youngmon/atlassian-qna huggingface dataset:
Manage and restrict board settings on Trello (labels for example)
Asked by jeffrey saba:

Hi,

Users are setting up some of their own labels on boards and hence messing up the view and settings decided for the team.  
Is there a way to lock some board settings such as creating/editing labels?

Also, when I move a card from a board to another, it will add up the origin labels to this new board, hence mixing both labels, is there a way to prevent that as well?

<br />

Thanks


Answers:
author: Matthew N
body: Hi Jeffrey

There's not, unfortunately, a way to lock certain features like creating/editing labels on a board for users. The only permission changes available are observers (for Business Class) where the user would be read-only.

Additionally, there's not a way to stop a label from being created on a new board when a card is moved/copied over from a previous board.

Both great suggestions.. you can submit these as a [feature request](http://help.trello.com/article/724-submitting-feature-requests-for-trello) if you'd like.

comments: author: jeffrey saba
body: Thanks Matthew, will do!


author: Tri Huynh
body: Hi there, also absolutely agreed with the suggestion as we also run into this "messy" label issue everyday due to open permission to the label control and working with multiple boards. Just wondering if we already have a feature request for this and what is its status?  

1. When copy/move cards from other board, do not copy label by default (not common use case). This is the main reason why our boards got duplicate/messy labels  
2. Only allow board admin to modify/add label


author: naftali
body: In order to make the labels/tags useful. there MUSTS be way to lock down at least a subset of label, maybe by color.


author: Sarah Loveland
body: We would also like to lock down labels on boards. We had a user "delete" a label instead of just removing it from a card and it removed that label of dozens of cards. A real pain. If there is a feature request already great, if not I will make one.


Tags: board

configuration

label

permission
Billing for temporary business class member
Asked by Marie-Charlotte Pez?:

Hello,

We have a yearly membership for our Business Class team of 5. We just got an intern to help us migrate all the company's information into Trello, but she'll only work with us for 1-3 months. Obviously she needs an account so she can create boards and input all that information, but... if we cancel her Business Class membership at the end of her internship, will we be refunded a pro-rata of her subscription?

Thanks!


Answers:
author: Marie-Charlotte Pez?
body: I actually found the answer - it's yes, you're refunded! It took quite a bit of digging in the help files, but the info is there. Sorry!

comments: author: Chatchawan Khamyong
body: [@Marie-Charlotte Pez?](/t5/user/viewprofilepage/user-id/1181982) Hi, I'm in the very same situation. Can you link me to detailed information. Thanks.


Tags: business-class
Board members displayed in list rather than icons
Asked by Am Cala:

On boards with dozens of users, the little icons with 2 letters are hard to use (hovering over icon to read names). Is there a better / different display option?


Answers:
author: Matthew N
body: Hey Am

There's not currently a way to display the member list differently. Perhaps you'd like to submit this as a [feature request](http://help.trello.com/article/724-submitting-feature-requests-for-trello).

comments: author: Am Cala
body: Thanks - will do!

Imagine somebody in my newly formed 300 person NGO collaboration community comes to me as Trello admin trying to find Paul (met at rally), to send him a PowerPoint. His name is Paul MacNobody, who uses avatar ZeroMan, with an eMail of 0scot0@gmail.com. He had signed up to the event card along with a hundred others. I guess I'll be needing to keep updating a searchable DB / SS. Phone # with option to hide from non-admins would also be nice!


Tags: board

layout

user-management
How to create a board's group?
Asked by julianopenna:

I would like to group similar boards together in the menu.

The same way as Teams do, but they don't solve my problem.

I have my personal boards and several shared client boards. They are all messed up in the same group, "Personal Boards". I separated my own boards in teams, but my clients are mixed together and I can't change teams because this setting is disabled by default.

How can I separate all boards in custom groups?


Answers:
author: Matthew N
body: Hey Juliano,

Currently, the boards are displayed in alphabetical order and there's not a way to change those in the default board view. However, for your personal view, you can star the boards and organize them in the starred menu. [Here's more](http://help.trello.com/article/965-starring-a-board) on starring and organizing in that view.


