youngmon/atlassian-qna huggingface dataset:
Unable to use Jira Portfolio
Asked by frederic.villeneuve:

Hello,

I am unable to use Jira Portfolio stating that users license are exceeded and the license status is incompatible with product license.

UPM is updated to Universal Plugin Manager (v2.22.6) by [Atlassian](http://www.atlassian.com/).

Regards,

<br />

Fred


Answers:
author: somethingblue
body: Hi Frederic,

I see you have a ticket in with our Support team regarding this issue and the most recent response was as follows:

Unfortunately, this is expected behavior. Jira will not activate add-ons unless they have a compatible license. For instance if you have 100 Core licenses and only 50 licenses of an add-on it will not work.
> [What License Do I Choose?](https://confluence.atlassian.com/purchasing/what-license-do-i-choose-when-purchasing-an-add-on-321848665.html)
>
> As Atlassian Add-ons are global, the user tier of the add-on must match the user tier of the parent application. For example, if you wish to add JIRA Agile to a JIRA 25 User license, you must purchase a 25 User license for JIRA Agile regardless of how many users will need access to JIRA Agile. If you do not purchase an add-on license that matches your parent application license's tier, your add-on will not function.
>
> All Atlassian download products are licensed for one instance on one server, so you must purchase an add-on license for each instance of the parent application you intend to use it with.
>
> [Marketplace Licensing FAQ](https://www.atlassian.com/licensing/marketplace)

If you have any questions about the information provided please update the ticket and once you're done with the Support team let us know the final outcome.

Cheers,

Branden


Tags: advanced-roadmaps
How to rollback changes in Portfolio after reconfiguration
Asked by Dmitry Karasev:

I was reconfiguring Portfolio, but when all versions were selected I clicked remove selection for all and added only few that I needed to add. But "Remove selected" actually removed ALL selected even the old ones that were already there.

In this case Portfolio doesn't require the Committing of changes, so is there a way to restore data that was before?


Answers:
author: Thomas
body: Hi [@Dmitry Karasev](/t5/user/viewprofilepage/user-id/619135),

I'm assuming here that this happened during a Portfolio Plan creation, in which case once the plan is created you can go in the plan configuration and edit the issue source. This will let you go through the creation steps again so that you can include everything you need ([Documentation](https://confluence.atlassian.com/jiraportfolioserver/configuring-issue-sources-935577871.html)).

Hope that helps!

Cheers,

Thomas

comments: author: Dmitry Karasev
body: No it happened when I reconfigured Portfolio plan to add new Epics. Thats why when I clicked remove selected - all versions were removed even those that were selected before. Yes it's probably expected, but problem is - reconfiguration does not require to Commit changes, so when I realized that I removed some versions, it was too late


author: Thomas
body: Going through the issue source configuration does not require to commit changes indeed because it does not change any data in Jira. Everything done during that process should be reversible by simply going through the configuration again.

On a related note, deleting releases that were created in Portfolio but not committed (e.g. Release never existed in Jira) does not create an uncommitted changes.


Tags: advanced-roadmaps
When will Portfolio for cloud has the same feature set as portfolio for server
Asked by Thorsten Kamann:

This is a little bit curious. The cloud version is last updated in August last year. The server version has get some more update.

Is there a reason why the cloud is behind the server with much of features?

Thorsten


Answers:
author: Matt Doar
body: Cloud and Server are separate products now, with separate code bases. I suspect that the portfolio add-on has different code bases for Cloud and Server.

comments: author: Thorsten Kamann
body: As a conclusion Jira Server and Jira Cloud are separates products with different features? What about confluence. Is this separated, too?


author: Thomas
body: Hi [@Thorsten Kamann](/t5/user/viewprofilepage/user-id/979719),

I would suggest reading this piece regarding the Cloud, Server / Data center differences: <https://www.atlassian.com/blog/announcements/prioritizing-roadmaps-cloud-server-data-center>

Regarding Portfolio Cloud updates I can say for sure that August last year is not the latest update, the cloud updates can be found [here](https://confluence.atlassian.com/cloud/blog) (e.g. [Update in December](https://confluence.atlassian.com/cloud/blog/2017/12/atlassian-cloud-changes-dec-11-to-dec-18-2017#AtlassianCloudchangesDec11toDec18,2017-portfolio.jira))

I also notified the relevant team that we could do a better job at exposing the latest updates.

