youngmon/atlassian-qna huggingface dataset:
Templates in JWM
Asked by sarah-jane_atkins:

Hi

I have just started using JWM and I am struggling to find how to use templates. I know there are templates that have pre defined Flow categories. We have been using Trello for example for onboarding employees with pre defined cards like setup Google Workspace, Employee to create email signature then various cards on installing apps with Google docs attached with instructions on how to do.

Can this be done in JWM as it seems I cannot and to add the multiple cards each time is not time effective?

We really wanted the detailed reporting that JWM give like the timeline and calendar

TIA


Answers:
author: Laura Campbell _Seibert Media_
body: Hi [@sarah-jane_atkins](/t5/user/viewprofilepage/user-id/4637288) ,

Jira templates apply to the overall structure of the project (issue types, workflows), and not to individual issues, like you have in Trello, but there are ways you can achieve the same end result.

You could set something up with Automation, for example create subtasks for Google Workspace, email signature, etc for each new issue created in the onboarding project. Check out this example: <https://www.atlassian.com/software/jira/automation-template-library/rules#/rule/112180>

Another option would be to try an app that allows you to [copy/clone](https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=copy) template issues you have set up.

For example, you could use the subtask recipe feature of [Elements Copy \& Sync](https://marketplace.atlassian.com/apps/1211111/elements-copy-sync-jira-issue-sync?hosting=cloud&tab=overview&utm_source=community&utm_medium=forum&utm_campaign=question) (full disclosure: I work for the vendor) to create multiple subtasks under an employee onboarding issue. You can pre-set the content of all your subtasks, so they already include instructions or links.

![CS-subtask-example-min.gif](https://community.atlassian.com/t5/image/serverpage/image-id/204203iEAC35BE1BB77AD41/image-size/large?v=v2&px=999 "CS-subtask-example-min.gif")

comments: author: sarah-jane_atkins
body: Thanks Laura,

The Automation sounds good I will have a look and see how I can set it to suit us
Does anyone know how to get the checkboxes to show in the default List view?
Asked by Corey Bauman:

Using a base install of Jira Work Management and it seems like Checkboxes are not able to be displayed on the default list view (main landing page). I added a couple Checkbox columns and they do not appear in when adding additional fields via the far right "+" menu. Either this is by design or a bug? Does anyone know if this is a missing feature or if I am missing something?

![Jira Work Mgmt - Missing Checkboxes.png](https://community.atlassian.com/t5/image/serverpage/image-id/204135i8C061D65B7A2DF89/image-size/large?v=v2&px=999 "Jira Work Mgmt - Missing Checkboxes.png")


Answers:
author: John Funk
body: Hi Corey,

Yes, the Checkboxes type might still not be available for the List view in Jira Work Management projects.

[@Jane Yeoh](/t5/user/viewprofilepage/user-id/3613944) - is that still the case? And if so, any ETA on when those will be added?


author: Hannes Obweger - JXL for Jira
body: Hi Corey,

just to add to John's answer, if you're looking for an immediate solution and are open to solutions from the Atlassian Marketplace, this would work without limitations in [JXL for Jira](https://marketplace.atlassian.com/apps/1224710?hosting=cloud&tab=overview&utm_source=atlassian-community&utm_medium=referral&utm_content=2067920).

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing and inline-editing all your issue fields, among many other things. It adds itself to the project sidebar, so many of our customers use it as an extension to the native Jira issue list views.

This is how it looks in action:

![checkboxes.gif](https://community.atlassian.com/t5/image/serverpage/image-id/204971i46631DA42D1D4F2F/image-size/large?v=v2&px=999 "checkboxes.gif")

You can also e.g. group by your checkbox fields or calculate sum-ups based on them. JXL also works with any project type, i.e. with Jira Work Management, Software, or Service Management. (Disclaimer: I work on JXL :)

Best,

Hannes
How do you track time spent on communication by the team?
Asked by anastasia_burdiuzha:

Hello dear Atlassian community!

I'm wondering how you organize tasks in Jira for agile teams. In particular I am interested in time which the team spends on communication for daily calls, 1:1 meetings with the technical lead, etc, in the framework of the project. Do you create a separate jira ticket for them or team members track this time in the technical task which they are working on right now?

Thanks in advance for your answers!