Tags: board

group
Query by past due date
Asked by Winnie Ma:

Hi, I'm trying to use the due date and mark complete to indicate the specified date in the "Due Date" field is the actual completion date. The search parameters I have seen searching on Due Date is for searching for cards due in the next day, 7 days. Is it possible to specify a previous date range for me to look at what cards where completed in the month of January, for example?

Thanks,

WInnie


Answers:
author: Joseph Huynh
body: Hi Winnie,

try this.

due \>= 2018-01-01 AND due \<= 2018-01-31

comments: author: Winnie Ma
body: hi Joseph,

Typing this in the search bar doesn't work. I'm in Trello btw.

thx, winnie
Can I copy Trello label settings from one board to another?
Asked by John Smillie:

I like the set of labels I have in my main board. Can I copy the settings to another board (so that I have the same labels on the two boards, without manually re-editing 10 labels on each board I want the set on)?


Answers:
author: MarkH
body: You can just assign all the labels to a card and copy the card to the new board where the labels will appear

comments: author: dancci
body: Ubercool! Thx!


author: Ricarda Bock
body: Thanks a lot! Helpful for me, too.


author: Matthew N
body: John

Labels are board specific, and unfortunately cannot be replicated to another board. Consider submitting this as a [feature request](http://help.trello.com/article/724-submitting-feature-requests-for-trello).


author: Kayla Barnes
body: If you copy a board you copy all the labels too and have an option of copying the cards as well. I created a "Template" board that has all the labels I want (incremental time requirements for tasks) that I will copy from every time I start a new board.

I would love to have the feature to have multiple label sets to choose from after I have created a board but this work around will do until then.
Auto assign emailer to card THEY email to board.
Asked by Aaron Dinwiddie:

I am setting up field employees to be able to email support requests into the office support staff. They email to the board, and a card is created. I noticed they that they do not get any notifications until they are assigned to the card. And for whatever reason, they are not auto assigned to cards they created. Obviously the staff can assign them, but in the interest of automation, and making sure important steps or information is not missed due to human error, is there a way to automatically make the creator auto assigned to their cards. Regardless of how they are created...

Thanks!


Answers:
author: Matthew N
body: Hey Aaron

I recommend using Butlerbot Automation for this.

To add custom automation using Butlerbot, follow these steps:

1) Add Butlerbot to your board here: <https://www.butlerfortrello.com/dashboard.html>  
-- A new list will be created titled "Butler"  
2) Add a new card to the Butler list, using the follow text minus the parentheses

(when a card is added to the board, subscribe the member to the card)

Hope that's useful!
Can the JIRA Powerup load attachments into JIRA?
Asked by Jackson Braghieri:

I have a personal Trello board which I have connected to my companies instance of JIRA. It would be really helpful, when I create a JIRA ticket from a Trello ticket if the attachments from the Trello ticket could be uploaded into the JIRA ticket


Answers:
author: mercer
body: hey there Jackson!

<br />

That's a great question. Right now we don't have that functionality, but I agree it would be pretty boss. I'll talk to our teams about this and see if it's something we can add in the future.

comments: author: Jackson Braghieri
body: Great! let me know if there is anything I can do to expedite the process. Kudos on a great set of products!


Tags: attachment

jira

power-up
Checklist by person in Trello
Asked by Julien Ravary:

Hi,

I'd like to know if there is a way to get a resume of all task in checklist by member?

Here is why: I have several list (project for me), each list has a card and a checklist in it. When a member of the team is connected I'd like him to see at the same time all the task he has to do in different list. Is that possible?

Many thanks


Answers:
author: Alice
body: Checklists can't be assigned, you can only assign cards, so there is no way to see all the check list tasks in one place.

You could assign the cards with the check lists to yourself and then go to [Cards](http://help.trello.com/article/819-viewing-all-of-your-cards) in order to see all your cards.

comments: author: michael miege
body: Hi  
I am a very new user, looking for the a similar solution.

Maybe it is a new function since your answer, but I can actually see that checklist items can be individually assigned, adding @\[member\] in the row.

Is there a way to see at a glance all checklist items assigned to somebody ?

