youngmon/atlassian-qna huggingface dataset:
How do I speak with someone from Atlassian for an understanding of how to integrate as a new user?
Asked by TIMOTHY MATTHEWS:

We do not currently use a company-wide project management software. I would like to talk to someone about our needs and see what product from Atlassian might be best and go through how we would integrate, what to expect, and to give us general advice.


Answers:
author: Valerie Knapp
body: Hi [@TIMOTHY MATTHEWS](/t5/user/viewprofilepage/user-id/5169607) , welcome to the community and thanks for your question.

I would suggest that you use the [Atlassian Partner Directory](https://partnerdirectory.atlassian.com/) to contact a solution partner near to you. Solution partners can help you identify which Atlassian products would be best to meet your different requirements.

Solution partners can specialize in different areas, like Cloud, ITSM or Agile at Scale, but if you are looking for more generic advice, you can also search by products or services.

I hope this helps you.

Cheers

comments: author: TIMOTHY MATTHEWS
body: Hey Valerie,

How does that work for people that may not know about our systems? Is this part of becoming an Atlassian partner that you help out potential new users? Does Atlassian have a sales staff?

Thank you,

-Tim


author: Valerie Knapp
body: Hi [@TIMOTHY MATTHEWS](/t5/user/viewprofilepage/user-id/5169607) , thanks for your reply. Atlassian have sales staff, but solution partners tend to be consultancies that have practical experience with implementations, so can help you decide which products you want to get, plan and offer training for your end users and help you configure the different tools to get you up and running. I understood that was what you wanted to achieve.


Tags: cloud

jira-work-management-cloud
How do I package a JIRA project into an installation package for another instance?
Asked by Earl Willis:

I have a project in JIRA. This project has over 50 compliance templates. These templates consist of custom fields, customized issue types, customized workflows, and automation rules that create the templates after a ticket is created. Basically, a user would choose from over 50 different issue types (templates), and it would generate each template upon task creation. When the task is then created, 5 different subtasks are created under the main ticket.

I would like to package this up, so other organizations can use it, or ultimately submit this to the Atlassian marketplace, as this would provide helpful for users to have these templates in one centralized location with the content involved.

What is the best way to do this?

Thanks in advance,

Earl


Answers:
author: Andy Iyer
body: Great question. I would like to know this as well. Thanks
Can Jira automatically send email to watching list when dependency ticket is resolved?
Asked by Yuhua Lu:

For example, if I have ticket B that depends on ticket A, when ticket A is completed (done), can I program Jira so that Jira will send email to people on watch list of ticket B?

Ideally, if I can program Jira to send notification based on particular status (such as custom status "ReadyToRelease"), it would be even better because we don't necessarily need to wait for ticket A to be completely done before starting ticket B


Answers:
author: Elizabeth Jones
body: Yes, you can create an automation that will post an update as a comment to ticket B once Ticket A is resolved. This will trigger a notification to all watchers of ticket B. I have done this in the past and had it post a generic comment like "the dependency for this ticket is resolved". Would that help?


Tags: cloud
Can we move entire project to jira service desk
Asked by Yash Pradhan:

Hi,  
Is there any way to move 1 dedicated project to jira service desk management with all the issues inbound in it.


Answers:
author: Mohamed Benziane
body: Hi,

You can try the solution here in the documentation

<https://support.atlassian.com/jira-service-management-cloud/docs/can-i-move-my-existing-project-to-the-new-itsm-template/>


Tags: cloud

jira-service-desk
How do I automate duration for a respective task I know will take, say 10 days?
Asked by Sandra Middleton:

I've set up an automation rule under the story issue type for multiple subtasks. How do I also set the known duration for each subtask? For example, say I know that one task normally takes 10 days, can I set that task for a duration of 10 days automatically as well?


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Sandra Middleton](/t5/user/viewprofilepage/user-id/5139879)

If you have set up your automation rule to create subtasks like the following image:

![jwm multiple subtasks.png](https://community.atlassian.com/t5/image/serverpage/image-id/244666i5D092D590839E1B4/image-size/large?v=v2&px=999 "jwm multiple subtasks.png")

Then no, you can't set the due date. ++**However**++, once you click the "add fields" on each subtask then it will be inserted a new component (create issue) which will look like the following image:

![jwm rule.png](https://community.atlassian.com/t5/image/serverpage/image-id/244667i3691FD301682570B/image-size/large?v=v2&px=999 "jwm rule.png")

There you can pick the e.g. "due date" field and give it a dynamic value (smart value) like the one I entered on the image above.

