youngmon/atlassian-qna huggingface dataset:
How do I create plan level epic without linking to any specific project/team in the plan..
Asked by Sripriya Srinivasan:

How do I create plan level epic without linking to any specific project/team in the plan..

I created a plan that has two boards pulled into it and created two plan only teams for those two boards.

I would like to create a common epic at the plan level and push it to all the projects under the plan.

For example, my plan is mobile development, and i have two boards "iOS board" and "Android board" as issue sources. Now I would like to create a common epic at plan level as "Document Required Features" and push it down to both boards so they are visible in these boards. Then related user stories will be created at project level linking them to this common epic. Need some help on how to make this happen?


Answers:
author: Josh Costella
body: Hi [@Sripriya Srinivasan](/t5/user/viewprofilepage/user-id/4783136)

Welcome to the Atlassian Community!

Your Epic would still need to exist in a Jira project somewhere. It cannot only exist within the plan.

Once you decide in what Jira project to create your Epic, you can link items from any other Jira project to the Epic itself.

Assuming your two team boards are tied to two separate Jira projects, you can simply create a third Jira project to contain your cross-functional Epics.

I would also consider adding an additional level of hierarchy above Epics. For example, an Initiative. This way, you could have each team have their own individual epic with their work but then link those epics to the Initiative.

Some additional info on how to configure this: <https://support.atlassian.com/jira-software-cloud/docs/configure-custom-hierarchy-levels-in-advanced-roadmaps/>

<https://www.youtube.com/watch?v=M1TvgkwGnLE>

comments: author: Sripriya Srinivasan
body: Hi Josh,

Thank you so much for the quick and detailed response.

Will give it a try !!


author: David Leal
body: So for example in order to create an initiative (higher hierarchy) you need create a specific project for that. Let's say a Program, that way when you create an initiative is tied to that Program that can have epics coming from let's say three Jira Projects to define such initiative that combines epics from the three projects. Is it correct my interpretation for that? Thanks


Tags: advanced-roadmaps
if two user stories / tasks have an estimation, can i automatically show them added in epic/UStory
Asked by Hannah Sirch:

user story A = 3 days

User Story B = 2 days

Epic = 5 days (both together added)

or

task A = 3days

task B = 2 days

User Story = 5 days


Answers:
author: Curt Holley
body: Hi [@Hannah Sirch](/t5/user/viewprofilepage/user-id/4782962)

Welcome to the community!

I'm assuming you are using Advanced Roadmaps on Jira Cloud. In which case you can go into the "View Settings", tick the Roll-up Others and then you should see the rolled-up values in the appropriate field. *See 2nd screenshot (below) where the Story points field has 36 with an arrow. The arrow represents a "rolled-up" value.*

![ru.png](https://community.atlassian.com/t5/image/serverpage/image-id/185917i56B5E5ACEDE3A4B2/image-size/large?v=v2&px=999 "ru.png")![sp.png](https://community.atlassian.com/t5/image/serverpage/image-id/185918iABA0E2FAEF26ECC7/image-size/large?v=v2&px=999 "sp.png")


Tags: advanced-roadmaps
Is there any way to restrict shared teams of advance roadmap in project level?
Asked by Pratibha Tambakad:

The scope of advanced roadmap is organization level,we want to restrict the roadmaps to each business units or project.

Do we have any way to achieve it?


Answers:
author: AMIT GULATI
body: [@Pratibha Tambakad](/t5/user/viewprofilepage/user-id/3547115) The problem statement is not clear to me. Can you throw some more light.


Tags: advanced-roadmaps
We are evaluating using advanced roadmap with add-on configuration management.
Asked by Sofya:

Whether someone has experience with this combination?

any benefits for using them together?  

we are working in data center configuration

thanks in advanced!


Answers:
author: Daniel Ebers
body: Hi [@Sofya](/t5/user/viewprofilepage/user-id/4661349)

could you please outline more in detail what you are trying to achieve?  
Is the ask about migrating Advanced Roadmaps to a different server?

Cheers,  
Daniel


Tags: advanced-roadmaps
Do we have any API to create Team in advanced roadmap?
Asked by Pratibha Tambakad:

We want to set the advanced roadmaps private team to Jira issue while creating the issue.

Could you please help us with api to set the advanced roadmap team.


