youngmon/atlassian-qna huggingface dataset:
Checklists/Assignment/Routing
Asked by Leslie McLean:

Please excuse me if this is supposed to be separate questions. They're all related and being new to the board, I'm not sure of the proper protocol.

We are considering a Trello purchase. With a business class license, I see you can assign checklist items to people. Does that mean that only the person assigned to the item can check the item as being complete, and is that person the only one who could un-check the box?

With a business class license, can we provide an audit trail of the date and time the various checklist items were checked and who checked them?

With a business class license, can a card automatically move to another list after a certain checklist item is checked? And can checking a check box, trigger an email to the person assigned the next item on the checklist? I think this can be done by Butler, but I need to know prior to purchase.


Answers:
author: milynnus
body: [@Leslie McLean](/t5/user/viewprofilepage/user-id/4128960) the control on who can work on checklist item, for that matter most intra board changes, are not there. The option available is to use webhooks or use an automation tool that has triggers to handle them.   
However, the audit is available for the action taken on the checklist item.   
The are Butler triggers that looks at when an item_name is checked/unchecked....etc. Note however there are currently no Butler commands for item assigned person or due date on the item. Having said that there are solutions you can implement by way of exit using Butler HTTP Request.   


Tags: checklist

route
How do you change Admin on a trello bored when you can no longer access the original admin account?
Asked by jason.standley:

the original admin for the board is no longer with us, so can not get them to log on and make me an admin of the board as recommended,

Is there a way of getting to be an admin without the original admin doing it?


Answers:
author: Michael Pryor
body: Business Class allows you to do this if the board is part of a team. If it isn't part of a team, there isn't a way other than copying everything to a new board.
Cannot invite individuals to the boards
Asked by ollydix:

Hello, I'm running Trello for several companies and individuals that join, very common use case. So for privacy reasons we don't want to invite them into a team; just 1 board. Trello was the only service that offered this; you can't do this in Asana, Jira (without massive config) or Monday.com

Now I don't have the option to invite individuals? Is there any reason why you're taking good functionality away from a simple nice product with this teams crap?


Answers:
author: Michael Pryor
body: You absolutely have the option to invite individuals to a board.   

The board must be part of a team which you can think of as a workspace. However when you add someone to the board it does NOT add them to the team (unless you explicitly do that).
Windows 10 Trello app - Cards are blurry when scroll bar appears
Asked by Eirik Paulsen:

In the Trello app for Windows 10, when viewing or editing a card, the text in the card is blurry whenever the card is so big/long that you need to scroll to view the entire card. It seems the blurriness arises instantly when the scroll bar appears. The issue seems to only be affecting the Trello app for Windows 10, not when using Trello in a browser (tested Firefox and Chrome with no such issue).

See video here (HD quality neccessary to see the issue): <https://youtu.be/z2kmTs7-Dbk>


Answers:
author: Garrett
body: Hi Eirik,

Hm, I'm having trouble recreating that same issue.

Can you send us a message over at <https://trello.com/contact> so we can do some more digging into this? Please include what app version, windows version, and your current screen resolution.
Most proper Trello plan for freelancers
Asked by Simone Dato:

Hello everybody!  

I'm a freelance Lean and Project Manager, and I started to use Trello free version for my personal use, and also to learn it.

Now, I would like to start using it with my customers. It means that I will need to manage different teams with different customers.

For example, if I'm managing a project with a customer A, I will need to create a team of 3/4 people belonging to customer A organization.

But at the same time I need to work with customer B, and with other people belonging to customer B organization, and so on.

And I cannot pay a too big annual fee... ;-)

Which plan is suggested in this case? Is there a specific plan for freelancer?

Thank you a lot!


Answers:
author: Soumyadeep Mandal
body: Hi [@Simone Dato](/t5/user/viewprofilepage/user-id/4128582) ,

Welcome to the community!  
You can go for Trello Gold or Trello Business plan!

