youngmon/atlassian-qna huggingface dataset:
I would like to know if it is possible to assign more than one responsible to an item in jira
Asked by Victor Scarpa de Albuquerque Maranh?o:

I would like to know if it is possible to assign more than one responsible to an item in jira


Answers:
author: Mark Segall
body: Hi [@Victor Scarpa de Albuquerque Maranh?o](/t5/user/viewprofilepage/user-id/5281035) and welcome to the community!

No and this is by design. Your Story or Task would be assigned to say a Product Owner and then the individual work to be done by the team members would be broken out into individual sub-tasks assigned to each (e.g. develop, peer review, QA, documentation, etc.)

You could add custom fields to capture secondary assignments but it's important to understand that Agile is at Jira's core and Agile is all about team capacity vs the individual.

comments: author: Victor Scarpa de Albuquerque Maranh?o
body: Thank you so much, Mark!
I want to understand if bulk import of Task and subtask is possible in a single upload inside a proj
Asked by Tulika Agarwal:

A csv file containing task and subtask with in that and provision to upload the template altogether . Also Add Approver feature is not there inside the tasks ?


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

Yes, this is possible.

You can define an approver in the CSV import file (as long as your project implements approvals).

Task/subtask is a bit more complex. Your CSV needs to include two columns, one of which will not be imported. It is easier to explain with a very simple example file:

|-------------------------------------------------------|------------|-----|--------|
| Summary                                               | Issue type | Key | Parent |
| Alice would like a jaffa cake                         | Sub-task   | aaa | bbb    |
| Bob wants cake                                        | Task       | bbb |        |
| Charlie is bored                                      | Task       | ccc |        |
| Dave would like some cake                             | Sub-task   | ddd | bbb    |
| Edmund would like to tell Baldric that he is an idiot | Task       | eee |        |

If you import this file, you'd get three tasks, with two sub-tasks under "Bob wants cake". Each issue will import "key" as the "external issue id", but the parent field will be lost.


Tags: cloud

jira-work-management-cloud
How to link automatically tasks in Jira Workmanagement with Jira Software?
Asked by Sello:

When I create a task in Work Management I want that developers can see this task in Software.


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

They should be able to see it already now if the products are in the same instance.

comments: author: Sello
body: If they don't have access to Work Management, can they see?


author: John Funk
body: Are they able to see it?


Tags: cloud

jira-work-management-cloud
Adding new users
Asked by Sello:

Hi, please advice, I have in my organization 3 products - Jira Work Management, Jira Software and Confluence, and I cannot add a new user only for Jira Work Management or only in Jira Software, because Jira Work Management is the default for all new users. How can I change it?


Answers:
author: Trudy Claspill
body: Hello [@Sello](/t5/user/viewprofilepage/user-id/5280521)

It is possible to allow a user to have access only to Jira Work Management without access to Jira Software.

I'm not sure if it is actually possible to give access to only Jira Software and not Jira Work Management, because the functionality of Jira Work Management is currently included in Jira Software.

To help provide more guidance I'll need to get some clarity about your environment and your level of access.

Are you only a Site Admin, or are you also an Organization Admin? If you go to <https://admin.atlassian.com>, what options do you see?

If you drill into the details of a user account through <https://admin.atlassian.com>, what do you see? The view can be affected by the subscription you have (free vs. paid) and whether you have set up an IDP for user provisioning.

In some environments (free, no IDP) I see a view like this:

![Screen Shot 2023-07-31 at 10.08.04 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/272234iEE3E5B5214825CCA/image-size/large?v=v2&px=999 "Screen Shot 2023-07-31 at 10.08.04 AM.png")

In other environments I see a view like this:

![Screen Shot 2023-07-31 at 10.12.36 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/272237i2BF1B8A8653D9094/image-size/large?v=v2&px=999 "Screen Shot 2023-07-31 at 10.12.36 AM.png")


Tags: cloud

jira-work-management-cloud
Can I create a hierarchy type structure and save it as a template?
Asked by Elena-Alexandra Enache:

Hello everyone!

