youngmon/atlassian-qna huggingface dataset:
How to disable task reassignment in Jira Portfolio?
Asked by McKinney:

We have a heavily specialized team and have assigned issues based on who is going to work on them. Jira Portfolio is reassigning these issues based on capacity which isn't at all correct for our team.

Can we stop Portfolio from reassigning issues to load balance? The load balancing makes our estimates almost pointless.


Answers:
author: somethingblue
body: Hi Chris,

Thank you for creating the Suggestion ticket [JPOSERVER-2256 - Disable task re-assignment](https://jira.atlassian.com/browse/JPOSERVER-2256). I have voted on the issue and added internal notes to add impact.

Cheers,

Branden


Tags: advanced-roadmaps
Difference in epic colour in Portfolio
Asked by Michal:

Why some epics in the portfolio items are colored with blue and others with light blue?


Answers:
author: Dave
body: Hi Michal,

Normally blue means the epics have estimates associated with it, either in the stories or the epic itself, while light blue means there isn't an estimate set for it at the epic or story level.

Can you check your blue epics vs your light blue epics if there are estimates for both?


Tags: advanced-roadmaps
Unable to create Programs in Portfolio
Asked by Mike Wall:

Hi Folks,

We are using cloud-based Jira and recently started working with Portfolio (both with new UI).

Things are going well with Portfolio except I can't seem to access the 'Create Program' screen.

I have an option to 'Create Plan' but nothing for Program, and no header menu either. I do have the left side bar menu and it has 'Create Plan' option but nothing for Program. We do have multiple Plans created.

The Portfolio permissions look good, and I am set as Jira-admin so portfolio-admin should be inherited from what I understand.

Thanks for any ideas!


Answers:
author: Mike Wall
body: Here is an answer from Jira Cloud Support:

----

The Program feature was only released for the Server version of JIRA Portfolio as you can see below.

Portfolio Server request: <https://jira.atlassian.com/browse/JPOSERVER-1767>  
Portfolio Cloud request: <https://jira.atlassian.com/browse/JPOCLOUD-1767>  
The Cloud feature request is still open, and unfortunately, we don't have any ETA related to this feature.

----

comments: author: Kathleen Hertenstein
body: Does this mean I can't set up any hierarchies in the Cloud Version? Only Epic/story/sub-story?


author: Mike Wall
body: I am new to this but .... Hierarchies can still be built in cloud version.

I've done it by adding new 'Issue Type' in Jira (under Settings \> Issue Types).

Once created, the new itemType will appear in Portfolio and can be associated with a level in Portfolio. (Portfolio \> Settings \> Portfolio Hierarchy Configuration)

Hope this helps.


author: Stefanie Sullivan
body: [@Mike Wall](/t5/user/viewprofilepage/user-id/1183327) Isn't the point of programs and initiative to create a hierarchy? How can you achieve that just by creating new issue types? I am using Jira Cloud.


Tags: advanced-roadmaps
Is a dependent issue scheduled one day later automatically?
Asked by Sascha Heckelei:

I have an issue A which has an estimate of 2 hours and and issue B which has an estimate of 2 hours. The team the work is connected to has enough capacity to do the work.

When I add an dependency (Issue B is depependent on Issue A), Issue B is scheduled ONE DAY LATER (visually "behind on the same level" as Issue A), although there should be enough capacity for Issue B on the day where Issue A is scheduled I would have assumed (which would mean for me a visual representaton "below" Issue A on the same day.)

Can somebody explain this behaviour? Does a dependency always mean, the issue can only be started the next day? Or what am I missing?

Thanks for your help!


Answers:
author: Thomas
body: Hi [@Sascha Heckelei](/t5/user/viewprofilepage/user-id/1144019),

By default dependencies must happen on a different time unit (Different sprint for Scrum teams, different day for Kanban teams).

The main reason is that Portfolio does not schedule below that time unit, so as far as Portfolio is concerned this issue won't be done until the end of the day which means dependent items can only start as early as the next day.

