youngmon/atlassian-qna huggingface dataset:
How have a Kanban View
Asked by Oluwaseun Adedeji:

A colleague is unable to have a kanban view of all her task when filtered. See screenshots.

This image shows the outcome when filtered by the user.

![Screenshot 2024-03-18 at 14.39.48.png](/t5/image/serverpage/image-id/312739iC17450EC60D0478D/image-size/large?v=v2&px=999 "Screenshot 2024-03-18 at 14.39.48.png")

This shows the view I get when I (Admin) filter the name and this is what she would like to have. What can I do?

![Screenshot 2024-03-18 at 14.50.01.png](/t5/image/serverpage/image-id/312741i2C8FC78B06FEDA4E/image-size/large?v=v2&px=999 "Screenshot 2024-03-18 at 14.50.01.png")

Thank you


Answers:
author: Trudy Claspill
body: Hello [@Oluwaseun Adedeji](/t5/user/viewprofilepage/user-id/5250926)

In your screen your Group By option is set to Status, and then you have used the Assignee Avatar filter. Notice that the column headers on your screen are issue Status values.

It appears that the user has instead changed the Group By option to Assignee. Notice that the column headers on their screen are Assignees.

The user needs to change their Group By option to Status, and then use the Assignee Avatars to filter the issues.

![Screenshot 2024-03-18 at 3.17.18?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/312872iB0F3504B3E5FD48B/image-size/large?v=v2&px=999 "Screenshot 2024-03-18 at 3.17.18?PM.png")


Tags: cloud

jira-work-management-cloud
Can JWM Efficiently Track Expiration Dates for Certifications, Licenses, Training, etc.
Asked by David Reynolds:

We have been using Jira Work Management (JWM) for several years to track our work activities. I am now looking for a reminder solution to provide reminder notifications to help renew software licenses, professional licenses, continuing education, company work licenses, employee training, etc.

Is anyone using JWM to perform these tasks? If not, does Atlassian provide a software solution other than JWM to perform these tasks?


Answers:
author: Mark Segall
body: Hi [@David Reynolds](/t5/user/viewprofilepage/user-id/4769227) - While it is possible to do some tracking in JWM, I would recommend Jira Service Management Premium for this. It comes with Jira Assets which you can use to track all of those scenarios listed.

Using the software license tracking as an example... You could have an object type for software licenses which includes attributes like software name, expiration date, total licenses, in use, remaining, license administrator, etc. You could use a scheduled automation rule that evaluates expiration date on a desired frequency and sends a notification to the license administrator that they need to take action.

comments: author: Vedant Kulkarni
body: +1 for JSM instead of JWM.

[@David Reynolds](/t5/user/viewprofilepage/user-id/4769227) , you can explain any issues you are facing with JWM.


author: David Reynolds
body: I have a professional license in multiple states. Each state has different continuing education requirements and renewal cycles. I am currently using JWM to manage these renewals. This scenario works for just me.

My company is trying to track company license renewals, employee training renewals, and software license renewals. Considering the complexity of the various renewal cycles, I suspect JWM is not optimized for this task.

I plan to research JSM.


author: Fazila Ashraf
body: Hi [@David Reynolds](/t5/user/viewprofilepage/user-id/4769227)

I know teams using JWM for the given asks.

It is basically on the workflow statuses that we want the work item to go through in the life cycle and automated emails when the duedate on the tasks are near.

Are you facing any specific challenges in implementing the process flow for these tasks?


Tags: cloud

jira-work-management-cloud
JWM Board exclude parameter in filter is not possible? e.g. labels not in ()
Asked by Ben Verberkt:

Situation:

- Work Management board

- Filter applied (e.g. labels selected "label 1" and "label 2", gives JQL:   
**"labels" in ('Label 1','EMPTY')**

This will work and shows only the issues on the board with label 1 and "EMPTY".

<br />

If you have e.g. 25 labels and you want label 1 and EMPTY to be excluded from the filter, how to do that?

