youngmon/atlassian-qna huggingface dataset:
How can I postpone the start date of my plan in Portfolio?
Asked by Meggie Bouchard:

So, I'm planning ahead for the next quarter. Basically, the plan in portfolio needs to start next week, July 2nd.  
problem is that we've been customizing Portfolio since one month now, so the start date was one month ago. Until the end of June, we are not using Portfolio to plan, but simply jira.   
How can the future work to get done at a later defined date?


Answers:
author: Wessel Donkervoort
body: You can use "Earliest Start Date" for this. It's a field that, unfortunately, can only be configured in Portfolio for Jira itself.

comments: author: Meggie Bouchard
body: Yep. That's what I did. For some reason it didn't recalculate properly at first, but then the more I was committing changes, at some point it just got updated with the correct start date. It's a little bit of a struggle to have to put the earliest date for all single epics. Just a simple plan start date would be better, but it worked. Thanks!


Tags: advanced-roadmaps
How to keep epics atomic in Portfolio
Asked by Carl Bradbury:

Having just started using Portfolio I find it incredibly confusing. We have a very small team and so it is unlikely that more than one single team member will ever work on a particular epic. What my Portfolio schedule is assuming is that a team member would be happy to context-switch from one epic to another according to Portfolio's inner algorithm. The result is that all the epics appear to run concurrently but take several years to complete.

Is there a way to treat epics as an atomic unit that must be completed before starting items in another epic?


Answers:
author: Earl McCutcheon
body: Hi Carl,

To schedule an issue so that it must be completed before another issue can start, what you are looking for are call Dependencies.

[Setting up the dependencies is covered in here](https://confluence.atlassian.com/jiraportfolioserver/managing-portfolio-dependencies-802170496.html), and additional details on [how the Dependencies effect the timeline is covered here](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html).

By default you will have the Blocks dependency set up tied to the Blocks / is blocked by issue links. So as an example if Epic-1 Blocks Epic-2 then Epic-2 will not be scheduled to start until all the child issues in Epic-1 are complete and the epic itself is completed.

-Earl


Tags: advanced-roadmaps
Doing relative story point to estimate US, can we still do capacity planning
Asked by Nhajebi:

If we are doing relative story point to estimate user stories, can we still use capacity planning.

My understanding is the user stories should be estimated on Ideal days, then you can use the team capacity because you add the hours that each team members is available and that is how the calculation is set.


Answers:
author: Shannon S
body: Hi Nazee!

Yes, Stories' estimation (story points) are done on a consistent manner, regardless of team capacity. Then based on your Velocity (which you might want to update over time as it gets more precise or changes) Portfolio is able to calculate the date while taking into account other capacity factors like holidays.

Let me know if you have any additional questions. In the meantime, you can review this:

* [Estimation best practices with Portfolio for Jira](https://www.atlassian.com/blog/portfolio-for-jira/estimation-best-practices-portfolio-jira)

Regards,

Shannon


Tags: advanced-roadmaps
How can we assign issues automatically based on workflow?
Asked by kalyani gupta:

Say a task is in To do status, i have assigned the task to any resource manually, he does some work on it and now wants to share it for review. can JIRA automatically assign that task to the reviewer or it has to be done manually?


Answers:
author: Ollie Guan
body: Hi [@kalyani gupta](/t5/user/viewprofilepage/user-id/41987),

There are several ways to automatically assign tasks, and you can refer to the following articles

<https://community.atlassian.com/t5/Jira-questions/How-to-automatically-assign-issue-to-creator/qaq-p/315032>

<https://community.atlassian.com/t5/Jira-Service-Desk-questions/Automatic-Issue-Assign/qaq-p/688313>

<https://community.atlassian.com/t5/Jira-Software-questions/Default-Assignee/qaq-p/721732>

comments: author: kalyani gupta
body: Thanks Ollie,it worked.

I have one more query, I have modified the workflow , the first step is not "Assign" but "Assigned" as per the workflow defined, but when i create a issue the first tab i get is to "Assign" the issue. How can it be hidden or made invisible?

