youngmon/atlassian-qna huggingface dataset:
GLOBAL AUTOMATION
Asked by Audio Visual Architects:

Hello, I want that when I create a new project there must be several tickets that are created automatically. Ca you help me ?


Answers:
author: Tugba Capaci
body: Hi [@Audio Visual Architects](/t5/user/viewprofilepage/user-id/5193073) ,

You can create issues automatically when a project is created by creating automation rules.

System -\> Automation -\> Global automation -\> Create rule

Trigger : Project created

Action : Create a new issue

![Screen Shot 2023-04-11 at 16.53.38.png](https://community.atlassian.com/t5/image/serverpage/image-id/251048iCD758AEE9FCE1B18/image-size/large?v=v2&px=999 "Screen Shot 2023-04-11 at 16.53.38.png")

You can automate by creating such rules for every project and issue you want to use.

I hope it helps.

Tugba

[actioner.com](https://actioner.com/)

comments: author: Audio Visual Architects
body: Hi, thanks for the reply but i have an error when i create a new project.

Metadata not found for the project/ticket type -  
10010/10005


author: Fazila Ashraf
body: Hi [@Audio Visual Architects](/t5/user/viewprofilepage/user-id/5193073)

You can't modify the create new project options in jira to enhance like that.

But you could trigger a custom automation to create multiple tickets there or do a csv import soon after every new project creation.


Tags: cloud

jira-work-management-cloud
Moving a JIRA Ticket to Build State.
Asked by Dadapeer P B:

Dear Team,

I'm trying to move one of my New Feature JIRA ticket to Build state from Peer Review State.

My Issue is, I have updated all the available fields present in the ticket.

But still it is asking to enter the value for CR Impact Assessment field.

When there is no section of Change Request is present for New Feature, how can we enter value for CR Impact Assessment field?

Can you please help me how to address this?

Please find the attached screenshots for the reference.

Thanks and Regards,

Dada.![Build.PNG](/t5/image/serverpage/image-id/251051i1DFA1443A46F7CDA/image-size/large?v=v2&px=999 "Build.PNG")![PeerReview.PNG](/t5/image/serverpage/image-id/251052i8855032F3BE7ED9A/image-size/large?v=v2&px=999 "PeerReview.PNG")


Answers:
author: Mikael Sandberg
body: Hi [@Dadapeer P B](/t5/user/viewprofilepage/user-id/5193080),

Welcome to Atlassian Community!

You need to check your workflow, based on the error message you have validators on the transition to Build status that makes those fields required. So you could either remove those validators, or add the fields to the screen used for New Feature.


Tags: cloud

jira-work-management-cloud
"Transfer all products to another organization you administer" is not work
Asked by VictorLee:

![pic.png](https://community.atlassian.com/t5/image/serverpage/image-id/250874iBD7EE86F36EA970C/image-size/large?v=v2&px=999 "pic.png")

Please help me to fix it.


Answers:
author: Karim ABO HASHISH
body: Hi [@VictorLee](/t5/user/viewprofilepage/user-id/4931975)   

Welcome to the community. I saw that you are on the free site, may be that's why you have been redirected to the community.  

[@Ang?lica Luz](/t5/user/viewprofilepage/user-id/986290) do you think there is a solution that could help Victor resolve his issue. Thanks!  

Cheers,

Karim


Tags: cloud

jira-work-management-cloud
Subtasks not visible in Board view filters
Asked by Filipa Cruz:

Hello !  
My team is using Jira Work Management in a Company-Managed project.  
Most of our tasks include nested sub-tasks.  

However, when someone wishes to filter the board sub-tasks, the result is null.  
The same happens if a team member chooses to filter by their assigned tasks, sub-tasks do not appear in the board view.  

Is this a bug or is there any setting to change this?  

Thank you for your time.


Answers:
author: Nicolas Grossi
body: [@Filipa Cruz](/t5/user/viewprofilepage/user-id/5117575) There is an open issue here about it: <https://jira.atlassian.com/browse/JSWCLOUD-18064>

You my comment and vote it

HTH

Nicolas


Tags: board

cloud

filter

sub-task
Can Polymetis Colorful Labels be used in Jira Work Management?
Asked by margeline.thomas:

We installed the app and was able to create the labels but can see and select the custom label when adding it to an Epic. Is there something else we should be doing so that we can have the color label show up within the specific epic/tasks?


