youngmon/atlassian-qna huggingface dataset:
Email reports with card links
Asked by Helen McDonald:

I know this has been asked several times before but I'm getting nowhere using all the guidance that's been provided so far. What am I doing wrong? I just want to email various reports through that list out cards with card name links so they can be easily reviewed in Trello. The pattern I've used is:

pattern "\\"- \[{cardname}\](cardlink) - {carddescription}\\"",

I've tried extra spaces, removing " and \\ and removing card description. Although I get the report of cards there's no hyperlinks or bulleted list which I think the hyphen relates to.

Help me out please!


Answers:
author: Jayce Wagner
body: Hi [@Helen McDonald](/t5/user/viewprofilepage/user-id/5561195) Great question. I have something similar set up for my team here as well. It's a simple fix. Change the paratheses to curly brackets (as shown below) and that should do the trick.

{cardlink}

I hope this helps!

comments: author: Helen McDonald
body: Thanks for responding. Unfortunately, it doesn't work. I've now removed the pattern completely and the report that arrives is exactly the same. So something clearly isn't right with the whole pattern I'm using. I've followed all the instructions I can find and have a reasonable but very basic understanding of syntax, I just can't get it to work!


author: Jayce Wagner
body: It's important to remember that there is always a solution. Below is what I use and it works great.

Card Name ?? {cardname}\\nCurrent List ?? {cardlistname}\\nCard Link ?? {cardlink}\\n


author: Helen McDonald
body: thanks, I appreciate the reply. Not working yet though!


author: Jayce Wagner
body: Is just the link not work or what specifically is not working?


author: Helen McDonald
body: thanks, I went through to support in the end as the links weren't loading to the report I was generating. I'm now clear on that, just the formatting to sort through
How To: Notify People On A Board When Cards Are Moved To Specific List
Asked by Austin Seltzer:

Hello All!  

I have a board that I have created for my business pipeline. Currently, I have my manager and assistant on the board with me. They have both brought it to my attention that any change that is made on the board, they are getting a notification. I want to change this so that they can take action when a card is moved to a position where it needs their attention.  

When a new card is created, I would like to notify my manager and assistant and when the card moves to the final list (the cards move on my board when I check off a completed task).

How can I exclude them from all other changes made on the board and only notify them when these two conditions are met?  

Thanks so much,  
Austin


Answers:
author: Gaurav Kataria
body: You can create a scheduled automation such that an email will be sent when a specific condition is met (Note: scheduled automation is not realtime, so the email might be sent at the end of that day) OR you could create a trigger such that a Slack message will be sent when a specific condition is met (screenshot below). Details here <https://trello.com/guide/automate-anything>

![Automation to Notify.png](https://community.atlassian.com/t5/image/serverpage/image-id/340068i8C18C25CF9C5A3CD/image-size/large?v=v2&px=999 "Automation to Notify.png")


Tags: board

cloud

lists

trello-cloud
Can't receive emails on a former employees email address
Asked by S?ren:

Hi. I don't receive emails on a specific user email. Is there somewhere I can get some help to reset the password?


Answers:
author: Augusto Lisboa
body: Hi [S?ren](https://community.atlassian.com/t5/user/viewprofilepage/user-id/5560963),

Can you access the Community with this email and comment on this post? So I can check it.


Tags: cloud

trello-cloud
Acc?s aux cartes
Asked by lizaig:

Bonjour,

Depuis ce matin je ne peux plus ouvrir de carte Trello. Le reste de mon ?quipe y a toujours acc?s sans probl?mes.

J'ai recharg? plusieurs fois la page, je me suis d?connect?e puis reconnect?e et j'ai m?me red?marr? mon PC mais rien ni change.

Comment puis-je r?soudre le probl?me ?![Capture d?e?cran 2024-08-05 a? 13.51.45 (2).png](https://community.atlassian.com/t5/image/serverpage/image-id/339986i08AB1B6788DA1838/image-size/large?v=v2&px=999 "Capture d?e?cran 2024-08-05 a? 13.51.45 (2).png")


Answers:
author: Alisson Sartor
body: Hello, Lizaid!  

Can you give us more details?  

Is this happening on incognito mode as well? it's only in this card? Other users are able to open this card?  

Kind regards  
Alisson  
Trello team
This workspace is out of licenses. To share with these people, add more licenses or have a Workspace
Asked by Shayan Rhaila:

im getting this error what should i do to solve it?  

<br />

This workspace is out of licenses. To share with these people, add more licenses or have a Workspace admin remove them from other Workspace boards.


Answers:
author: Alisson Sartor
body: Hello, Shayan  

Based on the message you've received, it seems like you're trying to invite a member to a board, who is already assigned to an existing board. If that is the case, if the member becomes assigned to more than 1 board, they will become a billable multi-board guest (<https://support.atlassian.com/trello/docs/multi-board-guests/>), and will be charged the same as a workspace member.