For more information on features \& pricing visit [HERE](http://trello.com/pricing)

comments: author: Simone Dato
body: Ok, thanks! I'll probably start with the "Gold" one.


author: DanJ
body: But there is no Gold plan anymore. Business class is tied to teams/workspaces, for which all team members would need to be upgraded (it's per team, not per account). What is the new recommended way for a freelancer such as Simone or myself who works on many different teams?


author: Carolina Ramalhete Vieira
body: I have the same problem here...


author: Art Port
body: Did you get an answer?
How do I change the e-mail adress to log in to Trello with?
Asked by Ann Bakke:

I want to change the e-mail adress from which I log in. / Ann


Answers:
author: Fabienne Gerhard
body: Hi [@Ann Bakke](/t5/user/viewprofilepage/user-id/4128439)

welcome to this wonderful community.

There is a good description on [Trello site](https://help.trello.com/article/773-changing-account-credentials) how to change your email adress. It depends on whether you are using already another account or not.

* Open your **[Profile \& Visibility](http://trello.com/my/profile)**
* Select **Change email adress**
* **Confirm** your email adress

(this is the very short description if you're using only one account)

Hope this could help you! Feel free to ask for more help ?

comments: author: Ann Bakke
body: Thank you Fabienne! ???


author: Fabienne Gerhard
body: You are most welcome - if the answer did help you [@Ann Bakke](/t5/user/viewprofilepage/user-id/4128439) please click accept answer to help others to find it!

Thanks!
Sending Emails to Custom Fields on Card
Asked by Operations Team:

> Hi there,I would like to set up a rule for Butler to send emails to my clients when the card with their info hits certain steps.Let's say every time a new card is created on my Board #1 Leads Qualify under list New Leads.  
> Is it possible to set up a rule where Butler pulls the email address from the custom field on the card. And pulls the attachments from the card into the email, then sends the following message:  
> Subject - RE: Your Cabinet Refinishing RequestHi (insert name from custom field first name),Thanks for inquiring about our services through (insert text from custom field "Source"). We'd love to get you more info and schedule a time for a quick call or set up a time for an in person estimate.Thanks for reaching out!   
> Bailey  
>
> Please let me know if this is possible or if there is a power up that can do this. I have a Gmail address but I use Outlook as well with my gmail feeding into Outlook.


Answers:
author: milynnus
body: [@Operations Team](/t5/user/viewprofilepage/user-id/4111492) you might want to study this an adapt it for your use.

```
when list "Ready to Send" has more than 1 cards, find a card titled "Trigger Email" in list "Address Book" on board "Trigger Master", collect all cards in list "Ready to Send" into links in checklist "email_trigger" using pattern "[{cardname}]({cardlink})", for each card linked from an item in checklist "email_trigger", send an email notification to "{{%Email}}" with subject "{{%Property Address}}" and message "Dear {{%First Name}} {{%Last Name}}\n\nStatus : {{%Status}}\n\nEnd of email", find a card with link "{foundcardlink}", and remove the "email_trigger" checklist from the card
```
Is there a pricing tier for the solopreneur (no team) that just wants a couple power-ups?
Asked by Paul Colaianni:

It's either free or team-based business class pricing. I just want to add another power up and don't want all the bells and whistles. If not Trello, then perhaps another solution that focuses on an individual instead of a team.

Thanks


Answers:
author: milynnus
body: [@Paul Colaianni](/t5/user/viewprofilepage/user-id/4002753) the personal use in between is Gold which gives you up to 3 power ups and more Butler entitlement ...200 if I am not wrong. Create a hobby board, and introduce Trello to them to get up to 12 mos of free Gold. I shouldn't be saying this here but you can try Notion...best feature there I found that Trello does not support is the ability to create a "website" with pages. However, note there is no concept of Power Up or Butler there. No API.

comments: author: Paul Colaianni
body: Thanks, the Gold pricing wasn't on their standard pricing page (they're probably losing paying customers!) I had to Google search to find it. Thanks so much, that is exactly what I'm looking for.   

I just took a look at Notion... Yikes. Very bloated and dated looking. It's got an Asana feel with all the categories on the left. It overwhelms my brain. Thanks for the thought, Notion is not a good solution for me. But I appreciate the share.

<br />

Thanks again!


author: milynnus
body: [@Paul Colaianni](/t5/user/viewprofilepage/user-id/4002753) Glad you found Gold.

