youngmon/atlassian-qna huggingface dataset:
Using Help Desk to Create Issues and Comments
Asked by daniel:

Hi All,

We use Helpscout for our team to manage all emails. All outlook emails are redirected here, and the team do not access outlook.

Is it possible to use a cloud based help desk to create issues and comments? All I can find relates to Outlook/gmail etc.

Any help would be appreciated!

Thanks


Answers:
author: Matthew Canham
body: Hi Daniel and welcome!

Jira does have the ability to create issues and comments from email. If your cloud based help desk supports forwarding this might be your best bet.

See more in the docs: <https://support.atlassian.com/jira-cloud-administration/docs/create-issues-and-comments-from-email/>


Tags: cloud
Non-billable tasks
Asked by Evi Zaou:

Hello Community,

Me and my Team wanted to know the best way to track non-billable task in Jira Work Management. Is there any feature will enable us to track our time in tasks that do not refer to a specific project? Or should we make a new project where we will keep track of these?


Answers:
author: Petter Gon?alves
body: Hello [@Evi Zaou](/t5/user/viewprofilepage/user-id/5003580)

Thank you for reaching out.

There are multiple ways you can track and report non-billable tasks on your Jira site. Basically, you just need to add those tasks with a proper field/category (Project, component, labels, etc) that you can use to properly filter them separately. That's how I manage them in my own scenario:

1. First, I created a separate project to manage non-billable tasks - That way I will not need to edit [filters](https://support.atlassian.com/jira-work-management/docs/save-your-search-as-a-filter/) to exclude those tasks from other reports.
2. Then, I used the field [component](https://support.atlassian.com/jira-work-management/docs/organize-work-with-components/) to properly categorize what type of non-billable tasks I'm handling - This way I can create both [global or specific reports](https://support.atlassian.com/jira-work-management/docs/generate-a-report/) and [dashboard gadgets](https://support.atlassian.com/jira-cloud-administration/docs/use-dashboard-gadgets/) to get what I need from those tasks.

Please, consider taking a look at the links provided to get more insights into the suggested approach and feel free to reach back to us in case you have any questions.


Tags: cloud
Include in Epic progress second level hierarchy
Asked by Hanna Khamuliak:

I'm creating a line diagram for tracking count of issues inside epic and thair progress. It includes all tasks and stories - what is ok.

I'd like also to include there subtasks from user stories (like +1 lvl deeper). Is it possible?


Answers:
author: Raathi
body: Hey Hanna,  

The progress by issue count column does not consider deep hierarchy instead it just counts the immediate children.  

Regards,  
Raathi


Tags: advanced-roadmaps

server
Shared project
Asked by Another agile delivery person:

Hi All,

I have a project that is shared between 2 teams, what is the best way to configure each teams board to just show the sprints and backlogs that are relevant to each team, I guess this has to be done via portfolio as you can't (I don't think) assign issues to teams within Jira itself?

Thanks,


Answers:
author: Gikku
body: Hi [@Another agile delivery person](/t5/user/viewprofilepage/user-id/3556530)

You can create two user groups in Jira for each team and add the members to it.  
If you are assigning the issues to any of the team member while creating the issue, you can create two separate boards for the teams using filter below. Else create a single board, and use quick filters to identify the team issues.

assignee in membersOf("\<group-name\>")

Another approach is to use a custom field to hold the team name while creating the issue and use it to filter out the team issues.

comments: author: Another agile delivery person
body: Thanks for the reply, it is appreciated, unfortunately in the context of portfolio I don't think those ideas will work.

We don't assign work to individuals, we assign it to teams in portfolio. Therefore we can't use custom fields or quick filters as portfolio won't understand those.


Tags: advanced-roadmaps

cloud
Exporting all entities in a JIRA Portfolio Plan using the REST API
Asked by Gil Groman:

I am trying to export all type of entities in an Atlassian JIRA Portfolio Plan using the REST API, but seems to miss the correct request parameters.

I successfully get 'Plan' properties such as *"title"* , *"planTeams"* , *"excludedVersions"*, etc. for plan with ID 75 using this REST request below:

*https://\<local server\>/rest/jpo-api/latest/plan/?ids=75*

How do I reach the entities structure for a full list of all Epics, Stories, Sub-tasks in this Portfolio plan?