Answers:
author: Walter Buggenhout
body: Hi [@anastasia_burdiuzha](/t5/user/viewprofilepage/user-id/4977887) and welcome to the Community!

While naming tracking time and agile teams in the same sentence is a bit like cursing in church, I do understand that teams want to build confidence by tracking where they are spending their time.

As you indicate in your question, time in Jira is indeed tracked against issues. So where you track the time boils down to the way you want to get information from the work logs. You may ask yourself (and your team) the question if it is important to know how much time in total was spent on the technical task itself. If so, and you consider meetings part of that time, than logging work against that technical task makes total sense.

Many meetings, calls etc span multiple tasks or aren't even related. If timesheet completeness is what you need, then having separate tasks for these *supporting activities* can be a good alternative. Which leads to the question if you should create separate tasks for every meeting, call, brainstorm session, ... Yet again, it depends what you want to know. If it is important to track the cost (in either time or budget) of a single meeting, create separate issues for those single meetings. If it is fine to have a bucket for all supporting activities, go with one single task. Or probably you'll find yourself and your team somewhere between those two extremes.

Hope this helps!

comments: author: anastasia_burdiuzha
body: Many thanks for the answer [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225)! Good points!


Tags: cloud
BigGantt error after 8.5 update
Asked by joymartin:

Over the past couple of days, users in my organization have been getting the error ID below when trying to access BigGantt. This appears to follow the recent update to version 8.5.

Please refer to the following error id: a6f48845ad8f828548afa9fa23326d665381a83fe550816592dfd5b3e81293d0b9f5803df42ce3412a511a713678552dd7b648a86aa076658f3ab9f623038264.ffa102780199e14b8245f5373783199fab85f80cb46661f6f58da7ac164e02a9772cc1f0cc54e3e5ce1da79ce8da3dafb73b5acf2353b112d3c0e7d1c7494e9a.0b68e4f0158c08b866430119428e4f23ad9ef5f93d9f773d5bd8d7e5839ecffb7c411f5e75fcfa5b442bee130c9b3a96ae34bbdc1a0af30f9bb7de7a39eaf38a.2022-06-28T20:40:27.191Z

![image-20220627-144642.png](/t5/image/serverpage/image-id/203751iC07F496E52BC487E/image-size/large?v=v2&px=999 "image-20220627-144642.png")


Answers:
author: Fabian Lim
body: Hi [@joymartin](/t5/user/viewprofilepage/user-id/4976468)

Welcome to the community!

I recommend you contact their support team directly for faster support.

Regards


Tags: cloud
List Configuration Fix -- Issues no longer automatically organized in drop down
Asked by Brady Gibson:

Hello,

<br />

For some reason, the issues on the List view stopped organizing themselves according to which Epic is assigned. Previously, the List would have a drop-down arrow, which would then show the sub-stories or tasks for each Epic. Now, there is no longer a drop-down button and the epics/stories/tasks are organized randomly in the List view, which is not helpful. I re-checked the issue cards and they are still correctly linked as a sub-story/task for each Epic. There is still a drop-down for sub-tasks for each Story or Task but not the Epics.

Is this a bug? Is there a way to re-configure this? Thanks

![Screen Shot 2022-06-30 at 2.22.54 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/204132i6E7EE1907F2DB9CE/image-size/large?v=v2&px=999 "Screen Shot 2022-06-30 at 2.22.54 PM.png")


Answers:
author: Hannes Obweger - JXL for Jira
body: Hi [@Brady Gibson](/t5/user/viewprofilepage/user-id/4978114)

I can't seem to find the previous thread anymore, but IIRC, this feature has been (temporarily?) disabled. I would assume it to come back soon, although I don't know a date.

Best,

Hannes

Update: See e.g. this comment: <https://community.atlassian.com/t5/Jira-Work-Management-Questions/How-to-expand-all-issues-from-List-View/qaq-p/2050280#M3697>

comments: author: Hannes Obweger - JXL for Jira
body: ... and just to put this out there, for an immediate solution, you may want to try the app that my team is working on: [JXL for Jira](https://marketplace.atlassian.com/apps/1224710?hosting=cloud&tab=overview&utm_source=atlassian-community&utm_medium=referral&utm_content=2067900).

