youngmon/atlassian-qna huggingface dataset:
Custom Hierarchy in JIRA Portfolio
Asked by Jenine Wech:

It appears that in a recent update, the hierarchy link between a custom level (parent to Epic) lost linkage to the child level. Can anybody tell me what might have happened? We have hundreds of issues that now need to be re-linked.


Answers:
author: ali-map
body: Support came through - dead simple though not terribly intuitive:
> That Story issue type that is currently on top of the Epic was manually added since you can see the "*Remove* " link in the "*Actions* " column.  
> To make the Story issue type below the Epic again you would need to remove the manual entry (by clicking the Remove link) and the Story issue type will be below it since it will be encompass by the "*All other standard issue types* " option, which is the default hierarchy as explained here [Configuring initiatives and other hierarchy levels](https://confluence.atlassian.com/jiraportfoliocloud/configuring-initiatives-and-other-hierarchy-levels-828785179.html).


author: ali-map
body: I think I am having the same issue. Any help out there?

comments: author: Mathiyalagan
body: I too facing same issue, Unable to move/configure, EPIC-\>Story...Something was changed recently.


author: Jenine Wech
body: Atlassian support tracked down the problem - for the custom issue type we created, we did not need "Fix Version" - however, Portfolio requires this field on the issue. Once Fix Version was added back to the custom issue, everything worked fine once again.

comments: author: ali-map
body: Thanks, Jenine. I'm not actually using a custom issue type, so I was mistaken. I think my issue may not be exactly the same, but still seems somewhat related... hopefull Atlassian support can help me too!


Tags: advanced-roadmaps

custom-field

hierarchy
Customised hierarchy
Asked by Stefan Koller:

*This question is in reference to Atlassian Documentation: [Configuring initiatives and other hierarchy levels](https://confluence.atlassian.com/pages/viewpage.action?pageId=828785179)*

I'd like to create the following hierarchy levels:

1. Initiative (a big strategic topic, covers typically several projets)
   1. Epic (typically a big project)
      1. Story (a part of that project, mostly a specific stage of the projet)
         1. Task (Task within a story or project stage)
            1. Sub-Task (Classical sub-task of a bigger task)

However, I don't know how to change the default hierarchy:

1. Epic
   1. Story
      1. Sub-Task

I can create an Initiative above Epic, but I cannot introduce a Task between Story and Sub-Task.

How can I adapt the default hierarchy to the 5 levels specified above? Is it possible at all? If nont what would you suggest to get those 5 levels?

Stef


Answers:
author: Nic Brough -Adaptavist-
body: JIRA does not have a changeable hierarchy.

JIRA Core allows for Project, Issue/Story, Sub-task. (You could argue that Category groups projects and you can use components to break down issues within a project into other groups, but I don't see those as hierarchical)

JIRA Software adds Epics to that, converting the issue type to behave as a container for stories and issues.

JIRA Portfolio adds Initiatives.

And that's it really. You can't wedge other layers in, it's simply not supported, as the hierarchy is hard coded.

If you're on Server versions, you could add the Structure add-on, as that plays some tricks that makes it look like there are more layers within the Project/Story/Subtask framework, and it does it reliably and clearly.

comments: author: Stefan Koller
body: Thanks Nic, short and clear.


Tags: advanced-roadmaps

initiative
No tab named 'Initiatives'
Asked by Anusha Hewage:

I am assessing JIRA portfolio and had gone through few demos. and started by creating a test portfolio. but I cant see an 'Initiative' button as explained by demos . anyone knows why ?


Answers:
author: Mar?a
body: Hello Anusha,

[This page](https://confluence.atlassian.com/jiraportfoliocloud/configuring-initiatives-and-other-hierarchy-levels-828785179.html) will help you get up and running with initiatives.

Cheers,  

Maria

Portfolio for JIRA Tech Writer

comments: author: Rita Lewitt
body: Once we have implemented the Initiative Record Type and assigned our Epics to the documented initiatives, is there a way to group Epics by Initiative in the Timeline? I see them grouped in the scope list when on the Initiative View (top left), but we also need to see pictorially of the Epics against the Initiatives in the Timeline view.


author: Roi Fine
body: Hi Rita,

Above the schedule, in the filters menu, you can find a search box. If you write the name of the initiative you will view only the issues linked to that initiative.

