youngmon/atlassian-qna huggingface dataset:
Will Roadmap be part of business projects in the future?
Asked by katerina_hrehorova:

Hi All!

Apologies if this question is already out there - I think Roadmap is a great feature .. as I understand it's currently only part of the software projects. Is there any plan to inlude it in other templates which are part of JIRA work management?

To give context - I work as a lean manager and coordinate several optimization projects across different departments. Business project template is the one that is most suitable for my line of work but I'm really missing the Roadmap overview (the same goes for colour coding and adding milestones like in MS Project).

Thank you so much to anyone who could give me an answer on this.

Kind regards, Katka


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

A roadmap type feature is already avaialbe for Business Projects (Jira Work Management). But it is called Timeline for JWM projects.

comments: author: katerina_hrehorova
body: Thank you John. But then is there a way to colour differentiate the projects or add milestones? I've searched and don't think those are available in the Timeline.


author: John Funk
body: No not yet. If you need more functionality like that, you would need to create a Jira Software project.


author: katerina_hrehorova
body: That's a pity but I thought as much. Maybe it will happen some time in the future :) thank you again for your time, really appreciate it.


Tags: milestone

roadmap
How to delete a task based form in team mgd business project & replace with custom issue type form
Asked by Suzanne Martin:

I have a **Team Managed, Business Project on jira cloud.**

Under the forms option in the menu, there is only one form and it is based on the 'task' issue type. I know it's based on the task issue type as only the fields in my task issue type are available to drag and drop into the form.

When I click on the form option, that one form is displayed but there is no option or three dots to allow me to delete that form.

There is no option to change the issue type the form is based on.

I can find no way of creating a form based on a different issue type - the one I want to create the form for is a customer issue type called 'request'. A form based on a task is useless to me. The only reason I switched from a software project to a business project was to use these forms but despite all the jira documentation saying you can create a form for each issue type, that does not seem to be possible. Neither does it appear possible to delete the form that it created so that I can create one based on a different issue type.

If anyone knows how I can create a form for a custom issue type in this setup please let me know!


Answers:
author: Heather Roberts
body: Hi [@Suzanne Martin](/t5/user/viewprofilepage/user-id/4774824)

We have only just today released this functionality to everyone, we have been incrementally getting it out to customers, so that is why the documentation I think you were looking at on support.atlassian.com didn't quite match what you were seeing.

If you go back to the Forms tab now, you should see a form directory and if you click into your form there is an issue type dropdown menu in the top left, or you can delete the form and create a new one if you prefer.


Tags: cloud

forms

team-managed-projects
Jira Work Management para Jira Software
Asked by Raisa Fadel:

? possivel mover os projetos que est?o no jira work management para o Jira software? Pra eu n?o ter que copiar e colar um por um e n?o perder o que j? esta em coment?rio.


Answers:
author: Jack Brickey
body: You could use the Move issues feature. Here is an overview.

1. in Advanced issue search build a JQL that returns all issues
2. Click on the ellipses and choose bulk change
3. select all issues
4. choose **move** operation
5. follow the screen instructions

With that said there are some caveats and things you have to manage through depending on the complexity of your current project. For example tasks and subtasks. If you don't have any sub tasks then this will go very smoothly. If you have different issue types with different workflows then you should do the move one type at a time.

ultimately what I encourage you to do is to create some test issues within your current project and then practice the move to the new project. Once you have your bases covered you can do all of the real issues.
Smart value searching for a certain word
Asked by Pauline Hild:

Hi,

I'm using an automation that creates subtasks and now I want to add an if/else-block that enables the automation to create different subtasks depending on the summary of the parent issue. I've got two types of projects with a typical word at the beginning of their summary and I would like the automation to create a different set of subtasks depending on this certain word.

I think I have to use a smart value but I don't know which one.

Thanks in advance for your help!