Let me know if that helps.

comments: author: Sandra Middleton
body: Ah ok!! Thanks Alex, I'll give this a try!


Tags: cloud

jira-work-management-cloud
Giving access to only a subset of issues in Jira
Asked by Istvan Fay:

Hello,

I am quite a novice user of Jira, and have confronted the issue described below. There are two companies: company A and company B. Company A generates a product for company B. Company B uses the product, and put their issues / errors to correct / ideas into their Jira as tickets. For company B it would be convenient when they would need to write down the issue only once, and give access to representatives of company A to Jira. Company A could read and update the ticket in the Jira of company B. However, company B does not want company A to have access to every ticket, but only to those selected tickets. Is it possible to give access to some selected tickets for company A?


Answers:
author: Trudy Claspill
body: Hello [@Istvan Fay](/t5/user/viewprofilepage/user-id/5165058)

Is this related to your other post at

<https://community.atlassian.com/t5/Jira-Work-Management-Questions/Giving-links-to-Jira-tickets-from-another-Jira/qaq-p/2292919>

The answers to the same questions I asked there are needed here.

With Jira Service Management projects it is possible to limit a person's access to issues by making the user a Customer of the Service Management project and Sharing only specified issues with that person. They would be able to see the issue only through Company B's Service Management Portal, and the Company A person would not consume a license for Company B's Jira.

With Jira Cloud there is a concept called Issue Security that can also be used to limit visibility of issues to users. Refer to

<https://support.atlassian.com/jira-cloud-administration/docs/configure-issue-security-schemes/>

In this case the Company A person would have to be a licensed user of Company B's Jira.

comments: author: Istvan Fay
body: Yes, the two issues are plans to set up Jiras optimally:

* One side suggests to have one common Jira, and give limited access to representants of the other company.
* The other side suggests to have separate Jiras, and build links between the tickets

What both sides want to avoid is to manually copy / paste from one Jira into the other one :)


author: Trudy Claspill
body: Either of your ideas is possible.

I responded on your other post with some information about synchronizing information between two Jira instances.
Is it possible to edit the style of an issue's description field in Jira Work Management?
Asked by India Coimbra:

At my company we have recently moved our work from Jira Software to Jira Work Management, but**we're facing a problem that we did not have back in the Jira Software.**

When we edit the Description field of an issue (Task, Deliverable, etc.), we can only write text without editing its style, e.g. we cannot include bold or italic text, we cannot add emojis, we cannot use bullet points or numbered lists, we cannot add images, etc.   
**Is this because of something that we have turned off in our settings? Or is it actually impossible to do this with Jira Work Management?**

This is how our Jira Work Management Description field looks like: ![Screenshot 2023-03-08 101738.png](/t5/image/serverpage/image-id/244442i4AB1643E786E2B0C/image-size/large?v=v2&px=999 "Screenshot 2023-03-08 101738.png")

This how it looks like in our Jira Software:![Screenshot 2023-03-08 102015.png](/t5/image/serverpage/image-id/244443iB0C3D39B5FBF2B58/image-size/large?v=v2&px=999 "Screenshot 2023-03-08 102015.png")

Thank you for your time!


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

Yes, you just need to edit the Field Configuration for that project and change the Renderer of the Description field to Wiki style.

Go to Settings \> Issues \> Field Configurations and search for the one used by your JWM project.


Tags: cloud

description

edit
Why I am not able to see all Initiative in the plan? Not all initiatives are showing up in the plan
Asked by Baskar Rajamani:

I am creating a plan using the scrum board as a source. In the last step to create a plan, I only see few Initiatives. I have selected all releases as well. There is no difference between the Initiatives showing and the ones that are not showing. What could be the reason that some initiatives are not showing up?


Answers:
author: AmyConnell
body: Hi Baskar,

My name is Amy, Advanced Roadmaps product designer. I'm following up on your feedback about missing issues from the Plan. Are you open for a quick chat? I would be interested to learn about the problem you experienced, and also share a prototype solution that might help future occurrences of this problem. If you're interested to chat, please use this link to book in a 45 minute time slot. <https://calendly.com/abalsdon/missing-issues-from-your-plan> For your time we would like to offer you a $100 E-gift card.