Answers:
author: Curt Holley
body: Hi [@Pratibha Tambakad](/t5/user/viewprofilepage/user-id/3547115)   
Do you mean Advanced Roadmaps Shared teams? I'm unsure of what you mean by "Private team". *If so, have a read of this (no API required) [Solved: Advanced Roadmaps - Auto-Assign Teams? (atlassian.com)](https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Advanced-Roadmaps-Auto-Assign-Teams/qaq-p/1739689#M8429)*


author: Joshua Sneed Contegix
body: Hi Pratibha,

Not really. There is a [Team API,](https://docs.atlassian.com/portfolio-for-jira-server/REST/2.13.0/teams/) but it is for working with teams that are already created. I did find the private endpoint: /rest/teams/1.0/teams/create. I have no idea what the payload needs to be, but suspect it is similar to the output of the /team/{id} endpoint. Cheers!

comments: author: Pratibha Tambakad
body: Hi Team,

Thanks for the quick response  
Related to teams in advanced roadmap, we can create two kinds of teams.one is shared team and other one is normal team which is not shared.  
Now we wanted to use normal team not shared team, usage of normal team have many restrictions, normal teams are can be selected through plan ,scope is only plan level, outside the plans we can't make use of it.  
So Is there any way to use the advanced roadmap shared teams specific to a project?


Tags: advanced-roadmaps
User cannot Drag & Drop
Asked by Julia:

There is a saved view in a Jira Plan where the following are true

* Sort By: Rank
* User 1 and 2 are editors on the roadmap

User 1 can drag \& drop issues to reorder.

User 2 cannot.

Please help me troubleshoot!


Answers:
author: Julia
body: User 2 didn't have Sort By: Rank

Good note: even if it is a saved view, not all the settings will remain. I am not sure what is saved and what isn't, but sort by: rank was saved in the view, but when another user opened that view, it was not that way on her end.

Any who, problem solved


Tags: advanced-roadmaps

drag-and-drop

permission

plan

reorder

roadmap

view
Changing source data redirects to dashboards
Asked by Waldo:

**Issue:**

I cannot set advanced roadmap data sources due to redirect directly after page loading

**Steps to reproduce:**

1. When I go to data sources: \[platform URL\][jira/plans/1/scenarios/1?vid=4#settings/issueSources](https://3yourmind.atlassian.net/jira/plans/1/scenarios/1?vid=4#settings/issueSources)
2. I get redirected to the dashboard immediately after loading, so I cannot set data sources

**Environment**

chrome \& firefox / 3.3.0-OD


Answers:
author: AMIT GULATI
body: [@Waldo](/t5/user/viewprofilepage/user-id/3978195) Have you tried the cog wheel -\> Configure at the top of dashboard?

comments: author: Waldo
body: [@AMIT GULATI](/t5/user/viewprofilepage/user-id/1159823) yes. When I am on advanced roadmaps, I click configure, and then click on "data sources". Then i get redirected, so I never have the chance to change the data source.


author: AMIT GULATI
body: [@Waldo](/t5/user/viewprofilepage/user-id/3978195) That's weird. Are you facing same issue with other screens in the configuration?


author: Waldo
body: yes [@AMIT GULATI](/t5/user/viewprofilepage/user-id/1159823) , also for exclusion rules \& removed issues pages, I get redirected without a chance to edit.


author: AMIT GULATI
body: [@Waldo](/t5/user/viewprofilepage/user-id/3978195) Sorry, I am out of ideas. If something clicks, i will surely respond.


author: Bert S
body: Dear Amit, I got the same problem. What is the rootcause for this? Is there a work-around?


author: AMIT GULATI
body: [@Bert S](/t5/user/viewprofilepage/user-id/4507133) Hi Bert, Sorry, I couldnt figure it out.


author: Michael Ludvigson
body: did anyone ever get this one figured out? I'm running into the same problem now.


Tags: advanced-roadmaps

cloud
Due date vs Target date reporting
Asked by Chris Rice:

Hi Community

Disappointed that the Advanced roadmap reporting can't display actual vs targeted on the Gantt chart, this is pivotal to drive conversations around Programmes of work in a portfolio with any stakeholders. If there is a way can someone help ?