(like the one the system allows to export in the *"Reports"-\>"Scope"* Report)

Reference: [Portfolio for Jira - Public API](https://docs.atlassian.com/portfolio-for-jira-server/REST/2.13.0/jpo/?_ga=2.68537878.668082693.1571310642-1727721617.1560934318? "Portfolio for Jira - Public API") ; [Portfolio for Jira - Team Management Public API](https://docs.atlassian.com/portfolio-for-jira-server/REST/2.13.0/teams/ "Portfolio for Jira - Team Management Public API")


Answers:
author: MG
body: Hi,

I might have found a solution, but it does not sit within Jira portfolio plan API, it's in JIRA Rest API.

First, by the query you already run on JPO, you get the id of your plan (i.e. 28 ) , then you use JQL (either in JIRA GUI or via search API:

issuekey in issuesInPlan(28) and type=epic

which via API would be:

*https://\<local server\>*/rest/api/2/search?jql=issuekey%20in%20issuesInPlan(28)%20and%20type%3Depic

that returns all epics in your plan.

Cheers,

Marco.


Tags: advanced-roadmaps

server
sub tasks in portfolio plugin
Asked by nandhini_chandrasekar:

Hello,

we noticed in the portfolio plugin, the sub tasks created under the Kanban board were not appearing in the portfolio hierarchy. Is it due to any settings issues or it is not possible to have sub tasks created under Kanban to view under portfolio?

Thank you.


Answers:
author: Raathi
body: Hi Nandhini,  

Portfolio plan can show subtasks. Maybe your hierarchy filter is hiding the subtasks?  

Regards,  
Raathi


Tags: advanced-roadmaps

cloud

jira-software

jira-software-cloud
EasyBi Gantt Chart with levels
Asked by Allgaier:

Hello,

i hope someone can help me.

<https://docs.eazybi.com/eazybijira/learn-more/learn-eazybi-through-examples/gantt-chart>

see the code in the link ?CurrentHierarchyMember.get('Parent issue key'))"

![Picture.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/69735i5A3D47CE8D278BA4/image-size/large?v=v2&px=999 "Picture.jpg")

My Idee was, that

Is releate to (link), is can be linked to an other level.

We use Task01 -\>linked Task02-\> linked Task03-\>Sub-taskxx

In EasyBi it should look like that, with different levels.

Task01

Task02

Task03

Sub-taskxx

Sub-Taskdd

Can we do that with EasyBI?

Thanks

Johannes


Answers:
author: M?rti?? Vanags
body: Hi Johannes,

You can use eazyBI to create [custom hierarchies using issue links](https://docs.eazybi.com/eazybijira/data-import/advanced-data-import-options/additional-issue-hierarchies)

And we also have an integration Portfolio. You can create portfolio hierarchy that would et you build the hierarchy from Portfolio parent links.

See more about Portfolio here:

<https://docs.eazybi.com/eazybijira/data-import/data-from-jira-and-apps/portfolio-for-jira-custom-fields>

Then you could use one of these hierarchies in your Gantt chart

Martins / eazyBI team


Tags: advanced-roadmaps

server
Fields not appearing Roadmap view
Asked by Patrick Capps:

I've created a plan with a handful of issues and Epics. I'd like to start assigning them to sprints, so I click on the ellipsis in the fields area and check a few options. Unfortunately, no matter which fields I select, When I click the ellipsis again, it shows my fields as checked, but I can't see them. I never see any additional columns or information. Is there any reason why these would not show up? Any suggestions?


Answers:
author: Raathi
body: Hi Patrick,  

That doesn't sound right. Could you please raise a support ticket (<https://getsupport.atlassian.com/>) so we could look into it.  

<br />

Regards,

Raathi


Tags: advanced-roadmaps

server
Search All Issues In Portfolio Plan With JQL
Asked by Olive Sun:

Hi There,

We're using the Portfolio with Jira Cloud. Is there any way to search all issues in a portfolio with the JIRA JQL? Since the JQL function 'issuesInPlan()' isn't available to Jira Cloud.