I hope that helps!

Cheers,


Tags: advanced-roadmaps
Board tasks suddenly not showing on Home screen?
Asked by Katie Oros:

Suddenly, one of my boards is no longer showing its tasks on my Home screen. I am assigned to it, watching it, watching the cards and the tasks, I've starred the board, and activated every little thing I can think of, but for some reason, the tasks are just not showing up on my main home screen any more for that particular board, causing me to miss deadlines.  

Is there a setting I've missed to make it show up? It was working fine until a couple of weeks ago. No one has changed anything.  

EDIT 03/04 to add:  

The Home screen is now showing tasks as due today which are not. They show up with today's date, but when I click through to the actual cards they have different dates assigned. I even had some old, already completed tasks show up as due today, and some that didn't have dates assigned at all. The Home screen for what is actually due today is now completely unreliable and unusable. Is this a known issue? It only seems to be getting worse and I don't know what to do about it besides find a different service and cancel our Trello subscription.


Answers:
author: Mutya A
body: Hi Katie,   

Thank you for your patience! Many apologies for the very long wait. I've created a ticket on your behalf and we'll continue the discussion from there.


Tags: board

home
Regarding Team members in a workspace
Asked by Saad Arshad:

So I just wanted to know if I have added a team member in a workspace will he be able to access all boards in that workspace as a normal member and can I add him on multiple boards?

And if I have standard plan so I will be paying $6/month for the member right?

Secondly when I add a team member that don't use Trello so for which version he should sign up like free or paid and will I be charged as a team admin or that team member has to pay for himself like what I am confused over it.

I want to pay myself for every new member I add don't want my team members to pay.

Thanks


Answers:
author: Michael Yaroshefsky - Visor for Jira
body: Hi [@Saad Arshad](/t5/user/viewprofilepage/user-id/5442746)  

Welcome to the Atlassian Community.  

Your best bet would be to add a free guest to the board. In general, if you only need to give one-time access to different people you can invite them as free guests to your board.  

Keep in mind,

* A **free guest**is invited to a single board in a single workspace
* A **billable guest,** or a guest you have to pay for, is a member of two or more boards. (They will also get billed at the same rate as "normal" Workspace members.

Check out this support article on Board Guests in Trello <https://support.atlassian.com/trello/docs/board-guests/>

I hope this helps,  

Michael

<br />

<br />
Premium and free or standard
Asked by maeva aratus:

We are 40 people. Is it possible to have 6 licences premium et 32 free for the same board ?


Answers:
author: Gaurav Kataria
body: Yes, it is possible, if you have 6 of those users as workspace members, and the remaining 32 as single-board-guests (note: single board guests can only be on one board in that workspace). More details here: <https://support.atlassian.com/trello/docs/board-guests/>

comments: author: maeva aratus
body: Hello,

Thank you very much for your answer. It is helpfully.

I have already created a board with cards. We use it for free. How to upgrade to premium for 6 users? Is it possible to do a test for a month before paying for a year? Are there prices for businesses? We are a small company of 40 people.

Thank you

Ma?va
Annullare prova gratuita premium
Asked by Vanessa Sandrin:

Buongiorno,

come si fa ad annullare la prova gratuita di Premium su Trello?

All'interno della sezione "Fatturazione" non c'? il pulsante per effettuare l'annullamento. E' possibile avere supporto?

Grazie


Answers:
author: Ste Wright
body: Hi [@Vanessa Sandrin](/t5/user/viewprofilepage/user-id/5442517)

It should auto-cancel after the trial period according to this help page: <https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>
> **Your free trial will be cancelled at the end of the trial period if you don't add a credit card.** If you add a credit card to your subscription, your subscription will auto-renew at the end of the trial period.

\^ But if you'd prefer an alternative outcome, I'd contact Trello Support and see if they can help - contact them here: <https://trello.com/contact#/>

Ste

---

And in Italian (according to Google Translate)...

Dovrebbe annullarsi automaticamente dopo il periodo di prova in base a questa pagina di aiuto: <https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>
> **La tua prova gratuita verr? annullata alla fine del periodo di prova se non aggiungi una carta di credito.** Se aggiungi una carta di credito al tuo abbonamento, l'abbonamento si rinnover? automaticamente alla fine del periodo di prova.