Looking forward to hearing from you,

Amy

comments: author: Pratibha Tambakad
body: Hi Amy

I am also facing the same issue, when we create an initiative and save to jira, then initiative will be missed from the plan and neither it will be visible in Removed issues section.

Could you please help us to resolve this

Thanks

Pratibha


Tags: advanced-roadmaps
Advanced Roadmaps Hierarchy Configuration
Asked by Jovanna Pugh:

I have a pretty specific question that I'm hoping someone with advanced Portfolio (Advanced Roadmaps) knowledge can help me with. When my company implemented Portfolio in 2017, we added a hierarchy level and issue type called Feature, and somehow got it to be **between** the Epic and Story level, which is what we wanted. This caused Feature issue types to show up in the Epics panel of the backlog view in Jira, which was also what we wanted at the time.

We are now looking to restore the default hierarchy, so that Epics back to being are the parent issue types of Stories, but I'm unable to remove the configuration we added originally.

How can I undo what we did and restore default functionality of Jira??

![Portfolio Config.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/102233iA4CDB490999E9E8A/image-size/large?v=v2&px=999 "Portfolio Config.jpg")


Answers:
author: Nick Holdstock
body: Hi [@Jovanna Pugh](/t5/user/viewprofilepage/user-id/1300916)

I have been trying to achieve exactly what you did above. I am wanting to add Feature under Epic. I would like the hierarchy to be Epic \> Feature \>Story but I just can not see where to do this. If you would so kind as to let me know how you did this, I would really appreciate it.

Many thanks


author: Sachin
body: Hello [@Jovanna Pugh](/t5/user/viewprofilepage/user-id/1300916) , that's an interesting, issue. I know that you cannot remove epics, stories, and sub-tasks, since these comprise the default hierarchy level in Advanced Roadmaps. I am trying to understand why isn't the "Feature" level showing as custom level in your hierarchy. I don't think reinstalling plugin would change your hierarchy to default. But, you can try changing the "Jira Issue Type" for "Feature" level and see if it changes anything regards to "remove". Also, please go through some of the comments from atlassian team member on this post, it will help you understand about some of the impacts of hierarchy removal [Advanced-Roadmaps Impact of hierarchy removal](https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Impact-of-hierarchy-level-removal/qaq-p/1121529)

comments: author: Jovanna Pugh
body: [@Sachin](/t5/user/viewprofilepage/user-id/3827093) thank you, that post looks very helpful!


author: Sachin
body: Your welcome [@Jovanna Pugh](/t5/user/viewprofilepage/user-id/1300916) !


Tags: advanced-roadmaps

cloud
remove project
Asked by Sue Hannan:

how do you remove a project from a plan


Answers:
author: Mark Davies
body: Hi [@Sue Hannan](/t5/user/viewprofilepage/user-id/3731991)

In your plan, you should see a cog icon next to the plan name.

If you click this icon, then click on "configure", you will be taken to the plan's settings.

In the side menu, click on "issue sources" (under the heading "source data"). You should now see all of the projects/boards/filters that are connected to your plan.

Click on the "edit issue sources" button. This will bring up a wizard, where you can change or remove your issue sources.

Hope this helps.

comments: author: Sue Hannan
body: [@Mark Davies](/t5/user/viewprofilepage/user-id/3603275) Thank you for the quick response.

Also, when adjusting the plan (even after committing the changes) are the adjustments then reflected in the software project? The reason I ask is I am experiencing the product using software projects in our organization that I don't particularly own.


author: Mark Davies
body: Hi [@Sue Hannan](/t5/user/viewprofilepage/user-id/3731991)

Your plan acts as a sandbox, where you can visualise issues and make changes to those issues. By default, any changes that you make will only be saved in the plan, until you are ready to save them back to the project in Jira Software.

When you're in a plan, the number of changes that you make will get counted, behind the "Review changes" button. If you click on this button, you will then see all of the changes made in that plan. You can choose to discard any of these changes or save them back to the project.

If you click "Save selected changes in Jira", these changes will then get saved back to the project, which the issue/s belong to.