Answers:
author: AMIT GULATI
body: [@Chris Rice](/t5/user/viewprofilepage/user-id/4775193) Hey Chris, Welcome to the community! I have 2 questions before I can answer

1. The heading mentions due date while description says actual date. They are different in my view. Also, you can specify whether you want to use due date or target date and i dont believe both can be used for gantt chart

2. What is the purpose of showing actual vs target date on the gantt?

There is an option of showing warning if issue is still incomplete beyond the due or target date.

comments: author: Chris Rice
body: Hey Amit, thanks for the response.

Not sure if we use Actual date in our environment, in essence when you have a roadmap of projects with target start and end dates, they inevitably creep due to issues, sometimes that creep can be significant..

In products like MS Project you can overlay both the Target Dates and Actuals to explain if an Issue (Project) is running to time or delayed and go into root cause analysis. At the moment you can only Gannt either of the dates


Tags: advanced-roadmaps
Filtering for this custom field type is not supported
Asked by Sari:

Hello!

I created a new field as date picker and associated the screens of the 2 projects for which I created a plan.

The issue is that I can't select this field to be displayed in my roadmap:

![Screenshot_2.png](https://community.atlassian.com/t5/image/serverpage/image-id/184977i056C7D352D084844/image-size/large?v=v2&px=999 "Screenshot_2.png")

Could you please assist?

thanks!


Answers:
author: Nic Brough -Adaptavist-
body: Are you on Server or Cloud?

comments: author: Sari
body: on Cloud


author: Nic Brough -Adaptavist-
body: Ok, that rules out a couple of things that can be an issue here.

Date picker fields should be selectable here (and work fine for me, with a simple plan), so the problem is one of three things:

Check the setup of the Deadline and Release Date fields - go to Admin -\> Issues -\> Custom fields and find the field, then click "edit" next to it. Check that there is a "searcher" set on the field.

There's a bug in Cloud you are running into that I am not

Your plan has a configuration that blocks the use of the fields. I've not spent enough time working with plans to have run into this, but I would want to check that your plan only includes projects where these fields are valid for all issue level issue types (stories, issues, bugs etc, I don't think it matters for the other levels - sub-tasks and Epics upwards)


author: Sari
body: Hello, thanks for the support!

I checked but I didn't find any "searcher field".


author: Sari
body: ![1.png](https://community.atlassian.com/t5/image/serverpage/image-id/185422i6F4B70ED17AE722F/image-size/large?v=v2&px=999 "1.png")![2.png](https://community.atlassian.com/t5/image/serverpage/image-id/185423i6BABA267942F4E5B/image-size/large?v=v2&px=999 "2.png")


author: Nic Brough -Adaptavist-
body: Sorry, I can never remember exactly what the phrase is for lots of things in Jira. The "Search Template" is what we were looking for when I said "searcher".

You've got the one I expected set for Release Date, so that is not the problem.

Only thing now is to check the complexity of your plan to see if it could be invalidating the field. Pick one of the fields, and check if it is possible to enter it into every issue type in every project your plan includes.

Edit:

Argh, sorry, the complexity pointer is completely wrong, it's not that either.

When you add a field to a plan, the "supported" flag is **only** talking about whether the field can be shown and used in the plan. It does **not** tell you if the field can be used in a filter.

Date fields can be used in plans, but they cannot (yet) be used in filters.


author: Sari
body: Ok, Thanks for your reply!


Tags: advanced-roadmaps
Issues created though advance roadmap plan are missing from the plan once we saved them to jira?
Asked by Pratibha Tambakad:

Issues created though advance roadmap plan are missing from the plan once we saved them to jira?

I created initiative through plan but when i saved to jira through review changes tab in advance roadmap its missing from the pan?

help me to understand this


Answers:
author: Curt Holley
body: Hello again [@Pratibha Tambakad](/t5/user/viewprofilepage/user-id/3547115)

As per your other question.....

Does the created Initiative meet the criteria of the issue source/s of the plan?

Do you have the Hierarchy set to show the Initiative level on the plan?

For an issue (any type of issue) to appear on the plan (whether it is created via the plan or directly in Jira) it has to meet the criteria of the Issue source/s. Also, if you create an Initiative (or any issue type set in a level above Epic) then the view you are looking at in the plan needs to be set to show that level of the hierarchy.


