youngmon/atlassian-qna huggingface dataset:
Project or Epic
Asked by Simon Unicomb:

Hi,

I am new to Jira work Management and I am trying to implement an onboarding and activation process.

I am wondering if I should be creating a new Project for each new client and the project name being that of the client or simply an Epic?

I like the overview I get with Epic per client, but with a single short key, it can be confusing when my team has 10 clients and multiple tasks for each.

I also need to be able to report on the entire onboarding process. Can I get a good overview if I use Projects for each?


Answers:
author: Ang?lica Luz
body: Hello [@Simon Unicomb](/t5/user/viewprofilepage/user-id/4367916),

Welcome to the Atlassian Community!

When it comes to onboarding, it really depends on how you and your team need to organize it.

If each client has many users/customers for onboarding, maybe a project for each one is a good option.

There are some documentation that may help you with that:

* [Create and maintain your ideal company culture](https://www.atlassian.com/software/jira/work-management/hr)
* [New employee onboarding](https://www.atlassian.com/software/jira/templates/new-employee-onboarding)
* [Employee onboarding](https://www.atlassian.com/teams/hr/guide/employee-onboarding#employee-onboarding-process-steps)

Regarding the reports, please check the documentation below:

* [Generate a report](https://support.atlassian.com/jira-work-management/docs/generate-a-report/)

Kind regards,  
Ang?lica


author: John Funk
body: Hi Simon - Welcome to the Atlassian Community!

In your case, I would probably create a separate project for each Client. Then you can handle each person for the onboarding within the client.


Tags: cloud
Change color of a card after 2 days in status
Asked by 2bluethumbs:

I need the ability to quickly identify cards that have been in the same status for 2 days. There is an SLA connected to one status and need the information at a glance.

I looked at Automations, but I could not figure a way to "mark" the cards after a set time passed in a status.


Answers:
author: Hana Ku?erov?
body: Hi [@2bluethumbs](/t5/user/viewprofilepage/user-id/2260399) ,

I don't think you will be able to set the color of a card using automation. But you should be able to add some label or set some custom field to some specific value (then you can filter these issues easily). Or you can send yourself email notification.

I would use Scheduled trigger for this:

Run every 1 hour JQL search (or more frequently if necessary):

```
status changed TO "Your status" BEFORE -2d
```

Then do some action for these issues.

comments: author: 2bluethumbs
body: Thank you [@Hana Ku?erov?](/t5/user/viewprofilepage/user-id/1226304) for your help. As suggested, I setup an automator to add a label.

Although, I don't see an ability to add the label to the card on the board.


author: Hana Ku?erov?
body: [@2bluethumbs](/t5/user/viewprofilepage/user-id/2260399)

It looks like it is not possible with JWM boards. I'm sorry about that. These JWM boards are quite new and hopefully will work similar like JSW boards someday.

Maybe you can create dashboard for you project and filter these issues there? Or subscribe this filter to be notified about these issues periodically?


author: Hana Ku?erov?
body: Hi [@2bluethumbs](/t5/user/viewprofilepage/user-id/2260399) ,

according to [Cloud Roadmap](https://www.atlassian.com/roadmap/cloud?selectedProduct=jiraWork) improved boards are in the works.


Tags: cloud
Can I use text formatting notation during editing issues?
Asked by ???Joy:

I currently use Jira Work Management. Though the interface of it is really good, the text formatting feature just aren't complete enough. I highly rely on formatting notation while creating issues, but it drives me crazy that I can only use it while creating not editing.

Can Jira add a switch for formatting notation mode to the editing screen? Just like the creating screen.


Answers:
author: Ang?lica Luz
body: Hello [@???Joy](/t5/user/viewprofilepage/user-id/4421517),

Welcome to the Atlassian Community!

The create issue screen has a different editor than the view screen, but it will change soon.

On the new issue view, the editor is Markdown, and the old view (and the same as the create issue screen) is the Wiki Markup, that's why when creating a ticket, some formats may not work after the ticket is created.

There is a feature request suggesting improvements for that:

* [New view on Create Issue screen for Wiki Editor](https://jira.atlassian.com/browse/JRACLOUD-71890)

For more information about this change, please, check the article below:

* [New Issue Create Experience - Phase-I Beta Program signup](https://community.atlassian.com/t5/Jira-articles/New-Issue-Create-Experience-Phase-I-Beta-Program-signup/ba-p/1735393)

If you have any other questions regarding this matter, please let us know.

