youngmon/atlassian-qna huggingface dataset:
How do i view all funnel initiatives which are in backlog in order to assing them theme.
Asked by A:

I want to assing theme to my backlog initiatives to generate pie chart report n jira portfolio, cant see all my listed initiaves but only few whicg are in progress state


Answers:
author: Walter Buggenhout
body: Hi [@Anchal Choubey](/t5/user/viewprofilepage/user-id/308826),

Most likely they are being filtered out in some way. A few things to check:

Make sure you don't have a filter on status active in your Portfolio plan:

![Screen Shot 2017-12-27 at 11.08.32.png](https://community.atlassian.com/t5/image/serverpage/image-id/11595iEDA15F03A819CAC2/image-dimensions/170x105?v=v2 "Screen Shot 2017-12-27 at 11.08.32.png")

If that's not the case, how did you select the initiatives for your plan? Is there any filtering applied there?

comments: author: Walter Buggenhout
body: Hi [@Anchal Choubey](/t5/user/viewprofilepage/user-id/308826),

If you just click on **status**, the status field will be displayed as an additional filter option at the top of the schedule. As from then, you will be able to filter in more detail.

But, as the option *Open and completed* is selected, that will not be the cause of your issue. I rather think the problem will be related to the way you pulled in your initiatives when you set up your plan. You need to check your **source data** for that.

Follow these steps to find out what you're pulling into your plan:

* click the button with the 3 dots next to your plan's name
* select *Configure*
* On the left hand side under *Source data* select **Issue sources**

**![Screen Shot 2017-12-27 at 11.45.03.png](https://community.atlassian.com/t5/image/serverpage/image-id/11601i8DAA2A4B970A07EE/image-dimensions/349x137?v=v2 "Screen Shot 2017-12-27 at 11.45.03.png")**

* Click the **Edit sources**button

You will now be taken through the wizard that helped create the plan initially. Have a close look at how you are importing your initiatives there. If you can find an explanation there of why not all your initiatives are showing, adjust your settings.


author: A
body: Thx i figured it was issue with sources of plan .


author: A
body: Hi Walter ,

i can see 4 isssues which are in diffrent status , but it not showing rest .

I cant find any such filter where it allow me to see all status in my portolio plan , also there are not uncommited changes as well , why it is not picking up rest of issues ?

Open and completed are only two here .

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/11600i27929AB54B7BEB26/image-size/large?v=v2&px=999 "image.png")


Tags: advanced-roadmaps
JIRA Portfolio Classic vs 2.0 Plan
Asked by AMIT GULATI:

In Classic Plan, I am unable to find option to create scenarios and in live plan I am unable to find option to create initiatives.

Is this intentional or am I missing anything?


Answers:
author: Tarun Sapra
body: Classic plans aren't there in Portfolio 2.0 onwards.

***"This page refers to Portfolio classic plans. If you are currently running Portfolio 2.0, please check [this link](https://confluence.atlassian.com/jiraportfolioserver/add-on-administration-802170478.html) to access the latest page version."***

And multiple scenario planning is a feature of portfolio 2.2

<https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-2-2-release-notes-915152968.html>

comments: author: AMIT GULATI
body: Thanks for quick response.

I am using 2.2 since I can create scenarios but there is still an option to create a classic plan. I liked the classic plan since it allowed me to create initiatives.

Any idea why initiatives can't be created in 2.2?


author: Tarun Sapra
body: You can easily create initiatives in 2.2 as well . Please see here

<https://confluence.atlassian.com/jiraportfolioserver/configuring-initiatives-and-other-hierarchy-levels-802170489.html>

You have to configure it in hierarchy level.


author: AMIT GULATI
body: Got it. I knew about this feature but looks like it has now been given in the hands of administrator. In the earlier versions of Portfolio, a normal user could also create initiatives.

Thanks for your prompt response again.


author: Tarun Sapra
body: Glad that it's clear now. please accept/upvote answer if it worked for you. thanks.


Tags: advanced-roadmaps
Is there a way to view JIRA Portfolio schedules with a grid for Months/Quarters etc?
Asked by Sam Doha:

Love this plugin but need a calendar view of my plan that I can use to present a simplified timeline to senior Stakeholders. Anyone have any thoughts?  

