW or in both? Should I always switch spaces when I want to track the project status? Should I just track some SW milestones (e.g. epics) in WM, and more detailed in SW? What are best practices here? Or what's the original idea on how to use these two tools together?


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

My first question would be, What are you wanting to see when you "track" them?

I would tend to go with creating a separate JSW issue and link to the original JWM issue. Or create an Epic in JWM and link all of your issues regardless of project to that Epic.


Tags: cloud

jira-software

jira-software-cloud

jira-work-management-cloud
Upgraded to Standard Plan in JIRA Work Management and my team members cannot use it.
Asked by sergeyt:

1. I have upgraded to the Standard Plan in JIRA Work Management, but my team members are still unable to add others to Watchers or tag someone in comments. However, I am able to perform these actions without any issues (and I am not the admin)

2. One of our team members, who has been granted permission to the project by our admin, does not have access to any issues within the project. Please, see the screenshot (please, see the image)

3. Could you please provide guidance on how our JIRA admin can make me an admin as well? This way, I won't have to rely on him to grant access to the project for every individual.

Please let me know if you need any further clarification on these matters.


Answers:
author: John Funk
body: Hi [@sergeyt](/t5/user/viewprofilepage/user-id/5225780)

Check the Permission Scheme for the project to see has the Browse Project permission. Use the Permission Helper available there as well if needed.

comments: author: sergeyt
body: [@John Funk](/t5/user/viewprofilepage/user-id/7148) Could you please tell me where I can Check the Permission Scheme ?


author: John Funk
body: Go to Project Settings \> Summary \> Permissions and click on the Permission Scheme name.


author: sergeyt
body: Please, see my layout in Project Settings. There is no "Summary \> Permissions and click on the Permission Scheme name" in my layout. I attached a picture of my Project Settings layout below. Thank you.![Project Settings.png](https://community.atlassian.com/t5/image/serverpage/image-id/265819i13619A5BFA3200C4/image-size/large?v=v2&px=999 "Project Settings.png")


author: John Funk
body: Can you share a screenshot that shows the options on the left side also?


author: sergeyt
body: Sure. Here you can see it, John:![JIRA.png](https://community.atlassian.com/t5/image/serverpage/image-id/265852iDD0AFFF49F738265/image-size/large?v=v2&px=999 "JIRA.png")


author: John Funk
body: Ah, you are using a Team-managed project. Click on Access and see if the user has permissions there.


author: sergeyt
body: Dear John, sorry for being silent for a while. I clicked on access and added my colleague as an administrator. So even being an administrator in a project, she is unable to add peolpe to watchers or tag in comments....How is that even possible?


author: John Funk
body: Good question. I would go ahead and open a support ticket with Atlassian to see what they say. Please post the resolution back here for future readers.

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

Good luck!


author: sergeyt
body: Thank you, John! Sure, I will.


Tags: cloud

jira-work-management-cloud
how can I add something in dropdown list
Asked by Ray Liu:

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/265662i5AFB8A920135B9DF/image-size/large?v=v2&px=999 "image.png")![image (1).png](https://community.atlassian.com/t5/image/serverpage/image-id/265661i1D604E8B963EBECA/image-size/large?v=v2&px=999 "image (1).png")


Answers:
author: Fabian Lim
body: Hi [@Ray Liu](/t5/user/viewprofilepage/user-id/5256044)

Welcome to the community!

You need to be a project admin to configure the options. Here are some instructions: <https://support.atlassian.com/jira-work-management/docs/add-custom-fields-to-your-project/>

In this case it's for the "Team Managed Projects".

Cheers.

comments: author: Jehan Bhathena
body: Hi [@Fabian Lim](/t5/user/viewprofilepage/user-id/3131564) ,

On a different note, Jira Work Management doesn't support the same number of fields as Jira Software?


author: Fabian Lim
body: Hi [@Jehan Bhathena](/t5/user/viewprofilepage/user-id/5119409)

I think it supports the same type of custom field types. The only difference is that you cannot call global custom fields into your JWM project.


author: Jehan Bhathena
body: By global custom fields do you mean fields like "Epic Links", Time Estimates etc.  
I didn't find any read ups on these fields unfortunately.
Smart Value code
Asked by Gaspard DUPUIS:

Hello,

For my project I am trying to create an automation that would just keep the first line of the description of my tickets. Therefore I would like to find a smart Value Code that could delete every other lines and keep the first one.

