youngmon/atlassian-qna huggingface dataset:
How can I not use auto-calculate in portfolio
Asked by Jeremy Burton:

I notice that Jira will try to fill out fields in a plan when it auto-calculates, how can I stop this from happening?

Every time it does this it gets the release field and team assignment wrong. Honestly, I am not sure why it is trying to fill these fields in for me.

How can it accurately know what release to assign to without proper context?


Answers:
author: Fernando Bordallo
body: Hello [@Jeremy Burton](/t5/user/viewprofilepage/user-id/3065473)

Can you share some more information about at what point in time the auto-filling happens?

comments: author: Jeremy Burton
body: It happens as soon as I load up any plan; it auto-fills in fields that are blank.


author: Jeremy Burton
body: I attached a screenshot of what happens. Notice the whatever it auto-fills is blue. It does not seem to commit the change, but it makes it affects the filter results.

***\*FYI I cut out some information that relates to my company***

Only one item in the scope has "test release" selected as a value, but the filter returns everything portfolio auto-filled

![Screen Shot 2020-02-05 at 11.57.27 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/81827i29D6132DA5274B35/image-size/large?v=v2&px=999 "Screen Shot 2020-02-05 at 11.57.27 AM.png")


author: Fernando Bordallo
body: Hello [@Jeremy Burton](/t5/user/viewprofilepage/user-id/3065473),

From the screenshot you share everything seems correct. You have the filters at the top correctly driving the plan view:

* Test Release filter selected
  * All epics of that release visible
* All projects
  * Epics gathered from all projects for that release


author: Jeremy Burton
body: [@Fernando Bordallo](/t5/user/viewprofilepage/user-id/1199291) ,

The problem from that picture is that **I did not select "Test Release" for the first epic** .....in fact **everything in blue is being selected by Portfolio automatically.**

You can clearly see that I only selected the release for one epic. Only one epic should have returned in the filter.

**Is there a way I can turn off Portfolio auto-populating empty fields?**


Tags: advanced-roadmaps
Can you work collaboratively on one Portfolio roadmap?
Asked by Jens Vanpachtenbeke:

In case 2 different users want to collaboratively work on a roadmap, how can this be done?

e.g.

Person 1 has created a roadmap, with a specific 'view'. He wants to share this to Person 2 in that exact view.

Person 2 wants to view this roadmap in that specific view, make a change and have person 1 see it/change it once more.

Is this possible?


Answers:
author: Earl McCutcheon
body: Hello [@Jens Vanpachtenbeke](/t5/user/viewprofilepage/user-id/2349173) ,

The functionality you are looking for in a collaborative shared custom view (filters/view settings/columns etc) as a working plan, is something that is currently on our radar for implementation, but not yet avaliable. Currently the plan can be worked on in tandem by users with edit permissions but the view's avaliable customization settings are defined by the individual user.

We are tracking interest and progress on this capability in the following feature requests for the Cloud and Server versions respectively, make sure to add a vote to help us in prioritization efforts as covered in the ["Implementation of New Features Policy"](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html) , and add yourself as a watcher if you would like to get updates on the status:

* <https://jira.atlassian.com/browse/JPOCLOUD-1749>
* <https://jira.atlassian.com/browse/JPOSERVER-1749>

Regards,  
Earl


Tags: advanced-roadmaps
portfolio for jira inherit start and end date
Asked by diego smith:

how do i get the EPICs to inherit the start and end dates of stories under them, it there a way not to do this manually?


Answers:
author: Roi Fine
body: Hi [@diego smith](/t5/user/viewprofilepage/user-id/3506225) ,

We are working on a feature for Portfolio for Jira Server/DC that could help you.

Stay tuned.

Cheers,


Tags: advanced-roadmaps
Jira Portfolio - two different products?
Asked by Kalex1992:

Hello everyone,

I want to use Jira and map key activities in a timeline. I saw some videos about Jira Portfolio having the functionalities I want.

Then I wanted to test it and created a test page at Jira. The functionalities and views there are totally different to the videos I saw.