Thanks all


Answers:
author: Walter Buggenhout
body: Hi [@Sam](/t5/user/viewprofilepage/user-id/32668),

If you're talking about senior stakeholders, your usually talking about the Epic level, maybe even initiative level or program level (across multiple plans).

As far as I know, you cannot specify yet whether you want to look at the plan with a specific time representation in mind. But a few releases ago, a simple indication of the timeline has been added to the schedule. If you filter your schedule for a specific period, it will show you the month names at the top of the schedule *(schedule itself not shown since I took the screenshot from a production example)*:

![Screen Shot 2017-12-27 at 11.14.32.png](https://community.atlassian.com/t5/image/serverpage/image-id/11596i0183B5602B285CA5/image-size/large?v=v2&px=999 "Screen Shot 2017-12-27 at 11.14.32.png")

I applied the filtering as follows:

![Screen Shot 2017-12-27 at 11.20.30.png](https://community.atlassian.com/t5/image/serverpage/image-id/11597iC7413C30B8A077AA/image-dimensions/299x175?v=v2 "Screen Shot 2017-12-27 at 11.20.30.png")

If you have multiple plans and create an overview of them in a **program**, the schedule will be shown as follows:

![ProgramPage_Sample_Overview.png](https://community.atlassian.com/t5/image/serverpage/image-id/11599i4093C10A067599E8/image-dimensions/530x231?v=v2 "ProgramPage_Sample_Overview.png")

Hope this helps.

comments: author: Sam Doha
body: Hi [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225) thanks for that - really helpful!

<br />

Unfortunately we're on JIRA cloud where the **program** feature of JIRA portfolio is currently unavailable. If you have any more thoughts on a workaround I'd love to hear them - otherwise I will continue to look for a plugin that may be able to do what I need.

Many thanks


Tags: advanced-roadmaps
Why does shared teams not cut across two plans for capacity
Asked by Scott Stephens:

I have shared teams across two plans. The plans are not showing over allocation in capacity when using the same teams in the two plans.

* Shared Team 1 has 400 hours of capacity per sprint.
* Plan 1 has sprint 1 allocating 400 hours to this shared team
* Plan 2 has sprint 1 allocating 400 hours to this shared team

There is not any call out of over capacity between the two plans even though technical the team is now working 800 hours when you combine the two plans for sprint 1


Answers:
author: Michael Murguia - LBI
body: Wow - 2017 :)   

So - any update on this?  

M


Tags: advanced-roadmaps
Which paid plan to choose?
Asked by Gail Francis:

All I need is for my team to access the documents I have posted - read and download. I do not need anyone to add or change my documents. However, I do need more than 10 people able to access the board? Which paid plan will allow this?


Answers:
author: Caity
body: If you were happy with the features of Trello free, I'd suggest Trello Standard. You can find more information about our plans here: trello.com/pricing

By the way, if you only need those users to be members of a single board within the Workspace, you can just add them to that board without making them members of the Workspace itself. That would make them single-board guests, which are free in all of our paid plans.
Problem in Converting Checklists Tasks to Cards
Asked by Leslie Clark:

I set up this automation successfully to create cards on my personal board from checklist tasks on a larger department board. When it runs, the task on the department card turns into a link which goes to the card on my personal board. HOWEVER, the checklist we're using on each card is a template and the task in the template card is also bring turned into a link to the card on my personal board.  

How do I stop this from happening?? We do not want to alter the checklist template.

![Screenshot 2024-03-08 at 10.25.10 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/311069iEA1842B2DF0AD50C/image-size/large?v=v2&px=999 "Screenshot 2024-03-08 at 10.25.10 AM.png")


Answers:
author: Mutya A
body: Hi Leslie,   

I tried the automation you shared above and I cannot replicate the same issue you are describing. Can you check if this issue is still happening today? You might want to look for automations that may have run on this template card by checking the [Automation Usage logs](https://support.atlassian.com/trello/docs/opening-the-usage-log/).

Hope this helps!  

-----  
If this post ***helps*** your query, then please consider **Accept answer** , **Like** or click the up arrow to **Vote** to help the other users find it more quickly.
Is it possible to add a power up automatically when I create a card?
Asked by B M:

When I create a card on one board I would like to duplicate the card on another board and create a card dependency.