Attaching the screenshot for your reference.![Jira Workflow.png](https://community.atlassian.com/t5/image/serverpage/image-id/25480i682232E979946E75/image-size/large?v=v2&px=999 "Jira Workflow.png")


Tags: advanced-roadmaps
How can I set multiple themes to an initiative?
Asked by Jayne Roques:

I have Theme X, Theme Y, and Theme Z.  

I have Initiative 1 which supports X, and Z.  

In the PortfolioPlanView, hierarchy level set to Initiatives.

The Theme column is visible and there is a choice of X, Y, and Z.  

I can select any one theme, but I can't select more than one theme.  

I've tried holding control, holding shift, holding alt, and combinations but I've not been able to select X and Z.


Answers:
author: Jayne Roques
body: Answer supplied elsewhere:   
A story can have only one theme, but epics and Initiatives can have multiple stories, each with one theme.  

If Story A supports Theme X, and Story B supports Theme Y, the epic/initiative that contains Story A and Story B now supports Themes X and Y.  

You can't set multiple themes at the Initiative/Epic level because they wouldn't map correctly to the stories.


Tags: advanced-roadmaps
Do I need to create an Initiative level to be able to manage/use 1 board/project through Portfolio?
Asked by Nhajebi:

We have a different departments that use Jira so I'm hesitant to add an "Initiative" level at this time.

If I'm using Portfolio for 1 board/project, do I need to create an Initiative level? What is the benefit of doing this?

What is the impact of adding this new level to Jira?


Answers:
author: jndeverteuil
body: Actually, there's no problem to using the **Initiative** level. It's complicated to change the hierarchy while people are using Portfolio already, but there's no issue with using the current hierarchy for your own project.

I've seen instances with plenty of IT and non-technical projects using the same hierarchy. There's absolutely no confusion and it's going smoothly. If you think you need a higher level than Epic, for sure go ahead and use it :)

comments: author: Nhajebi
body: Thanks Julien. I want to confirm that I can use our current hierarchy that we have (Epic, User story/Task, sub-tasks) to create a portfolio for one of my project **without** adding a new **Initiative.**

If I later on decide to add a new **Initiative,**can I do that?


author: jndeverteuil
body: Sure, thats no problem!

Actually, Portfolio has a field that is pretty much like the Epic Link and it's called the **Parent Link** . So if you want to use the **Initiative** , all you need to do is make sure you do have Initiative in your **Issue Type Scheme** of your project. Then, you go to your Epic and you just enter in the Parent Link which Initiative it should be linked to. So for that, you need to make sure **Parent Link** is in your **Screen** for your Epic as well :)


Tags: advanced-roadmaps
Boards or Projects in assigning teams
Asked by Victor Mutambuki:

Is it best practice to assign teams to the board or the project in portfolio?

Thanks  
victor


Answers:
author: jndeverteuil
body: From my point of view, I would make sure the assigned teams have their own board for the project. Then, a product owner or anybody that would need to have a high-level view (planning for instance) could go onto Portfolio.

It really is a question of the perspective of the user and what level of information is relevant to them, at that time :)


Tags: advanced-roadmaps
How does Portfolio know which resource on a team to assign to a story in a fixed velocity sprint?
Asked by David Markowski (DO NOT USE):

Say you have a team that can accomplish 10 points per sprint and there are 3 people on the team? Does it do a split that each team member can do 3.33 points? Or what is the logic on this?

Thanks in advance!


Answers:
author: Shannon S
body: Hi David,

That's correct, provided the people all have the [same amount of working hours](https://confluence.atlassian.com/jiraportfolioserver/configuring-working-hours-and-days-814212622.html).

Let me know if you have any questions about that.

Regards,

Shannon

comments: author: David Markowski (DO NOT USE)
body: [@Shannon S](/t5/user/viewprofilepage/user-id/510046) - Thanks, Lets say resource A is at 30 hours and Resource B is at 15 hours, how will it change the amount? Will it reduce the velocity half for that resource in total?


author: Shannon S
body: Think of it this way.