You can change this behavior in your plan configuration -\> Scheduling -\> Dependent story constraint

You can read more about it in the docs [here](https://confluence.atlassian.com/jiraportfolioserver028/configuring-scheduling-settings-940114953.html)

Cheers,

Thomas

comments: author: Sascha Heckelei
body: Thanks [@Thomas](/t5/user/viewprofilepage/user-id/58170) for the clarification!


Tags: advanced-roadmaps
Can the Portfolio timeline show historical data for epics?
Asked by Joel Feldman:

In everything I have seen, the Portfolio timeline only shows Epics beginning with the current active sprints. Ideally I would like to see in the timeline the history of when work began on Epics and when Epics finished from the beginning of the release as well as from the current sprint.


Answers:
author: somethingblue
body: Hi Joel,

This was addressed in another post titled Start date for portfolio plan Edited. Take a look at the post for an explanation as to how this works and please vote on the Suggestion to have this implemented at [JPOSERVER-429](https://jira.atlassian.com/browse/JPOSERVER-429).  

Cheers,

Branden

comments: author: Joel Feldman
body: Hi Branden,

Thanks for your input but that isn't exactly what I am looking for. I don't want to manually set start or end dates. I would like the system to show me what actually happened with Epics that were in progress before the current sprint. In the attached screenshot I show a typical Portfolio timeline. You see predictions for when Epics will complete beginning with the CURRENT sprint. In this case, the release has actually been going since September but the timeline is not showing any Epics before the CURRENT sprint. In fact, the period from September to the present (beginning of February) , Epics were started and completed. But the timeline is empty. We would like to see that actual history. Does that help clarify my ask? Is there a configuration setting I am missing to see this or is this a feature request?

![show history of epics.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/13991iF1BE48CA1A38D2DD/image-size/large?v=v2&px=999 "show history of epics.jpg")


author: Barry Landin
body: I'm evaluating Portfolio (and Jira) for a large research program with seven teams from different disciplines. All members and execs in particular will want to see not just what we think will happen but where we are in the plan since November 2017. If this hasn't been implemented, now May 2018, this seems like a serious flaw in the design - that everything left of Now disappears. I could live with it if that were only the case because I hadn't been using the product until now. But to expect we'd lose information each day as this suggests would doom this evaluation.

I have been enthusiastic since discovering portfolio, since it provides the visibility we need looking forward, but I can't justify this if we can't show the full picture that includes our progress to date. Please correct me if I've misunderstood the point.

Is there any Jira application that can show our status in the context of a live roadmap or should I forego the search and Jira?


author: Brian Dismukes
body: I am in the same boat with Joel and Barry. We need to be able to see the historical timeline not just what is planned for the project. It is becoming an issue as we are the first dev team to really dig into the Portfolio product during our evaluation.


Tags: advanced-roadmaps
Create button not available after installing Jira Portfolio
Asked by Ronald Johnson:

We have installed Portfolio trial version, the only button that shows up under portfolio tab is Admin, we can not find the create button. See links for screenshots

<https://www.screencast.com/t/vlyGxKs4FV>

<https://www.screencast.com/t/MpIqg37oed>

<https://www.screencast.com/t/B06VU6uytpQV>


Answers:
author: Thomas
body: Hi [@Ronald Johnson](/t5/user/viewprofilepage/user-id/1167426),

I see from your screenshot that you installed a fairly old version of Portfolio (1.10.7), a lot have changed since then and I'd strongly advise you to have a look at our latest release to date (2.11) if your Jira version allows it.

This would help avoid onboarding twice in the product, before and after the update because of the numerous changes.