Answers:
author: Brant Schroeder
body: [@margeline.thomas](/t5/user/viewprofilepage/user-id/5190731) Welcome to the Atlassian community

When you installed it did you associate with with all your screens or the screens associated with JWM project? I think the project will need to be company managed as well. <https://docs.polymetis-apps.com/colorful-labels/docs/getting-started/install> If you are not able to get it to work by associating the screens I would suggest submitting an issue to the app creator and see if it is compatible with JWM <https://jodocus.atlassian.net/servicedesk/customer/portal/1> After looking at their support docs it looks like it is if you are using a company managed project.


Tags: cloud

jira-work-management-cloud
Workflow Error Message
Asked by Jamie Pavlunenko:

I am getting an error message "Something Went Wrong" "Refresh the Page and Try Again" on **all** of my boards' workflows since yesterday (new and existing boards).

* All of my projects are team-managed projects.
* One of my team members is having the same issue.
* I have not made any changes except to add members to a new board, and I added a new done column to another board.
* I work in Chrome but tried it in Edge with no luck.
* The <https://jira-work-management.status.atlassian.com/> says everything is operational.

Is anyone else having this problem? Or has anyone experienced this before?

Thanks!


Answers:
author: Alex Koxaras _Relational_
body: Duplicate here <https://community.atlassian.com/t5/Jira-Work-Management-Questions/Workflow-Error-Message/qaq-p/2325295>
group by category doesn't work on list preview
Asked by Adi Sofer:

our Jira project is categorised, and have worked perfectly.  
but for the past two weeks the group by categories in the list preview doesn't work.  
used to show just one category of "unategorised" but now there's non of it and wont load.  
what can i do? how can i fix it ?   

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/250599i1A71B00C3807DA99/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Adi Sofer](/t5/user/viewprofilepage/user-id/5191347) and welcome to the community,

Indeed that is a bug as well stated by [@Hannes Obweger - JXL for Jira](/t5/user/viewprofilepage/user-id/4289506) . You may choose to move your issues to a company managed project, where the group by category doesn't have an actual problem.


author: Hannes Obweger - JXL for Jira
body: Hi [@Adi Sofer](/t5/user/viewprofilepage/user-id/5191347)

this is a known issue that has been reported here: <https://jira.atlassian.com/browse/JWMCLOUD-292>. Consider watching and upvoting.

Best,

Hannes

comments: author: Hannes Obweger - JXL for Jira
body: ... and just to put this out there: For an immediate solution, this would work as expected in the app that my team and I are working on, [JXL for Jira](https://marketplace.atlassian.com/apps/1224710?hosting=cloud&tab=overview&utm_source=atlassian-community&utm_medium=referral&utm_content=2326209):

![group-by-category.gif](https://community.atlassian.com/t5/image/serverpage/image-id/250600iFFC432AC30D72993/image-size/large?v=v2&px=999 "group-by-category.gif")

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields, much like you'd do in e.g. Excel or Google Sheets. In a sense, JXL has a few things in common with the list view, however it comes with many advanced features, including support for (configurable) issue hierarchies, issue groupings by any issue field(s), sum-ups, or conditional formatting. Plus, JXL works in (and across) projects of all types, not just Jira Work Management projects!

Any questions just let me know!
Workflow Error Message
Asked by Jamie Pavlunenko:

I am getting an error message "Something Went Wrong" "Refresh the Page and Try Again" on all of my boards' workflows since yesterday (new and existing boards).

Is anyone else having this problem?

All of my projects are team-managed projects.


Answers:
author: Ira Sofian
body: hi there, my team is facing the same issue as well.

comments: author: Jamie Pavlunenko
body: We put in a ticket and this was the response in case you have not yet:

Hi Team,

We hope you're doing well!

We're currently investigating this incident (Workflows for all "Team-Managed Projects" are throwing the generic error "something went wrong" when attempting to edit the workflow) affecting some of our Jira cloud sites.  
We will provide more information as we work to identify the root cause and when the issue is fixed.