You can also confirm what board the member is currently assigned to by going to the Workspace sidebar on the left, then select 'Members' \> 'Guests'.

If you wish to proceed with adding the board to an additional board, then a workspace admin will need to invite the member to the board, as they have the administrative rights to approve an additional license. Once they invite the member, they will receive a prompt to acknowledge that the additional license will be added, and to confirm this action.

For more context, we have more information about how billing works in Trello Standard: <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>

I hope that helps! Feel free to let me know if you have any questions.  

Kind regards  
Alisson  
Trello Team
?????????????
Asked by ?????:

????????????????????????????????

???????????????????????

????????????

????????????????

![ss.jpg](/t5/image/serverpage/image-id/339983i2FF221CA77754CEC/image-size/large?v=v2&px=999 "ss.jpg")![ss.jpg](/t5/image/serverpage/image-id/339984iBAFA95F3CA3F597A/image-size/large?v=v2&px=999 "ss.jpg")


Answers:
author: Rasmus Wulff Jensen
body: It is located in a new menu now (Top, Right profile menu):

![create_workspace.png](https://community.atlassian.com/t5/image/serverpage/image-id/339992i1300F65EEE5DC773/image-size/large?v=v2&px=999 "create_workspace.png")

comments: author: ?????
body: ???????????????


Tags: cloud

trello-cloud
Can you add members to a workspace after you have paid for an annual subscription
Asked by Skevoulla Christou-Smith:

Hi Atlassian Community,

We currently have a standard subscription that we pay for monthly. I know there is an annual billing option but it has not been clear whether you can add members to the workspace after you have paid for the annual subscription? With monthly, the price changes according to user number, but I cannot find information for what happens if you add people after an annual subscription has been paid.

Thank you.


Answers:
author: Gaurav Kataria
body: Yes, you can add additional members anytime and you'll be charged a pro-rated price, to match the end of your current billing period.

comments: author: Skevoulla Christou-Smith
body: Thank you for your response.


Tags: cloud

trello-cloud
I am not receiving trello email notifications
Asked by vicky_pugh:

I have not received email notifications from Trello for 2 months now, have checked all settings and tried everything suggested on help/ discussion pages. Even when I send the test notification it says it has been sent but I do not receive it. This is very frustrating and hard to keep track of everything I am working on without them!


Answers:
author: Alisson Sartor
body: Hello, Vicky!  

You mentioned you tried suggestions from the pages, but just to be sure:  

Are you a watcher on the boards as well? Have you enabled the all notifications on the settings?  

<https://support.atlassian.com/trello/docs/receiving-trello-notifications/>  

Kind regards  
Alisson  
Trello Team


Tags: cloud

trello-cloud
Notifications cartes dates limites
Asked by Virginie:

Bonjour,

Malgr? les notifications activ?es sur mon t?l?phone et le fait que je sois membre des cartes concern?es, je ne re?ois pas de notifications pour les dates limites de mes cartes.

Pouvez-vous m'aider svp ?

Merci ? vous !


Answers:
author: Alisson Sartor
body: Hello, Virginie!  

Are you a watcher on the boards as well? Have you enabled the all notifications on the settings?  

You can check more details on the link below to see if something it's not enabled.  

<https://support.atlassian.com/trello/docs/receiving-trello-notifications/>  

Kind regards  
Alisson  
Trello Team


Tags: cloud

trello-cloud
What is the limit of actions that a scheduled automation can perform ?
Asked by Francesco Baldani:

I need to share a report on the "ongoing" status of a production flow.

To do so I pick up information on several lists, representing the production flow phases.

I have now 19 actions, when trying to add a twentieth TRELLO says "too many actions" and won't let me add the new automation.

Is this really the limit?


Answers:
author: Alisson Sartor
body: Hello, Francesco!  

At the moment, our Automation tool can perform 20 actions per Automation, [You can find more info on Automation quotas and limits here](https://support.atlassian.com/trello/docs/butler-quotas-and-limits/#:~:text=To%C2%A0protect%20our,of%20the%20system.).  

Kind regards  
Alisson  
Trello team


Tags: cloud

trello-cloud
there is a problem with a 1-year subscription!
Asked by dir383:

Hello trello team.

I have a problem.

in July, I bought a 1-year subscription, but now I have a problem again

I paid you 479.9 dollars

solve my question and give feedback


Answers:
author: Peter Van de Voorde
body: Hi [@dir383](/t5/user/viewprofilepage/user-id/5560574) ,  

Welcome to the Atlassian Community. This is a community driven by users just like you.  
So if there is any problem surrounding billing we can't help you. Please reach out directly to the Trello support team by submitting a support ticket here: <https://support.atlassian.com/contact/?postauth=true#/>   

If it's not a billing problem please explain the problem to us, we can't know if you don't tell us.  