Kind regards,  
Ang?lica

comments: author: ???Joy
body: Hi Ang?lica

Thanks for the answer. I scrolled through the information you offered, however I supposed that my needs weren't included.

I should put it this way-I suggest that the editor of description can include a list of more complete formatting option, such as multiple layered listing, strike through, etc. (especially multiple-layered listing!)

Hope this could be included soon!


author: Ang?lica Luz
body: Hi [@???Joy](/t5/user/viewprofilepage/user-id/4421517),

The new editor uses Markdown and there are lists and strikethrough options. You can find more information on the documentation below:

* <https://www.markdownguide.org/basic-syntax/>
* <https://www.markdownguide.org/extended-syntax/>

If none of these are what you need, if possible, share with us a screenshot of the format you need, so we can raise a feature request suggesting this change.


author: ???Joy
body: Hi [@Ang?lica Luz](/t5/user/viewprofilepage/user-id/986290)

Thanks for the thorough information! I think all I need are included in these.

Looking forward to the official release!


Tags: cloud

edit

format

screen
Work Management Standard storage limit
Asked by Pearl Tan:

Jira Work Management Standard storage limit is 250G . If I exceed the plans storage limit, What can I do ? Can I increase my storage limit?


Answers:
author: Curt Holley
body: Hi [@Pearl Tan](/t5/user/viewprofilepage/user-id/4485628)

Welcome to the community.

As far as I'm aware the only way to increase storage is to upgrade to Premium (which is unlimited storage).

Best bet to conserve storage is to minimize adding attachments. Store them somewhere else and have links to them where possible/practical.

comments: author: Pearl Tan
body: Thanks for your reply.   
But there is no premium solution for Jira Work Management , that's why I would like to know the solution if I exceed the plans storage limit.


author: Curt Holley
body: Oh, you only have Jira Work management, not Jira Software as well?

Cause you can have both...and if you fear storage will be an issue and you can afford premium, then that would be the answer. Get Jira Premium, which includes both Jira software and Work management projects, with unlimited storage.

Plus, Advanced Roadmaps, unlimited Automation etc etc..


author: Pearl Tan
body: [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535) Thanks for your information .


Tags: cloud
Job Number / Random Number / ISO9001
Asked by Kale Bullen:

Hi,

We have recently started our ISO certifications. Something that we are looking to implement across the board in our company is something like a "Job Number" per project we do to track everything about this project across all our platforms. All the way from the Quote phase through to procuring goods to invoicing to project tickets etc...

So I got thinking about how can I make this happen in Jira Cloud.

I was thinking could I create a new custom field and have it auto-populate with a random number. But only have this custom field on a particular task type this way I would not have random number on all tickets just on the tickets I need them to be.

Thoughts anyone?


Answers:
author: Nic Brough -Adaptavist-
body: It is not clear what this job number is for - you talk about "per project", but then start saying you want one on individual issues?

I do not understand what benefit a random and unique id would add. I understand you want to refer to it in other systems and places, but I don't see the advantage of not just using the existing Jira keys if that's where you would be generating the job number (if job numbers are project things, use the project id. If it's by issue, then use the issue key!)

comments: author: Kale Bullen
body: Hi Mate, a very delayed reply. But we got caught up with client projects. I decided to take a different route.

Thanks for the thoughts.


Tags: cloud
Kanban Board cards
Asked by Jeffrey Wood:

Can you move cards from column to column and it change the workflow step it's in?


Answers:
author: Mark de Bont
body: Yes, that's the behaviour by default...

comments: author: Jeffrey Wood
body: That's just it, it won't let me drag them to another column.


author: Mark de Bont
body: Check the workflow as it is probably restricting the transition from one status to the other. [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) explains it as well.


author: Jeffrey Wood
body: It was only a one way transition so it wasn't allowing it to be moved to other statuses. I had to build in different transitions to allow the cards to be moved. Thanks for the answer.


author: Nic Brough -Adaptavist-
body: That is what the boards are for.

Each column represents one or more status (depending on config), so dropping a card into a column changes the status of it. It respects the workflow though - the drag action represents a transition between status, so there has to be transition in the workflow to support it, and the person and data trying to do the column move has to match any conditions on it.