Cheers,

Thomas


author: somethingblue
body: Hi Ronald,

I created a new user and had the same issue. What I ended up doing was clearing out the permissions completely and leaving it like this:

![Screen Shot 2018-01-31 at 1.30.59 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/13700i4130ED72F59C866F/image-dimensions/513x323?v=v2 "Screen Shot 2018-01-31 at 1.30.59 PM.png")

Now the admin's dropdown has all the functionality expected:

![Screen Shot 2018-01-31 at 1.31.06 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/13701iD5EEA787D50C00C1/image-size/large?v=v2&px=999 "Screen Shot 2018-01-31 at 1.31.06 PM.png")

The regular user does not have the administration portion:

![Screen Shot 2018-01-31 at 1.31.22 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/13702i7EFBEE60AACD53AA/image-size/large?v=v2&px=999 "Screen Shot 2018-01-31 at 1.31.22 PM.png")

Let me know if that helps.

Cheers,

Branden


Tags: advanced-roadmaps
Convert checklist items from across boards to linked cards on workspace members' to-do lists
Asked by Stephanie Enloe:

Hi all,

I am trying to create an automation that will create cards from checklist items and copy those cards onto the To Do lists of various workspace members. Does anyone know how to set this up using Butler or a free power up?

Here's an example:

On our organization's grant-writing board, we create a different card for each grant proposal that we're working on. Then, we create a checklist on that card, assign due dates, and assign different workspace members to checklist items.

I would love if, as we assign checklist items, those items automatically generated cards and copied them over to each member's To Do board/ list. Even better if the cards could be linked to the checklist items, such that as someone checks their card as "Complete" the checklist automatically marks the item as complete.

Is there a way to set up an automation that would generate new cards from checklist items, retain the due dates and member assignments, then copy those cards to each workspace member's individual To Do board/ list? I want this to happen while keeping the original checklist intact, so everyone can still reference that list to see how our tasks fit together.

I feel like this should not be hard, but I cannot figure it out! Thank you for any help!


Answers:
author: Beverley
body: Hi Stephanie - welcome to the community!  

There is an [automation rule](https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/) available to convert a checklist item into a card:  

*when an item is added to checklist (checklist name), convert the item into a linked card in list (list name)*

However, the card can only be created on the same board, and it doesn't copy over the assigned member or due dates.

You can read more about automating task dependencies here: <https://support.atlassian.com/trello/docs/creating-and-managing-task-dependencies/>

If the idea is to help each member manage their own work, then the [Home page](https://support.atlassian.com/trello/docs/the-home-page/) also displays upcoming cards and checklist items assigned to each member, based on due date.
trello usecase
Asked by Chris S:

long time trello user and I want to launch a course in trello and want to make sure that only paying customers can access the course board. is this possible? 1. I want only paying course memebers to see and edit the board. 2. what is the best way to do this, create the course on 1 board or create course in workspace? 3. how can i remove users who dont pay anymore. 4. Can i update the board course for paying customers to get the new content? how does this work? 5. anything else i need to know about course member access? thanks for your help


Answers:
author: Alicia Fil?u Birlanga
body: Hi Chris,

Alicia, nice to meet you. I don't know the structure of the course you are thinking about, but I will try to give you my opinion

You can create a private board, and invite only to the people of the course. If they don't pay, you can take them off the board.

If you make a Workspace with you as a member, you can create several boards, and invite people to the board you want.

But, remember that if you have a person in one more 1 board it becomes "multiboard person", and you will pay for that person as a member

Regarding point 4, I don't know exactly how to do that.

Regards.

Aiicia.

comments: author: Chris S
body: thanks for your help- so i want to just have the course on just 1 board hats how i plan on having it set-up . what is the best permission to have so the customers can use and interact with the board? do they have to make a copy oof the board to edit it or can they just start editing the board they have access too?


author: Alicia Fil?u Birlanga
body: Hi again, it all depends on the type of course. Maybe you can change permission so the comments are not avalaible, or for example you can tell them that they have to copy the board, and practice on their own workspace. And they can invite you then (or maybe this is a crazy idea, hhaha)

But automatizations does not copy, don't forget.
Is there any way besides the "premium" version to work with a basic calendar template?
Asked by Sarah Dalrymple:

We are just looking for a simple way to view key calendar date projects on Trello. Thanks!