Thanks,

Olive


Answers:
author: Earl McCutcheon
body: Hi Olive,

Thanks for bringing this one up, and as you noted its avaliable in server but not in cloud at this time.

To get things rolling on an update to the functionality and align the JQL search capabilities between the platforms, I have created the following feature request so we can track interest in getting this feature added to the cloud version of portfolio:

* <https://jira.atlassian.com/browse/JPOCLOUD-7620>

Please add a vote to the request to help us track the interest level as covered in the [Implementation of New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html) , and feel free to add any additional feedback you have on the functionality as a comment on the feature request.

Regards,  
Earl

comments: author: Olive Sun
body: Voted. Thanks, Earl!


author: Olive Sun
body: Hi Earl,

We're looking for a workaround instead of search all issues of the portfolio in a filter. Do you know if there's any way to get a notification when a portfolio plan updated?

Thanks,

Olive


Tags: advanced-roadmaps

cloud

jql
Error Trying to Import Portfolio Team field as we already have Tempo - how to fix?
Asked by Elizabeth Dutton:

We are currently using the Tempo Team but will be migrating to the Portfolio Team.

Both fields have the same name in Jira and EazyBI but have different custom field references.

For now, we need both but I am getting an error when trying to add Portfolio team to our import.

Cannot import custom fields with the same display name: "Team"

How can I resolve?


Answers:
author: Ameer Syed
body: Unfortunately both plugins using the same field name. Here is the solution to resolve the issue.

<https://community.eazybi.com/t/error-trying-to-import-portfolio-team-field-as-we-already-have-tempo-team-field-how-to-fix/2990>


Tags: advanced-roadmaps

eazybi

jira-core

jira-core-server

server
How do I share Portfolio reports outside of Confluence
Asked by Lisa de Araujo:

The Improved Planning Interface for Portfolio in 3.12 does not seem to have a way of sharing reports other than a read-only view in Confluence. The people the reports need to be shared with don't use Confluence. Is there any other export or report like the older interface had available (dependencies, sprints, etc)?


Answers:
author: Raathi
body: Hi Lisa,  

We are looking into supporting other export options in the future.  

Regards,  
Raathi  
Jira Portfolio Team


Tags: advanced-roadmaps
If I update the query will my portfolio plan change as well?
Asked by NAW:

Hello everyone,

I am a new portfolio user. We have a release portfolio that multiple teams are currently using from last year. The source is a filter picking from multiple projects

Please let me know if I update the query to include the new project. Will it affect the plan in anyway?

Thanks!


Answers:
author: Earl McCutcheon
body: Hello,

Yes, the plan is pulling in the issue sources based on the filter, either applied by a Board linked to the plan or applied as a direct saved filter to the plan, so editing the filter will update the issue present in the plan based on the filter changes.

Regards,  
Earl


Tags: advanced-roadmaps

jira-cloud
Using Trello with Bixby on Samsung
Asked by Jess LS:

I am using Trello with Siri on iPhone regularly to create commands such as "Hey Siri, create Trello card".

I have a friend who would like to do the same on his phone, except he uses a Samsung android/ Bixby assistant. So far we have had no luck in figuring out how to use Bixby to create commands like I do using Siri.

Does anyone have any tips?


Answers:
author: Mutya A
body: Hi Jess,

I tried testing Bixby on my Samsung phone, and it only inputs that text and will not be able to actually save the card. It is only using it as a speech-to-text function.

As an alternative, if you want to use Google Assistant on your phone, I suggest taking a look at this [If This Then That](https://ifttt.com/applets/cCf2FDuY-create-new-trello-cards-by-voice-using-google-assistant) template. It already works in Google Assistant and will allow you to fully create those cards using Google Assistant. I don't see anything done yet for Bixby.

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, please consider clicking the **Accept answer** or **Like** button to help other users find it more quickly.
Why is trello showing personal email address in the members tab and how do we hide it for everyone?
Asked by jatin.bhatnagar:

In the Members tab that you can access from the left of the screen, Trello is showing the name of the members along with their email addresses. How do we hide the email addresses?


