youngmon/atlassian-qna huggingface dataset:
How to view my staff's workload/tasks across various projects?
Asked by Irena_Matraku:

Hi!   

Is there a way to see the workload of every team member across multiple projects without getting an extra plugin that needs to be paid for?   

Any help is appreciated.


Answers:
author: Curt Holley
body: Hi [@Irena_Matraku](/t5/user/viewprofilepage/user-id/5162788)

Welcome to the community

Not really, not in AR.  

But if they are using the Jira time tracking fields or Story points you can write a simple JQL with all the team members and ORDER BY Assignee. Then ensure you have the columns for the relevant fields (Original Estimate, Time Spent, Story Points) and there you have a workload list.

![2023-03-08 13_18_01-Issue navigator - JIRA Dashboard and 12 more pages - Work - Microsoft? Edge.png](https://community.atlassian.com/t5/image/serverpage/image-id/244392i89B1E276CC815309/image-size/large?v=v2&px=999 "2023-03-08 13_18_01-Issue navigator - JIRA Dashboard and 12 more pages - Work - Microsoft? Edge.png")

```
Example JQL
assignee IN ("Bob George", "Dale Cooper", "Morris Day") AND statusCategory != Done ORDER BY assignee DESC
```

comments: author: Irena_Matraku
body: Hi Curt!   

This helps a lot. Thank you


author: Sujith Srivathsav
body: Hi [@Irena_Matraku](/t5/user/viewprofilepage/user-id/5162788)

Yes, there a way to see the workload of every team member across multiple projects without getting an extra plugin that needs to be paid for. And here is how you can do it.

Step1: Filter out the tasks and work items based on the project you want for your team members. Save the Filter

Step2: Go to "Dashboard" section of your project \> Add a new Gadget \> Select "Worlkload Pie Chart"

Step3: Select the filter you had created. \> Select "Assignee" in "Statistics Type" \> Select "Time Spent" in "Time field to report on"

Step 4: Save the changes

You will get a pie chart which looks something like this.

You can also refer to our video on "How to view your team's workload on tickets in JIRA".

**Youtube Link:** <https://youtu.be/YxcEG84AI00>

Hope this helps.

![Screenshot 2023-05-09 at 10.53.24 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/255966i1247718AF99EB71A/image-size/large?v=v2&px=999 "Screenshot 2023-05-09 at 10.53.24 AM.png")


Tags: advanced-roadmaps

cloud
How to get this work with current JIRA 8.20.14?
Asked by Virpi Meht?l?:

What we would miss and what we would get if upgrading the JIRA version higher?

Our JIRA setup has many automated and customised issues, which we wish to keep.

Could i create trial with Advanced Roadmaps for demoing it to others?


Answers:
author: Dave Mathijs
body: HI [@Virpi Meht?l?](/t5/user/viewprofilepage/user-id/5160466) welcome to the Atlassian Community!

Advanced Roadmaps is only available for Jira Data Center. Are you already on Data Center or still on Server?

comments: author: Virpi Meht?l?
body: It is actually Data Center model moving towards Cloud.


author: Dave Mathijs
body: You can trial Advanced Roadmaps for DC and adjust the permissions so the Plans view is limited. When moving to Cloud, be sure to get a Jira Software **Premium** subscription or higher.


Tags: advanced-roadmaps
how to make a specific issuetype visible on Advanced Roadmaps without changing hierarchy?
Asked by AVB:

Hi,

We have the following shared hierarchy in Jira: "Super Initiative"/"Initiative"/"Epic"/"Stories"/"Subtaks", which is working fine.

We've recently added a new issuetype called "Topic" which is implemented by an Epic (no "parent link") and has no "Initiative" relation. Is there a way for me to visualize that issue type on top of Epic on Roadmap without changing the actual hierarchy?


Answers:
author: Daniel Capizzi
body: Hi [@AVB](/t5/user/viewprofilepage/user-id/4837464) ,

If I'm understanding correctly you're trying to have Epics be parented by your new "Topic" issue type?

It's not possible for you to view Topics above Epics on your roadmaps without changing the hierarchy. However, when configuring your hierarchy it's possible to have multiple issue types on the same hierarchy level, so you could use the setup shown below where you have both Initiative and Topic on the same level.

![Screen Shot 2023-03-03 at 4.26.10 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/243600iD9D6C61549BAC5F9/image-size/large?v=v2&px=999 "Screen Shot 2023-03-03 at 4.26.10 pm.png")

This will not relate your Topics and Initiatives at all - it will just allow you to use either a Topic or an Initiative as the parent for an Epic. I'll note that issues can only have one parent though, so it's not possible for an Epic to have *both* a Topic and an Initiative as a parent.