Tags: cloud
Integration to Slack - Manage in DMs
Asked by Claire Bilski:

Hey team, after reading through the documentation: <https://support.atlassian.com/jira-work-management/docs/integrate-jira-cloud-and-slack/>

I'm wondering if it is possible to use `/jira manage` in DMs somehow. I saw the prompt to use `@[deleted]` but then when I typed the `manage` action, nothing came up.. Thanks!

In the future could we also look into managing queue's from Slack?

Thanks,

Claire


Answers:
author: eugenio_onofre
body: Hello [@Claire Bilski](/t5/user/viewprofilepage/user-id/3495727)

I know your question is open for a long time but I will try to respond so other users may refer to this answer.

Unfortunately, the "manage" command in Slack is only available in Slack Channels. This command cannot be used in DMs.

Please do not forget to accept the answer in case it helps you resolve the issue!

Regards!


Tags: cloud

integration
How can I move tasks vertically and prioritize in the time line view
Asked by Niu Niu:

I want to re-order vertically the tasks and sub tasks in the time line view


Answers:
author: Delta Development
body: Hi,

well I just found out that if you prioritize the issues in the list view that the order in the timeline view changes with it.

comments: author: Shane MortAtlassian
body: This is the way folks - jump back to list view, and you can drag and drop the items into whichever order you like, and then the timeline view respects that order.

So if you're coming from a gantt chart world, you can now setup links for blocks/blocked by, get your dependency arrows, and move things around to minimise crossover, etc.


author: Ang?lica Luz
body: Hello [@Niu Niu](/t5/user/viewprofilepage/user-id/4483335),

Welcome to the Atlassian Community!

The tasks on the timeline are currently ordered by Issue Key/ID and it's not possible to change that.

There are some filters available, but they won't change the order of the tasks as well.

There is a feature request suggesting the ability to sort the issues based on start/end date:

* [The Timeline view is not displaying issues based on start/end date](https://jira.atlassian.com/browse/JWMCLOUD-52)

If that's the same that you need, please, click on vote and also watch to receive updates about the feature.

If it's not, please, let us know more details about what and why you need the feature to reorder the tasks on the timeline, so we can raise a new feature request.

??Kind regards,  
Ang?lica

comments: author: Federico Scala
body: Hi [@Ang?lica Luz](/t5/user/viewprofilepage/user-id/986290) ,

I was searching for the same feature, for me it would be also great to have the same drag\&drop option available in Roadmaps. The sort by ID makes the list appear pretty randomic. Additional sorting options could help in presenting it with a specific logic also for activities status sharing purposes.

Best regards

Federico


Tags: cloud
Is there a recoded Demo I can present to my customer?
Asked by Galon Orzach:

My customer think on moving to Jira Management and my tech guy would like to present them the abilities of the product with the help of recorded demo\\ training video.

Do you have one? or have other suggestion what to do?

Thanks in advance,

Galon


Answers:
author: Jane Yeoh
body: Hi [@Galon Orzach](/t5/user/viewprofilepage/user-id/4466439) ,

Feel free to refer to this post here: <https://community.atlassian.com/t5/Jira-Work-Management-Articles/Jira-Work-Management-product-demo-and-overview/ba-p/1737421>.

Hope that helps!

Cheers,

Jane
Qualitiy Management related reclamation/complaints board
Asked by Dominique:

Hi guys,

I am using Jira Cloud.  
I am asked to setup 2 "reclamation" boards for tracking our product related complaints and sales related complaints. They have slightly different processes

PR = Product reclamation:

1. Status: acquisition (through quality management)  
--\> Transition: forward to QP+GL+Manufacturer  
2. Status: Evaluation (through LQM, QP)  
--\> evaluation documented  
3. Status: Done

SR = Sales reclamation:

1. Status: acquisition (through MV)  
--\> Transition: forward to QM+GL+VP  
2. Status: Evaluation (through QM, VP)  
--\> evaluation documented  
3. Status: Done

My question: Is it possible to have these two processes in one project but separated enough to not confuse these two. Can there be some kind of automatic number that Jira gives in specific manner like: PR-2021-001. And last: Is it possible to have some kind of pop up window or something else prominent wehre you can read about the processes and forms you need (we are obligated to have paper forms, so no digital solution possible). Something like a "read me".


