youngmon/atlassian-qna huggingface dataset:
Old Workspace owner no longer a part of the agency
Asked by Aaron Mudford:

Hi there,   

I am unable to add or remove users from a workspace because the owner of the workspace is no longer working at my company and their account is not accessible.   

How can I work around this?  

Kind regards,   
Aaron


Answers:
author: Matthias Gaiser _K15t_
body: Hey [@Aaron Mudford](/t5/user/viewprofilepage/user-id/5567879)

welcome to the Atlassian Community.

Have you seen these articles about changing the admins of a workspace?

* <https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>
* <https://support.atlassian.com/trello/docs/why-support-cant-grant-access-to-your-account/>

The most promising solution I see in them is to **recover an account by doing a password reset.**If they've used a company address, you possibly could get that email and reset the password for their account in order to make yourself the owner of the workspace.

All the best for recovering your access,  
Matthias.


Tags: cloud

trello-cloud
can't embed trello board into Canvas course
Asked by Margaret Prothero:

very frustrating!

board is set to public. no matter what I do, it only shows up as a hyperlink.

this is the code I am using:
> ![Screenshot 2024-08-13 at 6.18.37?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/341608i26B06A0100556392/image-size/large?v=v2&px=999 "Screenshot 2024-08-13 at 6.18.37?PM.png")


Answers:
author: Matthias Gaiser _K15t_
body: Hey [@Margaret Prothero](/t5/user/viewprofilepage/user-id/5567810)

welcome to the Atlassian Community where users help other users.

I've never worked with Canvas courses, but I believe you've followed [this guide for embedding a board](https://developer.atlassian.com/cloud/trello/guides/embedding/embedding-boards/). Did you also add the part with the \<script\> tag?

```
<script src="https://p.trellocdn.com/embed.min.js"></script>
```

This adds some JavaScript to your page which is then responsible to load the Trello board and show that little preview. If it's not working, there might be another place where you can add JavaScript in Canvas. I'd recommend to ask the question then in [the canvas community](https://community.canvaslms.com/).

Cheers,  
Matthias.


Tags: cloud

trello-cloud
Como utilizar o trello para gerenciar clientes
Asked by Raul Kirst:

? poss?vel gerenciar uma base de clientes, com suas movimenta??es e relat?rios de atendimento?


Answers:
author: Alberto Est?vez
body: Ol? Raul. Alberto da [Crmble](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa) est? aqui para dar uma ajuda. Obrigado por contactar a comunidade Atlassian. Para o podermos ajudar melhor, poderia especificar um pouco mais o que quer dizer com movimentos de servi?o e relat?rios? Talvez com um exemplo pr?tico. Com os melhores cumprimentos


author: ?i?dem B?y?ka?ik
body: Hello [@Raul Kirst](/t5/user/viewprofilepage/user-id/5567865),  
Welcome to the community! If I understand right, you want to use Trello with customers. You can try [Hipporello's Service Desk Power-Up](https://www.hipporello.com/trello-power-ups/service-desk) for that. It helps you receive customer requests through forms and email, and communicate with customers from Trello cards. Watch the 1-minute video below for an overview.   

<https://www.youtube.com/watch?v=FztEoM8UBHI>  

Hope this helps,  

- If this is not what you need, we can help better if you provide more details about your needs and what your workflow looks like.   


Tags: cloud

trello-cloud
I can not see labels of attachment in the card view
Asked by EMINE OZGE AYABAKAN:

I usually attach the cards from different lists to my cards in the main list. And in Chrome browser when I open the card I can see the different attached cards and their name and labels. Today suddenly the display of attachment changes and I see only the links and the name of the cards only. I want to see the labels also.

Is there any changes? Coul you please help me about this situation and tell me how to get back to old view with attachment cards with labels?

old view

![old view.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/341708i674BB653709FE255/image-dimensions/213x473?v=v2 "old view.jpeg")

New view

![new vew.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/341709i8E04214635D3E151/image-dimensions/195x433?v=v2 "new vew.jpeg")


Answers:
author: Raymond Wang
body: Hi [@EMINE OZGE AYABAKAN](/t5/user/viewprofilepage/user-id/5568165) and [@Glenn Jayasuriya](/t5/user/viewprofilepage/user-id/5568473), thanks for writing in with feedback.

