youngmon/atlassian-qna huggingface dataset:
Show sum of estimate for a group swimlane
Asked by Michal Gubis:

Hello community,

I am configuring some plans for a customer and one of the requirements is to show sum of estimates for each group swimlane.

Is this possible in JIRA or does a plugin which can do this exist?

Please see attached image for more details of this question.

Thank you

Michal

![2021-09-09 09_33_00-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/159561i8DFBC7BAB8FEA3EE/image-size/large?v=v2&px=999 "2021-09-09 09_33_00-Window.png")


Answers:
author: Arnd Layer
body: Hi [@Michal Gubis](/t5/user/viewprofilepage/user-id/3572507)

you can use the roll-up view setting for that.

![roll-up.png](https://community.atlassian.com/t5/image/serverpage/image-id/159570i540BBECC4D8C8F61/image-size/large?v=v2&px=999 "roll-up.png")

comments: author: Michal Gubis
body: Hello [@Arnd Layer](/t5/user/viewprofilepage/user-id/2355160) ,

thank you very much for your answer. I have tried that, but it does not "roll-up" the estimates up to the group, but only to the parent ticket. Please see attached image.

Any other ideas?

Michal

![2021-09-10 09_57_51-Window.png](https://community.atlassian.com/t5/image/serverpage/image-id/159759i55E198B14A8553FC/image-size/large?v=v2&px=999 "2021-09-10 09_57_51-Window.png")


author: Astrid Sieben
body: Hi Michal,

maybe App "SumUp" from Decadis could help here

[https://marketplace.atlassian.com/apps/1211625/sumUp%20for%20Jira?hosting=cloud\&tab=reviews](https://marketplace.atlassian.com/apps/1211625/sumUp%20for%20Jira?hosting=cloud&tab=reviews)

Greetings Astrid


Tags: advanced-roadmaps

server
Is anyone using advance roadmap for strategic portfolio planning? What is hierarchy used?
Asked by Marilyn Bond:

Curious if anyone is using Advance Roadmap for early strategic development of portfolio, say 3-5 years out where concepts are just being developed and the focus is on what and why versus how.


Answers:
author: Jimi Wikman
body: 1. **Strategic Goals** - Vision, Strategic Goal
2. **Type of Budget** - Program, Focus area, Fixed budget
3. **Type of Work** - Project, discovery/experiment, Assignment and Line-work
4. Epic / Feature
5. Story
6. Sub-task

In most cases, this provides the flexibility you need for a mix of situations across the organization. Each of the additional levels can be extended with more types as you need it. For example you could have SAFe levels there like ART and Large Solution.

comments: author: Leon
body: are these out-of-box type names? or need to create them myself?


author: Jimi Wikman
body: These are just my setup :)

You need to create them yourself.


author: VINCENT DUPONT
body: Hello,

I'm just starting to test and use it. Currently I plan to create a hierarchy like

* Portfolio
* Goal
* Epic

Vincent

comments: author: VINCENT DUPONT
body: After few months, I come to this :

I created Initiatives on top of Epics.

Initiatives represent a Project (for my portfolio). Each project may be filled of Epics that represent large blocks of functionalities to be done. The link between Initiatives and Epics is done in Advanced Roadmap.  
For one project, Epics can come from a Jira project (for example the team's project) or from the Portfolio project itself (directly under the Initiative.

The Epics are blocks than can be planned in advanced Roadmap.

I do not use any level on top of inititive because the relationship is 1-1. I would rather be able to let one project fall under various baskets for portfolio planning. So I created a custom field using labels instead. So I can sort and group projects.


Tags: advanced-roadmaps
How to use calculate schedule in advanced roadmap for unestimated issues?
Asked by Josh Borgen:

I have an advanced roadmap plan based on a JQL filter. Some epics have unestimated stories that I want to include in plan and use the "calculate schedule" feature.

How do I set default estimate for unestimated stories/tasks? I see Jira Server supports this, but I am Jira cloud and cannot find a similar setting.


Answers:
author: Earl McCutcheon
body: Hello [@Josh Borgen](/t5/user/viewprofilepage/user-id/4538977) ,

Thanks for reaching out and welcome to the community.