Cheers,

Thomas


Tags: advanced-roadmaps
Portfolio - sub tasks of stories not showing - data source is a board
Asked by David Milligan:

I have created a plan, but sub tasks linked to stories are not appearing in the plan


Answers:
author: Sue Webber
body: Hi David

Did you have any luck with this, I have the same issue.

I imported sub tasks to existing stories and they appear in jira on the story, but Portfolio is not showing them


Tags: advanced-roadmaps
Checklist Convert to Card - Automatically link cards in attachments?
Asked by Noa Office:

When I convert a checklist item to its own card, is it possible to automatically link the newly created card to the original card? I did not see a trigger option for "Convert to Card"

Thanks


Answers:
author: Dreamsuite Mike
body: The **convert the item to a linked card** option inside the **cascade**section of automation will do this:

![Screenshot 2024-03-10 21.27.54.png](https://community.atlassian.com/t5/image/serverpage/image-id/311195i3F10FF02736B9CEE/image-size/large?v=v2&px=999 "Screenshot 2024-03-10 21.27.54.png")![Screenshot 2024-03-10 21.27.39.png](https://community.atlassian.com/t5/image/serverpage/image-id/311194i622977DF2AFE3427/image-size/large?v=v2&px=999 "Screenshot 2024-03-10 21.27.39.png")
Inventory Tracking
Asked by Sarrah Saunders:

I have inventory that leaves our warehouse, goes on a job site, and then returns. I have a trello card per inventory item. I would like to track how many days an item is out of our warehouse. I have a custom field named "Location" where I put the job site name when the item is out and "warehouse" if the item is in. Any ideas? I have about 2500 inventory items.


Answers:
author: Dreamsuite Mike
body: Hi [@Sarrah Saunders](/t5/user/viewprofilepage/user-id/5280238)

Create a list called "Booked Out" (change the name to what works for you).

Create a custom field called "Time Booked Out"

Have the following automations

**Automation 1 - When location is set to anything other than warehouse**

```
When custom field "Location" is set to "regex:^((?!Warehouse).)*$/", move the card to "Booked Out"?
```

**Automation 2 -When location is set to warehouse, move to list Warehouse and log time**

```
When custom field "Location is set to "Warehouse", set custom field? "Time Booked Out" to {cardhoursinlist} and move the card to list "Warehouse"
```

*Note, you can also use {cardminutesinlist}. If you want days, you can do ({cardhoursinlist} / 24)*

comments: author: Sarrah Saunders
body: Thank you, [@Dreamsuite Mike](/t5/user/viewprofilepage/user-id/5153180) . That would be helpful; although, each list is a package, so I need the cards to stay within the package for selection/design purposes. I have 10 boards (each a package type) with about 25 lists/packages each, so having cards separate out of their package would create too much chaos.


Tags: butler

inventory
The benefits of adding a Google photos ALBUM to trelllo
Asked by PJRanson:

I use trello for many things.

* Personal organisation
* Project management tool
* A simple CRM/Sales funnel
* Archive indexing
* GTD methodology

Etc.

I use the Google Drive Power up to reference folders in my GTD filing structure on G-Drive within cards associated to things like bank accounts, (for statements), client related references (agreements, estimates, invoices, CAD designs) and so on - it's a fairly robust holistic system that's integrated with my backend digital filing structure, and really rate Trello for it's integration with other other systems, like OneDrive and GDrive etc...

I make and fit cabinets, (amongst other things) and find Trello a great way to corral various items of content together under one list, but sometimes lists can get over-bloated with images or files, so I use cards with power-ups to externally reference content as described above, I find this a neat way to access content on the move, especially when speaking to new clients and leads.

With this in mind, It would be really useful to have an option to enable Google photo ALBUMS - and then simply link that album to a card...

I use Google albums to keep photographic records of projects, so being able to link those albums into Trello would be a great option.

Does anything like this exist?

I know I can copy individual images directly into a card from my device, and that's great for the odd one or two images, but if I wanted an entire albums worth (100s of shots) then that becomes far too cumbersome.

In theory I could copy those photos to the project folder on Google Drive, but that's then doubling up on cloud storage and I'd rather not do that.

Any ideas would be welcomed.

Thanks.