I am desperately trying but I can't figure it out.

Please feel free to ask me any question if I wasn't clear enought.


Answers:
author: Trudy Claspill
body: Hello [@Gaspard DUPUIS](/t5/user/viewprofilepage/user-id/5254517)

Welcome to the Atlassian community.

Does the first line end with a consistent character, like a period? And is the first use of that character always going to be at the end of the first line?

If the first line will always end with a period, and there will not be another period in the line before the end of the line, then you could use something like this to get that first line:

```
 {{issue.description.substringbefore (".")}}
```

comments: author: Gaspard DUPUIS
body: Hello,

Thank you so much it was very helpful


author: Kian Stack Mumo Systems
body: [@Gaspard DUPUIS](/t5/user/viewprofilepage/user-id/5254517),   

I've been playing around with this, but I haven't been able to find a specific way to get just a single line from the description.

Thanks,   

Kian
Tasks from Board Not Showing Up in Advanced Roadmap
Asked by Marcus Carney:

Hi all!   

I have a Board with five Tasks under one Epic. Four tasks are "In Progress", one is "To Do".   

I created an Advanced Roadmap with this Board as its Issue Source. The Advanced Roadmap only shows the Epic and one In Progress Task, and does NOT show any other tasks (so I am missing three Tasks from the Board in the Roadmap).  

There are no filters applied to the roadmap, these are all child Tasks to the Epic, Hierarchy is "Epic to Sub-task", all Tasks are story-pointed, and all due dates are within the range of the Roadmap.  

Why wouldn't this Roadmap show all tasks from the source Board? I have tried everything I can think of. Thanks!


Answers:
author: Stuart Capel - London
body: Hi [@Marcus Carney](/t5/user/viewprofilepage/user-id/4257791)

Here a few ideas to tick off the troubleshooting list:

* Go to settings cog and check exclusion rules
* Are the issues coming from Next-gen projects (they aren't compatible with AR)?
* Try pulling in the whole project that contains the issues

comments: author: Marcus Carney
body: Hi [@Stuart C](https://community.atlassian.com/t5/user/viewprofilepage/user-id/3684552) ! Thanks so much for the response!  

In reverse order:  

- I did try pulling the whole project, and the issues are still missing.

- No, these issues are all coming from the same project.

- I don't see any option for Exclusion Rules under the cog \> Configure menu... does this mean there aren't any? Are these rules somewhere else? Sorry, like I said I'm fairly new to this, and appreciate the help.


author: Ron Radko
body: I am experiencing the exact same symptoms. I have multiple epics with multiple tasks (no stories) under it but only the first task shows in the plan.

In my case this is a brand new experimental plan so I used a project with a few items in it and started the plan fresh pulling the data in either by project or by board same results very plain default plan setup no exclusion rules created etc.


author: Ron Radko
body: Update: for others who may see something similar I tracked down my issue to the fact that it was the completed items visible for x days setting. Once that was set correctly all is as expected for me


author: Marcus Carney
body: H


Tags: advanced-roadmaps

board

cloud
How do I get "start and end date" of an Epic to self populate based on its story dates?
Asked by Adam Leonardi:

Hi just started a trial of Advanced Roadmaps, I'm trying to use an Epic as an overall project, inside the story's will be the main 'packs' of information, each pack is built up of the sub tasks.

I want the stories to dictate how long the overall project takes. and remain dynamic, so if I change an end date of one of the stories, the overall end date of the Epic changes. is this possible or am I using this for the wrong reasons?


Answers:
author: Adam Leonardi
body: Ah I've found it sorry! - it's in view settings "Show a roll-up of dates in the fields and timeline sections."


Tags: advanced-roadmaps

cloud
Maintenance and cleanup of old plans
Asked by Dave Cuff:

Hi,

How do I see when last a Plan was accessed. I want to be able to cleanup plans that are no longer being used.