For the first portion relating to estimating at the epics, this is covered in the Documentation ["Auto-schedule issues in Advanced Roadmaps"](https://confluence.atlassian.com/jirasoftwareserver/auto-schedule-issues-in-advanced-roadmaps-1044784172.html), noting:
> When working with Scrum teams, **the Auto-****scheduler** **will not change or assign sprint values for issues at the epic level and higher.** To avoid duplicating values and issues, we recommend that you only estimate issues at the story level, and that you show rolled-up values in your plan.

Next, the [Default Estimation units](https://confluence.atlassian.com/jirasoftwareserver/configure-your-advanced-roadmaps-plan-settings-1044784158.html#ConfigureyourAdvancedRoadmapsplansettings-estimationunits) you are looking for in the auto-scheduler were part of the Live Plan view, however, the Advanced Roadmaps Live Plans on Jira Cloud have been deprecated from the application as of July 31st, 2021, the full details can be seen here:

* [Ending support for Live plans (Legacy interface) in Advanced Roadmaps](https://confluence.atlassian.com/advancedroadmapscloud/ending-support-for-live-plans-legacy-interface-in-advanced-roadmaps-1043897534.html)

So moving forward I would recommend that you use the in-application feedback option that is located in the upper right of the screen under the question mark "?" help icon \>\> "Give Feedback" and noting how this missing feature is impacting your current workflow and usability of the application so that we can get the feedback to the product team in the most efficient manner.

Regards,  
Earl


Tags: advanced-roadmaps

cloud

jira-software
Can the properties on Roadmap text be changed?
Asked by Abraham Parga:

Hi!

I would like to know if the text displayed on Roadmap diagrams can be formated in size and type.


Answers:
author: Suvarna Gaikwad
body: [@Abraham Parga](/t5/user/viewprofilepage/user-id/4541808) unfortunately no, text formatting is not available

comments: author: Abraham Parga
body: Thanks for the feedback!


Tags: advanced-roadmaps
Advanced Roadmap presentation options
Asked by graemejohnson:

Hi

The organisation I work for is looking to adopt Advanced Roadmaps for JIRA as their roadmap planning tool.

Advanced Roadmaps gets down into the detail and is ideal for JIRA users to consume. Our delivery teams like what the tool has to offer.

However, for our customer base and commercial teams (any other stakeholders that do not have JIRA access) there is a need build different presentations of the same underlying data and offload that to PDF and image formats.

Going a step further, it'd be even better if we could use the underlying data to build a micro site for our customers - as per this example (that is hand crafted currently and isn't data driven)

![2021-08-31_15h47_20.png](https://community.atlassian.com/t5/image/serverpage/image-id/158315i593577B714C06034/image-size/large?v=v2&px=999 "2021-08-31_15h47_20.png")

**Is any of this possible and can anyone out there share their experience of building different presentations of Advanced Roadmaps plans?**


Answers:
author: Jacob Vu
body: Hi [@graemejohnson](/t5/user/viewprofilepage/user-id/655390)

From what I can tell having used Advanced Roadmaps, it doesn't look like there's a feature where you can export into a .pdf that's easy for a stakeholder to consume.

I think you have two options in terms of "exporting" the Plan:

1. Export as a .csv and then open it up in Excel but you'd have to clean up the table columns and it won't display as a Gantt chart
2. Take screenshots

P.S. If your team is ever in need of help using Advanced Roadmaps, I provide consulting services and can help with that.

Hope this helps.

Jacob @ [NorthTEK Consulting](http://northtekconsulting.com)


Tags: advanced-roadmaps

server
How can i auto populate Target end date from release date for epics?
Asked by Penelope:

In JIRA Roadmap view I am looking to auto populate target end date in the roadmap view from the latest release date i.e. stories within the epic may have multiple releases and I want to take the release tagged the furthest date away to the Target End date for the epic. Is this at all possible?

I have tried to explore the option via scheduling but target end date isn't showing fields related to fix version or release date.

Or is there some way in doing this using the automation tool?


Answers:
author: Bill Sheboy
body: Hi [@Penelope](/t5/user/viewprofilepage/user-id/4534095) -- Welcome to the Atlassian Community!

Yes, you can do that with automation if you are using Jira Cloud. For example...

