youngmon/atlassian-qna huggingface dataset:
Remove a user from a Project and stop notifications
Asked by Michael Schaaff:

So I had a team member switch projects but they are still an active user in JIRA, as the new project also uses JIRA. However since they did work on tickets in my queue they still get notifications on my tickets (even though I've removed them from the JIRA project). This is because they are the reporter/assignee/watcher. Obviously I need to re-assign the tickets but the other reporter is a field I'd like to maintain for recording purposes.

I have no control over the notification schema so the only way I can think to remove her from notification is to do a bulk change and remove her from the tickets where she is the reporter/assignee/watcher. Are there any other options? I didn't see any documentation on removing someone from a project, just deleting them from the system.


Answers:
author: Gabriel Senna
body: Hi Michael,

It's not possible to "remove" a user from the project. You can lock him from accessing the project or give him access, not to add or remove.

For this reason, this bulk change would be the only solution, due to the fact that you can't modify the notification scheme.


Tags: advanced-roadmaps
Team/Member not being filled until the issue is estimated
Asked by Stephen Letch:

Hi

We have some odd behaviour in our Portfolio plan

I have my teams set up, their hours in, and the tickets have assignees at the Jira end. My assignee import level is set to Story and my issue source for the team is correct.

It appears that only issues with an estimate will auto fill the team and members (be aware I dont mean push the member to the assignee field in Jira), is it not possible to have this ability with unestimated issues? Or is this feature purely to support capacity view.

Additionally, the assignee import level, when it says 'up to and including' I assume this means it starts at the bottom (sub-tasks) and goes upwards?


Answers:
author: Earl McCutcheon
body: Hello Stephen,

Thank you for your comment and this comes down to the calculation requirements for un-estimated issues, overall this is not clearly defined in the [Mapping issue assignees to team members](https://confluence.atlassian.com/jiraportfolioserver/map-an-issue-assignee-to-a-team-member-868977966.html) documentation, so I put together the following Documentation update request to provide the required details.

- <https://jira.atlassian.com/browse/JPOSERVER-2321>

Please check out the request as it provides additional details on the calculation requirements, but as you notes a estimate is needed for the calculation to complete and pull in the assignee with a couple variables

comments: author: Stephen Letch
body: Hi

I would also like members assigned in the plan to accurately reflect who's already assigned to the ticket and not fill the field based on availability as it just provides a very innacurate view of responsibilities.


Tags: advanced-roadmaps
How to Delete issue in a copied Board
Asked by Dinesh Kumar:

Example:

Project name:Test Board(B)

Board Name: TB Board

Copy name: Copy TB Board

If i am delete the issues in Copy TB Board,the same issue is getting deleted in TB Board


Answers:
author: Nic Brough -Adaptavist-
body: Boards are not containers for issues, they are views.

The reason an issue is deleted on both boards is that deleting an issue deletes the single object the boards were looking at.

comments: author: Dinesh Kumar
body: Thanks Nic!

I need to copy a board without any issues on the same project.


author: Nic Brough -Adaptavist-
body: Again, boards are not containers.

If you copy a board, it's going to show the same issues as the source board, because it's selecting the same issues from the list. It's nonsense to expect a copy to "not have any issues" because you're copying something that is configured to show the same things.

Please, think again about what a board is.


author: Alexey Matveev
body: Hello,

Issues do not belong to boards. Issues are selected for a board by the filter, which is defined for the board. Go to the board configuration and change the board's filter on the General tab.

comments: author: Dinesh Kumar
body: Thanks Alex!

If i filter To Do,In Progress all the issues ,in the Copy TB Board done issues are not displayed

But if i am creating new one and moving the status to done

that issues also disappeared .

I need to copy a board without any issues on the same project


author: Adrian Tan
body: Hi Alex, I think what Dinesh wants is just to have a new board. But the new JIRA version doesn't allow that option of creating a brand new blank board.


Tags: advanced-roadmaps
Check/Report if scheduled end is later than target end
Asked by Marc Dzierzawa:

Hi,

is there an easy way in portfolio to check for a specific plan if one or more of the scheduled end dates is later than the related target end date?

If not I think this would be a nice feature for easier planing and also to check current plans vs targets.


