youngmon/atlassian-qna huggingface dataset:
Teams and Shared Teams confusion in Advanced Roadmaps
Asked by Ian Rees:

I am struggling to understand the difference between Teams created under the People tab and Teams available in a Plan.

I have created a Team - there weren't many options and I see it labelled an "Open Team".

Now when I create a Plan I would like to allocate that team to the Plan. If I go to the Team view in my Plan, it says "No teams added yet" and there is a button to Add a Team.

When I add a Team - I get the option to "Add an existing SHARED team" and my team isn't listed but I can't see anywhere to change my team to a Shared Team. It appears that the only way I can get a team in my plan is to create a "plan only team" from that view. But why would I have to do that and I now have two sources of Team ??? Can somebody help me understand please


Answers:
author: Curt Holley
body: Hi [@Ian Rees](/t5/user/viewprofilepage/user-id/1144420)

You need to create Teams either in the plan or as a shared team via the Shared teams section.  
Have a read of this: [Manage Teams in your Advanced Roadmaps plan \| Jira Software Cloud \| Atlassian Support](https://support.atlassian.com/jira-software-cloud/docs/manage-teams-in-your-advanced-roadmaps-plan/)

comments: author: Ian Rees
body: Thanks very much Curt. I've worked that out now but what is the purpose of the Team created under the People tab in Jira software. It doesn't seem to have a purpose because you can't use those Teams in planning. Is that that Team totally disconnected from any Teams I use in my plans. Why have two sources of Teams???


author: Curt Holley
body: The team concept in the People section is just a kind of virtual team. It is pretty much a one trick pony and that trick is, you can @ mention the team and all the members will get the notification.

Atlassian are about to roll out a whole new (integrated team concept) as they agree/realise that the two not connected team concepts are less than ideal.


Tags: advanced-roadmaps

cloud

team
Disable improved interface in Advance Roadmaps 8.20
Asked by Sebastian Gayer:

New plans are are created with the new interface. In the past we had the possibility to "Disable improved interface" in the settings of a plan. Now it only works for older plans but not for new created plans. Is their a possibility to "Disable improved interface" for new created plans?


Answers:
author: Filipi Lima
body: Hello, Sebastian,

It is not possible change the interface to the legacy mode for new plans. That is part of the effort to phase out the legacy plans which will no longer be supported in Jira 9.

You can read more about that here:

* <https://community.atlassian.com/t5/Advanced-Roadmaps-articles/Ending-support-for-the-Advanced-Roadmaps-Live-plans-Legacy/ba-p/1963824>

Cheers!


author: Joseph Chung Yin
body: [@Sebastian Gayer](/t5/user/viewprofilepage/user-id/2309761) -

We can confirmed what [@Filipi Lima](/t5/user/viewprofilepage/user-id/4230940) stated as we also submitted formal ask to Atlassian Support in the past. As far as I know, this change came in after 8.16.x -
> **After upgrading to Jira 8.16+**

* If the users created a plan before upgrading to Jira 8.16+ (= existing plan), they can disable the improved interface to access the Live Plans interface, or enable the improved interface when they use the Live Plans interface. They can switch between both interfaces as much as they want.

* If the users create a new plan on Jira 8.16+, they cannot disable the improved interface to access the Live Plans interface. They only have access to the improved interface on that plan. This was done purposefully to steer customers away from the legacy Live Plans interface.

On our end, we have already communicated to our user community on asking them to change their existing plans (one that still using the Live plan mode) to Improved UI plan. This allows them to get familiar and operates via the Improved UI into their business processes ASAP.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Sebastian Gayer
body: Our problem is, that we cannot use the new planning interface for our usecases. Is their a possibility to go back to an older version of Advanced Roadmaps? Otherwise we have to switch directly to another tooling.