Thanks in advance !


Tags: checklist
JSON structure - Card history
Asked by Vantroeyen Eric:

Hello

I'd like to use JSON export to analyse retrospectively the activity of each card (from one list to an other). I haven't seen any add-on tool that would allow me to do this.

If there is something, please let me know.

Where can I find a documentation about the data returned by an export ?

and/or what are the objects I should analyse to find the card history ?

Thanks in advance


Answers:
author: Mike
body: Hi there,

We've got some information here on how to use the JSON export, but it's not exhaustive: <http://help.trello.com/article/924-making-sense-of-trellos-json-export>

Generally speaking, the best way to build advanced reporting in Trello is via the API. If you haven't checked it out already, I'd recommend checking out the 'Getting Started' section of our developer documentation site: [https://developers.trello.com](https://developers.trello.com/). It will walk you through using the API to access your data in Trello.  

Once you have gone through that and understand how to use a key and token to access data in the API, you may find the following query as a good starting place. It includes almost all of the information about a board, including pluginData: [https://api.trello.com/1/boards/\[boardId\]?fields=all\&cards=all\&card_fields=all\&pluginData=true\&card_pluginData=true](https://api.trello.com/1/boards/%5BboardId%5D?fields=all&cards=all&card_fields=all&pluginData=true&card_pluginData=true). You'd just need to replace \[boardId\] with the ID of your board.


Tags: export

json
How do I move boards from "Personal" to "Business Team?"
Asked by Daisy Miller:

Hi,

I mistakenly created boards under "personal". How do I move them to "team?" Thanks!


Answers:
author: Matthew N
body: Daisy

You can change the visibility of your board at any time. [Here's more](http://help.trello.com/article/789-changing-the-visibility-of-a-board-to-public-private-or-team) on ho to do that.
How to cahnge a Non-Team Member to Team Member
Asked by Mike Theriault:

Anybody how to change a Non-Team Member to Team Member? Anybody got an idea?


Answers:
author: Matthew N
body: Mike

A user who is a member of a team board, but not the team, will be listed as a non-team member. If the user is a part of a team and on the team board, they'll be listed as team member.

hope this helps
Create Checklist from Email
Asked by Admin Lambent Foundation:

Hi there- is it possible to create a board and a checklist simultaneously from an email?


Answers:
author: Matthew N
body: Hey there

There's not a way to create a new checklist by emailing a card to your board. Here's what you can do via email: <http://help.trello.com/article/809-creating-cards-by-email>

comments: author: Admin Lambent Foundation
body: Yeah, that's what I figured. Thanks!


Tags: checklist

email
How do you merge two cards into one?
Asked by Arun Subbiah:

I have two cards that are kind of same, but have different examples of a same issue. Would like to keep content on both cards, but want them in a same card, since the issue is the same, is there an option to merge two cards, to make them into one, but keep all content. Thanks.


Answers:
author: Matthew N
body: Since Trello does not have a specific "Merge" feature, I'd go for the following custom procedure:

* create a new card with links to the original cards (e.g. as a checklist);
* link to the new card in the description of all of the original cards.

comments: author: Gerg?
body: ...and archive the original cards to save space! :-)


author: Arun Subbiah
body: Thanks for the suggestions!


author: Matthew Auterson
body: Having a similar issue. Want to Merge the data from 2 simliler cards but need all the notes and comments from both cards.


author: Alexis Arizzi
body: +2


author: Volker Koenigsbuescher
body: +1


Tags: card

merge
How do I format using multiple operators in a search?
Asked by Jorey McComas:

I want to search my trello boards for all cards assigned to me that are not in the "Done" list. How do I do it?

I tried @me -has: done.

That doesn't work. Any suggestions?


Answers:
author: Mike
body: Hi Jorey,

Your search isn't working because "has" isn't a valid operator. For what you're looking for, you can search for "@me -list:Done" which should get you the results you're looking for!

<http://help.trello.com/article/808-searching-for-cards-all-boards>

comments: author: Jorey McComas
body: Thank you Michael, that worked perfectly.
View Calendar by Year
Asked by Kelly Habig:

I'm new to Trello and using the basic version with my team. Wondering if there is a way to view the calendar as an entire year, with all months visible. Are there ways to customize the calendar view? Thanks in advance!