Answers:
author: Dreamsuite Mike
body: Do you have an managed account (your business domain is used by users to access Trello)?

If so, I think the default setting is this:

![Screenshot 2024-05-13 15.23.25.png](https://community.atlassian.com/t5/image/serverpage/image-id/323301iE9BC1969AA0DD251/image-size/large?v=v2&px=999 "Screenshot 2024-05-13 15.23.25.png")

This is a user level setting found at <https://id.atlassian.com/manage-profile>

I haven't found a way to apply this globally in the domain admin settings

comments: author: jatin.bhatnagar
body: You're right, it is a managed account. Is there no way to hide the email addresses, or at least show the business email address instead of the personal one? Thanks
Grant "public" access to the board while ensuring that only individuals with the link can see it ?
Asked by Charly:

I would like to achieve the same goal as Nason, but I am unable to invite the necessary individuals to view the board. Despite my efforts to persuade them to join me on Trello, I have been unsuccessful. However, I still wish to utilize this platform to share information about specific projects. My aim is to grant "public" access to the board **while ensuring that only individuals with the link can view it.**

How can I accomplish this?


Answers:
author: Dreamsuite Mike
body: Public access is what it says, public. While I'm sure it doesn't show up in any search, it would be possible to find if you try hard enough.

I recommend you look into [external share powerup](https://trello.com/power-ups/60d93bb780ee244d5d2b1edd/external-share-tiny-power-ups-club)

This will give you the ability to share with controls over the link. You can even set different visibility levels for different users. It's really cool, give it a try...
unlimitted card
Asked by Customer Service:

hello trello, i want to ask, what do you fo if you want to add or buy unlimites cards?

```
?
```


Answers:
author: Vronik
body: Look at this

<https://trello.com/pricing>

All plans allow you unlimited cards, compare what other options you are interested in besides this one and select the best plan that suits you

if my answer helped you, please mark it as accepted so that others looking for similar issues can more easily find it.
Trello bord is gesloten, beheerder is uitdienst
Asked by Jolijn Scholtes:

Een van onze borden is per ongeluk gesloten door iemand binnen de organisatie, niet uit ons team. Nu kunnen de overige mdw het niet meer openen omdat we niet de beheerders zijn. De beheerder is uitdienst. wat kunnen we doen want het gaat om hele belangrijke informatie?


Answers:
author: Mutya A
body: Gesloten borden kunnen alleen heropend worden door de beheerder van het bord. Je kunt je hele team vragen om naar de boards-link te gaan: <http://www.trello.com/my/boards>  
Scrol omlaag naar een knop met de tekst 'Gesloten borden opnieuw openen' en zoek het Trello-bord dat je opnieuw wilt openen.  
Voor meer instructies: <https://support.atlassian.com/trello/docs/reopening-a-closed-board/>

Ik hoop dat dit helpt, maar laat het ons weten als je vragen hebt!  
----------------  
Als dit bericht helpt bij je vraag, kun je de knop 'Antwoord accepteren' of 'Vind ik leuk' gebruiken, zodat andere gebruikers het sneller kunnen vinden.
Which Trello subscription should I buy?
Asked by Riccardo Villa:

Hello everyone,

My name is Riccardo and I'm a digital strategist for the company I'm working for.

Here's my question: I'm trying to find a tool to easly manage the editorial plans of all the companies of our Group (atm the companies involved are 6/7).

Each editorial plan should be managed by the Company's social media manager but should be visible to all of the others.

The goal is for each company to have visibility of what the others are doing on social media, without though the possibility to manage directly other's editorial plans.

Can someone help me and tell me:  
A) If it's possible on Trello  
B) Which subscription should I purchase

Thank you very much,  
Riccardo


Answers:
author: Dreamsuite Mike
body: As someone who works as a Trello consultant for several digital marketing agencies, I can tell you that Trello is an excellent selection for this use case

I don't know enough about what you are doing to be absolutely sure but I would recommend this approach.