Tags: advanced-roadmaps

server
Epics and Initiatives in Advance Roadmaps
Asked by jeroen_wilmes:

Can I have Epic's in different projects as child of one Initiative in Adv. Roadmaps ? making use of team managed projects in JIRa


Answers:
author: Fabian Lim
body: Hi [@jeroen_wilmes](/t5/user/viewprofilepage/user-id/4606019)

Advanced Roadmaps works with Jira Software company-managed projects only. You can find more details at [Roadmaps in Jira Software](https://www.atlassian.com/software/jira/features/roadmaps)

Regards

comments: author: jeroen_wilmes
body: thanks a lot


Tags: advanced-roadmaps

cloud
Issue with Trello and Planyway Integration in Chrome
Asked by Alexander Johansson:

We are currently facing an unusual issue with Trello when using Planyway on the web. The page refreshes automatically every 2-3 seconds, without any user interaction or engagement with any board.

This problem began after we installed the Planyway extension in Chrome and logged in using the account linked to our Trello account.

When we uninstall the extension, the issue stops, and users can continue working as normal.

While avoiding the extension seems like a simple solution, we have over 20 users working collaboratively, and none of them are experiencing the same issue. Therefore, resolving this problem is somewhat critical.

Has anyone encountered this before or have any suggestions for resolving it?


Answers:
author: Alexander Johansson
body: After further investigation, I explored several additional potential solutions.

Initially, I hadn't considered uninstalling the Chrome application, but I attempted that approach without success.

However, during my research, I came across an FAQ from Atlassian regarding browser cookies, which you can find here: <https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello/>

This gave me the idea to check the stored cookies in Chrome.

I navigated to Chrome's settings, located, and deleted all saved cookies associated with Trello and Planyway. After doing so, I logged back into Trello and reconnected the Planyway account.

This resolved the issue, confirming that the problem was caused by the saved cookies.


Tags: planyway
Can I copy labels from one board to another board?
Asked by volkan Gurel:

Hi All,

I prepared labels in one board . I want to use same labels in other board but I can not copy or transfer these labels to other board.

Can I do carry, copy labels to other board ?

if Yes,

How can I do that ?

Thanks a lot in advance......


Answers:
author: Dreamsuite Mike
body: Simple hack, add all the labels to a card then move the card to the board you want the labels to appear on and boom ? ?

If this answer was what you needed, please be a kind soul and click the **Accept Answer** button. Not only does it help us focus on answering unanswered questions, for every accepted answer, a Trello taco is saved\* ?

![taco-preloader.gif](https://community.atlassian.com/t5/image/serverpage/image-id/341935i67515F8B74C42A52/image-dimensions/318x239?v=v2 "taco-preloader.gif")

comments: author: volkan Gurel
body: Hello Mike

I did both for moving card and also list but sorry that it did not work :(

What do you think ?

Regards,

Volkan


author: Dreamsuite Mike
body: ![ezgif-6-9fce2a986e.gif](https://community.atlassian.com/t5/image/serverpage/image-id/341947i49CA8CD4F7C7F5E2/image-size/large?v=v2&px=999 "ezgif-6-9fce2a986e.gif")


Tags: cloud

trello-cloud
Can I copy labels to a newly created card with Trello automation?
Asked by Donna:

I made a rule to create a new card when I add a certain item to any checklist. I would like to automatically copy the labels from the card that has the checklist to the new card. Is that possible?

Or do I have to create a separate rule for every label?

Thanks in advance!


Answers:
author: Dreamsuite Mike
body: Hi [@Donna](/t5/user/viewprofilepage/user-id/3702849)

You could possibly use the "convert item to linked card" option for this. It has the option for creating the linked card copying the labels from the trigger card...You can find it in the Cascade section of automation

![Screenshot 2024-08-15 10.03.40.png](https://community.atlassian.com/t5/image/serverpage/image-id/341938i2B443030896C7F57/image-size/large?v=v2&px=999 "Screenshot 2024-08-15 10.03.40.png")![Screenshot 2024-08-15 10.03.53.png](https://community.atlassian.com/t5/image/serverpage/image-id/341939i20F5CF718C6338E5/image-size/large?v=v2&px=999 "Screenshot 2024-08-15 10.03.53.png")

comments: author: Donna
body: Thanks for thinking along! I will try, but I'm afraid I will get too many linked cards, since every checklist item will be sent to a different list... Also, I don't need the other info from the card, just the label.