We're currently experimenting with improving the interface for attachments, and we think these link styles are better for most embedded attachments --- but we hear you and agree that they aren't as good for Trello cards. We should have a solution for you in the next day or two. Thanks for bearing with us!

comments: author: Glenn Jayasuriya
body: Thanks so much!  
Trello card attachments where we see labels at a glance is our main form of navigation and why we love using Trello.

It allows us to not have to search for cards because we treat our main board as a table of contents to get where we need to go.


author: EMINE OZGE AYABAKAN
body: Thank you Raymond. I am really looking forward for the solution.

I am now using mobile version for checking attachment cards' labels as old version. And this makes my work process more complicated for today.


author: Raymond Wang
body: [@EMINE OZGE AYABAKAN](/t5/user/viewprofilepage/user-id/5568165) \& [@Glenn Jayasuriya](/t5/user/viewprofilepage/user-id/5568473), we've re-released Trello card attachments in their own section. If you don't see them, try refreshing your page. Let me know if you have any more issues!


author: EMINE OZGE AYABAKAN
body: My problem is solved. I can see the labels of the attachments right now.

Thank you Raymond and Atlassian Team.


author: Glenn Jayasuriya
body: I would like help with this too.

Our entire team's workflow was having 1 board with trello attachments.

The trello attachments would show the labels of the cards in another board.

In this way the names of the cards were of less importance and we could just use the labels to find what we needed, press on a card and jump to the board/card.

Our team is not able to work because of this change and we would like it back.

Thanks!

comments: author: EMINE OZGE AYABAKAN
body: Thank you Glen for your valuable insight and support.


Tags: attachment

cloud

issue

trello-attachment

update

update-issue
Ol?, boa noite, me chamo Lu?s, realizei a compra do trello Premium de maneira mensal
Asked by controle de informa??es:

Ol?, boa noite, me chamo Lu?s, realizei a compra da conta premium de maneira mensal, acontece que nos m?s em que fiz a compra foi realizado uma cobran?a de 700,90.  

1 --- Eu n?o sei da onde e porque foi feita uma cobran?a t?o alta, gostaria de saber se ? poss?vel que me estornem o valor a mais.  

2 - Caso n?o seja poss?vel o estorno, esse valor de 700,90 ser? cobrado todo o m?s?  

3 - Por que foi realizado uma cobran?a desse tamanho?![a6263b64-756b-4159-91de-6eabd840713d.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/341599i37434D7AEF23E9BA/image-size/large?v=v2&px=999 "a6263b64-756b-4159-91de-6eabd840713d.jpg")


Answers:
author: Cody C.
body: Please contact our billing team at <https://support.atlassian.com/contact/> and they can help get this sorted with you!


Tags: cloud

trello-cloud
I want to have an explanation how to use it
Asked by Dimitar Belchev:

Hello,

We are a team of 5 people , searching for a system that we can use to create tasks between each other.

We are transport company and tasks will be around 20 on a daily basis. They must include loading point/loading date/offloading point/offloading date/dimensions/weight/ready date/specifics.

I have a sales persons that will create the tasks for our freight forwarders. Once the Forwarders are ready , I want to send an offer back (with the task) to the sales persons. Sales take a look on the task and see what the offer for this shipment will be.  
Let me know if Trello can be used for this!  
Thank you,


Answers:
author: milynnus
body: [@Dimitar Belchev](/t5/user/viewprofilepage/user-id/5567740)

Trello is built for this. There also many ways to handle this. So you have to ensure your processes are clear and perhaps walk through with a design consultant with a view to design baords(s), automation, etc for you.

i invite you to read my blog-doc on Trello <https://newblogdoc-1-l0174261.deta.app/tags/trello/>


Tags: cloud
I purchased a licence key so I can export boards. Trello still limits my export to 5 cards.
Asked by Ben Turner:

I purchased a licence key so I can export boards. Trello still limits my export to 5 cards. I have a licence key, but unclear if I need to do something with it.