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing and inline-editing all your issue fields, among many other things. It also allows viewing your issues in their hierarchy, with the expected expand/collapse functionality.

This is how it looks in action:

![hierarchy.gif](https://community.atlassian.com/t5/image/serverpage/image-id/204924i04B5DE5254C2CC35/image-size/large?v=v2&px=999 "hierarchy.gif")

JXL integrates into the project sidebar, and many customers use it successfully as an alternative or extension to Jira's native list and search views. JXL also works with any project type, i.e., Jira Work Management, Software, and Service Management.

Hope this is useful,

Best,

Hannes


Tags: cloud
Please give Every Month Invoice
Asked by Manish Rathor:

Hello Atlassian Team

Please give Every Month Invoice to these mail id  
1 [it@pingasolutions.com](mailto:it@pingasolutions.com)  
2 [accounts@pingasolutions.com](mailto:accounts@pingasolutions.com)  
3 [kamal@pingasolutions.com](mailto:kamal@pingasolutions.com)  
4 prashant@pingasolutions.com  
Thanks \& Regards  
Manish


Answers:
author: Jack Brickey
body: Hi [@Manish Rathor](/t5/user/viewprofilepage/user-id/4976042) ,

this Community is a public forum and as such we are unable to field billing questions. Please refer your request to [Atlassian support](https://support.atlassian.com/contact/#/). However, if you are an admin you might find your answers under administration \> Billing.


author: G subramanyam
body: Hi [@Manish Rathor](/t5/user/viewprofilepage/user-id/4976042) welcome to the Atlassian community.

Please reach out to **[Atlassian support](https://support.atlassian.com/contact/#/)** team with the option "Billing, payments and pricing".


Tags: cloud
Is it possible to set start time and end time for any releases during agreed maintenance break?
Asked by DEAN GVRMSCTS:

I have to investigate reports regarding deployments completed during the the agreed maintenance break report, Please suggest me..


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

How are you recording your maintenance break start and end times in Jira? And how are you recording when releases are deployed?


Tags: cloud
Why are custom radial buttons in a dropdown field?
Asked by Jonathan Smith:

I am looking to expose yes/no values as radial buttons on a JWM create form, but the radial buttons are within a dropdown? Is this by design?

What is the point of the radial button custom field if it is going to act like a single select dropdown field?

If I can display the buttons on the form without the dropdown piece, please let me know.

Thanks,


Answers:
author: Benjamin
body: Hi Johnathan,

If you are referring to the screen shot on this doc, then it is by design for Jira Cloud.

<https://support.atlassian.com/jira-cloud-administration/docs/custom-fields-types-in-company-managed-projects/>

Thanks,

Ben


Tags: cloud
Where are the Priority Schemes in JWM?
Asked by Jonathan Smith:

My question is pretty straight forward :) Please tell me this functionality to limit the list of priorities per project was not removed..

Note: I am coming from Jira Core Server.

If priority schemes were removed, please direct me to a best practices article as Google failed me.

Cheers.


Answers:
author: Ivan Lima
body: Hi [@Jonathan Smith](/t5/user/viewprofilepage/user-id/1254033), unfortunately, priority schemes are unavailable in Jira Cloud. There is an open suggestion that you can vote on and watch to receive notifications from now on.

* <https://jira.atlassian.com/browse/JRACLOUD-3821>


Tags: cloud
Can we make the task cards (in software board) with no activity for a week highlighted?
Asked by Irena Klug:

I a trying to find a way to highlight tasks on the Jira board that had not been touched for a week or so highlighted.


Answers:
author: Jack Brickey
body: what type of project is this? If you have a full-featured board where you can edit the board settings you have a couple options:

* add a Quick filter -updatedDate \<= -7d
* use card colors - you can add a card sidebar color to denote these using JQL - updatedDate \<= -7d
* use a swimlane to separate these issues from the rest using the same JQL - updatedDate \<= -7d

comments: author: Irena Klug
body: That's Brilliant, Thank you!

I have found a way to add a filter - but, where can I add card colours?

Thank you,

Irena
Can anyone accurately explain rules execution limits?
Asked by Douglas Bain:

If you interchange information between a Jira Service manager project and a work manager project you need to use rules on both sides. The UI for creating tickets for end users in work manager is too basic so Service Manager must be used. We have Premium Service Manager users and either free or standard work manager users. We cannot tell if our software setup will fail due to reaching a limit. Seems idiotic.