Pauline


Answers:
author: Mikael Sandberg
body: You could use smart values, but you could also just use the issue fields condition in your if/else block like this:

![Screen Shot 2022-05-03 at 7.40.56 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/195673iD4CF3986F2668753/image-dimensions/400x394?v=v2 "Screen Shot 2022-05-03 at 7.40.56 AM.png")
How do I get notified to a form submission?
Asked by Callum Wells:

Hi,

I'm the space/project owner for jira work management and have created a marketing request form - as the marketing manager i need to be able to prioritize the teams work by essentially reviewing requests first and then assigning them but i don't get an email when someone submits a request.

A few have been created and just put in the list. Unassigned and obviously not actioned.

Please help!


Answers:
author: Martin Varga
body: JWM project forms create tickets with a label \`business-form\`. You can create an automation rule to send an email on issue create with this label.![Automation.png](https://community.atlassian.com/t5/image/serverpage/image-id/195604i96B42D336B4C066B/image-size/large?v=v2&px=999 "Automation.png")


author: Elizabeth Jones
body: This worked great; thanks so much!


Tags: cloud
Derive target start and end dates from sprint dates
Asked by Gene Lewin:

Hello all,

Is it possible to have the timeline in portfolio automatically scheduled based on an issue's membership in one or more sprints? I would like the roadmap bar for a given issue to start on the sprint start date of the earliest sprint in which that issue was a "member" and end on the sprint end date of the latest sprint in which it was a member.

In essence, I want to derive my roadmap based on sprint membership.

Is there any way to do that?

Thanks,

-gene lewin


Answers:
author: Gene Lewin
body: Hi all ... just giving this a bump in case it increases visibility; can anyone point me in the right direction?


Tags: advanced-roadmaps
How to install Portfolio from the command line
Asked by Robin Southwells:

I am running a starter instance of Jira Software + Portfolio on Docker (single instance), but want to add portfolio to my custom image, rather than installing it manually every time it gets redeployed.


Answers:
author: Jimmy Seddon
body: Hi Robin,

You should check out the accepted answer in this post:

<https://community.atlassian.com/t5/Marketplace-Apps-questions/How-to-install-add-on-plugin-with-a-script-in-Jira-6/qaq-p/428785>

I think it might help you solve your problem.

Additionally, you will need to download the version of the Portfolio plugin you wish to include as an installed plugin, the rest will be updating your image so that it puts the plugin file in the correct directory path.

I hope that helps you out!

-James


Tags: advanced-roadmaps
Issue Detail view is no longer available in the New Experience View in Portfolio for Jira
Asked by Terri Yeago:

How can I view the details of the issue (like I was able to in the Classic view) in the New Experience view in Portfolio?


Answers:
author: Earl McCutcheon
body: Hi Terri,

The Issue Details expandable view that was available by selecting the issue in the scope, has been removed in favor of providing the details inline, with the presently selected and viewable fields.

There is some expandability where you can Select the Dependency fields to give a popup with additional details on the dependencies.

Some Details can be seen in the ["Changes in the improved interface"](https://confluence.atlassian.com/jiraportfolioserver/changes-in-the-new-experience-961780550.html) documentation, but let us know if you have any additional questions.

Regards,  
Earl


Tags: advanced-roadmaps

atlassian-support
Is JIRA Portfolio being replaced any time soon?
Asked by Sam Manzi:

I am concerned that i cannot find portfolio in the main products offering at Atlassian... does this mean it will be closed down soon? What is the future for Portfolio going forward?


Answers:
author: Earl McCutcheon
body: Hi Sam,

Portfolio for Jira is still here and doing good, with lots of new updates on the horizon.

We just released a major overhaul of the portfolio experience as Portfolio 3.0 earlier this week for Server, whit more cloud features coming soon, additional details can be found at the following links for the server changes:

* [Portfolio for Jira 3.0 is here!](https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Portfolio-for-Jira-3-0-is-here/ba-p/1043376)
* [Introducing a new planning experience in Portfolio for Jira (Server/DC)](https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996)
* [Changes in the improved interface](https://confluence.atlassian.com/jiraportfolioserver/changes-in-the-improved-interface-961780550.html)

And we do not have an update for Cloud changes as of yet, but as detailed in the comments of the "Introducing a new planning experience in Portfolio for Jira (Server/DC)" article linked above, by the Jira Portfolio Cloud Project Manager (Bree Davies) regarding a conversation about the cloud versions feature set:
> We have loads of super exciting plans for 2019 - more news to come soon!