I used Notion to document my projects on Trello..[an example here](https://www.notion.so/Superhero-Power-ac42df32932f423fbbe2d60cf2d0dbab).


author: Paul Colaianni
body: Thanks for sharing. That's much more than I'll ever use Trello for. I didn't see you open Notion at all in that vid though.


author: milynnus
body: [@Paul Colaianni](/t5/user/viewprofilepage/user-id/4002753) Notion website was built 2 days ago. It has a form that kicks off the registration for the service. Thereafter, the service is consumed within Butler.


Tags: business-class

power-up
Does anyone have any recommendations for a deal sourcing/analysis template for startup investors?
Asked by Matt Shields:

I'm looking for a board template which will allow me to track startup investment opportunities into seed stage tech investments. Basically the entire workflow of tracking companies from initial introduction all the way through the due diligence process up to the point of investment.

Thanks,

Matt


Answers:
author: milynnus
body: [@Matt Shields](/t5/user/viewprofilepage/user-id/4128108) have you looked at CRMBLE? I have not used it but tested it. My understanding you can define your process aka Lists. Getting the variables out to use with Butler, like all Power Ups will be a challenge but it can be done. See this [post on Third Party CRMBLE fields](https://community.atlassian.com/t5/Trello-questions/Trello-third-party-crmble-field/qaq-p/1444009)


Tags: startup
How do I set a rule to automatically update the due date of overdue cards to today
Asked by ronda jacobs:

I have a Business account. I would like all cards with a due date earlier than today to update to today automatically each morning. I have tried a couple of ways, but haven't been able to action this. Thanks for any help. Ronda


Answers:
author: milynnus
body: [@ronda jacobs](/t5/user/viewprofilepage/user-id/4128084)

You will need to "coallect all cards" but when you use Butler Calendar to trigger a process, you find that this command is not available to you. I have developed a method that overcomes this limitation in this [post Extending "A Powerful Combination"](https://community.atlassian.com/t5/Trello-discussions/Extending-quot-A-Powerful-Combination-quot/td-p/1491515)

If you wish to try read [Superhero Power pages on Notion](https://www.notion.so/Superhero-Power-ac42df32932f423fbbe2d60cf2d0dbab) .
How to find list of assignees who has open issues more than 5
Asked by Chinmoy Padhi:

Hi,  
I'm looking for a jql query or jira rest api which can find the list of assignees who has open issues more than 5

Also, if the same query can be extended to more than one project that will be an added bonus

Thanks


Answers:
author: Fabian Lim
body: Hi [@Chinmoy Padhi](/t5/user/viewprofilepage/user-id/4879132)

Out of the box you will not able to pull it via jql.

I would recommend reporting plugins such as eazybi that can could list users who have more than 5 open tickets assign to them. There could be other plugins can do this for you too.

[@eazyBI Support](/t5/user/viewprofilepage/user-id/510356)


Tags: confluence-server

server
"Unknown Macro" after migration to Cloud - How to remove?
Asked by Jos ten Ham:

The Macro's that are unknown are for integrations that no longer function in Cloud, we used them on our Server instance.

They are not needed anymore, as they are replaced by functions that Confluence Cloud offers automatically.

How can we remove the message of missing macro's on all pages?


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Jos ten Ham](/t5/user/viewprofilepage/user-id/4879048) ,

welcome to the Atlassian community!

It's usual that, from server 2 cloud migration, some macros are no more available. In order to remove that message you need to edit all pages in which macro has been used.

Hope this helps,

Fabio


Tags: cloud

confluence-cloud
How can i exclude "extra" from invoicing calculation ?
Asked by Bruna Voltolini 2:

Hello

Hope you're doing well

Does anyone knows how can i exclude "extra" from invoicing calculation ?

It is working when i base the calculation through "Total" but i need to generate 2 invoices for one specific reservation so i can't use "Total"

Thanks


Answers:
author: Anton Skorniakov
body: Hi, [@Bruna Voltolini 2](/t5/user/viewprofilepage/user-id/4878948)!

One of the possible alternatives is the [Clerk Invoices app](https://helloclerk.io/). Probably it could solve your issue.

I'm the developer of this app, let me know if you will have any questions.


author: Bruna Voltolini 2
body: Thank you for quick reply and sorry for the missing informations

I'm using Avantio and i'm generating invoice from there. Find here attached screenshots

I have trouble with the variations "pending" vs "pending payment" vs "Total".