Any guidance will be appreciated

Dave Cuff


Answers:
author: Dave Cuff
body: Hi Dave,

The best option would be - when last something was updated via the plan

If that is a bit tricky - at least be able to see when a plan was last viewed.

It would be even better if there was a way of seeing who has accessed and created a plan so that we know who to follow-up with if we want to enquire to see if the plan is still valid.

Another option is giving us the ability to remove access to view a particular plan and see who complains. Then if we can de-activate the plan and "archive" it would be useful. ie remove from the list of plans available when users go into "View Plans"

comments: author: Dave
body: Thanks [@Dave Cuff](/t5/user/viewprofilepage/user-id/3699038) ... when we've prototyped updates here we've also used the "last committed" as an indicator. We also looked at showing who that committer was. There's not really the concept of plan "owner" but we would also plan to show who created the plan and when.

It is currently possible to remove both view and edit access from plans. You can do this at a plan level but you can also do this at a global level using security groups (although that might be quite an extreme approach, it would probably quickly get you a list of people accessing any plan at all!)

Updating the view plans page is definitely something I'd be keen on us doing, but it's unfortunately quite far down our priority list at the moment.

Regards,

Dave


author: Dave
body: Hi [@Dave Cuff](/t5/user/viewprofilepage/user-id/3699038) ,

At the moment there's no easy way of doing this in the interface but it's something we've looked into in the past. Out of interest, how would you define a plan that is no longer being used? Is that based on views, scenario changes, commits, configuration edits?

As we look at this it would be useful to know when someone would consider a plan no longer being used. Additionally is there any other metadata that would help you manage plans?

Regards,

Dave


Tags: advanced-roadmaps

server
Unable to assign story to Intiative
Asked by Evgeniia Balyasina:

Hi Everyone.

we are using Jira cloud Premium. Every team has own project. And our idea was to use the Intiative as a place where we can overview all work needs to be done on cross-project level for specific client, incl. release.

However, we found out, it is not possible to assign Stories to Initiative, only Epics. And for some tasks/stories it is hard to go with specific Epic.   

Did someone have same issue and find a solution?


Answers:
author: david-guild
body: [@Joseph Chung Yin](/t5/user/viewprofilepage/user-id/396739) I am in the same boat as [@Evgeniia Balyasina](/t5/user/viewprofilepage/user-id/1163638) sort of. In Agile, an Epic is \*only\* needed if a story will span multiple sprints, or if you have multiple stories that relate enough to be grouped under and epic.

If you have "one-off", small efforts, they don't fall cleanly into the hierarchy. This causes less then ideal situations when at scale ... mainly gobs and gobs of bookkeeping work.

To keep it "clean", when a one-off comes in, you need to create both an epic and the one-off, and maintain state (proper status) on both the epic and the story/task. When the story/task is completed, you not only have to close out the epic, but go into the backlog report and archive the epic so it falls off the backlog report.

Tooo much work so we ended up just creating "generic" epics that are "always" open creating a bunch of noise and causes reporting problems.

Burning Downs on Epics? Skewed by the always open epic.

Velocity on Epics? Skewed by the always open epics.

etc, etc.

The only solution I found was to create a new issue type that sits at the epic level .. however, that becomes confusing to users and creates usability issues. It's really a no-win situation.


author: Joseph Chung Yin
body: [@Evgeniia Balyasina](/t5/user/viewprofilepage/user-id/3654069) -

Hi there:

When you define your Issue Hierarchy via AR, Initiative is to be setup as a parent of EPIC and not for Story issue type. In Jira Story/Task issue type (Standard Issue Type) can only associate itself to an EPIC.

There is no solution allowing Story to be assigned to Initiative (by passing EPIC). The only thing I can think of is for your to use "Link Issue" functionality to associate a Story to Initiative. However, Link Issue setup will not be reflected in your AR plan.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Evgeniia Balyasina
body: thanks [@Joseph Chung Yin](/t5/user/viewprofilepage/user-id/396739)

yes, the problem with Stories linked that we can't see it on Roadmap tool for example.

Do you know if there is any other best practice? Or we should just always assign story to Epic?


Tags: advanced-roadmaps