Let me know if you have any further questions.


author: Sue Hannan
body: [@Mark Davies](/t5/user/viewprofilepage/user-id/3603275) That makes sense! Thanks for clarifying. I was concerned that 'Save selected changes in Jira' did in fact mean it would save those changes back to the project. Since I am testing the Advanced Roadmaps and how to use it in our organization, I would think that I should create a few test projects in Jira then experience the tool. Do you have suggestions on how best to come up to speed on this product so I can complete my evaluation quickly?


author: Mark Davies
body: Hi [@Sue Hannan](/t5/user/viewprofilepage/user-id/3731991)

I think creating a test project and issues is a good idea. There's also the [Advanced Roadmaps documentation](https://confluence.atlassian.com/jiraportfolio/advanced-roadmaps-for-jira-documentation-660734353.html) for support.

I'm interested in hearing more about your evaluation. If you'd like, you can use this link to schedule a chat <https://calendly.com/s/OWfbhT3X>

Cheers

Mark


Tags: advanced-roadmaps
I see more issues getting added to my plan than what i am selecting from Issue source .
Asked by Surbhi Pandey:

As i am adding Boards/Projects to my plan, even though i am selecting hardly one or two EPICS for my plan, with around 10 stories in them, once i hit DONE, i see a lot more stories/issues than i originally selected.

More details: EPICs i selected do have completed issues in certain past Sprints. I am using these for testing purposes but could that be a problem ?

I also tried with Open EPICs with Open issues in them but i still found lot more issues from same project coming into the plan. And almost always all the issues without Parent seems to be the part of the plan even when i intentionally deselected them during Scope planning.

What could be the possible reasons for this behavior?

Thanks!!


Answers:
author: Sachin
body: Hello Surbhi, can you tell me what you see in your issue sources  
In your plan, click **more ...** next to the plan name \> **Configure** \>**Issue sources**.

comments: author: Surbhi Pandey
body: Hi Sachin, it shows my Issue Sources which are 2 Boards of 2 projects in JIRA and below that it tells me how long a completed issue will appear in my plan, its set to 30 days. That is all.


Tags: advanced-roadmaps
Setting Future Sprint Dates in Jira board to pull through in advanced roadmaps
Asked by Sarah:

Hi,

Another question from me around advanced roadmap utilisation.

I have created a whole bunch of future sprints as I'm trying to get ahead with my planning.

Is there a way we can set the actual date of future sprints? One i'm using as an example starts 02/07/2020, however won't be live until we finalise planning tomorrow afternoon.

How can I get my roadmap to pull through the date of this sprint if I can't set a date in Jira for future 'not live' sprints?

Roadmap defaults date to Sept, have I missed something that I should have done apart from set actual dates on my epics?

Thanks in advance,

Sarah

![jira example.png](https://community.atlassian.com/t5/image/serverpage/image-id/100977iE40E9A2D51D9A0C0/image-size/large?v=v2&px=999 "jira example.png")


Answers:
author: Sahoo Manas (SEIT)
body: I am facing same issue too, not sure how to set the sprint dates for all future sprints.


author: Courtney M. Schkurko
body: Did you ever get a resolution for this? The same thing has happened to me.

We have multiple teams/boards using the same sprints, which are in the correct order in the teams backlogs but Advanced Roadmaps is bringing them in out of order.


Tags: advanced-roadmaps

cloud

date

jira

sprint
Do we have a way to compar and track against baseline in the advanced roadmaps for jira
Asked by Shubha:

Do we have a way to compare and track against baseline in the advanced roadmaps for Jira.

A tracker that can show how we are doing against the baseline plan and what items are behind schedule?


Answers:
author: Elad Ben-Noam
body: [@Shubha](/t5/user/viewprofilepage/user-id/3695079) ,

No, there is no way to track by baseline.

If you set start/end dates to epic and issues are planned for a sprint or set issue's dates after the epic's dates you'll get a warning on the plan that the epic has issues that end after the epic.

I hope it helps.

Elad.

comments: author: Dario Andres Palminio Choy
body: I see that you can manage planned dates ("target start" and "target end") and actual dates ("Start date" and "Due date"), but you cannot compare or manage "baseline". There is no way to track by baseline.


Tags: advanced-roadmaps

server
How configure advanced roadmaps to show working days on schedule items
Asked by Steve Chadbourne:

The work items on the schedule in advanced roadmaps have the number of days displayed.

This shows calendar days and we want to show working days.

We have specified our working week on the board that the roadmap is generated from.

How do we show working days on the schedule?