Answers:
author: Maria
body: Hi [@Sarah Dalrymple](/t5/user/viewprofilepage/user-id/5446665)   

You can use [Planyway power-up for Trello](https://planyway.com/trello?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions). Calendar view is free there by the way. Weekly, monthly and daily views are available.  

![Team Calendar](https://files.planyway.com/assets/3.0.561/img/trello/cases/team-calendar.png)  

<br />


author: Alicia Fil?u Birlanga
body: Hi [@Sarah Dalrymple](/t5/user/viewprofilepage/user-id/5446665)

nice to meet you.

I suppose you know Calendar, a free Power up calendar from Trello

<https://trello.com/power-ups/55a5d917446f517774210011/calendar-power-up>

It is another way, Planyway, it is a Power up too, or you can find it here <https://planyway.com/trello>

Regards

Alicia.


author: Nikola Perisic
body: Welcome to the community [@Sarah Dalrymple](/t5/user/viewprofilepage/user-id/5446665) !

No, you can view Calendar only if you upgrade to the Premium tier in Trello.
Free Workspaces create Administrator profiles only
Asked by matt_p1:

Hi everyone,

I just wanted to know if anyone could confirm that in the context of a Free Workspace, all created/invited members of it are added as **Administrators** without the possibility of changing their role (the button is disabled)?.  
I couldn't find either in the documentation or on Google an actual answer to this.

Thank you


Answers:
author: Sal
body: Hi [@matt_p1](/t5/user/viewprofilepage/user-id/5449742)! That's absolutely correct. In a free Workspace context, all members added to the Workspace will be considered admins, and you won't be able to change their permission. However, when using paid Workspaces, Workspace admins can change their Workspace members' permission from admin to normal and vice-versa. I hope this helps!
Looking for a way to copy a card multiple times.
Asked by Ken Kheboian:

I'm looking for a way to copy an existing card multiple times. Or to copy a template card multiple times.

I have a card for an existing customer. Along comes a different customer that requires five times the work.

Is there a way to copy the existing card five times in one motion. I want to avoid creating five new cards independently.

thank you,


Answers:
author: Sal
body: Hi [@Ken Kheboian](/t5/user/viewprofilepage/user-id/5430778)! Do you want to repeat the card on your board five times on a specific day? Or do you want to create only five copies of the original card instead of creating one by one? Thanks!

comments: author: Ken Kheboian
body: Hi Sal:....

Just looking to create five new cards from a template or existing card. The days will probably be different from the template/existing card.

I would like to create five new cards at once instead of one by one.

Appreciate your getting back,

Ken


author: Sal
body: Hi [@Ken Kheboian](/t5/user/viewprofilepage/user-id/5430778)! From the UI, you can't create five cards at the same time in one go using a template card. However, if you have knowledge and experience, you could create a custom script and use [Trello's API](https://developer.atlassian.com/cloud/trello/rest/) to make that happen.

This is the only option I could think of for your case. I hope this helps!


author: Ken Kheboian
body: Appreciate your help Sal.....

I'm still learning and will take a look at the API

thanks,

Ken


author: Sal
body: You're welcome, Ken! Glad I could point you in the right direction!
Is ti possible to import boards from different Trello workspaces?
Asked by A Ledo:

I have several Trello workspace and I want to work with only one, so I would need to import all the boards to the same Trello Worlkspace


Answers:
author: Rasmus Wulff Jensen
body: This video shows you how: <https://youtu.be/XKYLfUJN86U?si=QF_EUrKo3iPpc8ZG>


author: Alicia Fil?u Birlanga
body: Hi!, nice to meet you.

Yes of course, you can change the board's workspace in Configuration of the boards (3 points on the up-right).

Click on Configuration, then click on the name of Workspace and you will be able to choose the one you want.

Let me know if it is not clear for you and I will send you some photos.