Answers:
author: Dreamsuite Mike
body: Hi [@B M](/t5/user/viewprofilepage/user-id/5448276)

This article may help you:

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


author: Tymek Zapa?a _Colorful Budget_
body: [@B M](/t5/user/viewprofilepage/user-id/5448276)

So would you like to add a power-up or duplicate the card? :)

comments: author: B M
body: Both. I want to have one board that is an 'At-A-Glance' board to track a card through multiple other boards in the production process.

I would like to create the card in the engineering board and duplicate it to the at-a-glance board then track it throughout the entire process (boards)

I was hoping to be able to do this with the Card Dependency by Screenful (I think) power up and use an automation to create the duplicate card and add the power up.

Unito had something that looked promising but was almost $800 / month and that is way out of my non-existent budget.
Can you delete my account by Trello?
Asked by Rika Wind:

Ik want to stop using Trello and delete mij account.   
And also unsubscribe from newsletters.   

Thank you!  

Kind regards, Rika Wind


Answers:
author: Caity
body: We have instructions on how to delete your account here: <https://support.atlassian.com/trello/docs/deleting-your-trello-account/>

You can also unsubscribe to marketing emails on trello.com/my/account in the "Marketing emails" section.
Board and User Not Accessible
Asked by Ron Ganbar:

Hi there,

In my workspace there's a guest user who no longer works at our company and there's no access to their credentials or their email address. That user has a board on the workspace they are admins of. I managed to remove the user from the workspace, but they are now guests. I would like to remove the board and the guest user. Is that possible in any way?

Thanks!


Answers:
author: Caity
body: Free Workspaces in Trello are getting some new admin tools that will allow you to fully remove any member or guest. These tools will be available by the end of March.

If you want to remove someone *before* then, you can do that by starting a free trial of Premium (no credit card required) if you haven't used a trial previously. That will give you full admin capabilities so that you can remove any member from any board.

comments: author: Ron Ganbar
body: Thanks [@Caity](/t5/user/viewprofilepage/user-id/1124533) !


author: Andrei Eleodor Sirbu
body: Hello Ron, there's quite a few answers out there for this question so I suggest you check this one out :

<https://community.atlassian.com/t5/Trello-questions/How-do-I-remove-a-board-created-by-a-former-employee/qaq-p/1673047>

I hope this will be helpful

*** ** * ** ***
My Trello Account
Asked by Dawna Horton:

Hello,

Is there a way to change ownership of my Trello account to the new colleague taking over my postion?


Answers:
author: Tansu Akdeniz
body: Hi [@Dawna Horton](/t5/user/viewprofilepage/user-id/5448096)

Welcome to the community.

Please take a look at this article: [How to Transfer Board Memberships to a New Account](https://support.atlassian.com/trello/docs/how-to-transfer-board-memberships-to-a-new-account/)
Using Multiple workspaces to minimize billing
Asked by jonty:

I work in a smallish company - around 50 people made up of several different teams, almost all of them using Trello. Each team performs their own tasks, but their work often overlaps, so different teams need to see and update other teams Trello boards.  
We have been using free Trello for about 5 years.

Understand that Trello need to charge for an excellent resource, but we also need to keep our costs low.

I have proposed this solution - We create an number of different workspaces, each with one trello board. We would then pay for key users on each board/workspace, they would then invite the rest of the company as guests to each board.   
So each board and workspace would have 2/3 billed users - we have around 6 key trello boards, so around 15-20 paid users, with another 50 working on boards as guests.  

My question is -what is the best way to set this up? Atlassian doesn't seem to offer this (for obvious reasons) -   
Is it better to create 15 -20 single users and have them create the workspaces and boards.. then invite the rest as guests.


Answers:
author: milynnus
body: [@jonty](/t5/user/viewprofilepage/user-id/5448120)

Based on what you have written it would appear to me that you understand the criteria for subscription. If you create separate workspaces, you will probably need a super-user to enable you to at least 'share' across workspaces. Single board guest do not need a subscription so if can design around this idea it will help minimise cost without having create separate workspaces. Engaging them to work effectively on a single board will to be handled.

i don't there is a rule of thumb for what you require. It is more about design the boards.


author: Dreamsuite Mike
body: Hi [@jonty](/t5/user/viewprofilepage/user-id/5448120)

I always recommend where possible a single workspace and I think in your case, you would be better off to pay for a single standard workspace and structure it the workspace in a way to maximise single board guests.