**"labels" not in ('Label 1','EMPTY') --\> This won?t work in Board view, but will work in list view.**

Next issue with that: Jira filter shows an error message   
**"Filters are applied**   
**You'll need to clear these to continue"**

If you click on "clear" in the filter screen, it will clear the URL but won?t reset your board. Only if you manually refresh your board, the issues will appear again without any filter applying as you have cleared it.


Answers:
author: Ben Verberkt
body: Request forwarded to the product team:

<https://jira.atlassian.com/browse/JWMCLOUD-701>


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

You should open a support ticket with Atlassian to report these.

<https://support.atlassian.com/contact/#/>

Please post back here with the resolution so other users can benefit.
Can I add SLA in JIRA Work Management ? Is there any plugins available for this? Please help me.
Asked by Kumari dvipa:

My company wants to set SLA in in each workflow stage and each ticket.

How I can do it?


Answers:
author: Ste Wright
body: Hi [@Kumari dvipa](/t5/user/viewprofilepage/user-id/5454967)

Not natively, SLAs are part of Jira Service Management.

You could check out options on the [Marketplace](https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=SLA) though - such as...

* [Time to SLA](https://marketplace.atlassian.com/apps/1211843/time-to-sla?hosting=cloud&tab=overview)
* [SLA Time and Report for Jira](https://marketplace.atlassian.com/apps/1220741/sla-time-and-report-for-jira-track-time-to-sla-deadline?hosting=cloud&tab=overview)
* ...etc

I'm not 100% sure these work in JWM, but I would either...

* Install a trial on your sandbox, and give them a try, or...
* Contact the App vendors and ask them directly. You can see contact options available in each Marketplace listing's support tab

Let us know how it goes!

Ste

comments: author: Kumari dvipa
body: Not useful.

Is there any feature in JIRA where we can set the SLA as per the workflow status and as per the assignee?


author: Ste Wright
body: Not natively, as I mentioned above.

You could *sort of* do this with [Automation](https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/) - something like this...

* Create a number field, called SLA
* Make SLAs an absolute, so they're a whole number - eg. 4 hours, or 120 minutes. You could even add that to the field name - eg. SLA (Minutes)
* You could then use Automation to...
  * Set the SLA, based on other parameters (like Status or Assignee)
  * Report on the SLA - eg.
    * Schedule an Automation to run every hour
    * Use IF/ELSE statements to decide if an issue is in breach - eg.
      * SLA = 1, and \> 1 hour since creation = Breach
      * SLA = 2 and \< 2 hours since creation = No Breach
  * Take actions if there's a breach - eg.
    * Populate a second custom field if there's a breach
    * Comment on the issue
    * Email the user
    * ...etc

\^ It would be quite a bit of work to get right, but it's possible?

Ste


author: Kumari dvipa
body: I will try..

Thank you so much.


author: Ste Wright
body: Let us know how it goes :)

Ste


author: Kumari dvipa
body: Hi Stephen,

Time to SLA App is working now.

Thank you so much for your help.


author: Ste Wright
body: Awesome!

If this answer helped you find the solution, could you accept it? That helps others who find this question in future know this can help them too :)

Ste


author: Kumari dvipa
body: Sure,

Thanks!


Tags: cloud

jira-work-management-cloud
Overview panels
Asked by Catalina Strugaru:

Overview panels/ boards I'd like to know if there's a way to make amends to it, changes to add an overview of all pending tasks or tasks that have not been actioned.


Answers:
author: Trudy Claspill
body: Hello [@Catalina Strugaru](/t5/user/viewprofilepage/user-id/5455245)

Welcome to the Atlassian community.

I believe you are talking about the panels that look like the one below. Is that correct?

If so, it is not possible to customize those panels.

![Screenshot 2024-03-18 at 3.22.13?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/312873iCDA67DEBA0303FA8/image-size/large?v=v2&px=999 "Screenshot 2024-03-18 at 3.22.13?PM.png")


Tags: cloud

jira-work-management-cloud
JIRA.JQL() Function in Excel
Asked by Alanis_ Hans:

I'm having an issue with JIRA and Excel integration.  
Here's my JQL: =JIRA.JQL("project = 'ABC' AND key = '" \& A2 \& "'", "Status")  

TheJQL is set in Excel cell B2. The query checks the status of a specific issue based on the issue key value defined in cell A2.  
The data is being pulled correctly, however, when the results are imported into Excel, three extra data rows are added:

* B2 - Starting Import (Taskpane should be opened) at \<date/time\> by \<user\>
* B3 - 1 rows imported in 1 seconds
* B4 - Status
* B5- **\<Status Value\>**

As you can see, the Status value is moved to cell B5 instead of staying in B2.  
How can I ensure that the status value always appears in cell B2, where my query is?