So, my need is the following: for every new project I need to create a structure like this: Task of type 1 -\> attached a child task of type 2 -\> attached a child task of type 3 -\> attached tasks of type Task.

Can I automatically create this structure (different from the standard Hierarchy structure available in JIRA) and also save it as a template for future use?

It's fine if only JIRA admin can create the template as long as any other role can use it.

Thanks


Answers:
author: Luka Hummel - codefortynine
body: Hi [@Elena-Alexandra Enache](/t5/user/viewprofilepage/user-id/4448117)

If you are willing to use a third-party app, our [Deep Clone for Jira](https://marketplace.atlassian.com/apps/1218652/deep-clone-for-jira?hosting=cloud&tab=overview&source=community344) can clone whole issue hierarchies. With it, you can create your template hierarchy once and clone it often as you want. My colleague [@Marlene Kegel - codefortynine](/t5/user/viewprofilepage/user-id/2498951) even wrote an excellent [community article](https://community.atlassian.com/t5/Jira-articles/A-story-about-working-with-template-Issues-in-Jira/ba-p/1174430) about that use case.

You can clone a whole issue hierarchy the following way:

1. Navigate to the issue you want to clone

2. Click**Action menu ???** \> **Deep Clone**

3. Select **Epic/Tree Clone**

4. Configure and create your **Epic/Tree Clone**

**![Deep%20Clone%20for%20Jira_Epic%20Tree%20Clone-20230728-084919](https://community.atlassian.com/t5/image/serverpage/image-id/272746i96A84902B8CAAAE6/image-size/large?v=v2&px=999 "Deep%20Clone%20for%20Jira_Epic%20Tree%20Clone-20230728-084919")**


author: Trudy Claspill
body: Hello [@Elena-Alexandra Enache](/t5/user/viewprofilepage/user-id/4448117)

Jira does not support multiple issue hierarchy structures. There can be only one structure and it applies globally.

The default structure is

```
Epic
|-- standard issue level (i.e. Task, Story)
    |-- subtask issue level
```

If you have a Premium subscription the Jira Administrators can expand the hierarchy above Epic to add levels, but you can't add levels inside of the default structure.

Without a Premium subscription you cannot set up the 4 layer structure you described in a way that Jira will natively recognize the parent/child relationships you want to create.

You might be able to do so with a third party app, if your Jira Admins are willing to obtain such an app.

Your other choice is to use generic issue linking to create the relationships between the issues. Note that Jira will not treat those relationships as parent/child though.

As to creating a reusable template for this structure, it depends on the implementation path followed.

But let us back up a moment and ask - what problem are you actually trying to solve with the alternative hierarchy? Why does the default hierarchy not work for you?
What is correct way to add Project Stages in Project Plan
Asked by Caryn Yeoh:

Hi, I m Jira newbie, anyone can offer help to let me know how to add project stages in Project Plan ?


Answers:
author: Ste Wright
body: Hi [@Caryn Yeoh](/t5/user/viewprofilepage/user-id/5279004)

When you state "Project Stages", do you mean the Workflow (which might be the columns on a board, like To Do, In Progress, etc).

If yes, is this a...

* Jira Software or Jira Work Management Project?
* Team Managed or Company Managed Project?

You can confirm this by going to...

1. Projects (top navigation bar) \> View all projects
2. Search for your project
3. Check the type - eg. Company-managed software

Ste

comments: author: Caryn Yeoh
body: Hi, I m using Jira Work Management tool for customer facing project. I know there is status field for To Do, In Progress etc .... I need to have another field to organize tasks into different stages in project life cycle based on waterfall methodology eg Project Initiation Stage, Analysis \& Design, Build, Deployment


author: Ste Wright
body: Hi [@Caryn Yeoh](/t5/user/viewprofilepage/user-id/5279004)

Sounds like you require a custom field - how you add it to the Issue Type will depend on the Project Type!