It looks like you have a grasp of how Trello bills but here is an article that can provide support:

<https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>

Also, we are going to be releasing content in the coming weeks which may help you get the most of Trello without breaking the bank...Keep your ? peeled ?
Uploading Files?
Asked by kim stansfield:

Hi,

I've been using free version of Trello for writing an agile systems engineering book with a friend, i.e. voluntary development, and tried using Trello to keep text and figure development together, but after both of us investigating could not see how to upload files into Trello so abandoned it. We have now moved to OneDrive, but felt some of the features of Trello would be advantageous, so I just wondered what the thing is we missed as 'upload files' would seem to be the most fundamental?


Answers:
author: Dreamsuite Mike
body: Hi [@kim stansfield](/t5/user/viewprofilepage/user-id/5448060)

You certainly can upload files to Trello and in almost every way possible:

* Drag and Drop
* Copy and Paste
* Click Attachments \> Upload
* Link from OneDrive or Google Drive
* Paste into description

![Screenrecording2024-03-0816.58.32-ezgif.com-optimize.gif](https://community.atlassian.com/t5/image/serverpage/image-id/311023i1DE53C5E8CAD9D0D/image-size/large?v=v2&px=999 "Screenrecording2024-03-0816.58.32-ezgif.com-optimize.gif")
Calendarios, problemas cuando asigno a un miembro en tareas de checklist, y le asigno una fecha.
Asked by MARIA JESUS RUIZ COBOS:

Cuando agendamos a un miembro en el cheklist de una tarea que no es del miembro, solamente tiene que hacer un dia especifico y un cheklist especifico, a vece sale en su calendario y a veces no.

Tambien le aparecen tareas que ya ha realizado como pendiente de realizar, todo eso en el calendario.

El problema que tenemos es de CALENDARIO. No sabemos si estamos agendando bien o no.

Ruego aclaraciones o similitudes para ver soluciones


Answers:
author: Vishaal S
body: Hey Maria,

Vishaal here with Trello---thanks for reaching out

It seems that we're already in touch with you on a support ticket and will get back to you on the ticket with more context.

Do let me know if you've more questions. I'd be happy to help.

*** ** * ** ***

Hola Mar?a,

Vishaal aqu? con Trello: gracias por comunicarte

Parece que ya nos estamos comunicando con usted mediante un ticket de soporte y nos comunicaremos con usted mediante el ticket con m?s contexto.

D?jame saber si tienes m?s preguntas. Estar? feliz de poder ayudar.
Username from trello into Slack Message
Asked by Michael Scheel:

Hi

I am using automation to send messages to Slack with buttler from trello when jobs are done (card button trigger).

We use:

move the card to the top of list "done", mark the due date as complete, post message "\*\\"{username}\\"\* has finished the job \*\\"{cardname}\\"\* in \*\\"{cardboardname}\\"\* to Slack channel "#xxxxx" in workspace "xxxx" as Butler.

However when I use {username} I get "info71085XXXX" has done the job.

Is there a way to send the real Name of the user into the slack channel so we can see who did the job?

Thank you very much in advance

Kind regards

Michael Scheel


Answers:
author: Dreamsuite Mike
body: Instead of {username}, you can use:

{fullname}

{firstname} {lastname}


Tags: slack
C?mo cancelar una solicitud?
Asked by Majo Palacios Cruz:

C?mo cancelar solicitud de "Unirse a espacio de trabajo", ya que s?lo quiero participar de un tablero?


Answers:
author: Alicia Fil?u Birlanga
body: Hola Majo! Encantada de saludarte.

En el caso de que te hayan invitado a un espacio de trabajo, s?lo tienes que

* entrar en el espacio de trabajo al que te han invitado

* hacer click en Miembros (en el men? del espacio de trabajo)

* junto a tu nombre aparecer? la opci?n de Dejar. Haz click y un mensaje de aviso para decirte que saldr?s del espacio de trabajo como miembro, pero si est?s en alg?n tablero, permanecer?s en el tablero.