This is what my Jira test page looks like:

![Jira_Portfolio_View1.png](https://community.atlassian.com/t5/image/serverpage/image-id/81174iB537B12D910E4F8E/image-dimensions/513x272?v=v2 "Jira_Portfolio_View1.png")

This is what the videos lookes like:

![Jira_Portfolio_View2.png](https://community.atlassian.com/t5/image/serverpage/image-id/81175iD2733A0605CF720D/image-dimensions/537x285?v=v2 "Jira_Portfolio_View2.png")

I tried a lot on the test page and watched a lot of youtube videos but nothing helped me find the difference. everything refers to "Jira Portfolio", but it is not the same. I would like to use the second option as shown in the videos.

Thanks for your help in advance.

Best regards

Alex


Answers:
author: joeWeiss
body: JIRA is offering a 'New Improved Interface". That's the V3 version you are seeing. I've spent some considerable time playing with both versions. My take away is this.

- The old interface is great for looking at team capacity as it relates to delivering work. Keep in mind that the capacity will be measured by points for scrum and by days for kanban.

- The new interface seems to be a tool to see a gantt view based upon target start and target end dates.

I've been bouncing between both versions to ensure that team capacity is good to go and then look at how the roadmap appears based upon release date and where the work is planned to start.

Hope that helps.

-joe


author: Cristiano Mariano
body: Hi [@Kalex1992](/t5/user/viewprofilepage/user-id/3733443) ! How are you doing?

Welcome to the community!

The screen you are seeing in your tests is from the version 2 of the Portfolio app. The video shows the version 3 of it. The new version is not available for Jira Cloud customers yet (only Server and Data Center).

I undestood from this post below that, instead of upgrading Portfolio app in Jira Cloud, they have created a similar (if not better) feature in the Jira Cloud Premium offer. You should take a look at that.

<https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996/page/3#M98>

Hope this helps!

comments: author: Kalex1992
body: Hi Cristianio,

thank you. I will look into that next week.

Do you know, when the new version will be available for Jira cloud customers?

Best regards

Alex


Tags: advanced-roadmaps

cloud
Card Repeater Doesn't Work at least 2.5 hours
Asked by Nagy G?bor Attila:

Do you have any infos when the card repeater will work again? A bunch of cards needed to open about 2.5 hours befor, but they are not yet there (the cards are showing still the time they needed to be opened).

Theses are not new rules, they worked for the last about 2 years, there was some times 20-30 minutes late about 3-4 times a year, but there wasn't 2.5 hours before...

Thanks if somebody got any infos.


Answers:
author: Alex W
body: Hi [@Nagy G?bor Attila](/t5/user/viewprofilepage/user-id/4275485) - it looks like you're experiencing a known bug: <https://jira.atlassian.com/browse/TRELLO-342>

You can use this bug ticket to track updates as to when this will be fixed. We're sorry for any inconvenience you're facing!

comments: author: Nagy G?bor Attila
body: thank you, I will track it then there


author: CSOfficerSoft
body: Hoje identifiquei que ainda n?o se repetiu alguns cards.   
Seria o mesmo problema ou problema novo, porque para mim n?o foi resolvido.


author: Nagy G?bor Attila
body: It's working again, thanks!


author: Peter Downing
body: I am having the same problem. All my repeater cards stopped working about a day ago. They still appear to be configured to repeat however they just don't actually repeat. I tried to create a new repeating card on the same board. This does not repeat. I enabled "Card Repeater" on another board and created a repeating card. It does not repeat.


author: CSOfficerSoft
body: Percebi que alguns *cards* que se repetem semanalmente, tamb?m n?o se repetiram na segunda feira.   
E os de rotina di?ria deixaram de repetir no dia de hoje.


Tags: card-repeater
Despite having fewer than 10 collaborators, I cannot edit. What should I do?
Asked by PR GLG:

Despite having fewer than 10 collaborators, I cannot edit. What should I do?


Answers:
author: Caity
body: The collaborator limit applies to the entire Workspace rather than specific boards. One possibility is that there are fewer than 10 members on the boards that *you're* a member of within that Workspace, but there may be more boards in the Workspace with more members. If that's the case, the Workspace admin will need to either remove collaborators or upgrade the Workspace.

comments: author: PR GLG
body: thank you!
Can I quit Trello and get my money refunded?
Asked by Daniel Beezley:

I worked for Trello for about 4 weeks and invested near 800 dollars and never got paid. Am I eligible for a refund?