---

**Company-managed**

First, you need a custom field. You'll need to be a Product Admin, and then...

1. Go to Settings (cog icon in top-right) \> Issues
2. Select Custom Fields from the left-hand menu
3. Press the blue "Create custom field" button in the top-right
4. Select a field type - for example, a dropdown list is called a "Select List"
5. Fill in relevant information (name, options, etc)
6. Create the field

You can add it to the screen at this point also (which is how the field becomes visible on your Project) - or add it to the screen separately:

1. Go to Screens in the left-hand menu
2. Locate your Screen and select it
3. At the bottom, use the "Select Field" dropdown to find your field and add it to the list
4. Drag/drop it to the right position

---

**Team-managed**

You'll need be a Project Admin, and then...

1. Go to Project Settings \> Issue Types (from left-hand menu)
2. Select the relevant Issue Type the field needs to be added to
3. On the right-hand side is a "Create a Field" menu - drag/drop a field type from the list into the active field list on the left-hand side.
4. Give the field a name, and fill in required details (eg. Options)
5. Press "Save changes"

**Note:**Whilst I've detailed how to create/add a custom field, you can use a "shared" custom field also. These are the same fields created using the instructions above, if you want the field to be consistent across multiple Projects.

---

Let us know if this works for you!

Ste


Tags: cloud

jira-work-management-cloud
Can a person be a client in JIRA Service and a user in JIRA Work?
Asked by David Preidikman:

In the company, several collaborators participate as CLIENTS in Jira Service. We've implemented a dashboard in Jira Work for task management, but it doesn't allow them to sign in with the same user they sign in to Jira Service.


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

Yes, they can.

Jira has four products (JWM, JSW, JSM, and JPD) - if you give an account "product access" to one of them, then they will only have access to that one.

There is a quirk - JSW and JSM users automatically get JWM access as well (for now, it changes for new users next year)


Tags: cloud

jira-work-management-cloud
Customer Facing Project Plan
Asked by Caryn Yeoh:

Hi, what will be the correct tool to use for Customer Facing Project Plan? is it Jira Work Management or Jira Software?


Answers:
author: Brant Schroeder
body: [@Caryn Yeoh](/t5/user/viewprofilepage/user-id/5279004) what [@John Funk](/t5/user/viewprofilepage/user-id/7148) said is correct. As discussed before the best solution is most likely using Jira Work Management for what you are trying to do. It is a different product than Jira service management <https://www.atlassian.com/software/jira/work-management>


author: John Funk
body: Hi Caryn,

Jira Service Management projects are designed for Help Desk teams or teams that function in that type of environment. So Project Plans as such would not really apply to them unless I am missing something.

Also, Jira is designed more for Agile practices, not Waterfall. You might try using an add-on that provide Gantt type structure to the issues of the project.


author: Caryn Yeoh
body: Hi thanks for your kind responses. I am using Jira Service Management tool and where can I add project stages in the tool?


author: Brant Schroeder
body: [@Caryn Yeoh](/t5/user/viewprofilepage/user-id/5279004) welcome to the Atlassian community

You should be able to setup anonymous access to either <https://support.atlassian.com/jira-cloud-administration/docs/allow-anonymous-access-to-projects/>

It really comes down to how you will be running the project as to which solution is best.


Tags: cloud

jira-work-management-cloud
Flagged ticket - Create Slack notification?
Asked by Mark Dallas:

Hi,

We are using the flag function on the Jira ticket to highlight blockers. We would like for using the flag function to trigger a message in Slack. This would help us bring all blocked tickets into easy to view location.

**Has anyone used Jira/Slack in this or a similar way?**

**Is there native functionality in Jira already for this?** Something like a dashboard that will show all flagged (blocked) tickets?

