youngmon/atlassian-qna huggingface dataset:
Customer request: What are some ways you use Trello with other Atlassian tools?
Asked by genie:

Hi everyone,

I'm Genie and I work as a Product Marketing Manager for Trello Enterprise. My team is interested in understanding the different use cases for how different teams use other Atlassian tools in conjunction with Trello to manage their workflows.

We want to learn what the decision-making process was like for you and your team in picking the tools and process. Here are the types of questions I'm hoping to answer:

* What tool did you find first? Trello or another Atlassian tool?

* How do you pick which tool does which task?

* Which edition are you using for each tool? Free? Paid?

* Did you look anywhere for inspiration on how to organize your workflows within each tool?

* What kind of educational content would be most useful for you to get started?

If you're interested in chatting, just leave a comment below and I'll reach out to you directly to coordinate. And, if you're not free to chat but have thoughts on the questions above, please feel free to share as comments below.

Thanks for your help,

Genie


Answers:
author: Vero Rivas
body: Hi Genie,  

In my case, on one occasion we saw a very good relationship between Trello and Confluence to document all the aspects related to a card, depending on the evidence that was necessary.

Trello, we were already using it, so before searching outside the Atlassian context, we assessed whether there was a Wiki that was from the same group and easy to integrate, hence the selection of Confluence.

The task that each tool does, I think it is given precisely by the need for what you need to do at all times, if you need to document, do not select something to draw, it is a bit of applying common sense and seeing what meets your requirements. in the best possible way, little integration effort, both human and software costs.

As it was a very small environment, Trello was free, but with paid confluence to guarantee data security, multiple access by multiple users.

The search depended a bit on the expertise of the people involved in the process.

As for the type of content, it depends on the forum, if they are specialized people, it could be advanced or medium content, but I would recommend that it be basic, there is always time to delve as needed.

I hope I have been helpful and sorry for my English, I do not master it very much.

A greeting.


Tags: enterprise
Number of team boards on free plan
Asked by Fl?via Crancio:

I have a question regarding the free plan.

He says I have "up to 10 team boards". What are team boards? Are the projects boards? Can I only create 10?

If yes, when I close a board can I have one more?

Thank you for your help!


Answers:
author: Iain Dooley
body: [@Fl?via Crancio](/t5/user/viewprofilepage/user-id/3929391) when you create a board, you can choose to put it on no team (personal), put it into a team, or make it public.

If you put a board into a team, then you can make it team viewable so others in your team are able to see the board without being a member of it.
customize trello card layout
Asked by Sean Lang:

Can the content of a card be reorganized, for instance, so custom fields are first, then other things like description, etc.?

Also, can custom field sizes be increased, for long addresses, for instance?


Answers:
author: Iain Dooley
body: [@Sean Lang](/t5/user/viewprofilepage/user-id/748497) the only way to modify the interface to that degree is using a browser extension, so for all intents and purposes the answer to your question is "no" but technially "yes" but it will be a lot of work for very little payoff :)
Can you export checklists as row entries to Excel
Asked by Christian Kellner:

I have a question regarding the Excel export functionality. Can you export checklists of individual Trello cards so that you have a row entry in Excel for each checklist item? Currently, the Excel export function only creates row entries per card but not per checklist item of a single card.

Example:

Checklist of a Trello card:

-a

-b

-c

I want one row per each checklist item.

I found Trello Export as a Chrome extension. Does this tool work for this purpose or better, is there an in-built functionalities for this purpose within Trello?

Best regards and thanks in advance,

Christian


Answers:
author: Christian Kellner
body: I need Excel. It should work like the below example.![2.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/95582i866AB19E4BB9AAC6/image-size/large?v=v2&px=999 "2.jpg")![1.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/95581iAB8CE6CC2D108588/image-size/large?v=v2&px=999 "1.jpg")

comments: author: Iain Dooley
body: [@Christian Kellner](/t5/user/viewprofilepage/user-id/3929025) you can download any Google Sheet as an excel document. But you can also just write your own API functions to export to whatever format you want (or hire someone on Upwork to do that for you).


author: Iain Dooley
body: [@Christian Kellner](/t5/user/viewprofilepage/user-id/3929025) If you wanted to get a "snapshot" of a card that contains all checklist items you might prefer to print the card as a PDF (by clicking the "Share" button).