Answers:
author: Alex W
body: Hi [@Daniel Beezley](/t5/user/viewprofilepage/user-id/5495418) - welcome to the Community!

As an Atlassian team member, unfortunately I don't know what you mean by this, and I'm a little worried. We would **never ask people to invest in Trello** the way you're describing.

I recommend having a read through this article I've written: <https://community.atlassian.com/t5/Trello-articles/Keep-an-eye-out-for-adversaries-posing-as-Trello-recruiters/ba-p/2645651>

If you think you've been targeted by the adversaries in this article, feel free to let me know and we can have a confidential chat off the Community.
Can I make an automation to remove labels?
Asked by Kelekona:

I know there's an automation to add labels, but I was wondering if there's an automation to remove labels.

I'm using labels to organize a merchandise production schedule. The labels will be referring to the type of merchandise. I'm also using labels to indicate the design stage, like if it is a concrete idea or needs refinement. I'd like to be able to remove the progress stage labels once I move it to my "Complete" list. Is there a way to do this?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Kelekona](/t5/user/viewprofilepage/user-id/5502757) I'm not sure if there's a way to say "remove all labels", however, you can have multiple actions as part of your rule. For example:

```
when a card is moved into list "Complete", remove the green label from the card, remove the yellow label from the card, and remove the red label from the card
```

<br />

<br />

comments: author: Kelekona
body: This is perfect thank you! I think I'm just having a hard time finding the "remove label" option. This is in the rules section right? If possible I'd love some screenshots or a guide, I'm lost haha


author: Hannah Humbert - Simpla Workflows
body: No problem at all :) there's a dropdown option that's easy to miss:  

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/325183i14DB28A594BAACC0/image-size/large?v=v2&px=999 "image.png")


author: Kelekona
body: Ah I see, I didn't click the word to see the dropdown. Thank you so much, this helps a ton!


author: Hannah Humbert - Simpla Workflows
body: You're welcome! ?


Tags: automation

labels
Remove "watch" notification for personal use
Asked by Camille Charbonneau:

Hi! I saw in an old community post from Jan 2023 that we used to be able to remove the "watch" notification button and tried to follow the instructions to do the same, however I wasn't successful. Can someone help me with this? Why are we not able to remove that option if we only use Trello for personal use?

Thanks!


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Camille Charbonneau](/t5/user/viewprofilepage/user-id/5502761) welcome to the community :) you should still be able to do it! See below:  

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/325182i91E73AFD7071687F/image-dimensions/484x340?v=v2 "image.png")  

Another quick way to do it is to hover over the front (or back) of the card and use the "S" keyboard shortcut to watch/unwatch a card.
Voting Power Up butler variables
Asked by Mairi Nixon:

I'd like to include WHO voted in my automation rule. Is there a userid variable for the voting power up?

i.e. When card vote button selected, add comment on card "{Voting-Power-Up-User-ID} voted for {cardname}"

Possible?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Mairi Nixon](/t5/user/viewprofilepage/user-id/4808782) try:

```
when a vote is added to a card, post comment "{username} voted for {cardname}"??
```


Tags: butler

power-up

variables

voting
Is there a way to set a specific due date for any cards added to a list?
Asked by Kelekona:

Wondering if I can create an automation to set a specific due date and time for any cards added to a list.

For example, I have lists that are on a bimonthly schedule (February, April, June, etc.) so I would love to automate a rule where anything I add to, say, the month of February, would be due on the last day of the month.


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Kelekona](/t5/user/viewprofilepage/user-id/5502757) yes definitely. I think the simplest way would be to create a rule per list. For example:

```
when a card is added to list "June", set due date on june 31st at 5:00 pm
```


Tags: automation

scheduling
My calendar and dates features in trello cards have wrong day of the week start
Asked by Sam Lutostanski:

I am in the UK and the calendar features in my trello cards and account all suddenly have the first day of the week as Sunday, not Monday. This has only recently started to happen and there has been no change to my location.

In my Atlassian account, the profile settings show my time zone as london and my language as English (UK) so there should be no reason for this to be happening?