Answers:
author: Matthew N
body: Kelly

There's not a way to customize the view of the calendar or to view by year, only week and month. You can submit this as a [feature request](http://help.trello.com/article/724-submitting-feature-requests-for-trello).
How to change the name of the board???
Asked by Kl?ra Hlavat?:

![HowToRenameTheBoard.PNG](/t5/image/serverpage/image-id/14111iF46F2CF00F1F6334/image-size/large?v=v2&px=999 "HowToRenameTheBoard.PNG")

**Please how can I change the name of the board?** I can?t find it and I really need to change it... Thanks!


Answers:
author: Alice
body: Just click on the name itself, an editable box will open underneath it.

![rename.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/14114i8252DC0BB5556D41/image-size/large?v=v2&px=999 "rename.PNG")

It works only if you created the board or if you've been upgraded to Admin (if it's a shared board).


Tags: board

name
Showing all cards when I filter
Asked by Jorey McComas:

I put on a filter, by person assigned, but I don't see all the cards, just how many there are. See picture below.

![Screen Shot 2018-02-06 at 7.49.29 AM.png](/t5/image/serverpage/image-id/14146i5FE4620278523B8D/image-size/large?v=v2&px=999 "Screen Shot 2018-02-06 at 7.49.29 AM.png")What do I do to see the cards?


Answers:
author: Alice
body: In order to see all the other cards, you have to remove the filter. To do that, just click the little cross button next to the green text Filtering is on (at the left side of the Calendar Power-Up).

comments: author: Jorey McComas
body: I think I understand. The areas I circled are indicating that there are that many cards there, but because they don't fit my filter, they are temporarily hidden. Correct?


author: Alice
body: That's correct. ?
How to turn off email notifications when new card is created?
Asked by Sascha Burger:

Hello, earlier today I set up a Gmail add on and must have clicked/not clicked a setting as now I am receiving an email notification each time I create a new card (which I was not receiving before). I have changed my email frequency notifications in settings to 'Never-don't send emails', however I am still receiving emails. I have also disabled the Gmail add on, but no luck. Any ideas where I am going wrong?

Thanks in advance!


Answers:
author: Mike
body: Hi Sascha,

<br />

Hmm, that's an interesting one!  

Can I ask you to reach out to us directly on this one, via <https://trello.com/contact>?  

If you can includes a screenshot of the notification you're getting, we'll figure out what's going on!

comments: author: Sascha Burger
body: Thanks Micheal, I've just contacted support now. Fingers crossed.
Mirror a board for public observers?
Asked by Scott C:

First of all - thanks to anyone who takes the time to read this :)

I have a board with a decent bunch of people collaborating on it, all working well. However, I've been asked to offer a version of this that can be viewed by our executives, but I don't want it to be **too** public, and I need it to be read only.

From what I can tell, I can send a public link to create a new account for this team, OR I can set the board to public. However, I don't want the board to be public to the level Trello publishes it (indexable etc...).

Is there a way to create a read only version of a board that is accessible through a public link but can't be found through Google etc... I don't mind if the public link is leaked, I just don't want people to find my board with the first Google search for us...

I've played around with some of the power-up's like Unito, but it is still limited to the permissions available from Trello.

Thanks!


Answers:
author: Alice
body: It looks like that what you need is adding members as Observers rather than sharing the link of the board (in this case they will be added as Normal members).

This option is available only if the board is part of a [Business Class](https://trello.com/business-class) team, it gives you the option to invite non-team members as an Observer.

Here is the guide to add people to a board: <http://help.trello.com/article/717-adding-people-to-a-board>

Here is where the Observer status is explained: <http://help.trello.com/article/732-adding-observers-to-boards>

Hope it helps! Let me know if you have more questions.
Missing Create Blog button
Asked by Alexandra Kan:

Hello dear Community,

I can't find Create Blog button. I have only Create button and it is automatically creating Page. There is no affer to choose what I would like to create.


