youngmon/atlassian-qna huggingface dataset:
Is there a way to share a Adanced Road Maps View so I can use in other Project Plans?
Asked by Jeanne Higgins:

Is there a way to share a Adanced Road Maps View so I can use in other Project Plans?

I have a Project which I created a view called "JH PRoject Plans View in Task Order" shown in screenshot below, but it is on another project. Is there a way I can share it to use with another project without having to recreate it. I also created Estimates and and dependencies on this view so will they come over too?

![Project Plans View.png](https://community.atlassian.com/t5/image/serverpage/image-id/179178iBBF9C945F0AED7FD/image-size/large?v=v2&px=999 "Project Plans View.png")


Answers:
author: Curt Holley
body: [@Jeanne Higgins](/t5/user/viewprofilepage/user-id/4192108) do you mean the data in the view or the configuration of the view, ready to use with different data?

If you mean the data, then it will all depend on how the permissions to advanced raodmaps have been implemented, as well as the permissions for the project/s the data is being pulled from.

If you mean the config of that view, then no....you can't have a templated view ready to load data into. You can't copy a plan or its views over to other plans.

comments: author: Jeanne Higgins
body: How do we request they add this funcitonality? Many times my implmentations use the same tasks so today I can use smartsheet to create a project plan template and just copy over the template to a new project plan which pulls in all the same tasks I use for a new customer implementation. This is how I would love to see that the Advanced Road Maps Project Plan views can be duplicated, shared (made global for others to use), or copied to the next project.


author: Curt Holley
body: Simply click the "Give feedback" button

![fb.png](https://community.atlassian.com/t5/image/serverpage/image-id/179559i7CA5EE7F1B2D70CF/image-size/large?v=v2&px=999 "fb.png")


author: Curt Holley
body: If it is about having the same tasks (data) and multiple similar views. Why not do it from the one plan (that already has the tasks/data), then from the view that you want to replicate go "Save as", give it a new name and do any further tweaks to customise that view. Rinse and repeat until you views are complete.


author: Jeanne Higgins
body: I want to reuse the same plan for e.g. Project A, Project B, Project C, so that each project has a unique set of epics, tasks and subtasks.


author: Pramodh M
body: Hi [@Jeanne Higgins](/t5/user/viewprofilepage/user-id/4192108)

From what I see in this response from Atlassian, there's no feature yet

You need to add the issue source from the one similar to plan that you need to copy and manually make the changes

Reference here

<https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Is-there-a-way-to-make-a-copy-of-of-an-Advanced-Roadmap/qaq-p/1509917>

Thanks,

Pramodh

comments: author: Jeanne Higgins
body: Maybe this is the same thing, but what I really want is to be able to make the Advanced Road Map View global meaning I can share it with others to us or for me to select to use for other Projects?


Tags: advanced-roadmaps

cloud
How to Auto-schedule only some issues in Advanced Roadmaps?
Asked by Misha Shemyakin:

This page indicates that I can just select issues under Scope, however that doesn't work. <https://confluence.atlassian.com/advancedroadmapscloud/auto-scheduling-issues-998651231.html> Even if I select just a single issue, the Auto-Scheduler schedules all issues in the Plan. Is there a fix or a workaround?  

<br />

More broadly, my problem is the following: I have issues with estimates (in Days), and they are assigned to Releases. I'd like issues to be scheduled in order of releases, and visualize which releases will be missed (sum of estimates exceeding days remaining). Is there a better way to do this?


Answers:
author: George
body: Hi. I have the same issue. Have you managed to solve this?  
[@Misha Shemyakin](/t5/user/viewprofilepage/user-id/4716906)


author: InnoGames GmbH
body: Hi,

As commented [here:](https://community.atlassian.com/t5/Advanced-planning-questions/Auto-schedule-selected-issues/qaq-p/2203811)

there is a bug regarding scope not being respected which has been changed into a suggestion: <https://jira.atlassian.com/browse/JSWSERVER-25768>. Subsequently another bug has been created addressing an "incorrect" feature description to be changed: <https://jira.atlassian.com/browse/JSWSERVER-25864>.

This suggests scope based auto scheduler is no more.


Tags: advanced-roadmaps
When using Jira Automation, can you prevent duplicate subtasks from being created?
Asked by Bruce Mitchener:

Within Jira Automation, if you are to have an action that creates a comment, you can select a checkbox that disables duplicate comments being created. I would love to know how I can prevent duplicate subtasks from being created. Currently there does not appear to be a checkbox for the subtasks. I was trying to use an if/else check, but couldn't quite get the syntax down. I would love some help/ideas on how to solve this one.