\^ Ma se preferisci un risultato alternativo, contatter? l'assistenza Trello e vedr? se possono aiutarti: contattali qui: <https://trello.com/contact#/>
Timelines in full color in Trello
Asked by Christian Herrmann:

Is it possible to display a calendar view timeline in in full color? Currently you just can ad some labels to the line. In my opinion it?s a little bit confusing. It would be better to map those lines in full color.


Answers:
author: Maria
body: Hi [@Christian Herrmann](/t5/user/viewprofilepage/user-id/5442407)   

It's Mary from [Planyway](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

Planyway power-up can allow you to do it.

![Team Calendar](https://files.planyway.com/assets/3.0.559/img/trello/cases/team-calendar.png)
Cards can be created and edited directly within the Calendar View
Asked by Dr_ Regina Wagner:

hi, this is a sentence out of the FAQ - but I do not find HOW to do this - creacting a card directly IN the calender view?


Answers:
author: Maria
body: Hi [@Dr_ Regina Wagner](/t5/user/viewprofilepage/user-id/5442408)   

It's Mary from [Planyway for Trello: calendar, timeline, time tracking](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions)  
If you'd like to have a more easy-to-use calendar, experiment with Planyway. It'll let you not only create tasks right on the calendar but also drag\&drop cards from the board. Plus, there are lots of other handy features. ![Feature image](https://files.planyway.com/assets/3.0.559/img/trello/features/drag-n-drop.png)

comments: author: Dr_ Regina Wagner
body: hi, thanks. I do not find "planyway" - how do I get there?


author: Ste Wright
body: Hi [@Dr_ Regina Wagner](/t5/user/viewprofilepage/user-id/5442408)

It's a power-up for Trello (like an App).

Maria has linked to their website in the answer above, or you can see it here on the Power-Up store: <https://trello.com/power-ups/58bd1f9aca72f48c8900574f/timeline-calendar-time-tracking-by-planyway>

Ste


author: Ste Wright
body: Hi [@Dr_ Regina Wagner](/t5/user/viewprofilepage/user-id/5442408)

There's an "+ Add" button in the bottom-left corner.

You can add a card from here.

Ste

comments: author: Dr_ Regina Wagner
body: ![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/309862i1679053F50005DEE/image-size/large?v=v2&px=999 "image.png")


author: Dr_ Regina Wagner
body: hi, sorry, I do not see the + Add on the left bottom corner, where can I find it?


author: Ste Wright
body: Hi [@Dr_ Regina Wagner](/t5/user/viewprofilepage/user-id/5442408)

Is this still an issue? Because it was there for me.

If it is, I'd contact Trello Support for more assistance - <https://trello.com/contact>

Ste
Has anyone found a way to view their teams tasks like you can view your own from the Home Screen?
Asked by Colin Perry:

I'd like to be able to help my team manage their workload better by viewing the tasks they have set across all boards and cards and the progress of those tasks


Answers:
author: Maria
body: You can use[Planyway power-up](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions). It provides a multi-board view on the team timeline which is ideal for managing team workload.

![Resource Planning](https://files.planyway.com/assets/3.0.559/img/trello/cases/resource-planning.png)


author: Tymek Zapa?a _Colorful Budget_
body: [@Colin Perry](/t5/user/viewprofilepage/user-id/5442266)

Trello has got a feature dedicated to this, it's called [board views](https://trello.com/views). They allow you to group cards from different boards in a form of calendar or table and filter/sort them to your liking - can be pretty useful for managing a team. You need to be on a Premium trello plan to access the views feature.


author: Colin Perry
body: thanks - ill look into that


author: ?i?dem B?y?ka?ik
body: Hello [@Colin Perry](/t5/user/viewprofilepage/user-id/5442266),

You can easily do that using Dashcards by Trello. It's super easy to use and functional. You can use it to see your cards across your boards, or other members' cards within a board or others across the workspace.