Answers:
author: Paloma Fondon Araujo
body: Hi [@Alexandra Kan](/t5/user/viewprofilepage/user-id/4262745)

When you click on Templates, don't you have the option "Blog" available? Something like this:

![Blog Post Option.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/130275i24C1463028395901/image-size/large?v=v2&px=999 "Blog Post Option.PNG")

I hope it helps you

Greetings

comments: author: Alexandra Kan
body: I do, thank you very much.


author: Paloma Fondon Araujo
body: Hi [@Alexandra Kan](/t5/user/viewprofilepage/user-id/4262745)

If you found the answer useful, could you please accept it?

Greetings


Tags: cloud

confluence-cloud
Single user not receiving calendar email notifications
Asked by Nick:

I'm unable to receive email notifications from our team calendar. I verified all co-workers are able to without issue.

This had worked before, but I haven't received an email notification for calendar changes since 12/3/2020.

I verified I was "Watching" the calendar.

I verified my email address is correct on my profile.

I tried to stop watching the main page that the calendar is hosted on and started again, no change.

Emails are not getting put into other folders or deleted on my Outlook.

I even checked all boxes on the email settings. I can't even get my own alerts.

Please assist.

Thanks in advance.


Answers:
author: Fabian Lim
body: Hi [@Nick](/t5/user/viewprofilepage/user-id/4262637)

You should check whether your user email notifications have been modified: <https://support.atlassian.com/confluence-cloud/docs/subscribe-to-email-notifications/>

Regards


Tags: cloud

confluence-cloud
Identify all pages which are created by a specific user
Asked by Stefanie Egger:

Hi everyone,

I'm looking for a solution to create an overview (filter, list, or within a page, or anything else) to see which pages have been created by which user.

Purpose: Every page creator needs to review his/her page every 3 month to keep it up to date. Therefore, we would like to provide this list to each user that he/she has an overview of all created pages + the management wants to see this overview for the entire company as well.

Research showed me that this was possible for the Confluence Server version - but not (until now) for the Cloud version.

Are there any updates or hacks for the cloud version to create such a list / overview?

I'm not a fan of going with "no, this doesn't work" :-)

Thanks a lot for your help

Stefanie


Answers:
author: James Conway
body: Hi [@Stefanie Egger](/t5/user/viewprofilepage/user-id/4251409) ,

Welcome to the community! As [@Hana Ku?erov?](/t5/user/viewprofilepage/user-id/1226304) described, it is possible to use CQL and advanced search to identify the pages that should be checked.

You could also consider one of the apps from the Atlassian Marketplace to help you manage your content lifecycle. One option is Comala Document Management, the app comes with a [Content Expiry Workflow](https://wiki.comalatech.com/display/CDMC/Content+Expiry+Workflow) that enables you to approve content and set an expiry date for when the content should be reviewed. When the content expires the page watchers and approvers will be notified by email.

You also get a [report of all pages in a space and their status](https://wiki.comalatech.com/display/CDMC/Searching+and+Reporting#SearchingandReporting-SpaceDocumentManagementWorkflowsReport), which you can filter to expired content.

[Comala Document Management is available on the Atlassian Marketplace](https://marketplace.atlassian.com/apps/142/comala-document-management?hosting=cloud&tab=overview) and is free for 30 days.

Kind regards

James  
Senior Product Manager


author: Hana Ku?erov?
body: Hi [@Stefanie Egger](/t5/user/viewprofilepage/user-id/4251409) ,

welcome to the Atlassian Community!

Based on [this post](https://community.atlassian.com/t5/Confluence-questions/How-to-find-list-of-pages-created-by-specific-user-in-confluence/qaq-p/1247759) I was able to get the results using CQL and advanced search - see [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) 's answer. This way you can prepare search links for you users...

Mentioned [CQL Search application](https://marketplace.atlassian.com/apps/1213090/cql-search?hosting=cloud&tab=overview) also worked for me and I was able to insert the results to the page using "CQL Query" macro.

The used query is the same in both cases, you can use

* creator="Display Name"
* creator="Email"
* creator="Account Id"


Tags: cloud

confluence-cloud