Answers:
author: Earl McCutcheon
body: Hello,

Switch the Scope View to **Target Schedule** under the schedule settings as [Described here](https://confluence.atlassian.com/jiraportfolioserver/adding-target-dates-868977194.html), and you will get a graphical overlay on the timeline showing a dark blue Bar as the Target date range vs the Scheduled Date range and if the items are overlapping as desired or not.

-Earl

comments: author: Marc Dzierzawa
body: Hi,

thank you for the answer. I've already seen this view. However I'm searching for a mechanism which is more "eye-catching". For example something like the timeline which becomes red when a release is overbooked. Or a list which show all critical target dates.


Tags: advanced-roadmaps
Delete issue in a copied Board
Asked by Dinesh Kumar:

Example:

Project name:Test Board(B)

Board Name: TB Board

Copy name: Copy TB Board

If i am delete the issues in Copy TB Board,the same issue is getting deleted in TB Board


Answers:
author: josh
body: You can't delete an issue from a board. A board is just a "view" into one or more project's issues. The issue is really deleted from a Project. The Project is the actual bucket of issues.

So the TB board and Copy of TB board are probably looking at the same set of data.

If you delete an issue from a project, it will be removed from every board that points to that project as well.

-Josh


Tags: advanced-roadmaps
If you shared a card, but you then achieve this card later on. Does this link still exist? And if
Asked by Rachael.Whitlock@4siteconsulting.co.uk:

I have a card that I plan to share / save the link with someone not on Trello. But if I were to archive the card later on, would this link expire?

However if it doesn't expire right away, is there an expiration date for the links?


Answers:
author: Luciana Munhoz
body: Hi Rachel! Welcome to Trello community!

The link to the card doesn't get expired. You will be able to find the card using the link even though the card is archived.

Hope that clarifies your question!


Tags: share
g?rer mon abonnement
Asked by Franck Pieller:

bonjour,

Nous avons re?u un message comme quoi notre abonnement gratuit prendrait fin ? compter du 08/04/2024.

Nous souhaiterions avoir une personne parlant fran?ais pour nous expliquer comment fonctionne votre abonnement par rapport ? notre besoin.

Ne me renvoyer pas sur des liens svp, la traduction est incompr?hensible.

Merci par avance pour votre appel.

Jessica

Pour le compte de Franck Pieller


Answers:
author: Ste Wright
body: Hi [@Franck Pieller](/t5/user/viewprofilepage/user-id/5455250)

This is a public forum, so best to not publish your personal details. I've removed your phone number.

Atlassian doesn't call customers for these types of things usually - but there are plenty of users on here who can provide advice depending on your needs.

Could you explain your needs in more detail so we can suggest options?

Or, you could try contacting an Atlassian Partner for more assistance - who might be able to do a call with you. Check out the [Partner Directory](https://partnerdirectory.atlassian.com/); you can filter for partners in your location (eg. France).

Ste

--

And in French (according to Google Translate)...

Il s'agit d'un forum public, il est donc pr?f?rable de ne pas publier vos informations personnelles. J'ai retir? votre num?ro de t?l?phone.

Atlassian n'appelle g?n?ralement pas les clients pour ce genre de choses - mais de nombreux utilisateurs ici peuvent vous fournir des conseils en fonction de vos besoins.

Pourriez-vous expliquer plus en d?tail vos besoins afin que nous puissions vous sugg?rer des options ?

Vous pouvez ?galement essayer de contacter un partenaire Atlassian pour obtenir de l'aide suppl?mentaire, qui pourra peut-?tre vous appeler. Consultez [l'annuaire des partenaires](https://partnerdirectory.atlassian.com/) ; vous pouvez filtrer les partenaires dans votre r?gion (par exemple, France).
Trello Help
Asked by justin_cheetham:

Hi There

Im trying to do a clean up on our Trello boards , to getting ready to covert to a paid version

We have a Trello board created by a person who has left the business a while ago , I would like to have the ADMIN changed over

The board is our Fabrication Drawings Board \& the Admin is Gihan De Silva

Also a Steel Weights Calcs board \& the Admin is Gihan De Silva

Also im after some advise on the best , most efficient wat from a license point if view on managing board / workspaces

Is it better to have 1 workspace and all the boards inside

Or multiple wprkspaces and boards ?