Cheers,  
Peter


Tags: cloud

trello-cloud
Can I go from a paid account back to a free account?
Asked by Sheena Cameron:

I currently have a paid account but now would like to switch back to a free account - am I able to do this? Will I lose all my boards if I do this?


Answers:
author: Peter Van de Voorde
body: Hi [@Sheena Cameron](/t5/user/viewprofilepage/user-id/5560457) ,  

Welcome to the community! According to the[documentation](https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/#:~:text=On%20the%20Billing%20tab%2C%20scroll,downgrade%20options%20for%20your%20Workspace) you won't loose boards, but some of them will be closed.
>
> What happens to our Workspace after we downgrade? {#toc-hId--350572264}
> -----------------------------------------------------------------------
>
> When a Workspace downgrades from Premium or Standard, it retains its Premium or Standard features and unlimited boards until the end of its prepaid service period. At the end of its prepaid service period, depending on which plan you've selected it'll become a Standard or free Trello Workspace.
>
> If you decided to downgrade to the free plan, you'll be [limited to 10 collaborators](https://support.atlassian.com/trello/docs/workspace-user-limit/) in a Workspace and will see a list of the 10 most active Workspace boards that will remain open (any other boards will be [closed](https://help.trello.com/article/777-closing-a-board) but not deleted). Extra boards can be closed prior to downgrading or moved to a different Workspace


Tags: atlassian-accounts

cloud

not-applicable

trello-cloud
Trello account is gone
Asked by KB:

I am logged in to my Trello account on my phone and all my data is there. I logged in to my Trello account on my computer several weeks ago and it asked me if I wanted to add 2-step authentication. I agreed and then it never worked on any of the authentication apps. I saw a pop up message saying I had migrated over to Atlassian. ??? For now, I still have all my boards on my phone but I seem to have no account on the web application, which I need. I have submitted 2 support tickets over the last week or two with no response. Does anyone know how to reach support at Trello/Atlassian live? Or does anyone have a solution as to how I can log in to Trello on their web application?


Answers:
author: Augusto Lisboa
body: Hi!

In this case, I recommend you check both accounts' usernames. You might have two or more accounts associated with different emails.
Mixed date format
Asked by Melissa Trenter:

In Trello when I want to set a due date I click on the due date button. The drop down calendar appears and I select the date, say sept 2nd, now because I am in Australia and this date translates to 2/8/24. Trello then sets the end date to Feb 8 when I clicked on sept 2 in the calendar. There is nowhere in Trello to set date format as "it uses the system format" yet obviously it doesn't work properly.


Answers:
author: Bradley Wells
body: We are having the exact same issue.  

The date format was always set to our system format's which was UK based but now they keep reverting back to the US format \& our teams are getting very frustrated with it as it's only a few of them having the issue, not all.  

Is there a known bug at the moment?


Tags: automation
I am not able to see my boards for the first time today. What could have happened to cause this?
Asked by Donna Parrish:

I am not able to see my boards for the first time today. What could have happened to cause this?

I can access my account by email and password but there are all of a sudden today no boards and I get the message "I must be added to a card for it to appear"


Answers:
author: Seon Shakespeare
body: Hi [@Donna Parrish](/t5/user/viewprofilepage/user-id/5560356)

Welcome to the community!

It sounds like you might have accidentally been removed from all your boards, or there might be another glitch.

Here are a few things to check:

1. **Double-Check Your Boards:** Sometimes boards get moved around. Try searching for the boards by name using the search bar at the top of Trello.
2. **Check Your Email for Invitations:** If you were removed from a board, the board owner would need to re-invite you. See if you have any pending Trello invitations in your email.
3. **Log Out and Back In:** A simple refresh can sometimes help!

If none of those work, and if your Trello is managed by a team or another admin, you might want to check with them to see if they can look into it. Otherwise, you can reach out to Trello Support directly for help: <https://trello.com/contact>

Hope this helps!


Tags: cloud

trello-cloud
New Editor Eff 08/15 - turn off ?
Asked by Shannon Lanser:

I do NOT want to switch to the New Editor, is there ANY way to keep the markdown (especially considering for the mobile app it isn't being updated!). I ask as all of my SOPs and Training Materials are based on the markdown NOT the new editor. Is there anyway to opt-out after 08/15 ?


Answers:
author: Steven King
body: \> very few people are still using the old Markdown editor

Do you have metrics on how much \*text\* is entered in the old Markdown editor vs. the new WYSIWYG editor? The number of users who only view boards or make minimal contributions to card text is likely higher than the number of users who write and edit cards. Those of us who create and edit text on cards don't want to stylize a card's details by clicking buttons or having to undo automatic styling when pasting links or have paragraphs automatically double-spaced. There's a reason we don't use Microsoft Word to make notes or write code. Give these "very few" power users the option to maintain speed and efficiency with the simplified Markdown editor and force everyone else to use the WYSIWYG editor. Don't force users who have been using this powerful and streamlined tool for years to now write with crayons.


author: Alisson Sartor
body: Hello, Shannon!  