Answers:
author: Dreamsuite Mike
body: You can link Google Albums and individual photos in the description of cards, using smartlinks. They will also show up in the same way if you paste the link into a list. What it doesn't do, like Google Drive links is allow previews within Trello:

![Screenshot 2024-03-10 21.25.17.png](https://community.atlassian.com/t5/image/serverpage/image-id/311193i8A4DC43C88B4F00E/image-size/large?v=v2&px=999 "Screenshot 2024-03-10 21.25.17.png")

comments: author: PJRanson
body: Nope... that's perfect - thanks Mike - I'm surprised I didn't even try that...

*#TripleFacepalm*


Tags: google-drive

google-photos
Can i subscribe single accounts for myself. but put by other 9 staffs as guest that can move cards
Asked by Mohd Rafiq Hakim Ramlee:

im using trello free premium trial. im a clinic business owner which im the one who edits the automation rule and due dates with custom fields, can i subscibe to premium for me as single user while all my other staffs as only guests?  
in my case, i want to just subscribe to trello with single user account. i have 10 other staffs that i want them to move and checklist the cards by only being guests. is it sufficient to only have 1 user account subscription?


Answers:
author: Dreamsuite Mike
body: Hi [@Mohd Rafiq Hakim Ramlee](/t5/user/viewprofilepage/user-id/5448908)

I answered this in the other post you asked it in but here is my answer:

You can subscribe to Trello Standard/Premium in your workspace. It will be charged based on the number of **Workspace Members** or **Multi-Board Guests.**

So if it is **just** you as a premium/standard user and the other 10 staff are single-board guests, you will only pay $6/mo or $60/yr

**If**your staff are on more than 1 board, you will have to pay for them...
automation: No more than one member per card
Asked by Bin Liang:

I want to achieve no more than one member per card. I want to use a logic

condition: whenever a member is added to a card

action: remove all other members in the card and keep the new one

I am new to Trello automation and love a quick tip


Answers:
author: Mutya A
body: Hi Bin Liang,  

I managed to spin up an automation that will cater to your use case. You can use the [Automation member variables](https://support.atlassian.com/trello/docs/butler-variables/#Member-variables) to use ***addedusername*** for the newly added member. Here's how to set it up in your [Rules](https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/#Rules):

![2024-03-12_11-22-20.png](https://community.atlassian.com/t5/image/serverpage/image-id/311447i317526AEEA730DAA/image-size/large?v=v2&px=999 "2024-03-12_11-22-20.png")

The only caveat is that it also applies to newly created cards. When you add a first member to a card, it removes it and then adds it back again. There is no condition for me to check if there is more than 1 member in a card. It's possible that you can enhance this automation and make use of [Custom fields](https://support.atlassian.com/trello/docs/using-custom-fields/) to track the number of members added, if you're on Premium subscription.

Hope this helps but let me know if you have any other questions.

-------

If this post ***helps*** your query, then please consider **Accept answer** to help the other users find it more quickly.
Moving from free solo account to sharing SOME not all boards with business partners in new venture
Asked by O:

I currently have a free Trello account where I manage my boards for personal projects and a sole proprietorship.   

I am starting a new venture with two partners. We want to have a shared workspace and want a paid subscription workspace either Premium or Standard (not sure yet). I'd like to know how to create a Standard/Premium workspace where I can collaborate with my business partners, and I need to share one of my boards with them, but I want to keep my other boards visible only to me for my personal projects and sole proprietorship.  

Should I convert my current free workspace to a Standard/Premium workspace and only share the boards I want to share with them. Or should I just create a totally new Standard or Premium workspace and try to migrate the one relevant board over to share with my partners (not even sure if it's possible to share a board from free to a paid account).

Thank you


Answers:
author: Alina Kurishko
body: Hi there,

Welcome to the Atlassian Community! ?

First, I'd like to mention that a subscription is purchased per a Workspace rather than a user account. If you purchase a subscription for 1 Workspace, you can become the only admin which I would recommend in this case.

Others won't have visibility over your boards if you upgrade your Workspace and make sure you add your partners as Workspace members (not admins). Generally, admins in a paid Workspace have visibility over all boards in the Workspace (even private ones), but members are able to view only their own private boards, Workspace-visible boards, public boards (if there are any), and those private boards they've been explicitly added to.