Tags: advanced-roadmaps

server
Why issues i created through plan are missing from the plan,when i saved to Jira?
Asked by Pratibha Tambakad:

I created a initiative through plan but when i saved it to jira ,initiative is missing from the plan.why is this happening?Could you please help me out


Answers:
author: Curt Holley
body: Hi [@Pratibha Tambakad](/t5/user/viewprofilepage/user-id/3547115)

Does the created Initiative meet the criteria of the issue source/s of the plan?

Do you have the Hierarchy set to show the Initiative level on the plan?

Let us know how you get on.


Tags: advanced-roadmaps
How to create a "Task" in advanced roadmaps
Asked by Callum:

Advanced roadmaps seem to only allow Epics, Stories and Sub-Tasks to be created. Is it possible to create a Task or even Bug in the Advanced Roadmap?


Answers:
author: AMIT GULATI
body: [@Callum](/t5/user/viewprofilepage/user-id/4773029) Although all issue types you can create in JIRA should be creatable in Advanced roadmaps also but I wouldnt use Advanced roadmap for creating anything below Epics because in my view advanced roadmaps is a tool for Product Managers to visualize the roadmap ahead and not to worry about issues at team's level.

Btw, What is the definition of Task and how does it fit into hierarchy?


Tags: advanced-roadmaps

cloud
Display Epics Workflow in Advanced roadmap
Asked by Sari:

Hello,

I have a new workflow for my project (Epics): To do, Planning, Implementation, Release, Marketing, Data tracking, Done.

I Would like to display the Epics workflow status also in the roadmap: have columns where I see these different status for each Epic in my project.

Is this possible?

thanks!


Answers:
author: Chris Buzon
body: You can add status as a visible field, just add it to the plan columns from the little down-arrow in the Fields area.  

![chrome_2022-02-22_10-47-35.png](https://community.atlassian.com/t5/image/serverpage/image-id/184837i0F90B464989ADE88/image-size/large?v=v2&px=999 "chrome_2022-02-22_10-47-35.png")  

You may need to add the Epic Project as a data source (that's in configuration) if you have not already done so  


Tags: advanced-roadmaps
Change the hierarchy levels in Advanced roadmaps
Asked by Sari:

Hello,

I would like to change the hierachy levels in the Advanced Roadmap.

My goal is to add the tasks under the stories (instead of sub-tasks).

For some reasons I can move the "task level" only under the "initiative" and I can't drag and drop this field under the stories.

Could you please help me to understand why thishappens?

![Screenshot_1.png](https://community.atlassian.com/t5/image/serverpage/image-id/184719iB3B5FB5AD138654C/image-size/large?v=v2&px=999 "Screenshot_1.png")


Answers:
author: Nic Brough -Adaptavist-
body: The hierarchy in Advanced Roadmaps is for the levels of Epic and above. It does not change the standard Epic -\> Issue -\> sub-task in Jira Software.

All you can do here is make your "task" issue type into a sub-task type, where it will work alongside (not above or below) the existing sub-task type.

comments: author: Sari
body: Hi [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) thank you for your reply!

I tried that as well, but I don't have the option to select the tasks instead of sub tasks.

![1.png](https://community.atlassian.com/t5/image/serverpage/image-id/184969i2691C1564D9B1CF2/image-size/large?v=v2&px=999 "1.png")

I can see the drop-down menu for initiative and epic but not for story and task / sub task


author: Nic Brough -Adaptavist-
body: That's because you don't do the change from here, you have to change the issue type in the issue type lists.

In fact, you can't convert them. You'll have to rename "Task" to something else (temporarily), then create a new Issue type called "Task", selecting the sub-task level for it instead of issue level.


author: Sari
body: Hi [@Nic Brough -Adaptavist-](/t5/user/viewprofilepage/user-id/781454) , thank you!

I didn't get where I should change the issue type. From here?

Thanks

![Screenshot_3.png](https://community.atlassian.com/t5/image/serverpage/image-id/185152i1A5248311A87CB4B/image-size/large?v=v2&px=999 "Screenshot_3.png")


author: Nic Brough -Adaptavist-
body: Yes, that's correct. You'll need to add a new subtask type for "task" after renaming the existing task to something else.


author: Sari
body: Thanks!!


Tags: advanced-roadmaps
Drop Down Custom Fields
Asked by curdiales:

I need a custom field of drop-down list type used for my Trello cards.

I want the drop-down content to be different depending on the card.