Tags: cloud

trello-cloud
How to find original card for repeated tasks
Asked by Reception:

Hello! How do you find an original card that was used as a template for repeating tasks? I have checklists that repeat and am unsure how to edit the original so the repeated cards are updated? Thanks


Answers:
author: milynnus
body: [@Reception](/t5/user/viewprofilepage/user-id/5430151)

Your expectation that repeated cards are somehow kept I sync with the source card is incorrect. Trello keeps a source card id but this is not available as a variable. To take advantage of this will require the use of Trello api. Otherwise create dependencies between the cards so that these can be used with Trello automation.


Tags: card-repeater

cloud

repeat

trello-cloud
Informa??es vinculadas ao usu?rio
Asked by Maysa Gomes Abade:

Gostaria de esclarecer uma d?vida... Atualmente utilizo o planner da microsoft e estou procurando outras plataformas que realizam o gerenciamento de uma forma parecida. Com isso, encontrei o trello mas preciso de algumas informa??es para come?ar a utilizar. Hoje utilizo o e-mail da empresa, ent?o em caso de desligamento o e-mail ? desativado, gostaria de saber se caso o e-mail for desativado as coisas que est?o vinculadas a ele, como por exemplo a ?rea de trabalho, coment?rios, cards, etc, v?o permanecer l??


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

Bem vinda a comunidade!  

Caso o seu email seja desativado a conta permanece ativa, mas voce precisa do login e senha da conta Trello para poder entrar e utilizar, recomendo trocar o e-mail o quanto antes para garantir que a conta de email seja sempre ativa, visto que todas mudan?as da plataforma necessitam da sua confirma??o por l?  

Atenciosamente  
Alisson  
Trello Team


Tags: cloud

trello-cloud
HTML formatting?
Asked by Jon Banquer:

Do Trello Cards support HTML formatting?


Answers:
author: Rasmus Wulff Jensen
body: The Formatting format for Trello is what is called MD (MarkDown)... It is similar to HTML, but easier to understand for most people

Read about MD here: <https://www.markdownguide.org/basic-syntax/>

Some markdown features (like tables are not supported), and it is only the Description field, Checklist items and Comments that support it (aka Titles of the card does not support it)

comments: author: Jon Banquer
body: Thank you, Rasmus.


Tags: cloud

trello-cloud
Ocultar documentos de tarjetas
Asked by SGO DIGITAL BUSINESS S.L:

Buenas tardes me gustar?a saber si hay alguna opci?n de ocultar permisos para ver adjuntos o fotos a ciertos usuarios. Utilizamos la versi?n premium de trello. Gracias


Answers:
author: Mutya A
body: > *Translation:*   
>
> **Hide card documents**
>
> Good afternoon, I would like to know if there is an option to hide permissions to view attachments or photos from certain users. We use the premium version of Trello. Thank you.

Hi there, welcome to the Trello Community!  

Right now, we do not have a way to restrict access to view attachments or photos from certain users, especially if they are members of the same board. For Premium, [adding Observers to boards](https://support.atlassian.com/trello/docs/adding-observers-to-boards) will have limited permissions when it comes to uploading attachments but they can still view attachments.

You can also look for existing Power-Ups that might have this feature: <https://trello.com/power-ups/search?q=attachments>

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
How to improve the use of free power ups to have a better work organization?
Asked by Recepci?n Bairex:

I'm new at Trello, my boss ask me to learn about it and give some tutorial to all the employees so we all can start to use it in our daily bases. I've been searching and practicing with some power ups and automatizations but i always get stucked halfway. If someone knows about some intensive tutorial or some course i can take to make the best of this app, please let me know. And if someone have some tricks to make it easy for me, i'll be greatfull.   
Also, i'd like to know if it's worth it to pay for this app or if the free plan should work perfectly.   
Thank you all!