Here's more about board visibility: <https://support.atlassian.com/trello/docs/changing-the-visibility-of-a-board/>

Would this option work in your case?

Alina \| The Trello Team
Is there a way to modify a card to delete or rearrange the fixed catagories?
Asked by Intown Home Builders:

We want to be able to move or delete the fixed catagories on a card like the Description, Custom Fields and Gmail by Cardbox so we can essentially add multiple checklists that will be at the top of the card. We have created multiple checklists and then tried to move the checklists to the top of the card or delete the catagories altogether, but those 3 catagories seem to be fixed and not able to delete or replace them.

Thank you for your help,

Randy Wallis

Intown Home Builders


Answers:
author: Vishaal S
body: Hey there,

Vishaal here with Trello---thanks for reaching out

Currently, Trello doesn't offer the flexibility to rearrange elements like "Description," "Custom Fields," "Gmail by Cardbox," and "Activity" within a card interface, nor does it allow placing a checklist at the very top of the card layout. The interface is relatively fixed to maintain a standard user experience across boards. However, Trello is adaptable in other ways that might meet your needs:

* You can indeed add multiple checklists to a single card, which allows for diverse tracking of tasks within the same thematic or project card. This feature can serve as a workaround for managing to-do items effectively.

* Because we built Trello to be a next-generation web and mobile application, it doesn't have very robust built-in printing support. While we do offer printing in the app, it's not a heavily focused feature: <https://support.atlassian.com/trello/docs/printing-in-trello/> However, we are aware of third-party Power-Ups that allow for some more customizable printing from Trello, which you may want to check out: <https://trello.com/power-ups/search?q=print>

Do let me know if you've more questions. I'd be happy to help.
Automated reminders for late tasks
Asked by Jim Gallombardo:

Where in Trello can I find a way to set reminders for overdue tasks? I do not want to create more cards. Same card. Same date. Reminder one day before - no problem - got that. What if the task is not completed? Can a reminder be sent periodically until completed?


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: Hello in the community [@Jim Gallombardo](/t5/user/viewprofilepage/user-id/5448805),

You can do this using **scheduled automation** like this:

```
every day, create a report in variable "reminder" with all cards with an incomplete due date, and send an email notification to "myemail@gmail.com" with subject "Reminders" and message "{$reminder}"
```

To add such automation click Automation button in top right area of your board, choose Rules option, then selected Scheduled option in the top left menu.


Tags: reminder
Combine board calendars within Trello
Asked by Tom Gaunt:

I would like to use the Trello calendar as my personal calendar for all Trello boards. Can this be done?


Answers:
author: Tom Gaunt
body: I found my answer in Powerups with Planyway.

comments: author: adam
body: Hey I am to do same think. Could you please give more tips how to do it in the best way? Thanks in advance.
Is there a way to message or tag a user in our Google Chat Space using automations?
Asked by Reeve Avila:

I would like to add an Action in our board that allows Trello to Tag a specific person in our chat when triggered by the automation. I noticed that there's option for Slack in Automations but couldn't find an option to add Google Chat. Thank you

![Screenshot 2024-03-10 001209.png](https://community.atlassian.com/t5/image/serverpage/image-id/311154i1D6CE1F615A80E32/image-size/large?v=v2&px=999 "Screenshot 2024-03-10 001209.png")


Answers:
author: Vishaal S
body: Hey Reeve Avila,

Vishaal here with Trello Support---thanks for reaching out!

We don't have any direct automation feature to tag members with Google Chat, However, there are a few workaround methods you might consider to achieve a similar outcome:

* Services like Zapier or Integromat might provide a bridge between Trello and Google Chat. These platforms allow you to create custom workflows (Zaps or Scenarios) where an action in Trello, such as moving a card or updating a card, can trigger a message in Google Chat. This message can include mentioning a specific person if the platform supports that level of integration with Google Chat.
* If you're comfortable with APIs, you could set up a Trello webhook to listen for specific actions (like card updates, comments, etc.) and use the Google Chat API to post messages in a room or direct message. This method would require expertise and understanding of both the Trello and Google Chat APIs.
* While not a direct tagging in Google Chat, Trello's built-in Butler automation tool allows for sending email notifications based on triggers. If the person you want to tag has notifications set up for Google Chat through email, this can be a makeshift way to alert them about a Trello action.