Hope this helps! Let me know if I can clarify anything further for you.

Cheers,  
Daniel

comments: author: AVB
body: Hi Daniel,

Thanks for your feedback!

I didn't know it was possible to add another issuetype on a same level, that's good to know. Unfortunately, it won't work for me: in our way of working an Epic is forced to have a parent Initiative so it can't have Topic as true/single parent (that's why the only link type we set up so far is "Epic implements Topic" but "initiative is parent of Epic".)

Anyway, thanks a lot for your help.


author: Dave Mathijs
body: Hi [@AVB](/t5/user/viewprofilepage/user-id/4837464)

The only way to visualize additional/custom issue types in a plan is to use either a standard/base issue type linked to an Epic or a sub-task issue type.


Tags: advanced-roadmaps

cloud

hierarchy
Is there a quick way to load all of the developers in the org in to the People part of Shared Teams?
Asked by Ellen Yudt:

I see a button to Add a Team Member, but this will take a long time to do it one by one. Can I bring in all of my Jira users to the Team Members in Advanced Roadmaps?


Answers:
author: Curt Holley
body: Hi [@Ellen Yudt](/t5/user/viewprofilepage/user-id/5157560)   
Welcome to the Community!  

Sadly, there is not.   
That said, assuming you are on cloud, adding the members doesn't really do anything currently.  
It may well in the future and having someone added will be a requirement to take advantage of this upcoming change:

<https://community.atlassian.com/t5/Advanced-Roadmaps-articles/Teams-in-Advanced-Roadmaps-What-s-changing-and-what-you-need-to/ba-p/2259096>


Tags: advanced-roadmaps
I created subtask to the story in the advanced road map, but subtask got created without the number
Asked by Archana Keswani:

I tried creating a subtask from the Advanced road map by clicking the 3 dots next to the story . the task got created but without the number. when I click on it it is taking me to the sprint board. they are not showing as subtaks in the Story as well. how do i view them and assign the number to it?


Answers:
author: Walter Buggenhout
body: Hi [@Archana Keswani](/t5/user/viewprofilepage/user-id/5126068),

That is expected behaviour. Advanced Roadmaps is a bit like a sandbox. Every change you do there is only saved to Jira after you explicitly commit that change (to allow you to try things out first before you actually save them).

To save your subtask to Jira, near the top right corner of your Advanced Roadmaps plan click the **Review Changes** button. Then confirm by clicking *Save changes to Jira* (or something like that).

After that, your subtask should be saved and assigned its proper key.

Hope this helps!


Tags: advanced-roadmaps

cloud
Can I set up custom fields for my Shared Teams in Advanced Roadmaps?
Asked by Ellen Yudt:

I want to be able to group teams into programs or associate teams to modules.


Answers:
author: Curt Holley
body: Hi [@Ellen Yudt](/t5/user/viewprofilepage/user-id/5157560)   
See this: [Solved: How to add a custom field to Filters in Advanced R... (atlassian.com)](https://community.atlassian.com/t5/Jira-Software-questions/How-to-add-a-custom-field-to-Filters-in-Advanced-Roadmap/qaq-p/2235893)


author: Dave Mathijs
body: Hi [@Ellen Yudt](/t5/user/viewprofilepage/user-id/5157560) welcome to the Atlassian Community!

Although you cannot group teams or associate teams, you could create single-choice or multi-choice select custom field with the desired values and [enable custom fields used in Advanced Roadmaps](https://support.atlassian.com/jira-software-cloud/docs/enable-custom-fields-used-in-advanced-roadmaps-in-jira/).

Are 'Programs' part of your issue hierarchy (above the Epic level)?


Tags: advanced-roadmaps
My team cannot edit the Jira plan I created for us to plan our work
Asked by Nina Barley:

I created a Jira plan, and made sure my team has edit and view access to it as Advanced Roadmaps Users. The filter I used to pull in the issues in the plan is shared with the same user group.

They can see the plan, if they use the shared link (not the direct link), but they can't do any edits (like updating start/end dates, or adding dependencies).

What am I doing wrong?


Answers:
author: Curt Holley
body: Hi [@Nina Barley](/t5/user/viewprofilepage/user-id/5022398)

Can these people edit the issues in native Jira? Can they do the linking or change dates on the Jira issues themselves?

If you have access, have you checked how the Advanced Roadmaps permissions are set and any influence that may be having on them?

comments: author: Nina Barley
body: Yes, they can click the links to go to each epic/story individually. I read the documentation on the permissions, and it seems to me that the users should have access to edit the plan.