Answers:
author: Prince Nyeche
body: I believe the explanation on this [doc](https://support.atlassian.com/cloud-automation/docs/how-is-my-usage-calculated/) is pretty straight forward but just to summarize. On a standard subscription you have 500 monthly execution in all rules for any multiple project configuration and on Premium subscription you have 1000 execution per user (per application) execution on the same multiple project. If you do the math, depending on the number of users, you could have a higher rate in execution as a combined total of every premium user.

Now, if on either plan you can have unlimited execution based on a single project. i.e as long as the rule is working on only 1 project and not cross-project, the rule execution will be unlimited for that single project. The moment your rule works on another project, your monthly execution limit is deducted. e.g JSM project executing actions on a JWM project in essence that's cross-project execution. This also applies if you're using a JSM project A executing action on a JSM project A and B. In essence, the rule is working on more than one project.

To avoid such conundrums, it's better to know your limitation based on the number of available execution and use cross project execution only when necessary.


Tags: cloud
Tasks Disappeared
Asked by Rogerio:

Yesterday, I created a new project and used the same screen layout as an existing project. Today, some tasks are missing from the original project. Did this problem occur by reusing the issue type schemas? Is that possible?


Answers:
author: John Funk
body: Hi Rogerio - Welcome to the Atlassian Community!

How did you create the new project? What type of project is it?

Where are the tasks missing - meaning where are you looking and can't find them?

comments: author: Rogerio
body: Actually, the filter is wrong.


Tags: jira-software
How do I view Sprint Burndown by People from the Dashboard (existing or new Gadgets)?
Asked by Paul Smillie:

How do I view Sprint Burndown by People from the Dashboard (existing or new Gadgets)?

Use case: we are tracking below sprint velocity as a team to burndown and want to evaluate at the people assignment level to identify root cause, make changes in time to get on track.


Answers:
author: Aaron Geister
body: Welcome to the Atlassian community! I hope this find you well.   

Typically there are the reports that are in the project level that show you the data your stating but this is not usually at the assignee level but issue level.  

There are a few good add-ons that allow you to manipulate the data to show you assignee data with in the tickets.   

One of my favorites is "Custom Charts for Jira" and another popular tool is EZ BI, which both can be found at the market place. Both of these add-on apps are great for dashboarding information that you typically can't with the internal gadgets.   

I don't believe out of box there is any gadget that do this with burn-down or velocity based on user.   

Hope this helps answer your question.


Tags: cloud
Matching Custom field list in Jira automation
Asked by Johan Hofer:

Hi Community,

I'm trying to match information between 3 custom fields list

1 list is a path list "Folder" (Example: \\\\folder\\subFolder...)

2 list is a list of path or folder responsible "Responsible" (Smith, John, etc...)

3 list combine the 2 lists with ":" separator (\\\\folder\\subFolder:Smith, John)

User need to select list 1

Then an automation need to populate responsible (action: edit issue) based on combined list 3 to make the matching

I tried several way of smart value (conditional, text)

Example of one of my test:

{{if(equals(issue.Responsible.substringbefore(":"),issue.folder))issue.Responsible.substringafter(:){{/}}

I also try other way but without success. Do you know how you can do this kind of things in Jira automation?


Answers:
author: Johan Hofer
body: Done


Tags: automation

jira-service-management
Is it safe to delete a test plan in portfolio plan for jira?
Asked by Shawn Matthews:

I've been testing portfolio plan, but want to delete my test plan. My jira data is safe, right?!??!?


Answers:
author: Earl McCutcheon
body: Hi Shawn,

You can delete the plan without worry, the Jira issue data is not going to be altered by the removal of the plan.

Portfolio pulls the data sources from the jira issue and commits the data back to Jira on approval so when a plan is deleted only the portfolio specific data, or data that has not been committed is affected from the issue, [exe the team field will be removed](https://confluence.atlassian.com/jiraportfolioserver/showing-portfolio-custom-fields-in-jira-857058481.html), or any changes to the data on the plan that has not yet been committed/saved.

When recreating a plan it will repopulate the data as you modify the plan and commit new values.

Regards,  
Earl

comments: author: Shawn Matthews
body: Thanks Earl!