Answers:
author: Bruce Mitchener
body: Looks like the move was using a Related issues condition where the related issue was 'sub-tasks' and the condition was 'are not present'. Then an action is added to create sub-tasks. Now the tasks only generate the first time!


author: Curt Holley
body: It would be good to know what trigger and conditions you are using, as that could influence the solution. But at a high level, I agree with [@Pramodh M](/t5/user/viewprofilepage/user-id/3691224) use JQL to restrict or check to see if such sub-tasks already exist.

comments: author: Bruce Mitchener
body: My action trigger is when the task is moved from panel A to B, but if you keep moving it back and forth from A and B, the sub tasks continue to regenerate. So my goal is to create these subtasks on the first attempt and that is it.


author: Pramodh M
body: Hi [@Bruce Mitchener](/t5/user/viewprofilepage/user-id/4488342)

Use JQL to restrict the issues from being created using if condition and refetch issue data automation to check whether the issue is already created while automation is running!!

Let me know what exactly you trying out

Thanks,.

Pramodh

comments: author: Bruce Mitchener
body: I will certainly give JQL a go! My action trigger is when the task is moved from panel A to B, but if you keep moving it back and forth from A and B, the sub tasks continue to regenerate. So my goal is to create these subtasks on the first attempt and that is it.


author: Saba Mushtaq
body: Have you got solution? As i am facing same issue. What should i write in JQL condition


Tags: advanced-roadmaps

cloud

sub-task
Can you duplicate child tasks to existing parent tasks?
Asked by Bruce Mitchener:

I am reorganizing my kanban epic and was hoping to not add the same child tasks one by one to each existing parent task. Is there a smooth way to copy all the child tasks to the existing parents? Or would I need to duplicate the proper parent, rename it to the existing task and delete outdated ones afterwards?


Answers:
author: Rick Olson
body: Have you thought about using automation to create those child tasks?

comments: author: Bruce Mitchener
body: I have not. I can definitely look into it.


author: Bruce Mitchener
body: Figured out the automation. Really cool tool!


author: Rick Olson
body: Excellent!


Tags: advanced-roadmaps

cloud

jira-software

jira-software-cloud
'Plans' in Jira Advanced Roadmap
Asked by Clive Smith:

Hi

I love the 'plans' functionality in JIRA Cloud but is there a way to 'export' that view so that non JIRA uses can see it e.g. export as an image or ppt?

<br />

Cheers

Clive


Answers:
author: Ang?lica Luz
body: Hello [@Clive Smith](/t5/user/viewprofilepage/user-id/4543076),

Thank you for reaching out to the Atlassian Community!

When it comes to exporting a Plan, there are four options and none of them allow to export as an image, ppt, PDF, or other types of files.

* [Share and export your Advanced Roadmaps plan](https://support.atlassian.com/jira-software-cloud/docs/share-and-export-your-advanced-roadmaps-plan/)

There is a feature request suggesting improvements for that:

* [Export plan as PDF or Image](https://jira.atlassian.com/browse/JSWCLOUD-19755)

Please, click on **Vote for this issue** and also watch it to receive updates from our product managers.

Kind regards,  
Ang?lica


Tags: advanced-roadmaps

cloud

jira-software

jira-software-cloud
How to get my Intiatives to show above Epics in Roadmap?
Asked by Baylor Peak:

Hello all,

I created a new issue type of "Initiative" and a custom Hierarchy that has Initiative above Epics, ensured my Issue Source is set to my Project and set all the appropriate Schemes and Screens.

That said, when I go to Roadmap, it shows my Initiatives underneath Epics, what am I missing please? :)

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/178376i2E5F12BB7743514B/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Daniel Capizzi
body: Hi [@Baylor Peak](/t5/user/viewprofilepage/user-id/4585509)

From your screenshot it looks like you're using Basic Roadmaps rather than Advanced Roadmaps - [you can read a bit more about the differences here](https://www.atlassian.com/software/jira/features/roadmaps)

The reason you're seeing this is that custom hierarchy levels above Epics are only recognised within Advanced Roadmaps itself - in the rest of Jira these issue types are actually on the Story level, thus your Initiative under the Epic in Basic Roadmaps.