<https://trello.com/power-ups/6048e897c73d032a983e2a7c>

comments: author: Colin Perry
body: Thank you but thats not quite what im after. we have multiple people assigned to multiple cards and on each card, we set eachother tasks via advanced checklists. you can view all of your own tasks in the home section but I want to be able to view all of my teams tasks, not the cards they are members of, but their checklist tasks


author: Nikola Perisic
body: Welcome to the community [@Colin Perry](/t5/user/viewprofilepage/user-id/5442266) !

Trello doesn't offer this natively, there is a power-up named Scr Dashboards (it is a paid product free for 21 days). Trello is limited in terms of custom dashboards like the ones that Jira has.
Termination terms for a single license user
Asked by kepxian_lee:

Hi i wanted to make an inquiry on the licensed users, i have paid the user's fee based on annual billing method, however, if i remove the user license now, what will happen to the billing part? will the excessive amount be refunded, or be convert into credits balance?


Answers:
author: Vronik
body: Look at this

<https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>

you can also write to trello support
How can I turn off notifications for a board I have created for my team?
Asked by Ben Horton:

I have created a couple of Trello boards for some of my team members. I am getting notifications for their boards. I want to turn of the notifications for their boards, but keep the notifications on for my boards. Is this possible?


Answers:
author: Megha Rajanna
body: HI [@Ben Horton](/t5/user/viewprofilepage/user-id/5442060)

To adjust notification settings for a Trello board, log in to your Trello account and navigate to the specific board. Open the board menu by clicking on the menu icon on the right side, then select "More" and choose "Settings." Within the settings, you can adjust notification preferences such as disabling notifications for members' actions. Remember to save your changes after making adjustments.

THANK YOU


Tags: notification
billing
Asked by Shawn Kunkler:

I was to receive a $300 credit for a charge reversal but never did.


Answers:
author: Sal
body: Hi [@Shawn Kunkler](/t5/user/viewprofilepage/user-id/5441955)! For issues related to billing, please raise a ticket with us at <https://trello.com/contact#>, and our team will be happy to help you.
Why the Trello Card Attachment filename shown on card is not the same as when downloaded?
Asked by PSi:

I'm just a Trello Board user/member/guest. I've tried to download all Card "Attachments" for my safekeeping. The filenames I see on Trello Cards Attachments --- like "This is the file.pdf" actually downloads as "File_a.pdf" or similar. By comparing the files on my computer and the Attachments listed on Trello Card I can never be certain that I've actually downloaded all the attachements. Why the dispalyed filename is not the actual attachment's filename that gets downloaded?


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: [@PSi](/t5/user/viewprofilepage/user-id/5441582)

Renaming your attachments in Trello just changes their title within the card, the original file name stays the same. So the names of downloaded attachments are always exactly like their names in the moment of upload.

comments: author: PSi
body: I'm just a user/member/guest or something, not an administartor of the board!

My intention is not to rename or change anything on Trello Board/List/Card.

I am just copying the Attachment file from the Card into my own home computer for safekeeping and for reading when I'm offline.

I would just like to know why the name of the attachment file displayed on the Card is not the same the attachment file gets when I copy the attachment into my home computer.

This is extermily confusing, as I cannot compare the attachment filenames shown on card with the names of the files I have already copied on my computer for reading when I'm offline. I cannot be sure I have the correct file copied, or if the original file on Trello Card has been updated since I copied it.

What advantage there is to anyone in dispalying wrong attachement filenames on the Trello card?
Can outside users that are not authorized see what tasks we have?
Asked by Jennifer Perkins-Frantz:

Thinking about Standard vs. Premium.

Can a person who is not on the trello board see what tasks we may have for them to complete without being able to edit the board?


Answers:
author: Gaurav Kataria
body: "Board Observers" can view the board but cannot edit it. That capability is only available in the Premium plan. <https://support.atlassian.com/trello/docs/adding-observers-to-boards/>
How to change Card Attachment change date from "6 hours ago" to "YYYY-MM-DD, hh:mm"?
Asked by PSi:

I'm just a Trello board member/user, no administrator. How I could adjust the way Trello shows the modification dates of "Card Attachments" in some sort of logical format like "2024-02-29, 20:45" instead of "6 hours ago"? Yes, if I put the mouse over the "Six hours ago" I can see the proper timestamp, but how to get rid of "6 hours ago" or "Last week" and directly get the proper timestamp on my personal view as a guest/member/user of Trello board?