Answers:
author: Jehan Bhathena
body: Hi [@Alanis_ Hans](/t5/user/viewprofilepage/user-id/5454426)

I'm not quite sure of the integration you've mentioned, perhaps you can share a link to this integration reference, based on that we maybe able to answer your query better.


Tags: cloud

jira-work-management-cloud

jql
Not receiving email for password reset
Asked by Yash Pradhan:

Hi team,   
There is one user who is not receiving any updates on his email from Jira regarding password reset, we have tried changing his email domain but the problem still appears same.


Answers:
author: Mohanraj Thangamuthu
body: Hello, Good day. Is it possible for you to share the email domain of this user?

comments: author: Yash Pradhan
body: vaibhav.maheshwari@dmihousingfinance.in  
vaibhav.maheshwari@dmifinance.in


author: Mohanraj Thangamuthu
body: Thanks for the update. I have cleared the block from our end for one of the above email addresses. Please try to send the email now.


Tags: cloud

jira-work-management-cloud
is it possible to show all tasks from different projects that are assigned to me in one timeline
Asked by Maik Horn:

Hello,  
In a Project you can select the timeline Tab and filter a specific assigned person.   
Wich I really like to get an overwiew for my work schedule.  
downsight I have tasts assigned to me in different projects.

is there a solution for me to see all the tasts that are assigned to me in a TImeline view?


Answers:
author: Yuliia Hushcha _Reliex_
body: Hello [@Maik Horn](/t5/user/viewprofilepage/user-id/5455276)

Welcome to the community!

In [ActivityTimeline](https://marketplace.atlassian.com/apps/1220860?hosting=cloud&tab=overview&utm_campaign=at_website&utm_medium=referral&utm_source=website_trial) each resource within the application has its timelines, where tasks that are assigned and scheduled to him are displayed.   

![b63e78e5-ea8b-4e74-aa10-57fdda7f1a5c.png](https://community.atlassian.com/t5/image/serverpage/image-id/312730iB2EE422EE885FEA1/image-size/large?v=v2&px=999 "b63e78e5-ea8b-4e74-aa10-57fdda7f1a5c.png")  

Under each resource name you can see the workload indicator and display the amount of allocated to a person for a specific period of time. This depends on the estimation of the associated tasks and custom events that are scheduled on his/her timeline. Different colours of the indicator show how much person is loaded compared to his/her capacity (involvement):  

![a28663d0-0d39-453c-a47a-8edd00ce9e2a.png](https://community.atlassian.com/t5/image/serverpage/image-id/312733i834F6622F38404BA/image-size/large?v=v2&px=999 "a28663d0-0d39-453c-a47a-8edd00ce9e2a.png")  

If you have any additional questions, please feel free to ask me. We can provide a [demo session](https://activitytimeline.com/schedule-demo) for you if need it.  


author: Sachin Dhamale
body: [@Maik Horn](/t5/user/viewprofilepage/user-id/5455276)

Welcome to the Atlassian Community

In jira we dont have this feature. you can go for third party plugin [Check Here](https://marketplace.atlassian.com/apps/1225446/issue-calendar-for-jira?tab=overview&hosting=cloud)

If you dont want to go with any third party plugin then you can use the

1. Create the filter using JQL where assignee = \<your Name\>

2.add this filter to the filter gadget on the dashboard

3. On dashboard you can get the view of issues which are assignee to you across multiple project and display the date and time


author: Rebekka Heilmann _viadee_
body: Hi [@Maik Horn](/t5/user/viewprofilepage/user-id/5455276) and welcome to the Community!

Timeline is a project feature and will always show all issues from one project that can then be filtered (Quickfilter, User filters). So no, you cannot use the timeline for a specific set of issues, especially not from several projects.