Do let me know if you've more questions. I'd be happy to help.
I deleted a Trello workspace that wasn't mine, I need to recover it, what should I do?
Asked by EvolukMB:

I was granted access to a Trello workspace and mistakenly deleted it since it was no longer useful to me. However, in doing so, I inadvertently deleted all boards within another person's workspace. Is there a way to recover them?


Answers:
author: Brant Schroeder
body: [@EvolukMB](/t5/user/viewprofilepage/user-id/5448758) welcome to the Atlassian community

Deleting a workspace is permanent. <https://support.atlassian.com/trello/docs/deleting-a-workspace/>

When a workspace is deleted the boards are closed. You should just be able to reopen any boards that were in the workspace. <https://support.atlassian.com/trello/docs/reopening-a-closed-board/> You will have to recreate the workspace and add the boards back to it.

comments: author: Brant Schroeder
body: [@EvolukMB](/t5/user/viewprofilepage/user-id/5448758) can you accept this answer to help others?
Usamos 18 pessoas em quadros 6 quadros E anexamos arquivos , como foto e ?udios .
Asked by Michelle Laura Neto Almeida:

Usamos 18 pessoas em quadros  
6 quadros  
E anexamos arquivos , como foto e ?udios .  
Em m?dia usamos 800 cria??es de cart?es e arquivamentos , a automa??o contaria cada um cart?o que arquivar ?  
No caos do standard qual valor por pessoa ?


Answers:
author: ?i?dem B?y?ka?ik
body: Hi,

Have you checked Trello's pricing page? This is the page I have access to but there maybe localized pricing in your country.

<br />

<https://trello.com/pricing>  

Good luck!
How can I get a premium access for a nonprofit international journalists' organization ?
Asked by FIPRESCI:

I am representing FIPRESCI, the International Federation of Film Critics. Our website [www.fipresci.org](http://www.fipresci.org) uses Trello, and is very pleased with it. Now the free version will obviously be limited, and it seems that we need to upgrade. Is there a premium version for a nonprofit organization for a lower prize ? How to get it, whom to contact ?

Thanks, Klaus Eder  
keder@fipresci.org


Answers:
author: Dreamsuite Mike
body: Hi [@FIPRESCI](/t5/user/viewprofilepage/user-id/5448687)

You *may*be entitled to the Non-Profit discount, please see here:

<https://www.atlassian.com/licensing/purchase-licensing#pricing-discounts>

and here:

<https://support.atlassian.com/trello/docs/non-profit-and-educational-discounts/>

comments: author: Lauren Black
body: Hi Klaus, [@FIPRESCI](/t5/user/viewprofilepage/user-id/5448687)

In addition to reading the information above, please[read the eligibility criteria](https://www.atlassian.com/licensing/purchase-licensing#how-does-atlassian-determine-who-qualifies-for-community-licensing) and [apply for a discounted community license.](https://www.atlassian.com/software/views/community-license-request#/?)

You will find all information for nonprofits [here](https://www.atlassian.com/teams/nonprofits) including our new support program Ask an Atlassian, where you can get help from Atlassian employees.


author: bhanu teja
body: Hi [@FIPRESCI](/t5/user/viewprofilepage/user-id/5448687) can i know how many users currently using trello

comments: author: FIPRESCI
body: We've a team of colleagues who take care of Trello, around 25. We need few boards, 12 lists in every board, up to 20 events in every list. Each event is taken care of one to three colleagues from the pool of 25.  
To explain: we set up juries in around 80 film festivals per year. Per list: one festival/jury.
Trello pour l3s association
Asked by lavoixdesmigraineux:

Bonjour

Nous utilisons TRELLO depuis plusieurs ann?es. Il ?tait annex? ou propos? ? notre programme Google for non profit. A pr?sent, or, il, semblerait qur nous ne soyons par r?f?renc? comme association. Nous ne pouvons pas nous permettre de payer un abonnement. Comment faire.

Sabine DEBREMAEKER PR?SIDENTE


Answers:
author: ?i?dem B?y?ka?ik
body: Hi [@lavoixdesmigraineux](/t5/user/viewprofilepage/user-id/3844207)

Your question is about your personal account so I think it's best to contact Trello's support.

<https://trello.com/en/contact#/>

Good luck!