What is even more interesting, is that when they use the direct URL (instead of the shared URL) for the plan, they can edit SOME of the issues to add due dates, start dates, etc. But some of them are greyed out and inactive (even when they are the assignee). It's unclear what the logic is behind which issues are greyed out in Jira Plans.


author: Curt Holley
body: Greyed out means that those issues do not meet the current filter criteria but the plan is configured to "Show full hierarchy". Untick that, and the greyed out stuff will not show.

![2023-02-24 14_34_33-Minor.png](https://community.atlassian.com/t5/image/serverpage/image-id/242116i33C8E472A08BF506/image-size/large?v=v2&px=999 "2023-02-24 14_34_33-Minor.png")


Tags: advanced-roadmaps

cloud
Jira Automation: Create Issue based on Plan Team
Asked by Wally Brabec:

Hello Community,

I am having an automation issue. i want to create an issue in a project based on the team assigned.

i have no issues using team in filters, queries, etc... however when i try to make it a condition of an automation i never get a match

i have tried the advanced compare and JQL option, i have used {{Team\[Team}}}, Team\[Team\], "Team\[Team\]", Team\[ID\], {{Team\[id\]}}, issue.Team.id. i have tied the number and team name with no success.

in filters "Team\[Team\]" = 27 works just fine but it seems like no variation i try works in a condition in automation.

Please Help!!!!!!!


Answers:
author: abelalia87
body: Hi [@Wally Brabec](/t5/user/viewprofilepage/user-id/5050364)   

Welcome to the Atlassian community.   

Unfortunately Advanced Roadmap-\> Plan-\> Team field is not part of automation yet. There is feature request which is under consideration. There is a similar question already on the community regarding Team field. <https://community.atlassian.com/t5/Automation-questions/What-smart-value-can-I-use-to-a-Team/qaq-p/2014541>

If I were to implement this if there is not a lot of variations/teams/team-conditions I will try creating a manual trigger automation for each team/team-condition.

comments: author: Wally Brabec
body: Hey [@abelalia87](/t5/user/viewprofilepage/user-id/3811675)

there is virtually no variation. if its team 1 a new initiative is created in that project, if its team 2 a new initiative is created in that project. so really a nested if.

when you talk about manual trigger would you do that in the workflow? not sure what team-condition means?

Very greatful for your quick response (a screenshot would probably show me what to do and where to go)


author: abelalia87
body: Hi,   

sorry for the confusion about team condition, just how you would group a team into which particular automation, it is not a Jira jargon or anything. You can create two automations, one for Team 1 and another for Team 2. You can trigger it directly from the issue.   
![Create manual trigger automation.png](https://community.atlassian.com/t5/image/serverpage/image-id/241739i4147D4142D0B85C5/image-size/large?v=v2&px=999 "Create manual trigger automation.png")  


Tags: advanced-roadmaps

automation

cloud

condition

team
Can't create new epics in Jira Plans
Asked by Shahar Minkov:

Hi,

I've created a plan for two projects, supporting initiatives (one level up then epic), epics, stories, etc. One initiative is already created in one of the projects.

In Jira Plans, I can create a new initiative, however, the option to create an epic or a story is grayed. Any idea why?

Thanks!


Answers:
author: Dave Mathijs
body: Hi [@Shahar Minkov](/t5/user/viewprofilepage/user-id/5151612) welcome to the Atlassian Community!

Do you have the necessary permissions to create issues in those projects?

Are you able to create new Epics from the project directly?

Have you been granted the **Advanced Roadmaps User** Advanced Roadmaps permission?

comments: author: Shahar Minkov
body: [@Dave Mathijs](/t5/user/viewprofilepage/user-id/2662590) @

The answer to questions1 +3 is Yes, I have administrator access

I managed to resolve the issue somehow, either by updating the issue schema or by creating the first epic in the project backlog... I 'm not sure

Thank you for the greetings and for your swift response ?


Tags: advanced-roadmaps

cloud
Why doesn't the Theme have a value for an initiative issue when the issue is a child of Theme issue
Asked by Cash Coyne:

Why doesn't the Theme have a value for an initiative issue when the issue is a child of Theme issue?

I have an Advanced Roadmap in Jira Cloud and I have some Initiative type issues that are children of a Theme issue on the Roadmap, but when you look at the issue itself, the value for the Theme is empty.

How does this happen?

How can I fix it so that the Theme for the Initiative issue is populated with it's parent theme as in the Roadmap?