Answers:
author: Mutya A
body: Hi Ben, welcome to the Trello Community!  

Looks like you're using the Smart Export Power-Up:  
<https://trello.com/power-ups/5f50c3ab26fdc31cd0374e03>

Is this the license key you purchased from? If yes, as these are maintained by third party software, we don't work directly with them so any questions regarding these Power Ups are best addressed by their own support team.

I highly recommend that you reach out to their support team from the link above.

As for Trello's board export, you can export your boards or cards from Trello which will export all the details for that board or card and the last 1000 actions for that board or card, here's a link you can use to export your board:   
<https://support.atlassian.com/trello/docs/exporting-data-from-trello/>

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: cloud

trello-cloud
Assigning Reporter and/or Customer to an Insight
Asked by Mark McPartland:

When adding insights to ideas we want to record specifically whom the insight came from, which would be either.

- Individual

- Customer

or both

I see that all insights seem to be coming from 'me' which isn't useful at all


Answers:
author: Tanguy Crusson
body: [@Mark McPartland](/t5/user/viewprofilepage/user-id/5296960) you're right, we don't support tagging customers to an insight yet, it's something we plan to add in the future.

The insight shows as coming from the person who's added it to the idea.

comments: author: Mathias Coudert
body: [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) is there any news about this? it was more than a year ago. The pain is still here.


author: Steve
body: It would be really useful to be able to "tag" in some way an insight with its origin. Specific customers are the perfect example.

comments: author: Adrian_Lester
body: 1,000 upvotes for this suggestion!


author: Amy Marcowich
body: You can add labels?


author: Julie Daniel
body: Hey Mark

I don't have that problem in my PD project. My contributors and creators can all create insights on an idea and it records them as the insight creator.

Do you have an automation in place or a plug-in perhaps?
Expand/Collapse All Swimlanes
Asked by Lindsey Strong:

How can you expand/collapse ALL Roadmap swimlanes, instead of doing this for each individual swimlane? I don't see an option here, like in the 'all ideas' area.

![Screenshot 2023-08-17 at 5.00.25 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/275923iC2754CD364E446A2/image-size/large?v=v2&px=999 "Screenshot 2023-08-17 at 5.00.25 PM.png")


Answers:
author: Tanguy Crusson
body: Hi, just confirming that this isn't possible currently. Thanks for the feedback!
Create Idea form shortfalls
Asked by Jaime Laird:

I'm experiencing a couple of shortfalls on the Create Idea form that contributors (not creators) can use to submit new ideas:

1. Insights is not an available field - contributors should be able to link to evidence/details on their new idea
2. It seems that mandatory fields are either all or nothing, not on a field by field basis

Am I missing something, or is this not currently available functionality?


Answers:
author: Tanguy Crusson
body: Hi [@Jaime Laird](/t5/user/viewprofilepage/user-id/5271457) , you are right about #2, it's a limitation.

As for #1, they can add the insight after creating the idea.

comments: author: Jaime Laird
body: Thanks [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312)

1. I know they *can*add the insight after creating the idea, but in reality they probably won't go find their idea and add it - it is much more streamlined to collect this info upon submission. I'd appreciate this being added to your product enhancement considerations (seems fairly simple to make this field visible to forms, speaking of course from an uneducated position).
2. Is this a form limitation across Atlassian, or isolated to JPD? Could it be considered as a product enhancement?


author: Omer Meshar
body: Regarding insights - I think the idea is that the contributors will be able to add these after they submitted the idea. Same goes for creators - they also can't add insights before the idea is created...

As for mandatory fields - it is a current limitation.

I would add also the limitation of having a single form, since many of our creators prefer the 'Create' button over the 'Create an idea' button (but need other fields to fill).
How to search idea descriptions in Jira Product Discovery?
Asked by Alina Bezkrovna:

Hi all,

We are exploring moving our historical backlog of ideas, customer interviews, user research notes, etc into JPD to have a searchable database of content in this tool as we used to have in the tool that we are currently using.