I don't understand why when i choose "Extra not included" they are still in the calculation.

The only solution i found is to create, one more payment with only the "Extras/services" amount of the r?servation and mark them as "paid"

Hope to find a much easier solution and thank you in advance for your help

Best

Benoit![Capture d?e?cran 2022-04-19 a? 11.06.55.png](https://community.atlassian.com/t5/image/serverpage/image-id/193434iB0F886E839664FBD/image-size/large?v=v2&px=999 "Capture d?e?cran 2022-04-19 a? 11.06.55.png")![Capture d?e?cran 2022-04-19 a? 10.58.30.png](https://community.atlassian.com/t5/image/serverpage/image-id/193431i196A058445A9C106/image-size/large?v=v2&px=999 "Capture d?e?cran 2022-04-19 a? 10.58.30.png")![Capture d?e?cran 2022-04-19 a? 10.58.19.png](https://community.atlassian.com/t5/image/serverpage/image-id/193430i6B5AEC4E01163A02/image-size/large?v=v2&px=999 "Capture d?e?cran 2022-04-19 a? 10.58.19.png")![Capture d?e?cran 2022-04-19 a? 10.59.21.png](https://community.atlassian.com/t5/image/serverpage/image-id/193432i2554053614FDF33C/image-size/large?v=v2&px=999 "Capture d?e?cran 2022-04-19 a? 10.59.21.png")![Capture d?e?cran 2022-04-19 a? 10.59.12.png](https://community.atlassian.com/t5/image/serverpage/image-id/193433i8BFBA50496258EB8/image-size/large?v=v2&px=999 "Capture d?e?cran 2022-04-19 a? 10.59.12.png")


author: Deepanshu Natani
body: Hi [@Bruna Voltolini 2](/t5/user/viewprofilepage/user-id/4878948)

Can you provide more details here?

Are you generating custom invoices using Confluence?
Confluence knowledge updating
Asked by Havva Cansu Kirtay:

Hi channel,

I am Cansu and working as a sales engineer. We use Confluence for keeping all relevant data about our process and products. However, whenever we need to update information on Confluence, we do it manually and it causes some delays. Is there any system to notify the team when some time passes ( every months, every quarters..)


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Havva Cansu Kirtay](/t5/user/viewprofilepage/user-id/4878845) ,

welcome to the Atlassian community!

Using builtin feature you can't do that. Atlassian team, through the following request <https://jira.atlassian.com/browse/CONFCLOUD-36268> said that this feature is not on the backlog.

Btw, you can try the following plugin [https://marketplace.atlassian.com/apps/1221449/update-this-for-confluence?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1221449/update-this-for-confluence?hosting=cloud&tab=overview)  

Hope this helps,

Fabio

comments: author: Havva Cansu Kirtay
body: Thanks Fabio, I will check this out!


author: Fabio Racobaldo _Herzum_
body: you're welcome [@Havva Cansu Kirtay](/t5/user/viewprofilepage/user-id/4878845)


author: Andrew Dildy
body: Hi [@Havva Cansu Kirtay](/t5/user/viewprofilepage/user-id/4878845)

Great suggestion! Although this functionality is not available today, in the future it should be possible to configure an automation rule that accomplishes something similar.

You can read more here about this upcoming feature and how to sign up here: <https://community.atlassian.com/t5/Confluence-articles/Introducing-Automation-for-Confluence/ba-p/1978202>

comments: author: Havva Cansu Kirtay
body: Hi [@Andrew Dildy](/t5/user/viewprofilepage/user-id/3619812) [@Sheerine Baucum](/t5/user/viewprofilepage/user-id/4751651) , can we use automation tool now? I am still looking **cloud** based solution that can notify the related team when page/article is out of date.. (like one year and needed to update) Will it cover my problem? or **which tool should we use?**

My previous question :We use Confluence for keeping all relevant data about our process and products. However, whenever we need to update information on Confluence, we do it manually and it causes some delays. Is there any system to notify the team when some time passes ( every months, every quarters)


Tags: cloud

confluence-cloud
Unable to edit a section that I previously edited
Asked by LaToya:

While actively editing a particular section on the confluence page it suddenly stopped allowing me to make edits. Funnily enough I can scroll up to the previous sections and still edit those. What did I do to make the last section "freeze" and prevent any further updates?