Say the team has a velocity of 10 story points. You have two team members, and they work 15 hours and 30 hours, respectively, so a total of 45 hours for the team.

We need to work 10 story points in 45 hours, so they will be divided accordingly.

Thus, a 30 hour work week would do 6.66 story points, and 15 would be 3.33.

Essentially, if team member A works twice as more hours then B, then A will do twice as more story points as B.

Hope that's clear! Do let me know if you have any questions.

Regards,

Shannon  


author: David Markowski (DO NOT USE)
body: [@Shannon Spaniol](https://community.atlassian.com/t5/user/viewprofilepage/user-id/510046) that is PERFECT. Thank you for all you rhelp.


author: Shannon S
body: You're welcome, David! Happy I was able to help.

Regards,

Shannon


Tags: advanced-roadmaps

agile

resource

scrum

team

velocity
Calendar View embed or share calendar with non-members
Asked by Corrinda Campbell:

I am considering using Trello as an event planning tool for multiple training classes for 2 departments.

The confirmed events need to be shared with many training centers.

What is the best way to share the calendar with non-paid members?

The company is using MS Teams, Sharepoint, and Outlook.

There is a Sharepoint site.

Is it possible to share the calendar view of confirmed events on the Sharepoint site?

Or link to an Outlook calendar or a page on Teams?


Answers:
author: Maria
body: Hi [@Corrinda Campbell](/t5/user/viewprofilepage/user-id/5458016)   

Using Trello as an event planning tool for training classes across departments is a great idea, given its flexibility and ease of use. When it comes to sharing the calendar with non-paid members, especially when integrating with Microsoft Teams, SharePoint, and Outlook, there are several approaches you can consider:

1. **Share a Public Trello Board Link**: For basic sharing needs, you can make a Trello board "Public" and share the board's link with anyone. This doesn't require the recipients to have a Trello account, but the level of interaction they can have with the board is limited, and it's important to be cautious about the sensitivity of information shared this way.

2. **Export the Trello Calendar to Outlook** : Trello has an iCalendar feed that can be exported and added to Outlook. Or you can use [Planyway power-up](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) to set us 2-way sync. This would allow you to share the calendar view with anyone who has access to the Outlook calendar and back. Here's a general outline of [how you could do it for URL sync](https://planyway.com/help/integrations/ical-integration#export-planyway-calendar-using-ical-url?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) and [2-way sync](https://planyway.com/help/integrations/outlook-calendar-integration?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

3. **Integrate with Microsoft Teams**: While Trello doesn't directly embed into Teams as a full calendar view, you can use Trello's integration with Microsoft Teams to add a Trello tab to your Teams channel. This allows team members to interact with the Trello board directly from Teams. For the calendar, specifically, team members would need to click through to Trello for the full calendar view or rely on the Outlook integration mentioned above.

4. **Embedding Trello in SharePoint**: While Trello doesn't offer a direct way to embed boards into SharePoint natively, you can use SharePoint's website embed feature to include a public Trello board on a SharePoint page. This approach requires making the Trello board public and is similar to sharing a link but embedded within your SharePoint site. Note that the embedded view might not be fully interactive in the same way as it is on the Trello site.
How do you create a sub task
Asked by Hern?n Alvide:

We build houses, each house is a project, each project has differents task (electricity, plump, manufactured, etc), I just want to create sub task but related to each task. I choose the "label" functionality option to assign each project to a house name, but how do I create task and subtask for project, so as to see in the timeline view the subtask under each task agroup by label.