This is an example:

**Here you can see that the Theme is not populated for Intiative ZMALM-499:**

![No Theme on Issue.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/241701i397B41D2904B22DD/image-size/large?v=v2&px=999 "No Theme on Issue.jpg")

**And here you can see that ZMALM-499 is a child of ZMALM-477:**

![Initiative has a Parent Theme on Roadmap.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/241703iD99B1FDD751BDA42/image-size/large?v=v2&px=999 "Initiative has a Parent Theme on Roadmap.jpg")


Answers:
author: Curt Holley
body: Hi [@Cash Coyne](/t5/user/viewprofilepage/user-id/4822720)

Not sure what your "Theme" field is (or is supposed to do), but I believe if you add the "Parent Link" field to the relevant Screen schemes, then that will be where the linkage is occurring.

Parent Link covers all the hierarchal linking for levels above Epic.

comments: author: Cash Coyne
body: Ahh, so it's the parent link field that makes the connection. Good to know. I will use that. Thanks!


Tags: advanced-roadmaps

cloud

roadmap

theme
Enable to see some sub-tasks under the parent issue
Asked by Fidelidade JIRA Admin:

Hi

Can someone help me?

We migrated from jira server to data center, our teams are experimenting with Advanced Roadmaps but we are faced with a strange situation. The subtasks of the issue types created by us (non-standard Jira issue), for example "Request", do not appear under the issue type "Request" in Advanced Roadmaps when we define the hierarchy "Story" to "Sub-task". We can only view these Sub-task when we define the hierarchy "Sub-task" to "Sub-task". Which is not normal because the Sub-task should appear under the issue Request.

Can someone tell me what might be going on?  
I appreciate your help,

Emanue Lima


Answers:
author: Eddie Meardon
body: Hi [@Fidelidade JIRA Admin](/t5/user/viewprofilepage/user-id/1226178)

You have quite the conundrum.

If I had to guess, I'd say that something's misaligned in your issue hierarchy. The documentation has three steps for configuring custom hierarchy levels in Advanced Roadmaps ([link to the docs here);](https://support.atlassian.com/jira-software-cloud/docs/configure-custom-hierarchy-levels-in-advanced-roadmaps/) the second and the third process on that page are what I'd focus on. Make sure that your Request issue type is on the right hierarchy level, and that issue type is associated with the same issue type scheme as your projects in Advanced Roadmaps.

If this doesn't fix it, I'd suggest reaching out to our support team at <https://support.atlassian.com/contact/>.

I hope this helps. If not, the support people are really nice.

Cheers

Eddie

comments: author: Fidelidade JIRA Admin
body: Hi Eddie,

Thank you for your reply.

The issues are in the same issue type scheme.  
I opened a ticket on the Atlassian support platform.

Thanks

BR

Emanuel


Tags: advanced-roadmaps

server
Roadmap assigning dates to sprints with no dates
Asked by rolfrussell:

I have a sprint (On Deck) with no dates. In the roadmap we have turned on the feature that rolls up dates from sprints. Stories in On Deck don't have any dates. Not does the sprint have dates. But in the roadmap the stories show dates based on the position of the sprint in the backlog (it is last just above "Backlog"). In other words the roadmap seems to be guessing dates for the sprint and using those dates for the stories.

How do I stop the roadmap from guessing dates for these stories and instead just leave them blank?


Answers:
author: Martin Bild
body: We also have this behavior. Is there a solution or work around?

comments: author: veronie
body: Same problem here. With this behavior, the automatic deduction of dates based on sprints is useless for us.

We use sprints in the board to sort the backlog into categories. These sprints typically do not have dates, but the timeline deduces some seemingly random time spans for these sprints.


Tags: advanced-roadmaps

server
How do Plan for Future Headcount resources in capacity planning
Asked by Doron Katz:

Hi,

I wanted to understand if there was a way to plan a roadmap for the year, not only with teams and resources that exist, but future headcount (assumptions)?


Answers:
author: Ostap Zaishlyi _Reliex_
body: Hello [@Doron Katz](/t5/user/viewprofilepage/user-id/5148296)

I'm Ostap, from the [ActivityTimeline Team.](https://marketplace.atlassian.com/apps/1220860/)

In our app, we actually allow users to create Potential Resources, who are not yet part of the Jira instance and then plan their timelines the same way as you do from the actual users:

![Pasted Graphic 3.png](https://community.atlassian.com/t5/image/serverpage/image-id/240942i68ACA6CD1445A72A/image-size/large?v=v2&px=999 "Pasted Graphic 3.png")![Pasted Graphic 2.png](https://community.atlassian.com/t5/image/serverpage/image-id/240941iB388BF94D270D688/image-size/large?v=v2&px=999 "Pasted Graphic 2.png")