We sincerely apologize for the inconvenience.


author: Alex Koxaras _Relational_
body: Hi [@Jamie Pavlunenko](/t5/user/viewprofilepage/user-id/5188139) and welcome to the community, Before doing anything that [@Nicolas Grossi](/t5/user/viewprofilepage/user-id/676185) said, please provide more info on your problem.

* Did you change anything on your workflows?
* Does this happen only to you, or to other members as well?
* Did you try to change your browser and see if the problem persists?
* Sometimes it's good if you even change internet access.

From what I see from <https://jira-software.status.atlassian.com/>, there isn't any incident reported (yet).

comments: author: Jamie Pavlunenko
body: Thanks [@Alex Koxaras _Relational_](/t5/user/viewprofilepage/user-id/4150197) I have not changed anything recently on any workflow.

* I did make some basic changes to one of my newer boards earlier in the week (added new done columns, one standard transitions, etc.). But it is happening on all of them.
* Another member told me that she could not get into the board at all but she is definitely still a member on the member/role list.
* I use Chrome, but I did try it in Edge with the same result.
* I will try tethering my laptop to my phone to see if its somehow my internet access, but I get the feeling that is not it.

I just rechecked and it is not software, but Jira Work Management. I need to repost to another forum I think. Can you help me with that?


author: Alex Koxaras _Relational_
body: I'll move your post to Jira Work Management questions, no worries about it.

JWM works fine as well <https://jira-work-management.status.atlassian.com/> and on my instance I don't have any problem seeing the boards on JWM team managed projects.

Can you go to the project settings of the projects? Can you see what role you have?


Tags: cloud

jira-service-management

jira-service-management-cloud
WBS-Gantt Chart does not preserve parent-child issue relation in JIRA
Asked by Guido Ridolfi:

Hi all,

I am working with JIRA Work Management and the WBS Gantt-Chart App.

I created a template in WBS Gantt-Chart App with Tasks and subtasks and their dependencies.

When I use the template and populate the Epics with those Tasks and Subtasks, they show well-indented in WBS Gantt Chart. However, when I go back to the JIRA List board, I find that the relationship between the Epic and all the Tasks and Subtasks is not parent-child, hence the Tasks and Subtasks do not show nested within that Epic.

When I click on the Epic I do see that those tasks and subtasks created with the template in WBS Gantt Chart are only "linked issues" and not "child issues".

How do I make sure that the parent-child relation is preserved between WBS Gantt-Chart and JIRA?

Thank you all for any reply,

Cheers

Guido


Answers:
author: Fabian Lim
body: Hi [@Guido Ridolfi](/t5/user/viewprofilepage/user-id/5190677)

I believe that this may not be supported on the WBS Gantt-App and JWM. I recommend you contact them directly to confirm.

We had a similar issues with Advanced Roadmaps, where the parent-child relationships in the roadmap did not translate correctly in the WBS Gantt app.

Regards,

Fabian

comments: author: Guido Ridolfi
body: Hi Fabian,

thank you.

Kind regards

Guido


Tags: addon-jp.ricksoft.plugins.wbsgantt-for-jira

cloud
is there a way of using jira for skills tracking?
Asked by Joanna Morris:

I want to create a skills matrix for my team but Tempo will only allow 5 skills per person. is there another way of doing this within Jira?

Thanks


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Joanna Morris](/t5/user/viewprofilepage/user-id/5189739) and welcome,

please take a look to [Advanced Roadmap for JIRA](https://www.atlassian.com/software/jira/guides/advanced-roadmaps/overview#what-are-advanced-roadmaps) where you can plan activities for your team based on team member skills (<https://confluence.atlassian.com/advancedroadmapsserver/configuring-stages-and-skills-935577853.html>).

Fabio


Tags: cloud

jira-work-management-cloud
Category
Asked by Francesca Hart:

Hi there,   

We recently set up one of teams with JWM and they are really finding the benefit.  

However when using the category view and then apply a filter it then uncategorizes everything else. This is all done while in the list view.  

Is this an intended aspect or?


Answers:
author: Trudy Claspill
body: Hello [@Francesca Hart](/t5/user/viewprofilepage/user-id/5011953)

Is it a Team Managed project or a Company Managed project? That information will show at the bottom of the navigation panel on the left.

