youngmon/atlassian-qna huggingface dataset:
When will portfolio new experience be available for jira clould
Asked by Pascal de Laroche:

When will portfolio new experience be available for jira clould

I have been looking everywhere for a roadmap


Answers:
author: Earl McCutcheon
body: Hi Pascal,

Check out the comment section of this post:

* <https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996>

As you know it is currently in Beta and available on Jira Server only at this time; and as discussed on the post we do not have a clear timeline on a Cloud version release but detailed in the comment from Bree Davis (the Senior Product Manager for Cloud) posted on Dec 20th about the cloud version of portfolio:
> We have loads of super exciting plans for 2019 - more news to come soon!

I would also recomend watching the Webinar linked by Josh Frank in the same post about the decisions in the difference in Cloud and Server versions design and features, on his comment on December 13th:
> There's some good context in the beginning of [this webinar](https://youtu.be/2sqKfhnarnI) we recently did about why our Server and Cloud products have some differences.

Regards,  
Earl

comments: author: Lisa Giannini
body: If Bree posted "...more news to come soon!" in December 2018 about Portfolio Cloud, I don't think it is asking too much in mid-March 2019 to at least be given a target *quarter* for the release.


Tags: advanced-roadmaps
issue that estimated for today schedule for a day jira portfolio
Asked by Natalie Maharaban:

Hello

i have issues that estimated for 2 days and the scheduled in portfolio (start -end date )display the issue only as 1 day

thanks!

![image_2019_03_04T06_56_25_833Z.png](/t5/image/serverpage/image-id/47707i7A99A1D29EFE6B04/image-size/large?v=v2&px=999 "image_2019_03_04T06_56_25_833Z.png")![image_2019_03_04T07_05_26_737Z.png](/t5/image/serverpage/image-id/47706i1DD3A4A817723709/image-size/large?v=v2&px=999 "image_2019_03_04T07_05_26_737Z.png")![image_2019_03_04T12_05_32_060Z.png](/t5/image/serverpage/image-id/47705i649AA0212338973D/image-size/large?v=v2&px=999 "image_2019_03_04T12_05_32_060Z.png")![image_2019_03_05T06_52_21_617Z.png](/t5/image/serverpage/image-id/47708iE59D8D8F285F15D7/image-size/large?v=v2&px=999 "image_2019_03_05T06_52_21_617Z.png")


Answers:
author: Earl McCutcheon
body: Hi Natalie,

Go to the "plan configurations \>\> Scheduling \>\> Maximum assignees per story", the default value here is going to be 3, so even though you have 16 hours for an 8 hour work day up to 3 team members can be assigned to the issue to spread the load of that issue across the associated team members.

You can either reduce the "Maximum assignees per story" value to 1 so that there is only one assignee per story, and you should be all set.

Additional details on the steps for configuring this setting can be seen here:

* <https://confluence.atlassian.com/jiraportfolioserver/configuring-scheduling-settings-935577859.html>

Regards,  
Earl

comments: author: Natalie Maharaban
body: thank you !


author: Earl McCutcheon
body: You're Welcome :) happy I could help


Tags: advanced-roadmaps
Jira Portfolio - Cases where EPICs are not planned in a release
Asked by rajanibs:

What if the EPICs are not planned in releases, but only the features and stories. There are multiple teams and dependencies, and the release is planned using the fixversion in JIRA. If we bring JIRA Portfolio, how will this help to do the planning considering that the Portfolio for JIRA does the planning at EPIC level, but we want to do this at feature and stories level


Answers:
author: Earl McCutcheon
body: Hi Rajan,

Check out the Blog posts below for some more details on this:

* [8 steps to kick off quarterly planning](https://www.atlassian.com/agile/agile-at-scale/long-term-agile-planning)
* [Jira Portfolio: the fundamentals](https://www.atlassian.com/blog/jira-software/jira-portfolio-fundamentals)
* [Epics, Stories, Themes, and Initiatives](https://www.atlassian.com/agile/project-management/epics-stories-themes)

But Epics can span multiple releases without issue, in portfolio if you choose a release at the epic level of the hierarchy it will cascade down and set all child issues of the epic to the same release, but if you do the release planning at the story level the multiple releases will cary Up and reflect on the epic like this:

![Screen Shot 2019-03-06 at 6.09.53 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/47946i25E8A1EFDA39B1DF/image-dimensions/288x120?v=v2 "Screen Shot 2019-03-06 at 6.09.53 PM.png")

Regards,  
Earl

comments: author: rajanibs
body: Thanks Earl for the response. Currently our issue hierarchy is that **Epic-\>Features-\>Stories-\>Sub-task.** I saw in JIRA Portfolio, it is **Initiatives-\>Epic-\>Stories**. So, if we bring JIRA Portfolio, how can we manage the existing hierarchy?