By the way, we also have deep integration with Advanced Roadmaps both on User and Team levels:

<https://youtu.be/QoDOl21p67k>

If you have any other questions, feel free to reach out to [https://reliex.com/support.](https://reliex.com/support)

comments: author: Doron Katz
body: Thanks for that. Great to hear. Are you able to add potential resource at different times in the timeline? Say in July we expect to increase our head count by one engineer?


author: Ostap Zaishlyi _Reliex_
body: Hi [@Doron Katz](/t5/user/viewprofilepage/user-id/5148296)

Basically, you just create the resource in the system, but you can choose the period where to assign some booking or project assignment to that particular resource, so in a nutshell, you can visually display when this resource is needed or when it's joining the team.


author: Curt Holley
body: Hi [@Doron Katz](/t5/user/viewprofilepage/user-id/5148296)   
Welcome to the community.  

This is certainly not built-in to Advanced roadmaps. Currently only team level capacity can be visualised (as is the Agile way), I don't something like future headcount (assumptions) would ever become put of the product natively.

comments: author: Doron Katz
body: I figured do you know of any good plugins that may provide that?


author: Curt Holley
body: Big Picture [@Doron Katz](/t5/user/viewprofilepage/user-id/5148296)   
[BigPicture - Project Management \& PPM \| Atlassian Marketplace](https://marketplace.atlassian.com/apps/1212259/bigpicture-project-management-ppm?tab=overview&hosting=cloud)


Tags: advanced-roadmaps

cloud
Missing subtask when status is switched to DONE
Asked by J Vic:

When I change the status of my subtask from In Progress to Done, suddenly it goes missing from my Roadmap/Plan. I already went to Configure \> Exclusion rule \> Exclude any completed issues after = **365 days** to make sure I will capture all the JIRA tickets created still to no avail. Anything else I might have missed out?

Temp workaround is to switch the issues to In Progress and put \<DONE\> at the start of the issue to know it has been completed.


Answers:
author: Valerie Knapp
body: Hi [@J Vic](/t5/user/viewprofilepage/user-id/5146544) , thanks for your question and welcome to the community.

Is this for a Kanban board? If so, you should check the board, general settings for the last option here in the screenshot -

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/240065i04A59492ECBC013C/image-size/large?v=v2&px=999 "image.png")

If you change the option to be, 'Never mind, show all', can you confirm if you can see the subtask in the Roadmap?

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/240066iB9FB89E88C75B08F/image-size/large?v=v2&px=999 "image.png")

comments: author: J Vic
body: Hi, I am using Plan not Kanban board. When I check also the Board section, it says Scrum not Kanban![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/240123i8F683A32AC67BD05/image-size/large?v=v2&px=999 "image.png")![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/240122i6A068B71814CA2FE/image-size/large?v=v2&px=999 "image.png")


author: J Vic
body: anyone can assist me on this?


Tags: advanced-roadmaps

plan

roadmap
Use
Asked by Wazid Mohammed:

How can I use trello in Slack?


Answers:
author: Michelle Le - DevSamurai
body: Hello dear, You can check this link to download [trello on slack](https://slack.com/apps/A074YH40Z-trello?tab=more_info)

### 1. Install the Trello App in Slack {#toc-hId--2145558317}

* Step 1: Go to the Slack App Directory and search for "Trello."
* Step 2: Click "Add to Slack" and authorize the connection between Trello and Slack.
* Step 3: Follow the prompts to link your Trello account to Slack.

### 2. Connect Trello Boards to Slack Channels {#toc-hId-341954516}

* After installing Trello, you can link specific Trello boards to Slack channels.

### 3. You can also Using Trello Commands in Slack {#toc-hId--1465499947}

Some Ex:

* **Create a Card:** Use `/trello add [card name]` to create a new card in a specific list.
* **Assign a Card:** You can assign a card to someone with `/trello assign `[@username](/t5/user/viewprofilepage/user-id/1677494)` [card-url]`.
* **Comment on a Card:** Add comments directly from Slack with `/trello comment [card-url] [comment]`.
* **Move a Card:** Move cards between lists with `/trello move [card-url] [list-name]`.

Hope these tips can help you.!

Regards,

Michelle.


author: Wazid Mohammed
body: I created workspace in trello but wanna i see my board in slack


author: Nikola Perisic
body: Welcome to the community [@Wazid Mohammed](/t5/user/viewprofilepage/user-id/5580395)

This link might help you set up the integration between Trello and Slack: <https://trello.com/platforms/slack>

comments: author: Wazid Mohammed
body: Thanks


Tags: cloud