Any thoughts as to how I can fix it please?

thanks


Answers:
author: Mutya A
body: Hi Sam,

Our language preferences determine which day starts off the week - for example, if you select English (UK) as your language preference, your first day would be Monday; however, if you choose English (US), the first day of the week would be Sunday.

Since your account is linked to your Atlassian account, you will need to change these settings for your Atlassian account. You can do this by following this link: <https://id.atlassian.com/manage-profile/account-preferences>

There's also more info about in this help doc: <https://support.atlassian.com/trello/docs/turning-on-international-timedate-formatting>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.


Tags: calendar

location

settings
What if a Member leave the board or workspace with it's comments and input into the baord
Asked by Frank Wedel:

Hi my question ist, what happens with content from a leaving member of a board or workspace if he will be removed from the board / workspace? Are the comments, cards (she ist put on the board) gonna way?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Frank Wedel](/t5/user/viewprofilepage/user-id/5502038) the comments will be retained in this case.
How do I apply for trello as a nonprofit?
Asked by Rosie:

Having trouble figuring out how to get a trello premium account as a nonprofit. What are the steps and where do I send my info? Thanks in advance.


Answers:
author: Caity
body: Hi Rosie, you can apply here: <https://www.atlassian.com/software/views/community-license-request#/>


Tags: nonprofit
Preciso trocar meu administrador, uma vez que o mesmo n?o trabalha mais na empresa. Como fa?o?
Asked by sandra leite azevedo pereira:

Preciso trocar meu administrador para poder manusear meus membros. Uma vez que a mesma n?o faz mais parte da empresa.


Answers:
author: Mutya A
body: Hi Sandra,

We can see that you have created a ticket for us at TRELLO-197252 and we have responded with some tips on how to address your questions. If you need more assistance, please reopen the ticket so we can discuss things in more detail. Thanks!
My program has stopped because the message limit has been exceeded. There is no way to complete the
Asked by alsaggaf677:

```
My program has stopped because the message limit has been exceeded. There is no way to complete the work
```


Answers:
author: Caity
body: In order to edit the boards in that Workspace, the Workspace admin will need to either upgrade the Workspace or remove collaborators so that it's no longer under the limit. Keep in mind that the limit applies to the entire Workspace, so even if the board you're using has 10 or fewer members, if there are other users in other boards in the Workspace, the Workspace can still be over the limit.
Is there a way to limit access to deleting Labels?
Asked by Tricia Tuanquin:

A Workspace member accidentally deleted a label and it's connected to an automation. There should be a way to limit that access, right?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Tricia Tuanquin](/t5/user/viewprofilepage/user-id/4156307) Trello's board admin controls are pretty limited; the only real option you have to restrict someone from making changes to the board is to make them an observer. I'd suggest submitting a [feature request](https://support.atlassian.com/trello/docs/submitting-feature-requests-for-trello/). Additionally, you have the Trello backlog [here](https://jira.atlassian.com/projects/TRELLO/issues/TRELLO-340?filter=allopenissues). I couldn't find anything specific to your request, but [this one](https://jira.atlassian.com/browse/TRELLO-55) is quite similar so you might want to leave a comment detailing the impact it can have on the board around automations etc.


Tags: access

labels

user-access
Any idea how to upgrade a workspace that you are a guest on?
Asked by Kaye Scupham:

The workspace owner has left our organisation and we want to upgrade, Is there a way to do this as a member and not the owner?


Answers:
author: Caity
body: We have some tips for this situation that may be helpful here: <https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>
Update Admin
Asked by Miriam Klein:

The admin of our board is no longer with our company. Is there a way to change who the admin is? I need to remove some of the collaborators on our group, because it is very outdated, and I need to bring it under 10. There is no way for me to do it, because I am logged in as a guest.   
Please advise asap.  
Thank you

Esther Ciment

office@theclaytong.com


Answers:
author: Caity
body: We have some tips for that situation here: <https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>
Trello board in view only
Asked by aileen:

Error message is  

This free Workspace is over the 10 collaborator limit and all boards are view only. {#toc-hId--357065562}
---------------------------------------------------------------------------------------------------------

However, we only have 6 members using the board.

I am now unable to send emails to board and have lost the function to do this in the menu too.