Subscribe to Trello now

Take advantage of the 30 day free premium trial which is available for a limited time only

Key features that differentiate Premium from standard are:

* workspace table and calendar views - set up views for that show whats going on across multiple boards in 1 place
* Table, calendar, timeline and map view for boards
* Unlimited automations v's maximum of 1000 commands/month
* A few more admin features/controls
* Board collections (group boards with tags)

If you are finding at the end of the trial, you aren't using premium features drop down to Standard

comments: author: Riccardo Villa
body: Hello Mike,

Thank you very much for your reply!  
I'll totally think about this approach :)  

<br />


author: Dreamsuite Mike
body: No problem, if this answers your original question, please click the accept answer button


Tags: editorial

plan

question

subscription
Ich habe einen Arbeitsbereich gel?scht, in dem noch ein aktuelles Board war. Wie komme ich an Daten?
Asked by Anne Poehls:

Da wir unsere Nutzer auf 10 reduzieren wollten und ich vermeintlich alte Arbeitsbereiche daher gel?scht habe, habe ich leider versehentlich ein noch aktives Board mit gel?scht, das ich eigentlich h?tte umziehen m?ssen. wie komme ich jetzt noch an die Daten ran?


Answers:
author: Mutya A
body: Hallo,

Danke, dass du dich an uns wendest! Bitte beachte, dass wir einen ?bersetzungsdienst verwenden, der uns dabei hilft, unseren internationalen Kunden zu antworten. Du kannst gerne die Qualit?t der Antwort bewerten.

Das L?schen eines Arbeitsbereichs ist dauerhaft und kann leider nicht r?ckg?ngig gemacht werden. Die gute Nachricht ist, dass Boards im Arbeitsbereich nicht gel?scht werden. Stattdessen werden Ihre Foren geschlossen. Sie k?nnen geschlossene Foren finden und wieder ?ffnen, indem Sie diesen Link besuchen:  
<https://trello.com/my/boards>.

Sie m?ssen einen Arbeitsbereich f?r das Board ausw?hlen, wenn Sie es erneut ?ffnen. Sie k?nnen ein Board nur dann erneut ?ffnen, wenn Sie Administrator des Boards waren. F?r mehr Informationen:  
<https://support.atlassian.com/trello/docs/deleting-a-workspace/>

Ich hoffe, das hilft, aber lassen Sie es uns wissen, wenn Sie Fragen haben!
If I move a board to another workspace, will all my boards be moved?
Asked by ???:

We are moving the board to a new workspace.

But I'm worried I might miss a few boards.

I want to know if all my boards will be moved to the new workspace without missing anything.


Answers:
author: Antonio Panea Pastor
body: Annyeonghaseyo [@???](/t5/user/viewprofilepage/user-id/5495602) !

Toni from [Crmble](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble) here! No worries, you can move the board between workspaces. Just be sure to have a paid plan in both places if you're using Custom Fields or other features that come with non-free plans.

Gamsahamnida geurigo Haenguneul bimnida!

comments: author: ???
body: Hi [@Antonio Panea Pastor](/t5/user/viewprofilepage/user-id/5367067)   
Thanks for your answer!   

I want to makes sure that "ALL boards" will be moved to the new workspace without missing anything.  
Because my team check past board very often.   

Please check one more time. :)  


author: Antonio Panea Pastor
body: Hi [@???](/t5/user/viewprofilepage/user-id/5495602) ,

My pleasure! Only the boards you manually and intentionally move from one workspace to another will be transferred. The rest will remain in their current workspace.

Hope it helps

Cheers

Toni


author: ???
body: OMG!   
[@Antonio Panea Pastor](/t5/user/viewprofilepage/user-id/5367067) , I am sorry.

I wanted to ask if it was correct that '**All cards on the board (even archived cards)**' would be moved to the new workspace without any missing items.

This will be my last question! Haha


author: Antonio Panea Pastor
body: Hi [@???](/t5/user/viewprofilepage/user-id/5495602) ,

no worries at all! You can ask at any time!

Yes indeed, all the cards will be moved.

ps: I love Seoul btw! My favourite place on earth!

Cheers

Toni


author: ???
body: [@Antonio Panea Pastor](/t5/user/viewprofilepage/user-id/5367067)

Sorry for the late reply.  
Thanks to your kind response, I have solved the problem.

have a good day!