Tags: advanced-roadmaps

pi-planning

scaled-agile
Epic missing from Portfolio for Jira Project plan
Asked by Reji Nair:

In portfolio for Jira, we are using 3 tier for our project - Feature -\> epic -\> User stories.

In my project plan, under a feature , one of the epics is not showing up. This epic is definitely linked to this feature as when I open the feature separately I can see the epic.

Please advise what am i doing wrong here


Answers:
author: Earl McCutcheon
body: Hello Reji,

Check out this previous post for a referance point that contains a great list of items that could cause issues to not display in a plan:

* <https://community.atlassian.com/t5/Jira-questions/Issues-not-showing-up-in-Portfolio-Live-Plans/qaq-p/108507>

I would suspect that the epic has either been excluded from the plan or it is not listed in the filter on the board.

Regards,  
Earl


Tags: advanced-roadmaps
Jira and Jira Portfolio Demo?
Asked by Richard Mccloskey:

Who do I contact if we want to get a demo iof the Jira Suite of products mostly Jira and Jira Portfolio?

Thanks


Answers:
author: Earl McCutcheon
body: Hi Richard,

Check out the product demo pages here:

* [Portfolio](https://www.atlassian.com/software/jira/portfolio/demo-video)
* [Jira Software](https://www.atlassian.com/software/jira/demo)
* [Jira Service Desk](https://www.atlassian.com/software/jira/service-desk/demo)

Regards,  
Earl


Tags: advanced-roadmaps
Jira Portfolio, I see nothing except Administration
Asked by AlexeyH:

Hi  
Jira Portfolio, I see nothing except Administration link.  
Which steps should be done for enable other tabs?

Our Jira version 7.2.4![Screenshot 2019-02-25 at 12.48.58.png](/t5/image/serverpage/image-id/46795i3023FCE18D705E50/image-size/large?v=v2&px=999 "Screenshot 2019-02-25 at 12.48.58.png")

Thanks


Answers:
author: Andy Heinzer
body: This is known to happen when your user account does not actually have the "Portfolio for Jira user" permission. More details in the [Permissions in Portfolio for Jira](https://confluence.atlassian.com/jiraportfolioserver/permissions-in-portfolio-for-jira-934719058.html).

By default the groups 'jira-software-users' and 'jira-administrator' will tend to have this permission. However if you have removed those groups, or your user account is not a member of the groups granting this permission, you can see only that administration menu.

The good news is that, if you're seeing that, you are probably an admin account that can give yourself the needed permissions to view this. If you click that Administration link it should take to your a page such as /secure/PortfolioPermissions.jspa

From these add a group that contains your user to the "Portfolio User" permission and that should immediately let you see more options from that navigation menu.


Tags: advanced-roadmaps
I cannot assign stories to sprint when set to "calculate"
Asked by Olivier Dumont-Pichette:

I'm generating a plan in protfolio for Jira Cloud. I set the sprint to "calculate", for each story, for Portfolio to calculate it dynamicaly. I am happy with the result but when i want to commit these changes and assign the stories to sprints,

1. I am not seeing the button "assign X issues to sprint" when I click on the sprint name.
2. All my stories goes into the backlog when looking in the board.

The only way to assign stories to sprint is to set the sprint manually in portfolio.

I made a test using the sample data from a new project.

Thanks


Answers:
author: Earl McCutcheon
body: Hi Oliver,

Check out this Documentation for a referance point:

* [Assigning issues to sprints](https://confluence.atlassian.com/jiraportfoliocloud/assigning-issues-to-sprints-828785264.html)

And from what you have noted it sounds like you are running int a conflict on the point in the Doc under the section "How to assign issues to sprints from the timeline", most likely the estimate, or the sprints existence in the Board Jira side vs a logical sprint created by portfolio as a placeholder, where it notes:
> Before you begin, keep in mind that feature only works:
>
> * The sprint exists in Jira
> * The issue exists in Jira
> * With stories where each **entire** story is scheduled within the sprint.
> * For actual agile sprints that have been imported from Jira.
> * For issues that are not already assigned to that sprint.
> * The issue must be set to "Calculate" in the Sprint column and must have an estimate smaller than that of the team's available capacity.
> * View the schedule on the story level and by teams or resources.
> * The issue is of an issue type mapped to the story hierarchy level.