We ran into an issue that Jira searches only idea headlines for keywords but doesn't search descriptions and other fields. This is a major downside for us because our database of notes that we have collected in another tool is very valuable.

How do you approach this problem of unsearchable descriptions? Maybe you are using some custom solutions from the Atlassian marketplace?

And if someone from the JPD Product team reads this note, please add a feature of advanced search :)


Answers:
author: Andy Lutz
body: Hi Alina! One potential workaround is to use Jira's search functionality ("Filters \> View all issues").

From there, you can pull add the "Description" field as a filter, and input text to filter for specific ideas whose Description field contains that term:

![Screenshot 2023-08-17 at 4.18.13 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/275816i26C89B25BB6A93CB/image-size/large?v=v2&px=999 "Screenshot 2023-08-17 at 4.18.13 PM.png")

But I agree, the ability to filter/search on the description field in JPD would be very useful.

Best,

Andy


author: James Traxler
body: Can't you just do a search on text using simple JQL?

Here, I'm searching my Product Discovery project called 'DIY' for any text fields containing the word improve...

![Screenshot 2023-08-18 091549.png](https://community.atlassian.com/t5/image/serverpage/image-id/275819i611D7A1E84944456/image-size/large?v=v2&px=999 "Screenshot 2023-08-18 091549.png")
Are site admins and org admins counted in license for creators on Jira Product Discovery
Asked by J Conners:

Are site admins and org admins counted in license for creators on Jira Product Discovery


Answers:
author: J Conners
body: I discovered that by default, when you add a new product to a site, the site-admins group is given access to that product. It means that every site administrator will have product access to Jira Product Discovery as a creator and consume a license.

To prevent this:

1. On the upper right of the navigation bar, select \>**User Management** \>**Directory.**

2. On the left sidebar, select **Groups** \> **site-admins** group, and then for Jira Product Discovery, select **None**. This change sometimes takes a few minutes to be applied across the system.

Note: Trusted users (a deprecated user experience) will also consume a license for all products on the site. In this case, the only workaround is to change the user's role to either Basic or Site-admin after removing product access from the site-admins group.


author: Tomi Ferrell
body: Hello [@J Conners](/t5/user/viewprofilepage/user-id/4973258)

See if this link helps answer your question. Please see below:

<https://community.atlassian.com/t5/Jira-Product-Discovery-articles/Read-this-if-you-re-a-site-administrator-and-just-added-Jira/ba-p/2385379>

Happy Wednesday and have a great day.
Sharing custom fields between projects
Asked by Mark Robinson:

Hi,

We have created custom fields (and tags within) for one of our projects and now want to share these same fields to other product discovery projects for consistency - cannot see how this can be done?  
Can a custom field be set across multiple projects?


Answers:
author: Hermance NDounga
body: Hello Mark,

Until very recently , it wasn't possible to share custom fields across team-managed projects, in any Jira products. As Jira Product Discovery projects are only team-managed, we inherited from this limitation. However since a few months you are now able to reuse custom fields in Jira Software projects.

The Jira Product Discovery team is currently working on bringing this behaviour also in Jira Product Discovery projects. We don't have a full solution yet, but we are exploring what would be the best solutions in terms of experience.

So short answer: it isn't possible for the moment, but stay tuned because we are working on it ;)

Best Regards,  
Hermance  
Product Manager @ Jira Product Discovery

comments: author: shane
body: Any updates on this? We have many custom fields that we would like to share between our JPD projects.


author: Marie McLaughlin
body: seconded. is there a backlog item we can upvote for this?
Import Ideas from non-JIRA sourced CSV file
Asked by Kenneth Paterson:

Is there a specific import format for the "Summary" field when importing as a CSV from a non-Jira data source?

Tried a few different formats in my source CSV but keep getting the following error in the attached screenshot. Error log associates the error with the "Summary" field in my CSV.

![JIRA Pord Discovery Import Error.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/275325iF35B94AF18ECCB8E/image-size/large?v=v2&px=999 "JIRA Pord Discovery Import Error.jpg")


Answers:
author: Jacques
body: Hello [@Kenneth Paterson](/t5/user/viewprofilepage/user-id/4555167) ,

The general CSV import settings can be found on [this page](https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/).