Answers:
author: Rasmus Wulff Jensen
body: Honestly I would keep PowerUps and Automations out of the mix for now (every business is unique so customizations that are crucial to one business is pointless to another)... Instead stay with the basic setup and let your team work knowing that this is a startup phase and they should report any painpoints and cumbersome workflows...

Once you have this feedback + your own experience, you can start getting rid of the painpoint with PowerUps and Automations (having a much easier time pinpointing what you need to learn or ask here)...


Tags: cloud

trello-cloud
Workspace and board still crashes
Asked by Lyon Support:

Hello I receive the following error when I try to scroll to the right to view my boards. Please advise. what can I try?  

```
?
```


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

This error is often related to certain browser settings or extensions.

Can you try logging into Trello in the following ways to see if the error disappears:

* Disable all extensions and customizations in your current browser
* Use a private/incognito browsing tab
* Try using a different browser on the same computer

For more troubleshooting tips:  
<https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello>

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.


author: Lyon Support
body: ![trello error.png](https://community.atlassian.com/t5/image/serverpage/image-id/341817i87CF1385EBEA9B7B/image-size/large?v=v2&px=999 "trello error.png")


Tags: cloud

trello-cloud
How to get email notifications
Asked by Weris Hassan:

Hi,

How are we able to get email notifications whenever there is a change to our cards or a new card is added?

Thank you,


Answers:
author: Cody C.
body: The best way to get notifications for nearly every change is to **watch** the board. If that ends up being too much, you can narrow it down to specific lists, or cards.

We have more detail here on how to watch things to get notifications in Trello: <https://support.atlassian.com/trello/docs/receiving-trello-notifications/>


Tags: cloud

trello-cloud
Work is gone
Asked by Angela Bain:

I just lost an entire day of work. I had been typing in the description field my notes to copy and paste to my work because this is the only place to type things out and I guess I didn't click save when I went to cook dinner. My computer re-started in the meantime and now 9 hours of work is gone. Is there any way to find this history? Why the heck does this thing not save as you go??????


Answers:
author: Mutya A
body: Hi Angela,

Welcome to the Trello Community and sorry to hear that this has impacted your productivity. I understand how frustrating this must be to have all your work gone!

There are some things we can suggest for you to recover card descriptions. First, we have this method that, depending on the situation, will allow you to recover your descriptions: <https://support.atlassian.com/trello/docs/recovering-the->description-or-card-title-that-was-changed/.

It may also be worth checking if there is a third-party Power-Up that offers this functionality: <https://trello.com/power-ups/search?q=undo>.

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
Board Recovery
Asked by Felipe Feitosa Batelli:

```
I accidentally removed myself from a Trello board, now I can no longer access it, and I was the only owner, how do I get this board back?
```


Answers:
author: Rasmus Wulff Jensen
body: Best guess it will be in Closed Boards

![IMG_1334.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/341788i817B20D3F7E84812/image-size/large?v=v2&px=999 "IMG_1334.jpeg")


Tags: cloud

trello-cloud
Assistance with Board Invitations and Attachment Issues
Asked by Lili Denissa:

Dear Trello Support Team, My name is Lili, and I am a user of Trello's free plan. I currently have 10 boards, which is the maximum allowed for free users. I have a couple of questions and issues I would like your assistance with.

1. If I am invited by a friend to join their board as a guest, without the ability to modify the board, should I still be able to join even though I've reached my personal limit of 10 boards?

2. I encountered a problem when I was invited to a friend's board. Some of the cards on the board contain attachments that I am unable to open. I tried removing and re-adding the star to the cards, but the attachments still do not appear. I also logged out and logged back in, but the issue persists. Could you help me understand why this is happening and how to resolve it?

Thank you for your assistance.