Answers:
author: Dreamsuite Mike
body: Top tip, if you haven't used it already, take out the free 14 day trial and it will give anyone who is an admin in the workspace the ability to administer and remove any unwanted people...

It is definitely better to have 1 workspace and all the boards inside. I recommend you have 1 workspace and choose Trello Standard as the paid version. If you are happy with Free at the moment, you will be more than happy with Standard @$60/yr/member. You'll get some nice additional feature such as custom fields, higher automation limits and coloured lists (coming very soon)
Closing our account, yet still receiving a bill?
Asked by Gert Korf _ Systemation:

Following the closure of our Trello account, we still received a bill. No bill is expected anymore. Please advise.


Answers:
author: Ste Wright
body: Hi [@Gert Korf _ Systemation](/t5/user/viewprofilepage/user-id/5455047)

How recently did you close your account? Was it prior to the next billing cycle (i.e beyond your last billing date)?

I'd also recommend contacting Trello Support directly for billing questions - contact them here: <https://trello.com/contact>

Ste

comments: author: Gert Korf _ Systemation
body: Hi Stephen,

Our account was closed by me in February 2024. After closing the account, we had to wait two week for final closing. We expected no further cost anymore.


author: Ste Wright
body: Makes sense.

Contact support, they're best placed to handle billing queries.

Ste


author: Gert Korf _ Systemation
body: *Hi Stephen,*

*That could be the case, yet, trying to reach out to Support on this topic, provides no options for a direct question. I need to address this specific question to them directly. How to connect to support?*

*Thanks, Gert*


author: Ste Wright
body: Hi [@Gert Korf _ Systemation](/t5/user/viewprofilepage/user-id/5455047)

Strange!

From the general options, I'd probably go with:

* Using Trello
  * Report a bug

\^ Given it seems you shouldn't be receiving the bill!

Ste


author: Dreamsuite Mike
body: Go to <https://trello.com/contact#/>

There is a specific billing option to select...

![Screenshot 2024-03-18 21.04.50.png](https://community.atlassian.com/t5/image/serverpage/image-id/312753i189D91F8F35962E5/image-size/large?v=v2&px=999 "Screenshot 2024-03-18 21.04.50.png")


author: Ste Wright
body: That option is there if you have a paid account.

If not, it doesn't seem to be visible :)

Ste
How to replace (or delete) the main contact assigned to a Card on Trello board?
Asked by Mehran Barazendeh:

I have a list of contacts/customers made in Crumble for being assigned to a lead card. I want to change the main contact already assigned to a card on Trello board and replace it with another contact, but I cannot do it. I cannot see any way or button to be able to remove an assigned contact from a card or replace it at once. Could you please advise how to do that? Thanks.


Answers:
author: Vronik
body: Look at this

<https://support.atlassian.com/trello/docs/removing-a-member-from-a-board/>

<https://www.wishup.co/blog/how-to-delete-a-card-in-trello/>

<https://trello.com/guide/permissions-controls>

comments: author: Mehran Barazendeh
body: Thanks for this but unfortunately these are not what I am after. I am looking for a way to remove or replace a **contact** inserted as a ++field++ to a Trello card. It is not a card member.
Are our boards backed up?
Asked by E:

I am just trying to find out if our boards/cards/data are backed up.


Answers:
author: Ste Wright
body: Hi [@E](/t5/user/viewprofilepage/user-id/5454843)

Backed up in relation to what?

In terms of Atlassian's backups, they do have this listed on their trust center - see:

* <https://www.atlassian.com/trust/security/data-management>
* <https://www.atlassian.com/trust/reliability/cloud-architecture-and-operational-practices#cloud-platform-architecture>

---

If you mean to protect you from accidental deletion, etc though - this would be your responsibility.

You can either...