Answers:
author: Dreamsuite Mike
body: Hi [@Hern?n Alvide](/t5/user/viewprofilepage/user-id/5458013)

Take a look at this article, it will show how it can be done natively in Trello:

<https://community.atlassian.com/t5/Trello-articles/Mikes-Trello-Tips-Parent-Child-Card-Linking/ba-p/2418149>


author: Maria
body: Hi [@Hern?n Alvide](/t5/user/viewprofilepage/user-id/5458013)   

<br />

I'm not sure that it can be fully achieved with Trello timeline but if you consider Trello power-ups, then you can do it easily with [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

To view tasks and subtasks grouped by project labels in a timeline, integrating a tool like Planyway with your Trello board can be very beneficial:

1. **Install Planyway**: Add Planyway from the Trello Power-Ups to enable timeline views. This tool integrates seamlessly with Trello and offers a detailed timeline view of your tasks and projects.
2. **Configure Planyway**: Once Planyway is set up, you can configure it to display cards (tasks) and subtaks (checklist items) on the timeline. You can set start and end dates for each task card to reflect the task duration. Also, you can simply drag\&drop from the board to the timeline to schedule.
3. **Filter by Label** : Planyway allows you to group timeline by labels or you can use any other timeline view and simply filter it by Labels. This means you can select a specific project (house) label to view only the tasks associated with that project on the timeline.![Visualize workload on&nbsp;a single timeline](https://files.planyway.com/assets/3.0.562/img/templates-landing/agile-software-development/features/timeline.svg)
4. **Subtasks Visibility** : You can choose whether you want to visualize subtasks on the timeline in the View Settings  
   ![Feature image](https://files.planyway.com/assets/3.0.562/img/trello/features/check-items.png)
Delete a card using Trello automation rule
Asked by Bin Liang:

I can archive a card but I could not find a way to delete a card totally using Trello automation.


Answers:
author: Dreamsuite Mike
body: I think this is missing for good reason....Deletion is completely final. 1 wrong automation move and you have the potential to delete absolutely everything forever...

Is there a reason why just archiving isn't enough?

If you **really** want to Delete, you can do so using an external tool like [make.com](https://www.make.com/en/register?pc=makedreamautomations) or [Zapier](https://zapier.com/)

I would caution this though...In the decade I have been a Trello user, I have never found a case for needing to delete cards via automation.
Removing admin user who left the company
Asked by Sohee Kim:

Hi, I'd like to remove

We are currently on free version of Trello and would like to remove a user who left the company. I removed him from Workspace users but I can't get rid of him from guest list since he is the admin on a couple of boards. Is there a way to remove him from the guest/boards list?


Answers:
author: Sushant Verma
body: Hi [@Sohee Kim](/t5/user/viewprofilepage/user-id/5457978)   

Welcome to the community!  

Hope below doc will help you.  

<https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>  

Or the admin account is the only one able to add/remove other administrators for a board. If that person has left the company, your only way to recover the board is to send an email to support@trello.com and explain the situation.  

Regards,  
Sushant Verma


Tags: administration

user
If we are an Atlassian customer do we still need to upgrade our Trello worksplaces?
Asked by Kelly Vu:

Hi! Given that on April 8 our free Workspaces will be limited to 10 collaborators, do we need to upgrade this if we are current Atlassian users? We have Jira and Confuence and wondered if we still need to purchase additional licenses for our Trello board, as we have 15 on our team. Thank you!


Answers:
author: Ste Wright
body: Hi [@Kelly Vu](/t5/user/viewprofilepage/user-id/5457988)

Yes.

If you have more than 10 collaborators in Trello (including members, guests and pending invitations), and want to continue having \>10 (i.e 15 for you), you will need a paid plan.

Trello's licensing is separate to Jira and Confluence; it's not included with your Jira/Confluence license.

Ste
?rea de Trabalho
Asked by Marcelo Gon?alves:

quantas ?rea de trabalho posso criar uma licen?a?


Answers:
author: Sushant Verma
body: Hi [@Marcelo Gon?alves](/t5/user/viewprofilepage/user-id/5457337)   

Welcome to the community!  

You can search the below link of license.  