Answers:
author: Caity
body: The collaborator limit applies to the entire Workspace, so while there may be fewer than 10 members on the board that *you're* a member of within that Workspace, there may still be more boards in the Workspace with more members. If that's the case, the Workspace admin will need to either remove collaborators or upgrade the Workspace.
Vers?o paga - Standart
Asked by Larissa B_ Tomazelli:

Bom dia!

Temos uma empresa, e utilizamos o Trello para a divis?od e tarefas/agenda dos colaboradores. At? ent?o utiliz?vamos a vers?o gratuita. Ontem, aderimos ao Plano Standart, para possibilitar o acesso de mais convidados ao quadro, no entanto, simplesmente n?o conseguimos utilizar, ainda que o valor tenha sido lan?ado em nosso cart?o de cr?dito.

Ainda aparece "fa?a upgrade" como se estiv?ssemos utilizando a evrs?o gratuita.

O problema ? que n?o consigo aux?lio de Suporte, porque n?o h? n? de telefone dispon?vel, e o e-mail que encaminhei n?o foi respondido/solucionado. Por gentileza, como posso conseguir aux?lio para a solu??o desta quest?o? Agrade?o.


Answers:
author: Mutya A
body: Translation:
> Paid version - Standard
>
> Good morning!
>
> We have a company, and we use Trello to divide employees' tasks/agenda. Until then we used the free version. Yesterday, we joined the Standart Plan, to allow more guests to access the table, however, we simply were unable to use it, even though the amount was charged to our credit card.
>
> "Upgrade" still appears as if we were using the free evrsion.
>
> The problem is that I can't get help from Support, because there is no phone number available, and the email I sent was not answered/resolved. Please, how can I get help in resolving this issue? I thank.

Hi there,

Please check your email for this support ticket so we can discuss your query in more detail: TRELLO-198750
I CANNOT CREATE LIST
Asked by Alberto Sousatec:

One board is saying "you have too many lists". Even though I'm archiving, this appears and I can't create lists. What I do?


Answers:
author: Rasmus Wulff Jensen
body: Could you un-archive a list and re-use it (rename it)... else un-archive some of the previous archive lists and move then to anouther board (the limit is a per board limit)
Having trouble to do any updates on my Trello board it's in read only now.
Asked by Gabriel Leon:

I have removed some of my members leaving five only and still can't do any updates.

Hopefully I can get some help with this.

Thanks,


Answers:
author: Caity
body: It sounds like that Workspace is still over the collaborator limit. One possibility is that there are fewer than 10 members on the boards that *you're* a member of within that Workspace, but there may be more boards in the Workspace with more members. If that's the case, the Workspace admin will need to either remove collaborators or upgrade the Workspace.
Archive cards
Asked by Matt Geerdes:

Hello,

I see a note at the top of my trello board that I need to archive cards however when I hit archive and select the cards to archive nothing happens?

Thank You!

Matt


Answers:
author: Mutya A
body: Hi Matt,

Are you perhaps using a third-party Power-up to archive cards? If so, I would recommend reaching out to their support team with this issue. Otherwise, you might try some [troubleshooting tips for a browser issue.](https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello/)  

Can you try if this works when archiving cards individually:  
<https://support.atlassian.com/trello/docs/archiving-and-deleting-cards/#Archiving-cards>

You can also delete a whole list and all the cards within that list:  
<https://support.atlassian.com/trello/docs/archiving-lists-deleting-lists/#Archiving>

Let me know how you go, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.
How Can i desactivate trial account ?
Asked by yosser_mahfoudh:

i want to desactivate trial account knowing that i 'dont have an administrator account


Answers:
author: Ste Wright
body: Hi [@yosser_mahfoudh](/t5/user/viewprofilepage/user-id/3803216)

When you say deactivate do you mean deletion?

To delete your OpsGenie account, you'll need to be the Account Owner. You can see instructions on how to delete the account on [this page](https://docs.opsgenie.com/docs/account-deletion).

If you mean your personal Atlassian Account, you can see instructions on how to do that on [this page](https://confluence.atlassian.com/cloud/delete-your-account-976161188.html) instead

If this isn't what you were looking for, let us know :)

Ste


Tags: cloud

jira