There will **not** be a way to go back to the old mode after August 15. I know that's disappointing, so I want to share a little more about why we've made this decision.

At this point, very few people are still using the old Markdown editor. For a long time, there wasn't much downside to keeping it around for people who preferred it, so we were happy to leave it as an option. However, that's no longer the case---continuing to support both of these experiences would slow us down---and so we had to make the tough call to remove the old Markdown editor from the small number of people who were still using it.

I know that this isn't the news you were hoping for, but I hope that helps give some context to this decision.  

Kind Regards

comments: author: Richard
body: Hi Alisson!

Thank you for the explanation! I'm curious: How many users is 'very few'? And what percentage of your user base does this represent?

By the way, when you have a thread full of users begging you to leave the option of raw Markdown editing (1), I think leaving it is worth a small amount of slowdown.

Best,

Richard

PS. I tried to paste the link after the opening parenthesis above and it was inserted at the end of this text. Wherever I try to paste, it appears at the bottom. So it took me less than a day to find a defect in the new editor -- assuming that the editor here and in Trello are the same.

(1) <https://community.atlassian.com/t5/Trello-articles/New-Editor-in-Trello/ba-p/2038725/page/6>


author: Tim Abell
body: Well whatever the reason, it's a huge loss

<https://timwise.co.uk/2023/06/01/text-based-tools-the-ultimate-format-for-everything/>


author: Andy Lawson
body: Thanks for the info Alisson - comment is appreciated.

This is a disappointing decision by Atlassian, but not the first.


Tags: cloud

editor

trello-cloud
Is there a way to have an automation for the rating field?
Asked by Lexi Sprague:

I would love to change a rating on an idea based on the status of the idea automatically. is there a way to do this currently or planned?


Answers:
author: Tanguy Crusson
body: Hi [@Lexi Sprague](/t5/user/viewprofilepage/user-id/5226250) , yes if you go to project settings \> Automation, you should be able to configure a rule that does that ?

comments: author: Lexi Sprague
body: Weird it didnt pull up any of the fields that had that typing to automate :(
How can we use the "Discovery" status?
Asked by Kyren Cabellon:

In the list of statuses, there is "Discovery", although I might have an initial understanding of what it means, I don't know how to use it yet within our team.

What actions or tasks do you usually do when an idea is at "Discovery"?


Answers:
author: Christine B
body: Hi [@Kyren Cabellon](/t5/user/viewprofilepage/user-id/3746290) this is just an example of how I use the **Discovery** status in my team's workflow.

![Screenshot 2023-05-23 at 15.12.31.png](https://community.atlassian.com/t5/image/serverpage/image-id/258845i15B6D074CDF41CAE/image-size/large?v=v2&px=999 "Screenshot 2023-05-23 at 15.12.31.png")

Basically, all requests/ideas need to either:

* have a solution "shaped" (we use the [Basecamp approach](https://basecamp.com/shapeup/1.1-chapter-02)), or
* the impact assessed and greenlit

before they can be added to the roadmap.

Everything else that's still gathering requirements in order to either validate the impact (Problem Definition) or the solution (Solution Definition) gets kicked to **In Discovery** status.

I find this works well for me in conjunction with the Jira Product Discovery templates for Problem Definition and Solution Definition. One thing I wish the product would support is having dedicated fields to add each template to the same idea ticket, rather than having them all go in one big description field.

comments: author: Kyren Cabellon
body: That's awesome. Thank you for giving light to the Discovery phase and also how it works with your team - that gives me more information on how I can approach it.


author: Kyren Cabellon
body: [@Christine B](/t5/user/viewprofilepage/user-id/4814165) can you tell me more about how you Assess impact and greenlit?


author: Jo?o Martins
body: take a look ;) <https://www.cloudways.com/blog/project-discovery-phase/>

comments: author: Kyren Cabellon
body: Thank you, that was a good read [@Jo?o Martins](/t5/user/viewprofilepage/user-id/4949132)


author: Tanguy Crusson
body: [@Kyren Cabellon](/t5/user/viewprofilepage/user-id/3746290) bit of a long watch, but I've recorded a demo for how the team creating Jira Product Discovery uses the product. In particular we don't use status but other fields:

<https://community.atlassian.com/t5/Jira-Product-Discovery-articles/How-does-the-Jira-Product-Discovery-team-work/ba-p/2314917>

comments: author: Kyren Cabellon
body: Thank you [@Tanguy Crusson](/t5/user/viewprofilepage/user-id/502312) , I am watching now!


Tags: discovery

status