Tags: advanced-roadmaps
Jira Portfolio Training
Asked by James van der Hoven:

Hi,

We have recently moved to Jira from Trello. Although we have learned the basics of Agile, we need to get a thorough understanding of Jira, followed by Jira Portfolio so that we can plan all our projects over the next 3 months ideally.

Our small agency does not work on massive software projects that would qualify the use of Jira but we're moving on that direction so we want to prepare.

We found Training For Jira but it would be nice if there were a Training For Portfolio too.

We're in South Africa, so if there are local courses, we might attend those if there is no online self help training.

Thank you.


Answers:
author: Jean-Th?o _Adaptavist_
body: Hello James and welcome to the community!

The best resource for your needs I believe would be <https://learn.adaptavist.com/>

It contains a large selection of courses on Jira (beginner to advanced) and for portfolio :  
<https://learn.adaptavist.com/course-library/jira-portfolio-server-for-project-managers>  
<https://learn.adaptavist.com/course-library/jira-portfolio-server-for-jira-administrators>  

I hope this help, let me know if you have any questions!

Best regards,

JT


Tags: advanced-roadmaps
Why aren't dependencies factoring in auto-scheduler?
Asked by ShaneNickersonNeustar:

I've built out a portfolio plan and linked all incoming/outgoing dependencies, given ticket estimates and resource capacity, but the auto-scheduler is still not factoring the dependencies. Anyone else have this issue or know what I might be missing? I'm having it only fill in empty values for target start/end date and still no luck.


Answers:
author: Georgii Lumpov
body: [@ShaneNickersonNeustar](/t5/user/viewprofilepage/user-id/3152423) an example would help. Without specifics It's hard to reply anything other that "well... it works for me" which is not going to be helpful in any way.

How does your plan look like? What are the estimates? Can you reproduce it in a smallest possible situation (like just 2 stories)? What's the expected result and what you see in reality?

Keep in mind there is a config parameter regarding treating dependent stories as well.


Tags: advanced-roadmaps
Does Portfolio for JIRA have different functionality based on the JIRA version it's integrated with?
Asked by Margaret Muldoon:

Wondering if the general JIRA version (server-based) determines/ limits the functionality of Portfolio for JIRA. In other words, does having an older JIRA version limit Portfolio for JIRA functionality?


Answers:
author: Dave Theodore [Coyote Creek Consulting]
body: Sort of. Most 3rd party Apps have a range of Jira version that they can run on. This is what limits your functionality, not code in the App that looks at the version and unlocks functions. If you access Marketplace, search for your the App and check the Versions, you can see these ranges to determine which version of the App you can run, based on your Jira version. [Details on Jira Portfolio.](https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira/version-history)


Tags: advanced-roadmaps
JQL for finding issues assigned to team members
Asked by Martin ?rding-Thomsen:

I'd like to make a board that shows issues assigned to members of a specific Portfolio team, the reason being that they sometimes work on bugs etc., that don't have the Team field filled out.

If I had used groups instead, I would be able to do like this:

assignee in membersOf("My Team")

but this doesn't work for Portfolio teams. Is there another way?


Answers:
author: Georgii Lumpov
body: There might be an option but I think you're not gonna like it. It all goes down to filling out the freaking Team field anyway :)

But automatically. Add a project automation rule to fill out the field with a set value in case a bug is assigned to a certain engineer.

This will essentially gives you two lists (one inside the portfolio team and another inside the automation rule) with a need to keep them coherent but... I have warned you :)


author: Georgii Lumpov
body: I'd say that the another way would be to find out why the Team field is not filled out for bugs.

Since in the end of the day you want the items to appear on the board then it's the simplest and most probably the most correct way.

comments: author: Martin ?rding-Thomsen
body: It also needs to work for other kinds of issues. For instance, we have a type for questions/decisions. These are normally assigned to people who might know or people with authority and not to a team as such. The team as a whole cannot resolve it. So the team field is normally not filled out on this type.

But automatically filling it out anyway seems like a way that might work. The question question then is whether I can do this easily - I'm only a space admin, not a global admin. I'll find out.


author: Georgii Lumpov
body: Aha... gotcha.


Tags: advanced-roadmaps

jira

jira-server

jql

server

team