Regards

Alicia.
HOW CAN I REFUND A LIST THAT I DELETED
Asked by ?????????? ?????:

HOW CAN I REFUND A LIST THAT I DELETED


Answers:
author: Alicia Fil?u Birlanga
body: Hi,

have you deleted or archived?

If it is archived, you have the possibility to retrieve it from Menu, Archived items, Lists  
If you have deleted it permanently, I'm afraid it is not possible

Let me know wich is the case.

Alicia.
Need to become admin of Trello team group
Asked by Sofian:

Dear all,

May you please be of help ?

I would like to take control \& become the group administrator of the Trello group I am in.

I would like to remove St?phanie Bouzac \& take countrol instead.

Awaiting for your help.

<https://trello.com/b/ot9bBO8c/suivi-projets-packs-fareva>

Many thanks

**Sofian JELTI** **--**

Tel. : \*\*\*\*\*\*\*\*\*\*\*\*\*\*


Answers:
author: Sal
body: Hi [@Sofian](/t5/user/viewprofilepage/user-id/5449439)! I saw you've recently raised a ticket with us about this question, and my colleague has already contacted you about it. So, if you have any additional questions about it, please reach out to us through your existing ticket. We'll be more than happy to help!

**Note: I've edited your original post and removed your phone number as this is sensitive information, and we don't allow users to post this information here for privacy and security reasons. I appreciate your understanding!**
How do I remove admins from free workspaces
Asked by Beate Epting:

Hi,

all people on my free workspaces are admins like myself, but I can't remove the dropped out ones or change their status to remove them to get under the 10 people limit. How do I do?

Greets, Beate


Answers:
author: Beate Epting
body: Now it worked, I was able to remove the collaborators in the Dialogue shown above. Fine. No more help neccesary.


author: Lavanya K
body: Hi Beate,

Navigate to Administration and under directory choose the user and click show details and then remove User / suspend access.

![Administration.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/311359i2E2A3AF7661302C1/image-size/large?v=v2&px=999 "Administration.jpg")

![1.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/311357iEF227B78441A34CA/image-size/large?v=v2&px=999 "1.jpg")

Hope this helps, let me know if you need additional assistance.

Thanks,

Lavanya.

comments: author: Beate Epting
body: Hi Lavanya,

thanks for your reply. But I don't have the menue item "Administration", only Apps, and in the Menu no "Directory" before "Projects" - see below.

I don't want to use the 30day trial Premium Version, I just want to remove the dropped out team members. Can you help me with additional assistance?

Thank you, Beate Epting

![atlassian_screenshot.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/323307iCDC4F8CAEB1BE465/image-size/large?v=v2&px=999 "atlassian_screenshot.jpg")


author: Beate Epting
body: In trello workspace member administration seems to be a button that should work, ("Remove") - but it doesn't work, it doesn't remove the other people which are also admins.... see below. And in Atlassian I don't have a Member Admin item.

regards, Beate

![trello_Screenshot.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/323308iD72892F9E7721D88/image-size/large?v=v2&px=999 "trello_Screenshot.jpg")


Tags: remove

workspace
A partir de 8 de abr, as ?reas de trabalho gratuitas ser?o limitadas a 10 colaboradores. Saiba mais
Asked by Charlene Christine Okuno Moraes:

Como posso fazer para ter mais colaboradores?


Answers:
author: Maria Isabel Souza
body: Tenho 10 colaboradores, 1 membro na area de trabalho e 9 convidados e nenhuma solicita??o para entrar, vale o total de colaboradores correto?


author: Alicia Fil?u Birlanga
body: Hola Charlene, Si quieres tener m?s de 10 colaboradores, tendr?s que pasar a la versi?n de pago, y pagar por colaborador.

(Colaboradores = miembros + invitados)

Trello deja hasta 10 colaboradores (miembros+invitados), para la versi?n gratuita.

Si quieres saber algo m?s concreto, puedes comentarlo aqu?.

Un saludo

Alicia.