So I would recommend verifying these points first and let us know what you find.

Regards,  
Earl

comments: author: Olivier Dumont-Pichette
body: I think this must be a browser caching issue because the next day, the button where there.


author: Elizabeth Dutton
body: Hi, I found this problem and it was due to me setting the filter view options to Epic and not Story!


Tags: advanced-roadmaps
Como fa?o para excluir as informa??es do cartao credito na conta
Asked by Ivanilda Alves da Silva:

Gostaria de remover as informa??es do meu cart?o de credito, enquanto estou testando a plataforma.


Answers:
author: Ste Wright
body: Hi [@Ivanilda Alves da Silva](/t5/user/viewprofilepage/user-id/5475176)

You could try to remove it following these instructions...

1. Go to your Trello homepage - click on the Trello logo in top-left
2. Open your Workspace's options using the "v" button
3. Select Billing from the list
4. Attempt to remove the credit card details from payment method

If this doesn't work, you can look to cancel your plan - see how to do that here: <https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>

Ste

---

And in Portuguese, according to Google Translate...

Voc? pode tentar remov?-lo seguindo estas instru??es...

1. V? para a p?gina inicial do Trello - clique no logotipo do Trello no canto superior esquerdo
2. Abra as op??es do seu Workspace usando o bot?o "v"
3. Selecione Faturamento na lista
4. Tentativa de remover os detalhes do cart?o de cr?dito da forma de pagamento

Se isso n?o funcionar, voc? pode cancelar seu plano. Veja como fazer isso aqui: <https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>
top and bottom list on same board
Asked by Maureen Benak:

is there a way on a board to have a set of list on top then another row of list on the same board but below the top list?


Answers:
author: Ste Wright
body: Hi [@Maureen Benak](/t5/user/viewprofilepage/user-id/5475144)

Can I clarify the need here? Do you mean split lists in swimlanes? Or have multiple separate lists within the same column?

---

If yes, this isn't possible natively, although there are Power-Ups which will be able to help with this - for example...

* [Swimlanes by Blue Cat](https://trello.com/power-ups/622f0650eda2213318a6fdee)
* [Planyway](https://trello.com/power-ups/58bd1f9aca72f48c8900574f/timeline-calendar-time-tracking-by-planyway)
* ...or another power-up from [the store](https://trello.com/power-ups/search?q=lanes)

Ste
Any limits on Powerups and Automations on Free Account?
Asked by Deepal Moonesinghe:

Currently on the free version of Trello, is there limits on:  
1. Number of Powerups you can have on a board?

2. Number of Automations you can have on a board?


Answers:
author: Ste Wright
body: Hi [@Deepal Moonesinghe](/t5/user/viewprofilepage/user-id/5419533)

As far as I know, there's aren't any limits for the number of automation rules or Power-Ups you can have on a Board.

There are some limits for Free plans though in terms of automation runs per month, operations per month, etc - check them out here: <https://support.atlassian.com/trello/docs/butler-quotas-and-limits/>

I'd also check the "other limits" section on that page for some additional restrictions.

Ste


author: Rasmus Wulff Jensen
body: There are no limitations on either as such, but there are how many times a month you can use the automations you create (250 workspace commands / month)
Queri que cuando se crea un inicidente en Jira se cree una tarjeta en Trello
Asked by Enzo A:

Estimados,

Estoy buscando la posibilidad de que cuando se crea un incidente o ticket de jira, se cree una tarjeta viculada en un tablero de Trello especifico, he logrado hacerlo a la inversa, desde Trello generar incidentes de Jira.  
Sabes si se puede hacer esto? existe un power up?


Answers:
author: Ste Wright
body: Hi [@Enzo A](/t5/user/viewprofilepage/user-id/5475031)

You should be able to link Jira and Trello issues - see this Power-Up: <https://trello.com/power-ups/586be36326cc4c7e9f70beb3/jira>

Alternatively, there are Power-Ups which could help here - check out options here: <https://trello.com/power-ups/search?q=jira%20sync>

And Atlassian Marketplace options here - <https://marketplace.atlassian.com/search?query=trello%20sync>

Ste

---

And in Spanish, according to Google Translate...