From what I see in the error message it doesn't seem related to the *Summary* but to a custom field, and probably a numeric custom field.

The Summary field is a text field, so it shouldn't give any issue with a numeric value, however big the number is.

Can you try and import the same csv file, with only the Summary and any other required fields for issue creation? If that works fine, then it's pretty sure that it's another custom field.

Also, I'm guessing that in the error message that you pasted, somewhere you should find the specific custom field name that is giving this error.

Hope this helps,  
--- Jacques.

comments: author: Kenneth Paterson
body: Jacques, thanks for the feedback.

Have been doing some trial and error imports of smaller data sets this morning and adding a field at a time, and was able to identify the issue - you were correct it was not with the Summary field. Thanks for your suggestion.

As a business user and fairly new to JIRA as a platform - I still think these error messages could be clarified to be more intuitive as to where the problem was.

Thanks again

Kenny


author: Jacques
body: Hey Kenny,

I'm glad I could help. Were you able to figure out which field provoked the error? And how did you solve the issue?

Thanks,  
--- Jacques.


author: Rohan Swami
body: Thanks for the feedback on the error messages [@Kenneth Paterson](/t5/user/viewprofilepage/user-id/4555167)

and thanks for helping out [@Jacques](/t5/user/viewprofilepage/user-id/2601) !


author: Kenneth Paterson
body: Jacques,

Yes, the issue was actually with a field that was a checkbox value in Prod Disc, and I had TRUE/FALSE as the values in the CSV, and when remapped to 1 / 0 in the transformation step it worked fine after that.

All fields now loading with smaller test dataset, and final load of complete dataset planned for end of this week.

Thanks

Kenny
kanban
Asked by Manager:

I have made a kanban board. I have already added tasks to board view and I want to see the same tasks on timeline view because in board view I have added start and end dates with time stamps.

But its saying me to add epics there. Don't understand what that is. Also, Suppose my task of board view has a name called TES-1. I want to see the same on timeline view. I am unable to do that.

What can I do?


Answers:
author: Erin Mihalik
body: Answered on other post but it sounds like you are using Jira Software project. This is Jira Product Discovery message board.

Product Discovery only has one issue type and does not have Epics and Tasks.
Timeline view and board view
Asked by Manager:

I have made a kanban board. I have already added tasks to board view and I want to see the same tasks on timeline view because in board view I have added start and end dates with time stamps.

But its saying me to add epics there. Don't understand what that is. Also, Suppose my task of board view has a name called TES-1. I want to see the same on timeline view. I am unable to do that.

What can I do?


Answers:
author: Rohan Swami
body: [@Manager](/t5/user/viewprofilepage/user-id/5291805) looks like you have a Jira Software question, this is the Community group for Jira Product Discovery. You can find the Community group for Jira Software [here](https://community.atlassian.com/t5/Jira-Software/ct-p/jira-software).


author: Erin Mihalik
body: Are you using Jira Product Discovery project type or Jira Software?

This is a message board for Jira Product Discovery which only has one issue type and does not have Tasks or Epics.
Votes Per Month (or alternative way)
Asked by Jamie Dobbs:

Hi,

I would like to use Votes as amethod of increasing the weight of a task/idea but as the board is a continuous development board simply giving a fixed amount of votes would be redundent after a month or 2.

Are there any methods of implementing a way for the user to vote (or something similar) once per task/idea.

Voting would work, i could just give a really large limit but then i believe they can use multiple votes on a single task/idea which i don't want.


Answers:
author: Nick H
body: Hi [@Jamie Dobbs](/t5/user/viewprofilepage/user-id/5292103) ,

We have an open internal feature request for this type of functionality - where voting is similar to Jira, and a user can vote on any issue once vs. having to increase the total votes a user can have like with JPD currently.

I've gone ahead and added this Community post as a +1 towards it. Unfortunately we do not have a public URL to share, but the ticket for reference is JPD-48: *Have JPD vote feature similar to Jira's*