* Backup boards and their data manually, by downloading them - or...
* Look for a [Power-Up](https://trello.com/power-ups/search?q=backup) which has more powerful, automated backup features - such as...
  * [Backups for Trello](https://trello.com/power-ups/5f68db5b510db84238769710/backups-for-trello)
  * [Pro Backup for Trello](https://trello.com/power-ups/627935ee3007420c7c389a96/pro-backup-for-trello)
  * [BackupLABS backup for Trello](https://trello.com/power-ups/632331322a025d03113ed62a/backuplabs-backup-for-trello)
  * ...etc

Ste

comments: author: E
body: Sorry for the typo up there and thank you for your reply! Yes, I meant making sure all the time I spent on my boards is safe from disappearing ;)

I will look into those.


author: E
body: Do you backup your boards?


author: Ste Wright
body: I don't use Trello as often, but we do backup our Jira instance, and would encourage everyone to do some level of data backing up!

Ste


author: E
body: Thank you again!
How to change administrator
Asked by cassie_he:

The employee that set up our trello is no longer employed with us. I tried creating a new board but it still has him as administrator. We want to update our settings but can't because I'm not the administrator. Thank you


Answers:
author: Vronik
body: Look at this

<https://support.atlassian.com/trello/docs/making-a-user-an-admin-of-a-board/>

<https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>
I have no Trello members or How to join your team Plese Help me?
Asked by Champi Lng:

Hey, Plese help me


Answers:
author: Nikola Perisic
body: Welcome to the community [@Champi Lng](/t5/user/viewprofilepage/user-id/5454783)

In order to add the Members, you need to add them to your Trello board. So, you would first navigate to the Trello board, click on Members and on the right side of the screen to click on Invite Workspace members:

![Screenshot 2024-03-18 at 12.26.28.png](https://community.atlassian.com/t5/image/serverpage/image-id/312678i22077568AD945752/image-size/large?v=v2&px=999 "Screenshot 2024-03-18 at 12.26.28.png")
How can I assign a new sequential number to a custom field based on a previous card's number?
Asked by Katey Sackett:

I am working on a board that I would like to automate a number assignment for certain cards. This could be a button trigger or label.

The full issue is a weird numeric naming convention "YY-###" with YY being the assigned fiscal year and the ### starting at 0 at the beginning of the year and increasing by one with each of these particular cards when triggered. Not all cards will need this number but the number must remain sequential when added (refers to another system in operation).

We've discussed a way to remove the YY from the problem, including it as printed information elsewhere, but not the ###.

My understanding is that I could have the system read the last number in that custom field and increase it by one, but how would I set that up to call the last available custom field number, ignoring the blanks?

If someone has an alternative solution that would incorporate that "YY-" naming convention that would be great too. The goal would be to have the number in a field that could then be sent to a linked card on another board and printed elsewhere, like the title of the card, which I can do, once I can get the custom field number assigned.

I am trying to avoid another power up that creates a separate section on the card because I want to keep the cards clean for the person that will be using the board. If there is a powerup that might solve this issue but won't clutter up the card, I would be open to exploring that option.


Answers:
author: Beverley
body: Hi Katey - welcome to the community!  
You could create an automation rule or a card button to automate an increase to the custom field number.  
How you setup your automation rule would depend on what criteria the card needs to meet in order for the custom field number to increase. For example, would it be a specific label that needs to be added, or when a card is added to a certain list or if a card is added with a certain name?  
We'll use a custom field called "Number" in the following example.  
An example of an automation rule could be:

```
when the green label is added to a card, increase the number in custom field ?Number" by 1.
```

Or a card button example could be:

```
increase the number in custom field ?Number" by 1.
```

If you'd like to create a linked card or update the title of the card after the custom field is updated, then you could create another automation to reference the custom field (<https://support.atlassian.com/trello/docs/working-with-custom-fields/>)  
For example, if you'd like to copy the card, then you could create a card button such as:

```
copy the card to the top of list ?List name", rename the card to "24 - {{%Number}}", and link the cards together
```

We have more information about creating and managing automations: <https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/>  
I hope that helps!


Tags: assign

automation

custom-field

number
Some API endpoints returning 403 now?
Asked by J_ Paul Reed:

Hey all,

I have some custom-written Trello automation that I use that's more or less worked forever.

Today, I found myself having an odd problem with creating cards; for context, this automation posts a card, and then hits a few additional API endpoints to get information like the board labels to add some labels to said card and to create a checklist on the newly-created card.

Today, that automation failed in an odd way: POST'ing to the /cards endpoint works as expected (so, I know my API token and key work) but GET'ing the /boards/{id}/labels endpoint returns a Cloudflare error page stating "The request could not be satisfied" and indicating an HTTP 403?