Answers:
author: Nic Brough -Adaptavist-
body: I would set up the project to have two issue types, PR and SR, with different fields and probably different workflows.

comments: author: Dominique
body: Thank you. Any suggestions on the "read-me" part?


author: Nic Brough -Adaptavist-
body: I'd link the projects to Confluence documentation for the read-mes


author: Fitah R_
body: Bonjour,

nous comprenons toujours pas pourquoi vous avez

suspendu notre abonnement

comments: author: Trudy Claspill
body: Votre commentaire semble n'avoir rien ? voir avec le message original.

Et je vois que vous avez lanc? plusieurs articles sur votre sujet.

Le 14 juin : <https://community.atlassian.com/t5/Jira-Work-Management-Discussions/probleme/td-p/2727077>

8 juillet : <https://community.atlassian.com/t5/Jira-questions/urgent/qaq-p/2747496>

---

Your comment appears to have nothing to do with the original post.

And I see you have started multiple posts of your own for your topic.

On June 14: <https://community.atlassian.com/t5/Jira-Work-Management-Discussions/probleme/td-p/2727077>

July 8: <https://community.atlassian.com/t5/Jira-questions/urgent/qaq-p/2747496>

> Good morning,
>
> we still don't understand why you have
>
> suspended our subscription


Tags: cloud
Which app integration will allow you to have up to 15 boards for Jira Work Management?
Asked by Shannon Potter:

Our team uses boards for tracking and 3 boards will not be enough. I have not been able to integrate an app that allows board creation.


Answers:
author: Jane Yeoh
body: Hi [@Shannon Potter](/t5/user/viewprofilepage/user-id/4481061) ,

Welcome to the Atlassian Community! I'm Jane, one of the product managers on the Jira Work Management team.

I'd love to understand your use case a bit better and also learn how you are currently structuring these projects so we can help better your experience. Feel free to book in some time with myself:<https://calendly.com/jyeoh/45min>. Otherwise, you can also reach out to me directly on jyeoh@atlassian.com if you prefer.

Looking forward to hearing back from you,

Jane

comments: author: Amanda Ward
body: Jane, is 3 boards possible in JWM? I can only see one.


author: John Funk
body: Out of the box, only one is available. But you can create additional boards that are "associated" with the project.


Tags: cloud
Check for time tracking field (required field)
Asked by Fernando Fl?rez:

Hello,

We are moving to Jira Cloud and see that a Kanban project is now created different to what we have on premise. Now workflows are managed on a very graphical but limited way. I'm trying to set a validation for the "time tracking" field in order to allow an issue closing but when I specify a Rule the field is not displayed:

![Screen Shot 2021-07-15 at 21.08.53.png](/t5/image/serverpage/image-id/151622i834B9B74F3F6D259/image-dimensions/285x216?v=v2 "Screen Shot 2021-07-15 at 21.08.53.png")![Screen Shot 2021-07-15 at 21.09.00.png](/t5/image/serverpage/image-id/151623i2AD7FAEF2E66FD5E/image-dimensions/286x275?v=v2 "Screen Shot 2021-07-15 at 21.09.00.png")

How can this be done?

Thank you!


Answers:
author: Airbus Driver
body: At this point in time, I believe there are only a limited set of fields you can make mandatory in rules and Time Tracking is not one of them - [JSWCLOUD-17631](https://jira.atlassian.com/browse/JSWCLOUD-17631 "JSWCLOUD-17631")


Tags: cloud
How to use due date and due time in tasks and subtasks
Asked by interface-agency:

Currently, we only have due date as an option for our tasks and subtasks...   

The date/time picker is only available for start and due date "changes"... I must be missing something really obvious, but cannot find any resources in the community.

Please help.

Thank you, John


Answers:
author: Earl McCutcheon
body: Hello [@interface-agency](/t5/user/viewprofilepage/user-id/2305416) ,

The [time tracking function](https://support.atlassian.com/jira-cloud-administration/docs/configure-time-tracking/) that incorporates the due date field in Jira only tracks the date for the due date option and does not act as a date and time picker option, and the reporting functionality that relies on this field also only includes the date functionality.