There is a calender gadget that can show issues in a calender view based on a filter and one specific date field. That's not really close to the timeline though. There might be some Marketplace App that could help with other Gadgets.


Tags: cloud

jira-work-management-cloud

overview

tasks

timeline
External users should not be selectable for internal projects
Asked by Samuel Alexandre:

Hello Atlassian fellows,

I have the following challenge:

While adding someone to a project under Jira work management, the search bar shows me **people that are not within my organisation**.

These are clients that have been added to another project (under Jira Service Management) where they have access to our Portal.

![project adding.png](/t5/image/serverpage/image-id/312355iB11A9181A2233444/image-size/large?v=v2&px=999 "project adding.png")

I don't want someone to make a mistake an invite someone external to an internal project.

How can I make sure to **separate external customers from internal projects**?

Can I at least disable notifications if a customer is invited by mistake?

Thanks!!

Best,

Samuel


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

There's no way to do this - Jira simply has a list of users to be added to whatever they may need to be added to.

It does not have any concept of "this part of the system belongs to that organisation", so there's no way to distinguish your projects between "internal" and "external", and hence no way to limit users by the organisations they belong to.

comments: author: Samuel Alexandre
body: [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) Thank you for your help!


Tags: cloud

jira-work-management-cloud
Trying to split summary into First, Middle, Last
Asked by Akram Rajwani:

Hi - We have a project where the issue summary field can be in the format of FirstName Lastname or FirstName MiddleName LastName. We'd like to split this and have them be automatically filled in 3 separate fields for First, Middle, and Last.

We have been able to get as far as using the split function to break the issue summary up and set the fields in the automation rule like such:

FirstName: {{issue.summary.split("_").get(0)}}

Middle Name: {{issue.summary.split("_").get(1)}}

Last Name: {{issue.summary.split("_").get(2)}}

This works great when the summary field has all first, middle, last - however when there is only first and last, the middle name takes on the value for the last (makes sense given that the .get(1) is now the last name)

How can I get this to work properly for the scenario where the summary field contains only first and last?


Answers:
author: Kalyan Sattaluri
body: Hello [@Akram Rajwani](/t5/user/viewprofilepage/user-id/2811243)

Your summary will either have Fname_LName OR Fname_MName_LName only and never anything else or other formats?

You can do an if condition -\> advanced compare, to check the size after your split and based on the count you can do updates accordingly. see below..

{{issue.summary.split("_").size}}

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/312230iCECE2818C8C04B56/image-size/large?v=v2&px=999 "image.png")

If this is not the requirement, please clarify..

comments: author: Kalyan Sattaluri
body: of course you will add another if condition for when size equals 2..


author: Akram Rajwani
body: This works great. Thank you!


Tags: cloud

jira-work-management-cloud
Set number of approvals needed in Work Management project
Asked by Victor Song:

I am able to add multiple users to an approval, however I don't see a way to set it so that I only need 1 approval from the list of approvers to mark the issue as approved. Right now *all* users in the approver list must approve, which is not what I want. How do I achieve this?


Answers:
author: Yves Defossez
body: Did you get an answer to your question because I struggle with the same.

We have tasks that need 5 approvers but only 1 is enough to go to the next status.


author: Paul Fortner
body: I have same question as the OP. I want to add a list of potential approvers and set the number of approvals to trigger the approved transition.


author: John Funk
body: Hey Victor - Welcome to the Atlassian Community!

I am wondering if there is an action that you can detect (field value changed somewhere) when the first Approval happens. And then you might could do an auto transition using an automation rule to the next status in the workflow.


author: Zoey Wang
body: Hi [@Victor Song](/t5/user/viewprofilepage/user-id/5453106)

As a part of Approval setup, while giving the approver field name, did you select the people who you want to approve the issue?

For the step by step setup being mentioned, please refer to [here. Esp step 7 in section](https://support.atlassian.com/jira-work-management/docs/set-up-approvals-for-your-project/)

Set up approvals from the approvals view

Any questions just call out.

comments: author: John Funk
body: I don't think that answers his question about the number of users required for the approval.