Regards,  
Earl


Tags: advanced-roadmaps
Does Portfolio 3 reflect links between initiatives and epics in tasks?
Asked by Juan El?as Fern?ndez Fabra:

Hi, I wanted to know if in the latest Portfolio version initiatives can be seen directly in Jira as tasks in the same way as the other issue types when created inside a plan. Also, I need to know if they show links to associated epics without having to fill it in the task. Thanks in advance.


Answers:
author: Ang?lica Luz
body: Hello Juan,

I saw that you created a ticket with our support related to the same question, so to avoid any possible misunderstandings or miscommunication that may arise from discussing the same matter in two different platforms, let's focus on the ticket instead. Once it's resolved, feel free to share the resolution here.

Regards,  
Ang?lica


Tags: advanced-roadmaps
Can I use Portfolio as top-down project planning tool?
Asked by Tine Uldahl Vigs?:

Hi,

We are using Portfolio for Jira as our project planning tool: we plan in a top-down approach where we plan and estimate on epic level and then leave the issue level for the sprints. However, we face the problem that whenever an estimated task/story is placed in the pre-planned epic the estimate of the epic is increased with the estimate of the task/story making it impossible for us to create burn-downs on our plan and on the epics.

Is there a way to have task/story estimate substrat from epic estimate?

Thanks, Tine


Answers:
author: samrobertsofficial
body: Hi [@Tine Uldahl Vigs?](/t5/user/viewprofilepage/user-id/1559072) ,

As I understand it, you'd like the epic estimate to shrink as it gets filled out by the stories?

As far as the burndown chart - under what lense are you expecting to view this chart- per epic? Or at the team level?

Unfortunately I'm not sure of a way to do this automatically in Jira or Portfolio. In Portfolio you can definitely see a roll-up of the value of stories, but you'd have to manually subtract that as stories are added in. Where you might find more value in Portfolio is being to see your top initiatives, and how they are broken down into epics in one view.

I'm sorry I couldn't be more helpful!

Thanks,  
Sam


Tags: advanced-roadmaps
My team and I have an opportunity for a Jira expert to train us on Portfolio. Anyone available ?
Asked by Lissa Giulioni:

Hello All,

We are in a position where we would like training with the new Portfolio.

Our team currently has Portfolio set up but have need for dialed in knowledge on how to successfully operate all the features and functions of Portfolio.

Please contact us if you are able and interested.

Thank you kindly.

Lissa Giulioni

Email: Lissa.giulioni@sureprep.com


Answers:
author: Shannon S
body: Hello Lissa!

Welcome to the Community! I hope you'll enjoy your time here.

For training I would recommend that you reach out to an [Atlassian Partner](https://www.atlassian.com/partners). There are many partners that offer in-person training. You can use this site to find a partner near you who offers this service.

Let me know if you have any trouble!

Regards,

Shannon


Tags: advanced-roadmaps
New experience auto-scheduling - How to lock a story to a sprint or a date?
Asked by Georgii Lumpov:

Hello! Today I was reading through the article [Scheduling work](https://confluence.atlassian.com/jiraportfolioserver/scheduling-work-952623596.html) (nice one BTW!) and was playing around with the updated Portfolio in order to get prepared for a coming PI planning in my team.

The following question I was not able to answer on my own. Give me a hand please :)

So I want to respect certain "external dependency" which forces one of the stories to be within a very specific sprint (or a time frame). With the new abilities enabled for auto-scheduling I could have just assigned that story to a specific sprint and then say "Hey, please auto-schedule everything that has no sprint assigned". But... this case is just very rare. I have no sprints assigned to 100% of the stories only during PI planning.