Thank you for your time


Answers:
author: Mark Segall
body: Hi [@Mark Dallas](/t5/user/viewprofilepage/user-id/5221719) - You can use automation to send a slack message when an issue is flagged. It would work something like this:

* TRIGGER: Field Value Changed (Flagged)
* CONDITION
  * Flagged  
    Equals  
    Impediment
* ACTION: Send Slack Message

As for viewing all flagged issues... You could create a dashboard and use the Filter Results Gadget to display a simple list of all currently flagged issues using a filter based upon the following JQL:

```
Flagged = Impediment
```


author: Mohanraj Thangamuthu
body: Hello, Good day. Automation rule similar to following will help.

![Screenshot 2023-07-28 at 10.29.31 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/271692i92A1688544EA1F79/image-size/large?v=v2&px=999 "Screenshot 2023-07-28 at 10.29.31 AM.png")


Tags: cloud

jira-work-management-cloud
Documentar hallazgos de investigaciones de UX research en Jira
Asked by Rossana Herrera:

Estoy buscando recomendaciones de como documentar investigaciones de UX reserach en Jira.


Answers:
author: Mohanraj Thangamuthu
body: Note sure if this will help, but you can try this link once. <https://www.atlassian.com/work-management/knowledge-sharing/documentation/process-documentation>
Set a default layout in projectrak for new projects
Asked by Laura Jimenez Valencia:

Is there a way to make all projects (and when creating a new one) default to a created layout instead of the default one in projectrak? that is, not having to be changing the layout but rather everyone already having the new layout by default.


Answers:
author: Fede Baronti -Deiser-
body: Hi [@Laura Jimenez Valencia](/t5/user/viewprofilepage/user-id/5236614) ,

I'm Fede Baronti from Deiers, Projectrak's developers. Thanks for writing your question about Projectrak.

I believe you have also opened a support request with this same question, and my colleague Carlos has already answered this question.

But in order to share knowledge about Projectrak: unfortunately, Projectrak does not have the ability to associate Layouts with projects by default.

On the other hand, we have a workaround for this situation: with the help of Jira Automation, you will be able to Automatically set a Default Layout for your projects. You can find the full explanation and configuration right here: [How to automatically set a Default Layout for my Projects](https://deiser-apps.atlassian.net/wiki/spaces/SKB/pages/87457809/How+to+automatically+set+a+Default+Layout+for+my+Projects). It should be an easy configuration.

Hope this helps and please, if you have any further questions, do not hesitate to let me know.

Thanks and all the best.

comments: author: Laura Jimenez Valencia
body: Thanks for the answer!


Tags: cloud
How to use epics from other projects?
Asked by Gr?goire MANIEZ:

Hello there!

I'm currently trying out Jira Work Management for our Product team so they have a board that allows them to organize their tasks prior to development.

In theory, for some of their tasks, they should be related to epics that will be used in Jira Software by development teams. However, in Jira Work Management, I cannot find how to add Epic name to a ticket (there is no screen for Jira Work Management project), so I can not link Jira Work Management project's tasks to Jira Software's epics?

![2023-07-26 16 50 10.png](https://community.atlassian.com/t5/image/serverpage/image-id/271309iD6970D2B030523D1/image-size/large?v=v2&px=999 "2023-07-26 16 50 10.png")

Is there a way to work with that?

Thanks!


Answers:
author: Mark Segall
body: Hi [@Gr?goire MANIEZ](/t5/user/viewprofilepage/user-id/5027346) - This is because your project is configured as a **Team** managed project. Team managed projects are designed to be self contained so issues cannot be direct decedents of issues in other projects. The best you can do is establish an issue link to the other project Epics.

comments: author: Gr?goire MANIEZ
body: Hi Mark, thanks for the answer!

I don't recall I was asked how I wanted the project to be managed. However, while tring to create a new one to compare, there's indeed a hidden menu we need to open.

That might be it, I'll give it a look, thanks!


author: John Funk
body: Hi Gr?goire,

The Epic Name field is only available for the Epic Issue Type. You are on a Task issue type in your image. Try adding the Parent field or the Epic Link field. They already exist so you should be able to search for them - do not create a new field.