* trigger: manual so you can run this from the epic
* condition: confirm the issue type is epic
* action: [lookup issues](https://support.atlassian.com/jira-software-cloud/docs/smart-values-general/#Smartvaluesgeneral---lookupIssues--) to get child issues which have a version assigned. I used "epic link" for a company-managed project. To do this for a team-managed project you would check parent instead.
* action: create a variable to gather up the child issue fixVersion's release date, which I named varReleaseDates

```
{{#lookupIssues}}{{fixVersions.releaseDate.jiraDate}}{{^last}},{{/}}{{/}}
```

* action: I logged the result for the maximum date value using a date conversion, the [split()](https://support.atlassian.com/jira-software-cloud/docs/smart-values-text-fields/#Smartvaluestextfields-split-Stringseparator-), and [max](https://support.atlassian.com/jira-software-cloud/docs/smart-values-lists/#Smartvalueslists-list.max) functions. You could use this to edit your epic to set the Target End Date.

```
{{varReleaseDates.split(",").toDate.max}}
```

![latest release date for epic children.png](https://community.atlassian.com/t5/image/serverpage/image-id/157931i21CBE37E4B6C7804/image-dimensions/300x709?v=v2 "latest release date for epic children.png")

If you are using Jira Server/Data Center, it does not have Create Variable so you would need to probably do something with the REST API and response parsing to do this.

Best regards,  
Bill


Tags: advanced-roadmaps

automation
Automation to update the field of the child tickets and their child tickets
Asked by Bastien Delourmel:

Good morning y'all,

I need to create an automation (with automation rule) that, update a field automatically:

From the "parent" ticket I modify a field. From there, the child ticket has this same field modified, as well as its child.

Here is the context:

* Issue #1 (parent of) -\> field 'priority' is updated manually
  * Issue #2 (which is child of #1 and parent of #3) -\> field 'priority' must be updated automatically
    * Issue #3 (child of #2) -\> field 'priority' must be updated automatically

Thanks a lot for your help :)

Regards,


Answers:
author: Bill Sheboy
body: Hi [@Bastien Delourmel](/t5/user/viewprofilepage/user-id/4229092)

For a cascading updates like this (parent to child to...) it may help to have multiple rules for each level. This will be easier to implement, debug, and maintain.

For example for a cascade downward:

* One rule detects field changes in an epic, tests issue type to confirm it is an epic, and then update its children
* Another rule (with the option "Allow Rule Trigger" selected in the Details), that detects the field change, tests issue type is story/task/bug, and then update sub-tasks

Best regards,  
Bill

comments: author: Bastien Delourmel
body: Hi [@Bill Sheboy](/t5/user/viewprofilepage/user-id/1685313) ,

Thanks a lot, it does work to create two rules! \^\^

I was thinking to create a listener, but it will be easier with automation rule for potential maintenance.

Thanks!

Regards


author: Fabian Lim
body: Hi [@Bastien Delourmel](/t5/user/viewprofilepage/user-id/4229092)

Take a look at this post <https://community.atlassian.com/t5/Automation-discussions/Jira-Automation-Video-Tutorial-on-how-to-keep-Parent-and/td-p/1783535>

You will have to look at rule 2 and add an additional branch. You will also have to change the brach to "linked issues" with the correponding relationships.

comments: author: Bastien Delourmel
body: Hi, thanks for your answer. Unfortunalty I already try this solution, but in Automation Rule we have "Parent of" and "Child of" (but not, the "Child of its child" ahah)

![automation.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/157511iB2F5C22A22EEBB9C/image-size/large?v=v2&px=999 "automation.PNG")![Automation1.png](https://community.atlassian.com/t5/image/serverpage/image-id/157512i435E4F3682CD3742/image-size/large?v=v2&px=999 "Automation1.png")

If from the Issue #1 I change the field priority, it will change the field "priority" to the issue #2 (but not for the issue #3, because #1 is not directly parent to the issues #3).

But if I change the field priority of the issue #2, *because the issue #2 is linked to #1 and #3,* the update is made.