If you have a Jira Premium subscription, you can create an Advanced Roadmap from the "Plans" dropdown in the top navigation bar, and you'll be able to configure the plan to see your issues in the custom hierarchy that you've defined, including above the epic level!

Hope this helps :)

comments: author: Baylor Peak
body: Ahh crap....totally forgot you create them under Plans.... Yup, we have Premium and I just solved my issue - thank you sir :)


author: Daniel Capizzi
body: No worries at all - happy planning!


Tags: advanced-roadmaps

cloud
why not possible to simply create Epic under Initiative??
Asked by VINCENT DUPONT:

Hello,

I try to setup a Portfolio management with Advanaced Roadmap.

I created initiatives and hierarchy, all work well

I can manage the hierarchy in the adv roadmap application, however my colleagues and I are used to to use the standard Jira issue view.

Why is it not possible to create an Epic under a Initiative from inside the issue edit screen? It is well possible from the Advanced roadmap screen! so what is blocking?

From the Initiative edit screen I can only create sub-task, and they break the hierarchy and are no more visible in the Roadmap. I need to go out my initiative, create a new Epic (from blank) and then link the Epic to the Initiative. This is completely all way wrong


Answers:
author: Curt Holley
body: Hi [@VINCENT DUPONT](/t5/user/viewprofilepage/user-id/1380171)   
That would be a nice feature to have, but alas, currently this is not doable.

<br />

Why? from a pure Jira prospective, the new issue type/s you create (like Initiative) are at the story level....the only level native Jira will let you create new issue types at (unless specified as sub-tasks). Then via Advanced roadmaps hierarchy you create the level/s above Jira Epics...this hierarchy occurs via the "Parent link" field , which along with the Team field, are Jira premium/enterprise only fields....which does make for some compromises in native Jira.

That said, you can link up from your Epics to the Initiatives via the Parent link field, just as you would link stories etc to Epics via the Epic link field.

Hopefully this is helpful/makes sense???


Tags: advanced-roadmaps

cloud
plan shows 1 change to review, but no changes are available
Asked by Ben:

a plan shows there is 1 review pending, but no changes appear when i click to review them. ![2022-01-18 12_33_39-Fund Operations PMO - Advanced Roadmaps - JIRA.png](/t5/image/serverpage/image-id/178236iA8A3992A31CFF24B/image-size/large?v=v2&px=999 "2022-01-18 12_33_39-Fund Operations PMO - Advanced Roadmaps - JIRA.png")


Answers:
author: LIndsay Kiefer
body: We are experiencing the same issue. Was there a fix action??


author: Sachithra Dangalla
body: Hi Ben,

It doesn't look right. Will you be able to contact our support team, so we can have a better look at it?

Thanks,

Cheers,

comments: author: Kevin Turner
body: Same issue...Anyone seen any updates to address?


Tags: advanced-roadmaps

cloud
apply changes in jira
Asked by Alireza Irani:

Hi

we are using a Jira data center with advanced roadmaps we configure a team and connect it to some issues and when we try to commit the changes in Jira everything crashes and we can not do anything at the moment

the plan is not responding and won't even open

please help


Answers:
author: Vishwas
body: Hey [@Alireza Irani](/t5/user/viewprofilepage/user-id/4061249)

Start checking your log files of the application, they will provide more information on what's going wrong. When the commit change happens note down the part in logs what exactly happen, based on that if you could get that log we can check and suggest on the possible solution.

Please check out this doc which says about useful log file and purpose of each log <https://confluence.atlassian.com/jirakb/useful-log-files-in-jira-1027120387.html>

You can start with checking ***atlassian-jira.log\**** in JIRA Home Directory log folder (path: **[JIRA_HOME](https://confluence.atlassian.com/adminjiraserver/jira-application-home-directory-938847746.html)/log**)

Hope this helps to get to bottom of the issue

I would also recommend to raise a support ticket for Atlassian to analyze this behavior ad provide a resolution. Link <https://support.atlassian.com/contact/#/>

Regards,

Vishwas

comments: author: Alireza Irani
body: Hi [@Vishwas](/t5/user/viewprofilepage/user-id/1231381)

we will do accordingly

Reagards

Alireza


Tags: advanced-roadmaps

data-center

jira
a custom field selection isnt reflected in advanced roadmaps
Asked by Ben:

Hi,

an issue is set with a custom field of a user picker type, called business owner.

a value is selected for that field, view the issue view.

when i go and observe the issue in the advanced roadmaps, the field appears as empty.

any ideas why?