For example Card A. Custom field (Serial Number): Drop-down list with the following elements: 12345566 89997777 Card B.

Custom field (Serial Number): Drop-down list with the following elements 56778889 00000000

Unfortunately, I can't do this now, because I get the same elements on all cards Translated with DeepL.com (free version)


Answers:
author: milynnus
body: [@curdiales](/t5/user/viewprofilepage/user-id/5522618)

Since custom field definitions is held at the board levels, the changed will be applicable to all cards.


Tags: cloud

trello-cloud
How to connect Trello and Jiro with 2 different accounts
Asked by Marcos Huertas Gonzalez:

Hi. I got 2 Companys. One work with Trello the other with Jira. Both have different account mails. I want to connect both for my overview and manage everything from my Trello account.

How can i do this?


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Marcos Huertas Gonzalez](/t5/user/viewprofilepage/user-id/5560186) , have you tried any integrations yet? Trello offers a power-up that allows you to attach Jira issues to Trello cards: <https://trello.com/power-ups/586be36326cc4c7e9f70beb3/jira>  

I believe there is a similar integration in Jira's marketplace for the other direction.  

If you need a true two-way sync, I would recommend [Unito's Jira/Trello integration.](https://trello.com/power-ups/5891fb016d52033680ac9051/connect-jira-trello-with-unito) This will allow you to automatically sync Jira issues into Trello, creating a true mirror between Jira issues and Trello cards. This is a paid solution, but would prevent you from having to jump between Jira. and Trello.  

For all the above solutions, I don't believe you need to have the same user emails across the two platforms.


Tags: connect

jira
Cancelamento
Asked by geovanna moreira:

Boa noite. Gostaria de cancelar assinatura autom?tica que foi renovada por um equ?voco. Contra a minha vontade. Na verdade eu n?o sei nem ao que corresponde mas j? a alguns meses vem a cobran?a no meu cart?o. Favor cancelar e estornar o valor. Continua cobrando sem minha autoriza??o, eu s? queria o teste gratis e o trello continua renovando e cobrando na minha fatura


Answers:
author: Vronik
body: Hi

Please speak directly to Trello support for help canceling your account.

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

You can also read this article that may help you.

<https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>

If my answer helped you,   
please mark it as accepted so that other people looking for similar problems can find it more easily.  
Thanks


Tags: cloud

trello-cloud
Setting a Default Due Date Reminder
Asked by Avi:

Hi  

I have an automated card created but each time the automation is run the due date reminder is either set to none or 1 day before.  

How can I set it so that it's set to at time of event by default?

I've seen some people say the reminder is based on the last created ticket but all of the tickets I create I set to at time of event and never use no reminder or 1 day.  

Edit: I also tested to see if the automation is dependent of the most recent set due date reminder by manually creating and setting a card to at time of event and then running the automation but that didn't change anything


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Avi](/t5/user/viewprofilepage/user-id/5120781) I remember [@Dreamsuite Mike](/t5/user/viewprofilepage/user-id/5153180) mentioning that when you set a due date using automation, it defaults the reminder to none. This is apparently by design, but Mike came up with a great solution to get around this using the API.

```
https://api.trello.com/1/cards/{cardid}?key=apikey&token=token
```

payload = {"dueReminder" : "120"}Where the value is in minutes, 0, 10, 15, 60, 120, 1440, 2880

This is what it looks like:

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/340862i7A479ACBC14D07C1/image-size/large?v=v2&px=999 "image.png")


Tags: cloud

trello-cloud
language
Asked by christianecleaningservices:

how can I change English to Portuguese?


Answers:
author: Tansu Akdeniz
body: Hi [@christianecleaningservices](/t5/user/viewprofilepage/user-id/5559952)

Welcome to the community.

Please check [Changing your language in Trello](https://support.atlassian.com/trello/docs/changing-your-language-in-trello/#) page.


Tags: cloud

trello-cloud
not able to the activation code on email
Asked by Manojkumar S Unni Nambiar:

Not able to login to user marcom@evexiadaysurgery.com . Had requested for reset but not able to the activation code on email. even after repeatedly requesting for the same.

Regards

Manojkumar


Answers:
author: Augusto Lisboa
body: Hi There!

The email was suppressed on the Atlassian side. The suppression was already removed, and you should receive the email now. Please queue it again :D


Tags: cloud

trello-cloud