Deber?as poder vincular los problemas de Jira y Trello; consulta este Power-Up: <https://trello.com/power-ups/586be36326cc4c7e9f70beb3/jira>

Alternativamente, hay Power-Ups que podr?an ayudar aqu?; consulte las opciones aqu?: <https://trello.com/power-ups/search?q=jira%20sync>

Y las opciones de Atlassian Marketplace aqu?: <https://marketplace.atlassian.com/search?query=trello%20sync>
Board Views
Asked by Maria Lomnicky:

How do I run a report that summarizes the boards, and the cards within each board?


Answers:
author: Ste Wright
body: Hi [@Maria Lomnicky](/t5/user/viewprofilepage/user-id/5475004)

Could you provide more specific information on what you need?

Where do you want this report to be? Email, or...?

And what information would you be looking for per board/card?

Ste

comments: author: Maria Lomnicky
body: Hi Ste,

I would like to run a report where I can also see the board name. I'm attaching a snapshot of the table view. I can see the cards and lists but I can't see the board they are on. I know I can filter which boards I want to see but it's hard to sort when the boards have the same cards.

It would be great if I can get the report in excel too. Let me know if this is possible. I appreciate your help.

Thank you,

Maria![Trello Report.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/318329i9884101514B316CD/image-size/large?v=v2&px=999 "Trello Report.jpg")
Moving a list between boards is ignoring cards I am a member of
Asked by David Asch:

As the title says:

I'm moving several lists from one board to another (in a different workspace). There's no problem with most cards but they are stripped out when I move lists with cards that I am a member of.

Can anyone shed some light on this?


Answers:
author: Ste Wright
body: Hi [@David Asch](/t5/user/viewprofilepage/user-id/5474971)

Just to confirm...

* You're moving lists from one Board in a Workspace to another Board in a different Workspace
* And you have access to both Workspaces
* And all cards are moving fine (regardless of membership)
* Apart from any card you're a member of

...is this correct?

---

Is it any card you're a member of? Or just some cards?

---

I've not heard of this issue before though - perhaps it's worth contacting Trello Support for this one - <https://trello.com/contact#/>

Ste

comments: author: David Asch
body: That's correct.

I"m an admin of both boards on each workspace (also admin on both workspaces)

So board A is in workspace A

I copied (luckily) a list on board A and moved it to board A on workspace B.

All cards on all lists moved over except those that I was a member of.


author: Ste Wright
body: Hi [@David Asch](/t5/user/viewprofilepage/user-id/5474971)

Strange!

I'd definitely contact Support for this issue :)

Ste


Tags: list

move
many times REPEATS button is not working
Asked by Evgenii Pugin:

![Screenshot 2024-04-12 at 18.15.49.png](https://community.atlassian.com/t5/image/serverpage/image-id/318030i974F27263B0FA379/image-size/large?v=v2&px=999 "Screenshot 2024-04-12 at 18.15.49.png")


Answers:
author: Ste Wright
body: Hi [@Evgenii Pugin](/t5/user/viewprofilepage/user-id/5475001)

Is this still an issue? It seems to be working for me when I try it.

Is it happening just for you/on this board? Or multiple users and/or boards?

I would do some simple checks first - try...

* Different browser(s) - or a browser, if you're using the desktop app
* Incognito mode
* Different device(s)

...and let us know if this has any impact on the functionality.

---

Alternatively, you can repeat cards using [Trello Automation](https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/) instead, via a "Scheduled" trigger.

Ste

comments: author: Lauren W
body: I am having this problem as well. Every time I try to add a repeat or modify one - when I click on save, the cursor changes to a red circle with a line through it and never finishes saving.


author: Ste Wright
body: Hi [@Lauren W](/t5/user/viewprofilepage/user-id/5487958)

Have you tried the initial checks above? What was the outcome?

Ste


author: Lauren W
body: So far I have tried on Android Mobile app and in Chrome on Windows. It is an intermittent problem, so I have been able to edit repeats later or the next day. But it is frustrating.


Tags: repeats
Filters do not get applied to Dashbard and Calendar view ?
Asked by Dhananjay_Talekar:

Selected filters do not get applied to Dashbard view charts and Calendar view results.

Work well with Board and Table view.


Answers:
author: Ste Wright
body: Hi [@Dhananjay_Talekar](/t5/user/viewprofilepage/user-id/3939146)

The filters appear to work for me on the Calendar view; both when using due date filters, and label filters.

---

I don't believe it's possible to filter a dashboard, as it's already filtering data into various views.

Ste

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

Thanks for update. Now filters started working for me in Calendar view. It seems to be some temporary glitch at that time.

However, I would like if filters apply for Dashboard view as well. So that I can see charts w.r.t. selected conditions/combinations.