Automation rule: (I tried to change "parent" of to "child of" and so on)

![automation.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/157508i513E23948BD258BD/image-size/large?v=v2&px=999 "automation.PNG")


Tags: advanced-roadmaps

automation

issue-link

server

structure
Can we create multiple teams in Advanced Roadmap for Jira addon by importing csv
Asked by vikranthcms:

I have an addon Advanced Roadmaps for Jira, and We use the shared Teams in it. I want to bulk create different shared team in it by imporitng csv. Can we do that or not


Answers:
author: Angus Russell
body: Hi [@vikranthcms](/t5/user/viewprofilepage/user-id/867586)

There's no interface for bulk-importing teams, however there *is* [an API](https://docs.atlassian.com/portfolio-for-jira-server/REST/2.13.0/teams/) that could be used to do this if you have the means to build it yourself.

Thanks,

Angus


Tags: advanced-roadmaps

server
If Trello were to disappear or get hacked is there a way to migrate it to another service and which?
Asked by Daniel Tan:

I'm not talking about solutions like backuplab which is saving and pushing it to trello when something happens. I'm talking about years of communication that could be gone should something happen to trello


Answers:
author: Rasmus Wulff Jensen
body: If the service disappear/hacked, then there is essentially nothing to migrate from, so what is the true question here?

* If it is that you do not trust Trello (Atlassian) to keep your data safe/continue the service, there are many other Similar Tools like Trello (Azure DevOps, Monday, Asana). Best way to find a service that is right for you is to google "alternatives to trello"
* If you in general do not trust any cloud provider you would need to host software yourself. There are various open-source solutions out there: <https://www.opensourcealternative.to/alternatives-to/Trello>

I doubt you find much that easily migrate data, but some of them might have some import options or you can use Trello API + Whatever you choose's API to move stuff over, but from own experience it is often only base data that can migrate and not historic/activity details and communication data


author: Brittany Joiner
body: [@Daniel Tan](/t5/user/viewprofilepage/user-id/4649326) you'll mostly find the people who respond to questions in here are die hard Trello fans so i don't think most of us will have other tools that we suggest ?

comments: author: Daniel Tan
body: favouring trello and making contingency are 2 different things. i like using trello as well. and i believe many use it for engineering project management. from a web development/project management view we look at redundancy building all the time. we can back up trello.  

but if there nothing to migrate to, can you imagine the double whammy of losing it and being unable to continue else where?  

just think e.g if tik tok is banned and all the videos you ever uploaded and did not keep locally are gone.


Tags: cloud

trello-cloud
Card won't auto populate from title of template
Asked by Joey Haimes:

There is a feature where when you create a new card and name it the same as what the title of the template is (then add anything else after in the title), the new card then automatically populates all the checkboxes from the desired template.

For some reason this is only working for some of the templates and not others, could anyone help onto why this is? And how I can enable this feature for all the templates.


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Joey Haimes](/t5/user/viewprofilepage/user-id/5546778) I don't believe this is an inbuilt feature of Trello. Have you or someone else set up any automations on the board to achieve this? Something along the lines of "when the title a card starts with xxx, add checklist yyy..."

comments: author: Joey Haimes
body: Ahhh it seemed as if it was feature because it said there were no current rules under automations for some reason. However, now I have created the same automation rule for all template cards (example of the rule bellow) - Thanks for your help!![Rule.png](https://community.atlassian.com/t5/image/serverpage/image-id/336658iDF72DD24D28BA976/image-size/large?v=v2&px=999 "Rule.png")


Tags: automation

cloud

help

template

templates

trello-cloud
How do I cancel my Premium subscription
Asked by Akushi Morikawa:

I was on free trial for premium and after it ended I cancelled my subscription because I don't need it, but I am still getting billed over and over ( unsuccessfully because there's not enough money on my bank account). How can I cancel it completely and stop the billing ?


Answers:
author: Seon Shakespeare
body: Hi [@Akushi Morikawa](/t5/user/viewprofilepage/user-id/5546766),

Unfortunately, we can't directly fix billing issues here in the community. Your best bet is to reach out to Trello Support:

* Head over to <https://trello.com/contact>
* Choose "Billing" as the reason you're contacting them.

While you're waiting to hear back, it's worth double-checking your Trello account settings (**profile icon \> Settings \> Billing**) just in case there's any lingering subscription info.

Hope this helps!


Tags: billing

cloud

premium

trello-cloud

trial
Does Trello reduce original video quality when downloaded from attachments?
Asked by shknud:

So if I upload a video to a Trello card and then download it, is the video quality exactly the same or has it been reduced?