If it is a Team Managed project then it sounds like you are encountering this problem:

<https://jira.atlassian.com/browse/JWMCLOUD-292>

comments: author: Francesca Hart
body: Hi Trudy  

Thank you so much for your response and help.  

Yes, you are correct it is a team managed project and yes think we are encountering the same problem. Noticed it is on the long term backlog :(   

<br />


Tags: cloud

jira-work-management-cloud
Why is my epic status not updated in Advanced Roadmaps?
Asked by hkenny:

Hi,

We're trialling Advanced Roadmaps and I'm finding that when I update the status of an Epic directly on the issue, the status is not being updated on the Roadmap view.

What gives?


Answers:
author: Ste Wright
body: Hi [@hkenny](/t5/user/viewprofilepage/user-id/1724656)

Just to confirm:

* Where is the status not updating? Is this in the scope section, in the status column?
* After modifying the issue's status directly - do you refresh the page where the roadmap is displayed?

I tried this on our instance and it updated after the page refresh :)

Ste

comments: author: hkenny
body: Hi [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470)

I believe it was in the scope section under Status. Basically, it was under Status on the Roadmap view itself. The Epic status was updated to In Development, but the Status still showed as Backlog on the roadmap.

I did try refreshing the page. Also, logging out and back in over multiple consecutive days had no effect.

This was in our test instance, which is now down. If it's OK for you, it sounds like it's going to be something environmental. I'll try again when it's back up, or we trial it in our live instance.

Cheers Stephen.


author: Ste Wright
body: Hi [@hkenny](/t5/user/viewprofilepage/user-id/1724656)

No worries - let us know if this is still an issue when you next test it!

Ste


Tags: advanced-roadmaps

server
Capacity Planning in Multiple Projects (Shared Team)
Asked by Parth_Arora:

We have many projects within Jira, and we are now using plans to better manage work allocations.

One great feature is a shared team. I can then add that shared team to multiple plans and decide on how many hours each member has for a certain project.

What is missing is the ability to have a team view/report to show each members time allocation for different projects and their overall capacity utilisation. We can view a report per plan, but not a report for a shared team.= that spans multiple plans.

E.g

User A: Plan A - 5hrs, Plan B - 20hrs. Remaining capacity of 15hrs available for another project or for adding more capacity to Plan A or B

In our case, we have to remember that User A has times allocated across plans and we may over load the user with work, thereby defeating the purpose of planning.

Maybe there is another way to share resources across projects, but I'm not sure of it.


Answers:
author: sdsouz03
body: I have the same requirement. Is there anything available right now?

Regards,

Sandesh

comments: author: Parth_Arora
body: hi [@sdsouz03](/t5/user/viewprofilepage/user-id/3844297) , no i am still trying to get more details on this as well.  
but having an app installed for capacity planning, its evident that planning can only be achieved on project level only.

how are you performing your capacity planning? do you use an app as well.


author: sdsouz03
body: I know how to query JIRA schema and pick up all the tickets across projects for my team and put it across an Excel sheet to manage this. But will be nice if I can get it out of the box within jira itself. I see a sprint capacity planning, but that is specific to a project and not across projects.


author: Tami Lee Field
body: Hi there

<br />

I have the exact same requirement. . . . has anything changed since 2020?


author: Patrick Heaney
body: I will have this requirement and expect that I would create a specific JQL query as the basis for capacity planning. Is this approach not feasible?


Tags: advanced-roadmaps

cloud
Why does the 'Progress (story points)' field include sub-tasks in the unestimated metric?
Asked by Jordan Job:

When calculating the *Unestimated issues* metric, the *Progress (story points)* field takes into account standard issues and sub-tasks.

In the example below, you can see that I have three standard issues under the *Test Epic 1* . All three have been estimated. And yet the *Unestimated Issues* field indicates I still have 3 unestimated issues.

One of the unestimated issues is the epic itself. The other two are unestimated sub-tasks under *Test Story #1*.

![Progress Story Points 2.png](/t5/image/serverpage/image-id/108797i2B181A92FA64AF68/image-dimensions/886x378?v=v2 "Progress Story Points 2.png")

Almost every team I've worked with estimates product backlog items but not sub-tasks, so it's very unfortunate those are factored into the *Unestimated issues* metric. Is there a method to remove sub-tasks from being calculated in this metric?