Somehow unrelated, but the custom fields should also get available in filters.


Tags: calendar

dashboard

filter

view
Exporting contacts
Asked by Pawe? Mizgalski:

Hi. How can I export a list of 3k contacts from Trello cards, so I can import them to my call center solution to run call campaign?

My call center software accepts csv, Zapier, API methods.

Is it doable in Trello?


Answers:
author: Nikola Perisic
body: Welcome to the community [@Pawe? Mizgalski](/t5/user/viewprofilepage/user-id/5474726)

Currently, Trello has the API to fetch an individual member's information and for this you would need to know the ID of this member. That API can be found here: <https://developer.atlassian.com/cloud/trello/rest/api-group-members/#api-group-members>

It doesn't solve your problem, but it is some guidance towards your solution. However, Trello doesn't have the API to fetch all of the members. From the Atlassian roadmap, there are no plans to implement this feature soon.

As for the apps for Trello, most of the apps are all about the boards and exporting them in CSV. Zapier app includes only the automation with your Trello, without fetching the data of the members.

comments: author: Pawe? Mizgalski
body: Thank you Nicola!
consultation regarding the Tariff and its possibilities
Asked by ?????? ??????????:

Hello! Consultation required. Our company plans to start using your service. We have 11 employees. We think that it is necessary to create a separate board for each employee, in which he will mark his "planned tasks", "tasks in progress" and "completed tasks" and participants will be connected to each created board.

are there restrictions on the size of users and boards in the premium tariff package? How would you recommend setting up work in our case?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@?????? ??????????](/t5/user/viewprofilepage/user-id/5474603) welcome to the community :) on both the Standard and Premium plans, you can have an unlimited number of boards within your workspace, so there are no limits there. The same goes with members; there is no limit on the Standard or Premium plans. It would make sense to add the 11 employees as workspace members and you will be charged $5/$10 per user depending on what plan you choose.   

Having a separate board for each employee is a common way to set up Trello. If you are using Premium, you have access to workspace views which allow you to see a consolidation of cards across multiple boards if that's important from a management/resourcing perspective.
Hist?rico
Asked by Mazzettos Pinturas e Reformas Pintores em Curitiba:

Tem como ver o hist?rico de edi??o ?


Answers:
author: Ste Wright
body: Hi [@Mazzettos Pinturas e Reformas Pintores em Curitiba](/t5/user/viewprofilepage/user-id/5474895)

On a Card, the Activity log stores some of this information.

You can view this by selecting the *Show details*button in the Activity section (just above comments)

You can also see a Board version of this information; open the Board menu using the breadcrumbs (...) in the top-right, and select *Activity* from the list

However, if you need to recover a Description or Card Title though, check out this help page: <https://support.atlassian.com/trello/docs/recovering-the-description-or-card-title-that-was-changed/>

---

And in Portuguese, according to Google Translate...

Num Cart?o, o registo de Atividades armazena algumas destas informa??es.

Voc? pode ver isso selecionando o bot?o Mostrar detalhes na se??o Atividade (logo acima dos coment?rios).

Voc? tamb?m pode ver uma vers?o do Board dessas informa??es; abra o menu Quadro usando o bot?o (...) no canto superior direito e selecione Atividade na lista

Por?m, se voc? precisar recuperar uma descri??o ou t?tulo de cart?o, confira esta p?gina de ajuda: <https://support.atlassian.com/trello/docs/recovering-the-description-or-card-title-that-was-changed/>
Trello made me premium without askingand I can't cancel. Why is there no customer service here???
Asked by amor dagan:

Trello made me premium without askingand I can't cancel. Why is there no customer service here???


Answers:
author: Ste Wright
body: Hi [@amor dagan](/t5/user/viewprofilepage/user-id/5474605)

[This help page](https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/) confirms what happens if you don't want to extend beyond the trial.

If you have a free instance...
> Your free trial will be cancelled at the end of the trial period if you don't add a credit card. If you add a credit card to your subscription, your subscription will auto-renew at the end of the trial period.

Or, if you have Standard...
> If you start a Premium trial on your Standard Workspace but don't want to move to the Premium subscription at the end of the trial, you can opt out.

---

I assume any move to a Premium trial is potentially linked to the new collaborator limit; do you have a Free instance still with \>10 collaborators?

See more information here: <https://www.atlassian.com/blog/trello/new-collaborator-limits>

---

You can contact Trello's support team also if needed, see here: <https://trello.com/contact>

Ste

comments: author: amor dagan
body: [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) THANK U ??