But then the automation creates the checklist with by POST'ing to the /checklists endpoint, and creates various checklist items; all of this works fine.

Perhaps it's just a temporary Cloudflare proxy misconfiguration, but... any thoughts on why multiple API endpoints work just fine, but some are now returning an HTTP 403 forbidden, when I am supplying the same key/token credentials for all these requests?


Answers:
author: J_ Paul Reed
body: Apparently, I didn't do enough searching before asking this question; I was experiencing this problem:

<https://developer.atlassian.com/changelog/#CHANGE-1459>

My automation happens to be in shell, so the curl fix for this was to add "--get" to requests that are, in fact, HTTP GET requests...


author: Guilherme Pereira
body: I've been having the same problem for over a week. I can't get my board client.get_board(board_id) \</BODY\>\</HTML\> at <https://api.trello.com/1/lists/1> (HTTP status: 403)
Paid or Free acct
Asked by Lesa Gurley:

How can I find out if I am a paid account or a free account?


Answers:
author: Ste Wright
body: Hi [@Lesa Gurley](/t5/user/viewprofilepage/user-id/5454724)

You can check this as from your Workspace home:

* Go to Trello homepage
* Open up the Board list for your Workspace

Right under the Workspace name it should state Enterprise, Premium, or Standard if you're on a paid plan. If they're not there (and it just says "Private") you're on a Free instance.

---

You can also check from Workspace Settings:

* Go to Trello homepage
* Open the settings options for your Workspace (using the "v" button)

If there's a *Billing*option you're on a paid plan. You can click this to see what level you have.

If it's not there, you're on Free. Click *Settings* to see more information. You can also see upgrade options from this next screen, view *Workspace Settings (left-hand menu) \> Upgrade workspace.*

Ste
OneNote link support
Asked by Roman Frantsev:

Hi! I think trello still doesn't fully support link to OneNote. When you paste a link to a page from onenote it should actually paste a 2 component link - one for desktop app and the other for the web view. This definitely works in other apps, e.g. Todoist. But when I paste in trello, I only get the web-view and the desktop app link pastes simply as a text.

I wonder if there is a quick workaround? And when do you guys plan to support those links? It's been a while other users asked the same question.


Answers:
author: Mutya A
body: Hi Roman,

Just want to clarify, are you referring to pasting a OneNote link that is in this format:

```
onenote:///N:\Foldername\Subfolder\...
```

If that is the case, I found an old community post about how to resolve this:  
<https://community.atlassian.com/t5/Trello-questions/How-to-create-OneNote-links-in-Trello-that-open-up-in-the/qaq-p/1173644>

Hope this helps!  
----------------  
If this post ***helps*** your query, then please consider **Accept answer** to help the other users find it more quickly.
My automations only show up and work on my profile not for all my members?
Asked by Lindsay Spires:

I made automations for checklist rules. They are on my board and working. But not showing up for any of my members.I even did admin rights and they dont show up.Is that for only my. Profile? Do I have to set that up on each member profile/


Answers:
author: Humashankar VJ
body: Hi [@Lindsay Spires](/t5/user/viewprofilepage/user-id/5454704)

Trello automations are tied to the creator's profile and only run for their own account.

To make the automations work for all members, you need to make them "Board-Level" automations, please follow the below instructions

* Go to your board settings
* Click on "Automations"
* Select the automation you want to make board-level
* Click the three vertical dots on the top right of the automation card
* Select "Make Board-Level"

After the update he automation will run for all members on the board, regardless of their profile. No need to set it up individually for each member!

PS: This response inputs might also carry some research outcomes from the open source / blogs / user guide

Hope this helps - Happy to help further!!  
Thank you very much and have a great one!

Warm regards
How to tell which premium features I am using
Asked by Matt Kontoff:

Why does trello think I am using "premium" features? What are they and how do I not use them or remove them?


Answers:
author: Ste Wright
body: Hi [@Matt Kontoff](/t5/user/viewprofilepage/user-id/5454638)

From your main Board List, it should tell you what plan level you're on - right below the Workspace's title. Does it say "Premium - Private", or just "Private"?

What features are you seeing which makes it appear you're on Premium?

Ste