We had a feature request tracking interest in adding additional granularity via a date and time option, but it was closed out as a feature that is not planned to be implemented, details on this can be seen in the following feature request, but the recommended workaround is to use the DateTime custom field and then build out a custom report for your tracking needs:

* <https://jira.atlassian.com/browse/JRACLOUD-11770>

For custom reporting options you could look into a third-party reporting tool in the marketplace:

* [https://marketplace.atlassian.com/addons/app/jira/top-rated?hosting=cloud\&query=report](https://marketplace.atlassian.com/addons/app/jira/top-rated?hosting=cloud&query=report)

Or you could use the free Excel or Google Sheets connector tools, provided by Atlassian, to feed the Jira issues data to the external spreadsheet to build out a report in the spreadsheets:

* [Jira Cloud for Google Sheets (Official)](https://marketplace.atlassian.com/apps/1220382/jira-cloud-for-google-sheets-official?hosting=cloud&tab=overview)
* [Jira Cloud for Excel (official)](https://marketplace.atlassian.com/apps/1221301/jira-cloud-for-excel-official?hosting=cloud&tab=overview)

Regards,  
Earl


Tags: cloud
How to display schedule/calendar of team?
Asked by ushva_clean_tech:

Hello Community,

I recently signed up on Jira Work Management and exploring several features. I'm looking forward to monitor Team's workload and determine who's available for work or busy.

"""

![Pencil icon](https://wac-cdn.atlassian.com/dam/jcr:f5178092-ad90-43e6-867d-590f119853fe/Icon-Object-Pencil.svg?cdnVersion=1715)

#### Workload {#toc-hId--538949463}

Get a real-time overview of how busy team members are across projects, and rebalance work to keep projects on track.

"""

The above feature is listed in Features page, How do we utilize or make use of this feature? Any tutorial or quick start guide to make use of this feature.


Answers:
author: Ang?lica Luz
body: Hello [@ushva_clean_tech](/t5/user/viewprofilepage/user-id/3617259),

Thank you for reaching out to Atlassian Community!

The Workload mentioned on the Jira Work Management features is related to the reports that can be generated on the Reports' page and have three options: User Workload Report, Version Workload Report and Workload Pie Chart Report.

For more information about these reports, please check the documentation below:

* [Generate a report](https://support.atlassian.com/jira-work-management/docs/generate-a-report/)

Take your time to test the feature and if you have any other questions regarding this matter, please, let us know.

Kind regards,  
Ang?lica


Tags: cloud
About Jira software VS Jira work management
Asked by Snehal Bhatt:

So We are very new to Jira and Atlassian community.   

We are in the IT service industry and managing clients from several countries

Now we want to move to Jira for Project management and bug management to start with and then slowly and gradually want to bring all of our department on board.   

Question what I have is:   

I am confused between Jira Software and Jira work management

* Both are different or the same?
* What is the pricing of it? for Jira I can see as 7 USD per month for Jira work management I am seeing as 5 USD per month. so can you guys elaborate on that, please?
* If anyone from similar industry is using Jira then love to hear the feedback of them as well

TIA  
Snehal Bhatt

Prometteur Solutions Pvt Ltd


Answers:
author: Daniel Ebers
body: Hi [@Snehal Bhatt](/t5/user/viewprofilepage/user-id/4477214)
> So which shall we go ahead with? we need to subscribe for both?

Jira Software would suffice. At the moment it is the case that you will get Jira Work Management without any additional cost.  
So let's say you go with 20 users (20 employees) you would pay for 20 users Jira Software but all of the 20 can use the features of Jira Work Management (no additional charge).

Regards,  
Daniel

comments: author: Snehal Bhatt
body: [@Daniel Ebers](/t5/user/viewprofilepage/user-id/800113)   
Thanks mate,   

Cheers!!


author: John Funk
body: Hi Snehal - Welcome to the Atlassian Community!

Jira Work Management is geared more towards Business projects - like HR, Legal, Sales, etc.

Jira Software is geared more towards Software Development teams - like Scrum, Kanban, Bug management, etc.

Jira Service Management is geared more towards helpdesks, ITSM, etc.

I hope that helps a little.

comments: author: Snehal Bhatt
body: Yes, This helps and it is bit clear as well   

Wha we want to achieve is both things

* Software Development teams - like Scrum, Kanban, Bug management, etc.

* Business projects - like HR, Legal, Sales, etc   

  <br />

  So which shall we go ahead with? we need to subscribe for both?   


author: John Funk
body: Yes, you should subscribe to both.


Tags: cloud

jira-software