![advanced_roadmaps_schedule.jpg](/t5/image/serverpage/image-id/100784iDC19CAB468AEBBEC/image-size/large?v=v2&px=999 "advanced_roadmaps_schedule.jpg")


Answers:
author: Anh-Vu Mai-Nguyen
body: Have you found the way to show it?

If yes, please show me how to do. Thank you very much.


Tags: advanced-roadmaps

cloud
Advanced Roadmaps Reports - Cannot see the Reports Tab
Asked by Simona Flore:

Hi all,

I am unable to see the Advanced Roadmaps **Reports** **Tab**since we have been using Advanced ROadmaps from Portfolio.

This is what I see in the tabs: ![AR reporting tab missing.JPG](/t5/image/serverpage/image-id/100420iEB157A960210FE79/image-size/large?v=v2&px=999 "AR reporting tab missing.JPG")


Answers:
author: Thomas Bauer
body: Facing the same problem with Portfolio for Jira - 3.29.0 ... there is no tab Reports and I did not find a way to activate it so far. Thx for help Tom


author: Alka Jain _Cogz_
body: [@Shana](/t5/user/viewprofilepage/user-id/1156800) : I would really appreciate if you can help with this query. My team is also facing the same issue


author: Viswanathan Ramachandran
body: The version 3.29.2 doesn't as it uses default improved interface. You need to go to your plans - configure - planning interface - disable improved interface. This will bring the reports.   

but in higher Versions of Jira and roadmaps atlassian are working for new features for the reports.


Tags: advanced-roadmaps

cloud

report
Target Dates vs Start Dates in Advanced Roadmaps
Asked by Channing Childs:

What is the value of Target dates in Advanced Roadmaps? I can add them in the fields view but they do not auto chart a timeline on the data area but Start and End Date due? So why would I use the Target Start and end? Just


Answers:
author: Marwan Saab
body: Hi [@Channing Childs](/t5/user/viewprofilepage/user-id/1414935) ,

Under the **Configure** \> **Scheduling** section - you can change which fields affect your timeline - so, if you like to set Target Start and Target End that would work.

Please note that if you make this change in the settings, the **Auto-schedule** will now update your Target Start/End fields.

Having said that, the way I use them (since Portfolio for Jira) is to keep a static value of my "original" plan - the values I enter manually; and leave the Start Date and Due Date to be updated by the **Auto-schedule** based on the available data (team capacity, velocity, priority, estimates...etc.).

Hope that helps.

Cheers,  
Marwan

comments: author: BrosseauDamien _Consultant_
body: Hi [@Marwan Saab](/t5/user/viewprofilepage/user-id/990327) , I would like to know how you do the comparison between the baseline ("original plan") and the actual plan. Do you do this in advance roadmap directly by switching dates configuration ? I'm curious and also sorry, I know this post is almost 3 years old ;)


author: Marwan Saab
body: Hi [@BrosseauDamien _Consultant_](/t5/user/viewprofilepage/user-id/4213118),

Unfortunately, with Jira Advanced Roadmap, the feature of plotting on the timeline both the "Target/Plan" vs "Actual" - is no longer an option.

There is flexibility to visualize based on any "start" and "end" date fields in your instance's configuration - however, only one set at a time.

There are different solutions to highlight and/or report on work that is behind original planned days... however, these solutions are specific to what questions are you trying to answer + your Jira structure design.

Features that can be leveraged:

* Custom field(s) + Automation to calculate their values based on conditions.
* Manage a set of labels based on the value of the above custom field(s)
* In the JAR, color based on the value of the Labels
* and/or Creating dashboards/reports on the Custom field(s) values

Hope that helps.

Cheers,  
Marwan


author: BrosseauDamien _Consultant_
body: Thank you !


Tags: advanced-roadmaps

cloud
Pipedrive integration stopped working
Asked by Tyler Holmes:

I used to be able to connect a deal in Pipedrive to a specific Trello card but it stopped working this week. I've tried several things to reestablish the connection between the two apps but nothing has helped.   

Please help me!

- Tyler


Answers:
author: Alex W
body: Hi [@Tyler Holmes](/t5/user/viewprofilepage/user-id/5515618) - welcome to the Community!

I recommend reaching out to the Pipedrive support team for help, you can find them at support@pipedrive.com

comments: author: Tyler Holmes
body: Thanks


Tags: cloud

trello-cloud