What should I do in a similar case in the middle of a PI? I have tons of stories already assigned to their sprints and probably I will be able to achieve the desired result by playing wit the story order relative to the other stories, but maybe there is a better approach?

Maybe I can say "this story is locked here in place", maybe even within that same interface that is used for dependencies. And then when I click "Auto-Schedule" it allows me 3 options instead of two in **Sprints** column. Like this...

![Portfolio auto-schedule except locked.PNG](/t5/image/serverpage/image-id/50978iAFF1DC58994D24AD/image-size/large?v=v2&px=999 "Portfolio auto-schedule except locked.PNG")

Another use-case for this can be this ? it is very common to **set certain buffers into sprints**. E.g. in order to:

* Reserve time for bug-fixes (this is a sort of "let's try to take *our good old waterfall* and get married it to SAFe)
* Respect certain mass-vacations or holidays. Since going forward it it not going to be done via teams availability (per [this](https://confluence.atlassian.com/jiraportfolioserver/auto-scheduling-issues-967895245.html)) "Resource join date, leave dates, and availabilities --- These details are no longer available in the improved interface, and have no impact when issues are auto-scheduled."

I could easily do that with a story locked to a sprint :)


Answers:
author: Georgii Lumpov
body: del.


Tags: advanced-roadmaps
Single Portfolio to View Capacity Across All Projects
Asked by Mark Mitchell:

Hi there,

I am trying to craft a Portfolio which shows me the actual assigned issues in sprints as they in the projects, for all users.

The objective is to allow me to judge long term capacity.

**I am set up as follows:**

- I have 10 projects worked on by a single team of people

- Each project has identical week long sprints set up, for example, April 1, April 2, April 3, April 4

- Each of the above projects sprints contain the issues we know need to be done and we review and change weekly

I am looking to see this replicated in portfolio to allow me to quickly move and add new issues, but vitally, view capacity in say April 4 when we are in April 1.

**My current Portfolio has:**

- One team - the actual team working on the projects with their genuine weekly capacity to be split over ALL projects

- All projects added as BOARDS

- The team is currently not assigned to any board, as I can only assign one

**My issues**

1.) Portfolio is not reflecting the actual weeks that issues are scheduled

2.) Portfolio is pulling in the backlog and randomly dumping issues in weeks.

3.) I cannot alter the sprints from within Portfolio as I have not assigned a single board. Not a biggie, as its a slow process without drag and drop but would be useful

Can anyone help?

Many thanks


Answers:
author: Earl McCutcheon
body: Hello Mark,

Currently in capacity behavior, the capacity is set proportionally per plan to the estimated time a team or individual user is expected to dedicate to the particular plan. so the only way to have a plan that covered all the issues would be to associate all the users to a single global team and all 10 boards to the single plan, BUT this would have some negative impact cluttering up the plan if you are trying to see the projects data tracked separately, and releases would get complicated.

An alternate (and recommended) approach here and would be using your 10 boards would be to split up the users capacity say 40hrs/week divided across the 10 boards as a simplified exe 4 hours per plan on the team members (adjusting based on how much work is expected on each plan per week) to track things per plan within the expected scope.

Also we have the following feature request to add in a global capacity across plans, make sure to add a vote:

* <https://jira.atlassian.com/browse/JPOSERVER-2319>

Regards,  
Earl


Tags: advanced-roadmaps
Moving an epic in portfolio to a higher rank but issue is being moved down after committing
Asked by Denise DeCesare:

When we move an epic in Portfolio, and commit the change, it seems to be moved down by Portfolio. For example, when ranking an epic to #1 (and all stories get ranked as well), and then committing changes, Portfolio moves that epic to #4. Is this because something else is being ranked higher or has some type of dependency? Won't portfolio override that if it's manually ranked?