Answers:
author: Michael Yaroshefsky - Visor for Jira
body: Hi [@PSi](/t5/user/viewprofilepage/user-id/5441582)  

Good question.   

You can try turning on the **international time and date** formatting. Try this support article from Trello <https://support.atlassian.com/trello/docs/turning-on-international-timedate-formatting/>

I hope this helps,  

Michael

comments: author: PSi
body: It is not about the way my computer (Windows 10) shows the dates --- it is the way Trello (as a web page, seen through my Firefox web browser) displays the dates of recent activities (like "yesterday at 09:27"). I wish to see the exact date, not any vague "yesterday",

I take screenshots of the Cards shown on this Board I'm just a guest/member of, as everything seems to chane around the Board I'm a member of. If I take a screenshot now and look at the shot next week, the mention "yesterday at 09:27" is not very helpful.
?Es posible recuperar tableros eliminados?
Asked by Rosario Donoso Vergara:

Hola, despu?s de cerrar unos tableros descubr? que se borr? toda la informaci?n, la cual pens? que se hab?a almacenado en una copia que hice de esas listas en otros espacios de trabajo. ?Saben si es posible recuperar?


Answers:
author: Sal
body: Hi [@Rosario Donoso Vergara](/t5/user/viewprofilepage/user-id/5441858)! Sadly, no. All the data within is permanently deleted once a board or card is deleted. However, if the board or card was closed/archived, you should be able to restore it. Otherwise, you won't be able to.
Moving a single Item in a checklist instead of the whole card
Asked by Lucie:

Hello,

#### I am creating a to-do list with 3 cards {#toc-hId-317248650}

#### 1. To do {#toc-hId--1490205813}

#### 2. Doing {#toc-hId-997307020}

#### 3. Done {#toc-hId--810147443}

Well, now what I would like is when I check a single item in a checklist that is in "To do" it will move that single item to "Doing" that is inside another checklist inside "Doing"

And then if I check on that same item that is now inside "Doing", it will add it to "Done".

I've been trying to make this but I don't find a solution, is that possible with automation?  

![Screenshot 2024-02-29 172026.png](https://community.atlassian.com/t5/image/serverpage/image-id/309476i477C5A04E5DA819B/image-size/large?v=v2&px=999 "Screenshot 2024-02-29 172026.png")


Answers:
author: Carolina Lopez
body: Hi Lucie, welcome to the Atlassian Community!  

It's not possible to move the items, but you can remove them and add a new one to another Checklist. Here's an example:

```
when an item is checked in a card in list "To do", remove item "{checklistitemname}", find a card titled "{cardname}" in list "Doing", and add item "{checklistitemname}" to checklist "{checklistname}"
```

I used variables so I don't need to create a new rule for each item name. You can find the variables here: <https://support.atlassian.com/trello/docs/butler-variables/>  

Let me know if this helps and if you have any questions!
Unable to change title of board on free account
Asked by Lois Peach:

We are unable to change the title of our boards or close boards from the admin account since we moved onto the free package. Why would this be?


Answers:
author: Carolina Lopez
body: Hi Lois, welcome to the Atlassian Community!

When you are an admin for a free Workspace, you don't have permission to change the boards you're not an admin. You can see more details in this article: <https://support.atlassian.com/trello/docs/workspace-admin-capabilities/>

I created a ticket for you so that we can help you reorganize your boards. A Support Engineer will get in contact with you soon.
Printing Stickers Automatically upon Card Completion
Asked by Guilherme Franca:

Hello Trello Community,

I'm reaching out to inquire about a specific functionality that I'd like to implement within my Trello workflow.

At the conclusion of a task, when a card is moved to the "FINISHED" column, I would like Trello to automatically trigger the printing of a sticker on a thermal printer, containing only the name and date of the card. Is such automation possible within Trello's capabilities?

I appreciate any insights or suggestions you may have regarding this matter.

Thank you.


Answers:
author: milynnus
body: [@Guilherme Franca](/t5/user/viewprofilepage/user-id/3938347)

Trello is a web app. As such, you will need to create the labels as an image, open the file in browser window or tab and then print as you would for any image file. I had to do this for antic seller that basically have each item represented as a card with information of its location to facilitate packing for non Trello users.