Thanks

Ben


Answers:
author: Chris Buzon
body: The UI can be a bit tricky, but you have to add it into the plan for you to be able to expose/see it. There are 2 steps to make it available.   

<br />

<br />

![chrome_2022-01-17_11-47-32.png](https://community.atlassian.com/t5/image/serverpage/image-id/178120iA0FBD874B0ED1E9F/image-size/large?v=v2&px=999 "chrome_2022-01-17_11-47-32.png")![chrome_2022-01-17_11-48-13.png](https://community.atlassian.com/t5/image/serverpage/image-id/178121iDB29047C352690D9/image-size/large?v=v2&px=999 "chrome_2022-01-17_11-48-13.png")

comments: author: Chris Buzon
body: In the 2nd image, there is a button in the top right. That's the step my team misses most often.


author: Ben
body: Thanks [@Chris Buzon](/t5/user/viewprofilepage/user-id/3602914) but that is not the case. i've added the field so it can be added in the plan. i can add the field itself, but the value of it, which was set on the issue, is not appearing when i view the plan. kindly![2022-01-17 22_36_33-Ben's test - Advanced Roadmaps - JIRA.png](https://community.atlassian.com/t5/image/serverpage/image-id/178127i7E4F43EB0CA7744A/image-size/large?v=v2&px=999 "2022-01-17 22_36_33-Ben's test - Advanced Roadmaps - JIRA.png") see the attached image:


author: Chris Buzon
body: Ah, ok - I see. So, you've added the field - but you will have to do a review of any existing changes (I see the blue button in your screenshot, top right). If you a) discard or b)push those changes then this plan view will refresh and you *should* see the values in the field you've selected.   

I just tried this on a plan I have and first had the same problem - my field with user-selection was visible, but none of the names were there, **but** after discarding a change (they were just removing tickets from my plan in my case), it refreshed the plan and the values of the field appeared.  

Plans is not a real time preview, and when you have changes in queue it doesn't seem to poll all the fields in the selection. I'm not sure why that is, but it appears that you can fix it by making a new plan or dealing with the reviewable changes in your plan.  


author: Ben
body: thanks [@Chris Buzon](/t5/user/viewprofilepage/user-id/3602914) i created a plan from scratch with the issue, so no changes to review. the field's value still doesnt show in the plan. i tried to make another change and discard it, that too didnt help.


author: Chris Buzon
body: That's a different method - I tried making a new plan, and I also didn't see the values. To fix that I just saved the view ("Save this View" button), and then refreshed the page with F5. After the refresh the values are visible, but they were not until after doing both the save and the refresh.


Tags: advanced-roadmaps

cloud
Plan created to show hierarchy Portfolio Epics to Stories. Epics & Stories don't show
Asked by Harald Richter:

Hierarchy settings in Advanced Roadmaps include Portfolio Epics - Capabilities - Features - Epics - Stories

Epics and Stories don't come up


Answers:
author: Dave Mathijs
body: [@Harald Richter](/t5/user/viewprofilepage/user-id/4708670) Welcome to the Atlassian Community!

When you say that Epics and Stories don't come up, do you mean that they are not visible in the Plan?

A couple of questions:

* Have you selected the correct hierarchy in the plan?
* Are Epic and Stories part of the issue source (i.e. in scope)?
* Could you share a screenshot of what's happening and where?


Tags: advanced-roadmaps
'Advanced Roadmaps for Jira in Confluence' - Support for Confluence 8.20?
Asked by zsolt.ambrus:

Hello,

We are on Confluence v8.20 Data Center and would to install [Advanced Roadmaps for Jira in Confluence](https://marketplace.atlassian.com/apps/1221237/advanced-roadmaps-for-jira-in-confluence?hosting=datacenter&tab=support) macro for Confluence so that we could embed our Jira roadmaps in a Confluence page. The description says "for Confluence Data Center 6.13.0 - 7.15.0".

Are you planning to release this macro for Confluence v8.20 Data Center?

Thank you for your support.

Regards,

Zsolt


Answers:
author: Vishwas
body: Hey [@zsolt.ambrus](/t5/user/viewprofilepage/user-id/4706729)

Welcome to Atlassian Community !!

I think you are bit confused on this one, we don't have Confluence v8.20 Data center version yet. Maybe you got confused with Jira v8.20 version ?

As of now the Confluence DC latest version is v7.15.x

So as the plugin says it supports upto the latest version of confluence. And one more thing is, this plugin is to be installed on Confluence not Jira.