Also, it seems like the *Unestimated issues* may just be buggy given that the *Progress (issues)* field only shows 3 issues. It does not factor in the epic itself or sub-tasks, which is how I would expect a progress metric to be calculated given that's how 90%+ of teams work.

![Progress Issues.png](/t5/image/serverpage/image-id/108798i425AA75C599FC5E5/image-dimensions/793x343?v=v2 "Progress Issues.png")


Answers:
author: Amanda G
body: I'm running into this problem now - where sub-tasks are being included in the 'Progress (story points)' calculations. We don't point sub-tasks, so it's confusing and throws off the progress stats. Is there a fix for this?


Tags: advanced-roadmaps
Are Themes available in Advanced Roadmap
Asked by Kathy Barton:

Good old Portfolio had a Themes option that was super useful. I just built out a proposed solution using Advanced Roadmaps only to discover I can't find Themes anywhere! Is it gone? Does it have a new name? I really need that option.

Thanks!


Answers:
author: Mikael Sandberg
body: Themes has been replaced by [hierarchy levels](https://confluence.atlassian.com/advancedroadmapscloud/configuring-hierarchy-levels-998650959.html), which allows you to set up our own levels. I believe the plan was to out phase themes, in version 3 of Portfolio if I remember correctly they started hiding themes.

comments: author: Kathy Barton
body: Thanks for the info. I'll stop hunting for them. The advantage to Themes is you could apply them across the hierarchy levels. Since hierarchy levels have always been a core part of Portfolio I don't see how they are a replacement for a feature that is totally different :(


author: Mikael Sandberg
body: I asked at the last live Summit about it and if I remember correctly the answer why moving away from themes was because it was not being used that much according to their research, but I agree, themes was very useful.


author: Dave
body: I just wanted to make a minor correction to the answer. Hierarchy levels were not introduced to replace themes - the previous interface for Advanced Roadmaps (known as "Live Plans") already let you add additional hierarchy levels.

I've provided a more detail explanation here: <https://community.atlassian.com/t5/Advanced-Roadmaps-discussions/Use-Case-Managing-an-OKR-driven-organisation-using-Advanced/td-p/1472417#M304>

Regards,

Dave


author: Jeff Miller
body: To create the hierarchy Above Epic you need to add Themes and Initiatives. See the link below for details.

<https://support.atlassian.com/jira-software-cloud/docs/configure-custom-hierarchy-levels-in-advanced-roadmaps/>


Tags: advanced-roadmaps
Is there a way to change the default date fields (start date, due date) for advanced roadmaps?
Asked by Hayley Young:

Jira advanced roadmaps defaults to start date and due date, but we use a custom field to track the end date for issues. No matter how much education I do, teams won't always remember to update this when they first create their roadmaps - they simply dive right in.

* Is there a way to update the default dates used?
* Alternatively, is there a way to hide the due date field so it's not an option? It's not present on the screens, so even when they set a due date in the roadmap view it doesn't reflect anywhere on the issue.

Any help would be appreciated.


Answers:
author: Joseph Chung Yin
body: Hi Hayley:

You should be able to define the start date/end date fields in your plan via plan's configuration in the scheduling option. Due Date field is a field/column that you can expose/hide to your plan as needed. If you set the Due Date value in your issues within your plan, you will need to commit the changes back to Jira (otherwise, it is local to your plan only).

Hope this helps.

Best, Joseph Chung Yin

Jira Functional Lead, Global Infrastructure Apps

Viasat Inc.

comments: author: Hayley Young
body: Thanks! I'm aware of how to add the custom fields and update the date fields under the plan settings, but my challenge is that teams often forget to do this. They build a plan and start adding start and due dates when they should be using a custom end date.

Any way to adjust the default dates that the plan uses upon creation?


author: Joseph Chung Yin
body: Currently, we didn't find anything to default the values. I would recommend that you submit an enhancement request with Atlassian.

Best, Joseph


author: Patricia Lora
body: I would love to have this feature - has there been any movement to make setting a start date or duration as a default when creating an epic and/or a task?


Tags: advanced-roadmaps

cloud