Answers:
author: Adrienn Szabo
body: Hi,

I'm having the same issue. This happens immediately after committing the changes.


author: Kevin Hamm
body: Im also having this same issue. Did you ever find out the cause? To test, i created a test feature, with a child Epic and a child story. When i drag it to the top of portfolio (the feature) it shows that the rank of the feature, epic, and story are all at the top when i select each level of hierarchy. Upon committing, i find that the Feature, Epic, and Story are near the bottom of the backlog in portfolio. Looking at the story and epic detail view, it shows the rank was lowered. Very strange. This problem started a couple months ago.


author: Randy
body: Hi Denise,

Does the ranking drop to #4 immediately on committing the changes? It's possible that some of the stories in the epic were re-ranked either via re-ordering in the backlog/board or transitioned across columns/status's in the board and ranked lower than stories in positions 2 or 3.

To debug and understand futher, you can run a query against your epics and children and order by rank to see which jira issue in the epic are being ranked lower.


Tags: advanced-roadmaps

rank
Why is the Create Absence link missing?
Asked by Nick Murden:

When managing my teams availability I want to add in an individual team members absence. I can see the section for Absences but the link to Create Absence isn't displayed.  

I think it's possibly because we're just on the trial version... can someone confirm this please?


Answers:
author: Earl McCutcheon
body: Hi Nick,

If you're on the plan directly, looking at the teams tab, you are not able to add in an absence from this location.

Additional details can be found [here](https://confluence.atlassian.com/jiraportfolioserver/configuring-the-availability-of-team-members-814212629.html), but To add in an absence without a shared team on the plan go to **Portfolio \>\> Manage Shared Teams \>\> People** and from this location you can choose the desired user and add an absence which will be reflected on the users absences for the non shared team applied to all plans on the teams tab to review the details.

Let me know if this is the case.

Regards,  
Earl


Tags: advanced-roadmaps
Trello Slack Integration - Unpaid Users
Asked by Nicole Walden:

I would like to have the ability for unpaid users to submit Trello cards to my board through Slack without them having to be a collaborator on my boards. I would basically be using the integration as a suggestion box. Is this possible?


Answers:
author: Lara
body: Hi Nicole,

Thanks for reaching out!

Right now, only users who are members of the board will be able to create cards on the board.

That said, it might be worth checking if a third-party Power-Up (such as a form) would work for your use case: <https://trello.com/power-ups/search?q=form>

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team


Tags: slack
Why all the emails?
Asked by Terry Crawford:

I/we use Trello as a Service dispatch board and a 2nd board as a Installation board for our team at work. We all use the boards on our phones for a dynamic list while in the field, occasionally (mostly me as I am in dispatch) on my laptop when at the office. We all have the notifications set appropriately on our phones, but why do I still keep getting emails on some activities, some instant, some delayed and as far as I know I have them set to 'NEVER' in my email settings on as well as all marketing emails turned off.

Am I missing something?


Answers:
author: Alisson Sartor
body: Hey, Terry!  

Welcome to the community!  

You can change the notification frequency on your account at trello.com/me/account  

Note: You'll always get emails for invites, direct mentions when you're added to a card and more, so these ones you can't disable.  

You can confirm if the notification is set to never and also unmark all the boxes that are on the screenshot below, this will definitely reduce the amount of notifications you are receiving  

![Screenshot 2024-04-23 at 17.20.14.png](https://community.atlassian.com/t5/image/serverpage/image-id/320180iD063F45C8FC0C38A/image-size/large?v=v2&px=999 "Screenshot 2024-04-23 at 17.20.14.png")  

Kind Regards,  
Alisson  
Trello Support Team
I have Premium, but how do I add Advanced Checklists?
Asked by Kalarian:

I have a premium subscription for a board, but I cannot for the life of me figure out how to add advanced checklists to cards? I'm stuck with the stock ones that are borderline worthless.

Is there a special way to enable or add advanced checklists to cards?


Answers:
author: Kalarian
body: Never mind, I didn't realize that the advance checklists were also barebones. I thought for sure they'd have at least descriptions, not just timelines and people. I can see them, unfortunately they aren't actually that helpful.


Tags: checklist