Answers:
author: ?ukasz Modzelewski _TTPSC_
body: This might be a temporary glitch, if you look at the Atlassian status page it looks like there is and ongoing incident: [Atlassian Status Page](https://status.atlassian.com/)

When it's resolved, check if you still experience any problems, then contact Atlassian support

comments: author: LaToya
body: Thank you.


author: Mark Stevens
body: I am having the exact same problem. Are there any updates on this fix ?


Tags: cloud

confluence-cloud
Export page to word with attachment
Asked by Marat:

How can I export a page with an attachment so that it is a file and not an image?


Answers:
author: Brant Schroeder
body: [@Marat](/t5/user/viewprofilepage/user-id/4878810) Welcome to the Atlassian community

When you export to Word it is exporting the page content and will not embed an attachment into the Word document. It should link it however. This way when you access the Word document you can click the image or to still access the file.


author: Jo?o Prates
body: [@Brant Schroeder](/t5/user/viewprofilepage/user-id/769100)

I just exported a page to Word, but it doesn't have that link you mention, all i have is an image with the file name, but i can't click to access the file. The same happens for PDF.

![cfl_att.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/239828i00885BC4FEFAD424/image-size/large?v=v2&px=999 "cfl_att.PNG")

comments: author: Brant Schroeder
body: [@Jo?o Prates](/t5/user/viewprofilepage/user-id/5145446) In the new editor the attachment needs to be a link and not a thumbnail in order for it to be clickable in the export to Word.


Tags: confluence-server

server
How to display a list of upcoming events in confluence without using a calendar plugin?
Asked by harshita.sharan:

We have Confluence Standard Cloud version. Do not have access to Team Calendars plugin. I am looking for a way to display upcoming corporate events(like a QBR, Estaff meeting etc) on a confluence page without doing a basic table view of the same with manual entries. Is there some examples I could refer to and some configurable ways to do with another macro? I do not need access to anyone's calendar to reflect this


Answers:
author: Darja Majninger _K15t_
body: Hi [@harshita.sharan](/t5/user/viewprofilepage/user-id/4878576)

As [@Matt Reiner \[K15t\]](/t5/user/viewprofilepage/user-id/2246048) suggested, the Page Properties macro is a great solution for your case!

I think you could also give our new app [Orderly Databases for Confluence Cloud](https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Announcing-Orderly-Replace-Confluence-Page-Properties-with/ba-p/1915196) a try, it's free for up to 10 users.

There you can create a database for your corporate events and store metadata by adding different types of fields (linked pages with automated page creation, dates, selectable items, users etc.).

You can then display the whole database or parts of it in form of a dynamic table on any page you like by using the Orderly Database macro. There you can filter the shown entries by a specific date, so only upcoming events will be displayed.

If you have any further questions, feel free to reach out to us!

Cheers,  
Darja


author: Matt Reiner [K15t]
body: You could create event pages containing all the event information in a Page Properties macro and then, on the parent page, you could put a Page Properties Report macro to display all the events and their details.

Something like this: <https://youtu.be/gIsC6wvN5D0>


Tags: cloud

confluence-cloud
item name management
Asked by MIYOSHI Shuji:

When managing a development, the function name and related sub-functions associated with it may be used many times.

Is it possible to manage the names of features and their sub-features in Jira and Confluence?  
For example, I would like to show a list of sub-features on a Page in Confluence, and the relationship between a feature and the license under which it is available.


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

It is not clear what you are talking about here -

When you say "features and sub-features", do you mean Jira issues and their sub-tasks?

Also, "the function name" - do you mean the summary of an issue/sub-task, or its key, or the name of the issue type?

comments: author: MIYOSHI Shuji
body: \>When you say "features and sub-features", do you mean Jira issues and their sub-tasks?

No.

When you are using a browser, the browser has a view function and a bookmark function, right?  
Bookmarks have sub-functions like add bookmark, edit bookmark, delete bookmark.  
We would like to represent this hierarchy of features and functions for use in task and test specifications and failure reports.


author: Nic Brough -Adaptavist-
body: So if they're not represented as Jira issues, how are you entering these into Confluence?


Tags: cloud

confluence-cloud

jira