Tags: cloud
How do I create a Project Sub-Category?
Asked by Danish Akhtar:

I wanted to create folder structure in Jira work management. I was advised by the Jira community leader that the nearest alternate to this in Jira is "Project category". I have now created a project category. But now my question is, **how do I create a project sub-category?** The aim is to create a tree like structure of projects in Jira which is quick to navigate and not lost in a long list of projects. Any help will be appreciated.


Answers:
author: Ivan Lima
body: Unfortunately, it is not possible to create a nested category. However, if you require further organization for your projects beyond the current project categories, you may need to consider using a marketplace app or implementing a custom solution that aligns with your specific needs.

There is a feature request to enhance the "Project category" functionality:

* <https://jira.atlassian.com/browse/JRACLOUD-5721>

You can add your vote if you'd be interested in that. You can also add yourself as a watcher if you'd like to get notified via email on updates.


Tags: cloud

jira-work-management-cloud
How to share a creation form with people who don't have access to your instance?
Asked by Ntamen kamogne harry Michel:

Good morning,  
I use the JWM product and I would like to share the ticket creation form with people outside my instance. is it possible?


Answers:
author: Laura Campbell _Seibert Media_
body: Hi [@Ntamen kamogne harry Michel](/t5/user/viewprofilepage/user-id/5015535) Jira Service Management allows you to do just that.


author: Nic Brough -Adaptavist-
body: No. People need to be in your instance to be able to use it.


Tags: cloud

jira-work-management-cloud
Jira Software Issues disappeared when old Jira Work Management Project sent to trash
Asked by Andy Ryan:

We had two Jira Work Management projects that were more than 2 years old and 2 years since there was any activity. One had no issues ever created in it. The other had only 1 issue. Both were created by users who were now deactivated as they are no longer with the company. I decided to trash them (rather than archive) because there was no value in them. When I did this, 200+ issues vanished from the backlog of an active Jira Software project's board. I checked the filter for that board and it does not reference Jira Work Management at all. I checked all the automation set up in all three projects and there is no reference between projects. I went over the field lists and same. All of the tickets in question were created within the last year, which was well after the last activity in the Jira Work Management projects.

I can't see any reason at all that trashing those two unused Jira Work Management projects would cause issues in a Jira Software project to no longer display. There is no connection between that that I can find.

Has anyone else seen this?


Answers:
author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

Deleting a project (whether full delete or move to trash) only affects the issues in that project.

I suspect the vanishing issues is probably a coincidence - someone else reconfigured something at roughly the same time you were trashing the projects. The two cases where it would not be would be are

* if the boards now missing their issues were configured to include the dead projects - the trashing would break clauses in their filter.
* There's an Automation or script that is changing issues when projects or other issues are changed.

But you have checked the filters and Automations, so unless there's another scripting app around, it won't be that (JMWE, Scriptrunner, etc)

I would start to investigate this by looking at the 200 missing issues - why are they missing? Have they been completely deleted, or had their security levels changed? If not deleted, why have they stopped meeting the Software board's filter?


Tags: cloud

jira-work-management-cloud
Is it possible to include fields other than those that come standard in Jira Work Management forms?
Asked by paula.ribeiro.glo:

Is it possible to include fields other than those that come standard in Jira Work Management forms?


Answers:
author: Ntamen kamogne harry Michel
body: hi [@paula.ribeiro.glo](/t5/user/viewprofilepage/user-id/5255934)

Yes, it is possible to add custom fields to forms in JWM provided that these fields are previously created.


author: Nic Brough -Adaptavist-
body: Welcome to the Atlassian Community!

Yes, Jira has always had a "custom field" function - you can add as many fields of all sorts of types (select, user, date, text, etc) to any project.

You will need to talk to the administrators of the project if it is team-managed, or your Jira administrators if your project is company-managed.


Tags: cloud