Answers:
author: Brittany Joiner
body: [@shknud](/t5/user/viewprofilepage/user-id/1179175) i don't know of this happening, you should be able to try it out though. Before uploading a video, see what the size is, then add it to a trello card and download it, and see what the size of the downloaded version is.

comments: author: Brittany Joiner
body: [@shknud](/t5/user/viewprofilepage/user-id/1179175) were you able to tell a difference? curious about your results!


author: Brittany Joiner
body: [@shknud](/t5/user/viewprofilepage/user-id/1179175) tested this out on my own, and it looks like it compresses it:  

Here's the original file:   
![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/338700i3627CF9854750D65/image-dimensions/324x306?v=v2 "image.png")

and then i uploaded it and downloaded it from the card

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/338701i3AC85925D5DADD76/image-dimensions/318x362?v=v2 "image.png")


Tags: cloud

trello-cloud
We already paid premium for use but still cannot export
Asked by THANAKHARN SUEBSUBHAP:

I added 4 users to my board and paid for premium all of them still cannot use premium function such as export.


Answers:
author: Alex Koxaras _Relational_
body: Hi [@THANAKHARN SUEBSUBHAP](/t5/user/viewprofilepage/user-id/5546575) and welcome to the community,

Are you referring to this export? <https://support.atlassian.com/trello/docs/exporting-data-from-trello/>

If you are not able to use the CSV export, then please raise a request to the atlassian support at <https://support.atlassian.com/contact>


Tags: cloud

trello-cloud
Can I make custom graphs in Trello?
Asked by Jatin Dahiya:

I have added all the cards and lists in the board, now when I go to dashboard view it does not allow me to edit the graph. As in I want to change the X-axis and Y-axis. Please tell me is it possible to do that in Trello or not?


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Jatin Dahiya](/t5/user/viewprofilepage/user-id/5546603) and welcome to the community,

By default the only customization allowed in the dashboard is described [here](https://support.atlassian.com/trello/docs/dashboard-view/#Customization):
> *By default, the Dashboard will include tiles for Cards per list, Cards per due date, Cards per member, and Cards per label. You can edit or remove tiles by clicking the "..." in the top right corner of a tile. Editing a tile allows you to switch between a bar graph or a pie chart. Add new tiles to your Dashboard by clicking the "+" at the bottom of the Dashboard View.*
>
> *When editing or adding a new tile to the Dashboard, you'll select a tile type (bar graph or pie chart) and then specify the type of board data (Cards per list, Cards per due date, etc..) you'd like to see in the filter.*
>
> *Edit your tile to view a different data set within the filter*

Other than that, I think that you need to use a power up to add more custom graphs.


author: Sami Linnanvuo _Screenful_
body: [@Jatin Dahiya](/t5/user/viewprofilepage/user-id/5546603) [Screenful](https://screenful.com/trello) has 15+ custom charts that can pull data from Trello. You can learn more by checking out the [Tour page](https://screenful.com/tour/charts).


author: Brittany Joiner
body: [@Jatin Dahiya](/t5/user/viewprofilepage/user-id/5546603) you'll definitely want to check out some reporting Power-Ups, like Placker, Blue Cat Reports, or Screenful! There are some others, but those are the three that I hear of most folks using.


Tags: cloud

trello-cloud
Does anyone know how to post an icon versus a cover image on a list?
Asked by Melissa Baralt:

Hi Trello fam! I have the simplest question and cannot seem to figure it out. Does anyone here have expertise in placing images on lists (top-most card in a list) for aesthetic purposes? In the screenshot, you will see how I have a cover image as well as a small picture (almost like a stamp) that is placed as an overlay. I want this small image, and not the cover image, for my other lists, but cannot figure out how I got it there. Every time I try to drag and drop, all other lists just incorporate the photo as if it were a large cover image.![Screenshot 2024-07-17 at 12.09.12 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/336132iC07CCD5B317C7DA3/image-size/large?v=v2&px=999 "Screenshot 2024-07-17 at 12.09.12 PM.png")


Answers:
author: Gaurav Kataria
body: Have you tried stickers?

![stickers-ezgif.com-optimize (2).gif](https://community.atlassian.com/t5/image/serverpage/image-id/336144i457FB39CA84ED3EF/image-size/large?v=v2&px=999 "stickers-ezgif.com-optimize (2).gif")


Tags: cloud

trello-cloud