Let me in case if there are any questions

Regards,

Vishwas

comments: author: zsolt.ambrus
body: Thank you Vishwas, you are right, it was a user-error. The plugin is now up and running.

Thank you for your time and help.

Regards,

Zsolt


Tags: advanced-roadmaps

server
Can't receive email invitation and recovery link
Asked by chen cassie:

Hello,

I cannot receive any invitation email and recovery link to my work email, Cassie.Chen@kellypartners.com.au.

I checked with our IT and confirmed our serve does not block any email from trello. We retired sending the invitation multiple times but no avail.

Can you support us on this issue. please?


Answers:
author: Hans Polder
body: [@chen cassie](/t5/user/viewprofilepage/user-id/5555811) ,

In my experience, it can happen that your mail address is blocked at Atlassian side, often after a bounce has been received too many times (for whatever reason).

Best bet would be to raise a support case with Atlassian @ <https://support.atlassian.com> to see if they can sort you out.
Does Trello have an affiliate/partner program?
Asked by Lindsy Rolim:

Can we have an affiliate partnership with Trello? If so, how does that work?


Answers:
author: Hans Polder
body: [@Lindsy Rolim](/t5/user/viewprofilepage/user-id/5555780) ,

Atlassian heavily uses different types of partners. You should check out <https://www.atlassian.com/partners/join#solution-partners> to see if your case applies!

comments: author: Lindsy Rolim
body: Thank you [@Hans Polder](/t5/user/viewprofilepage/user-id/5506451) . I'll check it out!


Tags: cloud

trello-cloud
Recuperar informa??es do cart?o
Asked by Maria Helena de Souza Aguiar:

Pessoal estou precisando muito da ajuda de voc?s pra recuperar uma informa??o n?o salva no trello.  

Tem tr?s possibilidades:  
I. escrevi e n?o salvei.  
II. Escrevi, salvei, selecionei e escrevi em cima deste selecionado e depois disso salvei novamente.  
III. Ou ainda, escrevi n?o salvei mas ficou aberto o trello por dois dias no meu computador (n?o desliguei ele neste tempo) e quando abri o trello as informa??es ainda estavam l?, mas n?o lembro de ter salvo, ap?s um tempo, quando de fato fui escrever novamente, n?o tinha mais as informa??es que eu havia escrito.  

Tem como recuperar? Eram informa??es important?ssimas


Answers:
author: Alisson Sartor
body: Ol?, Maria!  

Voce verificou se esse cart?o n?o ficou em algum outro quadro de repente? Infelizmente caso a informa??o tenha sido apagada, n?o ? possivel recuperar a mesma, o mesmo serve para cart?es deletados.  

Atenciosamente  
Alisson  
Trello Team


Tags: cloud

trello-cloud
Question regarding Trello
Asked by Rob Cameron:

Greetings,

Couple of things:

* I'm not seeing how to export my "boards" from Trello to Excel?
* I've noticed of late that recent "list of reports" no longer has the year in the date whereas previous included this. It is imperative I get the year showing in these cards besides just the month and day.
* I've noticed that when I sort by completion date say for 2024 it brings in that same report card but for a previous year.

I could really use some FREE help on this and was hoping the community could assist me.

Thanks.


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

Here are my answers below:

* I'm not seeing how to export my "boards" from Trello to Excel?   
  * Exporting to CSV is available for Premium, and since you're part of a Premium Workspace, you should be able to access this feature. Here's how to [Export data to Excel or spreadsheets](https://support.atlassian.com/trello/docs/exporting-data-from-trello/#Export-to-Excel---Spreadsheets)
* I've noticed of late that recent "list of reports" no longer has the year in the date whereas previous included this. It is imperative I get the year showing in these cards besides just the month and day.
  * When you mentioned list of reports, are you pertaining to the list of Trello cards? Are you viewing them via the Trello app on your mobile device? If so, yes, the due dates only show the month and day if the dates fall within the current year. It will only show the year if the date belongs to previous years.
* I've noticed that when I sort by completion date, say, 2024, it brings in the same report card but for a previous year.
  * Can you elaborate more on where you're sorting this? Is it via [sorting lists](https://support.atlassian.com/trello/docs/sorting-lists)? Are you [filtering cards by due date](https://support.atlassian.com/trello/docs/filtering-for-cards-on-a-board/)? If you can give us more context and/or a screenshot, that would help!

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.


Tags: cloud

trello-cloud