You can also use the API to create any sort of custom export you like, this Trellinator function would export card link/title followed by Checklist names/items:

<https://gist.github.com/iaindooley/fd7f5fe9f4bf55ba7c394b181d172f95>
Is one business class user enough to export Trello boards to Excel?
Asked by Christian Kellner:

Dear Community,

I need the functionality to export Trello boards to Excel. I understand that you need a business class account for this. However, does every user that accesses my Trello board need a business class account or is it enough if one user has the business class account to export the board to Excel?

Context is that we have a project team of ca. 50 users who access our Trello board. I want to export the board to Excel and share it with various persons - is it enough if only I have the business class account to export to Excel?

Best and thanks in advance,

Christian


Answers:
author: Iain Dooley
body: [@Christian Kellner](/t5/user/viewprofilepage/user-id/3929025) you can have a team of one person (ie. yourself) and you can upgrade that team to Business class, and then invite as many people as you like to a board in that team without paying for them.

The only people you will pay for will be people who are members of the team or members of more than one board in the team (multi-board guests).

comments: author: Christian Kellner
body: Thanks Dooley! Can these "guests" then also edit / contribute to the board and create cards etc.?


author: Iain Dooley
body: [@Christian Kellner](/t5/user/viewprofilepage/user-id/3929025) yep, any board member can edit cards etc. If you have business class you can also add people as Observers which means they're members of the board but can't edit it.


author: Antonio Panea
body: Hi [@Christian Kellner](/t5/user/viewprofilepage/user-id/3929025) ,

welcome to the community! Toni here to help.

As far as I know when you go to business class all the team goes to business class as well. So unless this fifty people are invited but not as part of the team you will have to pay them all.

On the other hand in [Crmble Power-Up](https://trello.com/power-ups/5e5e8b4b55a4ea5fedc0dafa/crmble "Crmble Power-Up") a new feature to export data from your board to an excel will be deployed during next week so maybe is interesting you take a look on it. If you have any question just let me know.

Cheers

Toni
Upgrade from Trello Gold to Business
Asked by rahmath777:

How to upgrade from Trello Gold to Business?

I have paid $45 for Annual Trello Gold.

Whether the pro-rata amount will be refunded or adjusted with the Business upgrade

What is the process to upgrade?


Answers:
author: Keli
body: Hi [@rahmath777](/t5/user/viewprofilepage/user-id/3928994)

Trello Support is happy to help with this! Gold and Business Class are separate subscriptions, and while you won't receive a refund or a pro-rated adjustment automatically, we can look into your specific situation and offer assistance.

Please contact us directly using your registered email at <http://www.trello.com/contact>, and we'll get back with you soon.
Is anyone using Trello in a Chiropracitc/medical office setting?
Asked by Jerad Bludorn:

I am looking to use trello for office organization but we don't have a lot of long term projects just a lot of daily tasks that need to get done and inter office communication. Any ideas?


Answers:
author: Iain Dooley
body: [@Jerad Bludorn](/t5/user/viewprofilepage/user-id/3928995) what I'd recommend is having one board for each office, then using a shared email plugin, either SendBoard:

<https://sendboard.com/>

or my product BenkoDesk:

<http://www.benkodesk.com/>

This will allow you to have all office members on one board to communicate and co-ordinate internally, but then you can use a shared location based email eg. office1@yourdomain.com and office2@yourdomain.com to communicate both with other offices and/or clients externally.

You should just be able to use one board for each office and then use lists/labels/members to split things up, I wrote a bit about using labels here:

<https://community.atlassian.com/t5/Trello-articles/How-can-I-see-all-my-Trello-cards-in-one-place/ba-p/1050430>

I also created a plugin that lets you use your Trello board as a shared mobile number, for example for communicating with clients for appointment reminders or allowing clients to TXT you instead of calling you:

<http://www.magicmobile.com/>
Trello account nightmare merge
Asked by Matthew Ford:

The Trello merge has been painful for me, accounts losing access, duplicate accounts, that I can not merge.