[https://trello.com/en/pricing?\&aceid=\&adposition=\&adgroup=141920707139\&campaign=18422629118\&creative=672183050127\&device=c\&keyword=trello%20free\&matchtype=p\&network=g\&placement=\&ds_kids=p73319086554\&ds_e=GOOGLE\&ds_eid=700000001557344\&ds_e1=GOOGLE\&gad_source=1\&gclid=CjwKCAjwte-vBhBFEiwAQSv_xciBPfw0Ow2imkjvDSLTP3D6iQXzpiLyYIp_WLJQNomzyNIUcfFDExoCw74QAvD_BwE\&gclsrc=aw.ds](https://trello.com/en/pricing?&aceid=&adposition=&adgroup=141920707139&campaign=18422629118&creative=672183050127&device=c&keyword=trello%20free&matchtype=p&network=g&placement=&ds_kids=p73319086554&ds_e=GOOGLE&ds_eid=700000001557344&ds_e1=GOOGLE&gad_source=1&gclid=CjwKCAjwte-vBhBFEiwAQSv_xciBPfw0Ow2imkjvDSLTP3D6iQXzpiLyYIp_WLJQNomzyNIUcfFDExoCw74QAvD_BwE&gclsrc=aw.ds)  

Regards,  
Sushant Verma
What happened to my email notifications??
Asked by Michael Tveskov:

Like many others, for quite a while, was receiving email updates without issue, then...stopped; then... restarted briefly, now, for the past few weeks, nothing. Just kind of odd. Would like some assistance please, thanks a lot.


Answers:
author: Sushant Verma
body: Hi [@Michael Tveskov](/t5/user/viewprofilepage/user-id/5457935)   

Welcome to the community!

You can test whether email notifications are going out correctly with this link: <https://trello.com/test_notifications>. If that's working, Trello is able to contact you via email. Still not receiving emails? In some instances, Trello emails get marked as Spam or Junk and end up in your Spam or Junk folder. Marking the emails as not Spam or Junk should help.

See [Not receiving confirmation emails or password reset emails](https://help.trello.com/article/716-not-receiving-confirmation-emails-or-password-reset-emails) for more tips on email troubleshooting.  

Please follow below link for more information.  

<https://support.atlassian.com/trello/docs/notifications-are-not-working/>  

Regards,  
Sushant Verma
I need help to recover an account. How do I get someone to help me out?
Asked by Rob Lofthouse:

Lost my Board. Trello no longer recognizes my account.


Answers:
author: Sushant Verma
body: Hi [@Rob Lofthouse](/t5/user/viewprofilepage/user-id/5457476)   

Welcome to the community!  

Below document will help you to understand more.  

<https://support.atlassian.com/trello/docs/recovering-your-trello-account/>  

Regards,  
Sushant Verma

comments: author: Rob Lofthouse
body: Thank you for your reply.

However, it did not answer my question or solve my problem.


author: Rob Lofthouse
body: Thank you for replying Sushant.

Here's the problem.

While I was editing an existing Board, it disappeared.

I then attempted to log back in and continue editing. However, Trello now no longer recognizes that account.

The link you sent does not address that.

I need someone at Trello to take a look at their data and recover my account.


author: Sushant Verma
body: Please reach out to <https://trello.com/contact>  

Regards,  
Sushant Verma


author: Rob Lofthouse
body: That would be helpful if they responded with useful information. However, it's a big black hole.
Trello Workspaces will be limited to 10 collaborators starting April 8
Asked by Solis, Jeannie @ Global D&T:

We have a team with 11 members. I am their IT person at CBRE in Ontario, California.

They wanted to reach out with Trello Support and talk to someone live. to talk about how they will deal with the over the limit. can't seem to find contact or support number on the web.


Answers:
author: Ste Wright
body: Hi [Solis, Jeannie @ Global D\&T](/t5/user/viewprofilepage/user-id/5457854)

I've removed your personal details - this is a public forum, so best not to post them on your question!

Trello doesn't have a phone number, although there is a support portal where you can raise queries - <https://trello.com/contact#/>

---

Or, feel free to ask the questions here, and we can try to help answer them :)

Ste