Best regards,

Lili


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

Thank you for sharing your context. It's very helpful! Correct, free Trello Workspaces have a limitation of [10 open boards per](https://support.atlassian.com/trello/docs/which-trello-plan-is-best-for-me/#Trello-Free)[free](https://support.atlassian.com/trello/docs/which-trello-plan-is-best-for-me/#Trello-Free)[Workspace](https://support.atlassian.com/trello/docs/which-trello-plan-is-best-for-me/#Trello-Free). But I think you're confusing that with the limit of 10 [Collaborators](https://support.atlassian.com/trello/docs/workspace-user-limit/) per free Workspace.  

To answer your questions below:  

1. You mentioned that your friend is adding you to their board, in their free Workspace, as an [Observer](https://support.atlassian.com/trello/docs/adding-observers-to-boards). Is that correct? If your friend's free Workspace has not reached a limit of 10 Collaborators, then you can definitely be able to join their board as any type of member. As this is another free Workspace, this is not affected by the limit you have on your own free Workspace. If this helps, you can tell your friend to [check how many Collaborators are in their Workspace](https://support.atlassian.com/trello/docs/workspace-user-limit/#How-can-I-check-how-many-collaborators-are-in-my-Workspace) so they know they are still within the limit.

2. It looks like this may be a problem with your browser. Try logging into Trello in the following ways to see if you can reproduce the issue you are having:

* Disable all extensions and customizations in your current browser
* Use a private/incognito browsing tab
* Try using a different browser on the same computer
* Connect to a different network

For more troubleshooting tips:  
<https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello>

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
Trello board card numbers to show?
Asked by kevin:

How do I get individual card/job ticket numbers to show?

We need to see them on each card... very frustrated.


Answers:
author: Dreamsuite Mike
body: Hi [@kevin](/t5/user/viewprofilepage/user-id/5568075)

The beauty of Trello is that you can make almost anything happen.

**Option 1 - Power-up's**

<https://trello.com/power-ups/5fdb4577d8a01b48cbca0a6b/umble-card-numbers>

<https://trello.com/power-ups/59c3d177178a761767b49278/card-numbers-by-reenhanced>

**Option 2 - DIY with automation**

You can expose this information using Trello automation...

If you are new to Trello automation, please check out this:  
<https://trello.com/guide/automate-anything>

Trello have automation variables for **{cardnumber}** and **{cardid}**

The automation example below will help show how to add the card number/id to custom fields and also to the name of the card:

![Screenshot 2024-08-14 10.52.15.png](https://community.atlassian.com/t5/image/serverpage/image-id/341692iC1A91511D3B46B65/image-size/large?v=v2&px=999 "Screenshot 2024-08-14 10.52.15.png")

![Screenrecording2024-08-1410.52.37-ezgif.com-crop.gif](https://community.atlassian.com/t5/image/serverpage/image-id/341693i7F845071A6C323CA/image-size/large?v=v2&px=999 "Screenrecording2024-08-1410.52.37-ezgif.com-crop.gif")

[@kevin](/t5/user/viewprofilepage/user-id/5568075) if this answers your question, please click the **Accept Answer**button so we can be sure to help as many people as possible

Kind Regards,

Mike
Help with Butler Automations
Asked by Jonathan Eatly:

I'm looking to create a rule using Butler so that I don't have to create multiple rules, I will attempt to describe this as best as I can about what I'm looking to achieve.

I want the following to happen:

1. When a custom field is updated with one of our client names; and another is updated to a stage

2. The rule finds a template card for that client in a specific list

3. It then copies the checklist to the card that is labelled the same as the custom field stage name

4. This then updates a label on the card

I can see how to do it by specifically putting in the card name and checklist name, but this would mean we have to create multiple rules for all of our client template cards, but I want one rule that works across all our current and future clients.


Answers:
author: Dreamsuite Mike
body: If I have managed to interpret your request correctly, this automation would get you there...

If I haven't got it right, please elaborate and I can try again..

If I have hit the nail on the head and this works for you, please click the **Accept Answer**button.

```
When the custom field "Clients" in a card with custom field "Stage" set look up a card with name {customfieldvalue} and add the checklist {{%Stage}} from card {foundcardlink} to the card, add the label {{%Stage}}
```


Tags: cloud

trello-cloud