As? que te recomiendo que si ya est?s en un espacio de trabajo, y est?s dentro de tableros, empieces por salirte de los tableros, y por ?ltimo dejar el espacio de trabajo.

Te adjunto imagen.

Dime si es esto lo que necesitabas saber. Y si es as?, te invito a darle a Aceptar esta respuesta. Gracias!

Ya me cuentas.![abandonar espacio de trabajo.png](https://community.atlassian.com/t5/image/serverpage/image-id/311098i2BAB56F76AE8440F/image-size/large?v=v2&px=999 "abandonar espacio de trabajo.png")![abandonar espacio de trabajo_mensaje de informacion.png](https://community.atlassian.com/t5/image/serverpage/image-id/311097i08EE28EFCEA3EA6C/image-size/large?v=v2&px=999 "abandonar espacio de trabajo_mensaje de informacion.png")
There are too many custom fields on the board. Remove some to add more.
Asked by johanna and?n:

When trying so move cards to another board we thet the error message:

Running "Till KLC-f?retag" on board "Leverans"

There are too many custom fields on the board. Remove some to add more.

Total operations: 1

This dosn't appear on all cards, just on ah few and we can't see the differns in the card.

How can we troubleshoot this?


Answers:
author: Dreamsuite Mike
body: The custom field limit I think is 50, are you really using 50 custom fields?   
There is a little issue where if you move cards from 1 board with a certain set of custom fields, completed, they will be then added as new ones to the board it is moved to. To prevent this, you can ensure that the custom fields you don't want on the board you move to are cleared before moving. The best way is by automation...

comments: author: johanna and?n
body: No I only have 29 custom fields on each card, and I wan't all of them mooved to the other board. The thing is that some cards cand be moved by automation, but some cards I get the errormessage, and I can't see the difference in the card that can be mooved, and the one that can't.


author: Dreamsuite Mike
body: So does that mean you are trying to move a card with 29 custom fields completed to a board that already has more than 21 custom fields on it?

The 50 custom field limit is there, it's hard and in my experience, any more than about 15 custom fields becomes unpleasant and unmanageable.

Can I ask, what kind of things are you storing that require so many?


author: johanna and?n
body: We use the custom fields to register agreements. On our board "Leverans," we have a template with 29 fields, this is copied to another board called "KLC F?retag," and no custom fields are added to that board, so only the 29 fields should be on the card.

When I create a new card on the "Leverans" board with our template, I can then transfer it to the "KLC F?retag" board, but it's only when I've filled in the fields that I encounter the error. And I can't see that any field would be incorrectly filled in.


author: johanna and?n
body: I have now continued troubleshooting and found that the issue arises when I fill in certain custom fields. I fill in the fields with the correct type of data, e.g., dates, free text, selections in dropdown lists, etc. If I don't fill in any of the fields I'm having trouble with, I can move the card to another board, but if I input data, I receive the above error message.

There are 9 out of 21 fields that I'm having trouble with. Some of these 9 fields are old existing ones, and some are completely new.

How can I troubleshoot this?
Reivindicar administra??o de um quadro
Asked by Paulo Flores:

eu tenho a minha conta gratuita e erroneamente eu sai do quadro que era administrador, ? poss?vel voltar a ser administrador novamente sem o custo da compra da conta?


Answers:
author: Alina Kurishko
body: Hi Paulo,

Welcome to the Atlassian Community! I hope it's okay if I answer in English ?

If you left the board and can't rejoin it on your own, you'll need to ask the current board admin to add your account again.

You can share this article with them: <https://support.atlassian.com/trello/docs/adding-people-to-a-board/>

Hope this information helps!

Alina \| The Trello Team
About a third of my cards just disappeared
Asked by Michael Truong:

Hi,

On review it looks like this is an automation I set up that did not work properly.

Thanks,


Answers:
author: Rasmus Wulff Jensen
body: Could it be that they are not gone but just hidden via the filter?... If they are truly gone from view, they may just be archived (see this video on how to get them back: <https://youtu.be/vEtqiOfdXJk?si=cQfjx_bkHHTZIVrj>)... If fully deleted then there is unfortunately no way to bring them back