Tags: cloud
Where can I find/view archieved tasks?
Asked by Nena Schati:

Hi,

I wonder where I can find archieved tasks from my boards in jira work management.

I would also like to know whether the archive function is available to all users or only with a premium account.

Thanks and kind regards :)


Answers:
author: Tugba Capaci
body: Hi [@Nena Schati](/t5/user/viewprofilepage/user-id/5452710)   

<br />

To view archived issues, you need to be a Jira admin or Jira System admin.   

To browse archived issues:

1. In the upper-right corner of the screen, select **Administration** \> **Issues**.
2. In the left panel, under **Browse and export** , select **Archived** issues.
3. On the **Archived** issues page, use filters to browse issues.

You can check [this doc.](https://confluence.atlassian.com/adminjiraserver/archiving-an-issue-968669980.html#:~:text=a%20project.-,Browsing%20archived%20issues,-To%20browse%20all)

Tugba  
[actioner.com](https://actioner.com/)


Tags: cloud
Is it possible to change the board filter for a company managed work management project?
Asked by Marvin Brand:

**Hi there fellas,**

okay got that: I can not modify the underlying board filter of a team managed project in Jira cloud.

But what about a **company managed project** with a **work management project template** ? I do not find the option to edit the **board filter.**

I always thought a company managed project gives me more configuration options, but it seems like the project template / type "Jira Work Management" does not support it.

Anybody got an answer for me?  

Thanks everyone!  
Marvin


Answers:
author: Leandro Cantero
body: Hi Marvin,

In Jira Software company-managed projects, it is possible. But with a Jira Work Management project template, unfortunately, the option to edit the board filter isn't available.

So far, the "Jira Work Management" project type doesn't support this feature.

Best regards.


author: Mikael Sandberg
body: The short answer is no, you cannot configure the filter used by the board in a JWM project, even if it is a company-managed one. There is a suggestion that want the same customization as in JSW, see [JWMCLOUD-423](https://jira.atlassian.com/browse/JWMCLOUD-423), that you can vote and follow if you like.


author: John Funk
body: Hi Martin,

While you can't change the board filter for a JWM project board, you can create a second board for which you can make changes to the filter.

See this article for the steps to do that.

<https://community.atlassian.com/t5/Agile-articles/Creating-a-Second-Agile-Board-for-Team-Managed-or-JIra-Work/ba-p/2115018>


Tags: board

cloud

company-managed-projects

filter

jira-work-management-cloud

jira-workmanagement

template
Using Forms to Create Epic-level Issues
Asked by Ahmet Taner:

We're using Jira Work Management (Cloud). I'd like to be able use Forms to create Epic-level (hierarchy level 1) Issues. However, when I click to create forms in the project, it only allows for the selection of Story-level (hierarchy level 0) Issues.

Is there a way to setup forms to create level 1 Issues?

Thank you!


Answers:
author: Trudy Claspill
body: Hello [@Ahmet Taner](/t5/user/viewprofilepage/user-id/5452361)

Welcome to the Atlassian community!

According to the documentation JWM Forms can be used to create only standard level (hierarchy level 0) issues.

<https://support.atlassian.com/jira-work-management/docs/how-to-create-edit-save-and-delete-a-form/>

![Screenshot 2024-03-13 at 11.46.18?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/312023i3ADB0CDFA0CF6638/image-size/large?v=v2&px=999 "Screenshot 2024-03-13 at 11.46.18?PM.png")

There is a change request about supporting Epics for Forms to which you can add your vote:

<https://jira.atlassian.com/browse/JWMCLOUD-329>

comments: author: Ahmet Taner
body: Thank you, Trudy! I've added my vote.


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

Since you have a Premium subscription, then you should be able to create an Advanced Form (this is the same type of forms used in Jira Service Management). Go to Project Settings and see if you see Advanced Forms on the left side menu.

If not, open a support ticket with Atlassian and ask them to add that for your instance.

comments: author: Ahmet Taner
body: Thank you, John! Advanced Forms does not appear on the left side menu of the Project Settings. I will also try opening a support ticket as you suggested.


Tags: cloud

jira-work-management-cloud