What can I do short of cancelling all my accounts? The helpdesk has been woeful.


Answers:
author: Iain Dooley
body: [@Matthew Ford](/t5/user/viewprofilepage/user-id/2564749) as long as you update to an Atlassian account using the same email as your Trello account, there's no hassle.

Typically what has happened in this scenario is that you've updated to an Atlassian account using a different email address than what your Trello address users and it's created a second account.

You should still be able to login to your old Trello account using your pre-existing email address.

The only troublesome bit is if you've created an Atlassian account with your desired email address, you won't be able to change the email in Trello to match and then update, until you've deleted the offending Atlassian account, waited 14 days for it to actually delete (ie. there's a retrieval period in Atlassian accounts), and then you can run the update process again.


Tags: atlassian-support
Pegatinas de equipos
Asked by Trello_BOJA:

Buenas tardes, ?c?mo podr?a a?adir pegatinas que estuviesen disponibles para todos los miembros de mi equipo?

Gracias.


Answers:
author: Antonio Panea
body: Muy buenas [@Trello_BOJA](/t5/user/viewprofilepage/user-id/3887979) ,

te refieres a las etiquetas o a las stickers?

Un saludo!

comments: author: Trello_BOJA
body: Buenos d?as, me refiero a Sticker, pegatinas
Custom field
Asked by Colin McAlpine:

Is it possible to add numbers in custom fields for cards to give a total for a list. When a card is added or removed the list re-totals


Answers:
author: Iain Dooley
body: [@Colin McAlpine](/t5/user/viewprofilepage/user-id/3928600) so for example you want to know SUM(Fieldname) for all cards in a given list where Fieldname has a number in it, and display that total in, say, the list name?

This Trellinator function would do it:

<https://gist.github.com/iaindooley/1aef7ebc05ab2701366d020dc490209a>

You would just need to install the functions updateListTotalForMovedCard and updateListTotalForChangedFieldValue on the board(s) where you want this function to work.

You can read more about Trellinator here:

<https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Introducing-Trellinator-Automate-Trello-with-Google-Apps-Script/ba-p/925271>

comments: author: Colin McAlpine
body: Thanks Iain
Open Trello link in iOS app
Asked by Marc Plotkin:

I often have links to Trello boards or cards in the description field of a Google Calendar event. When I click on those links from Gcal on my iPhone, it opens Trello in my mobile browser (Chrome). I'd rather they opened in the Trello iOS app. How can I make this happen?


Answers:
author: lou
body: I did a bunch of tests, and this process works on iOS13 to fix the issue if you have it

1. Copy a Trello link to the clipboard. You can use the Share button on a card or board in Trello to do this (then choose Copy).  
2. Open the iOS Notes app  
3. Make a note and paste it  
4. TAP and HOLD the link. A menu will pop up  
5. Choose "Open in Trello"  
6. Trello will open to that link  
7. Go back to Notes and now just tap it -- Trello should open without needing the menu

Now your device settings are set so that all iOS apps (and other cooperative apps) will know to not circumvent Trello's configuration.

comments: author: lou
body: To explain this in more detail, for a normal (http/https) link to open an app, all of the following must be true

1. The app must tell iOS that it opens links meant for a website (we do this for trello.com)

2. The website must also say that this is ok and provide patterns (we do this for board and card links -- that look like trello.com/c/.... and trello.com/b/....)

3. The source app must not hardcode that it should open up in a browser (the source app is free to circumvent all of this) -- Luckily, from my tests GCal does not circumvent this

4. iOS must be configured to follow the app/website preference and not use Safari. This is the default, but can get unset --- this is what I suspect happened

So, if you follow the process above, you are fixing the issue for #4 above. You are telling iOS that you want it to use the Trello app for trello.com links that match the patterns in #2.


author: Marc Plotkin
body: That worked! You rock, thanks Lou.


author: Iain Dooley
body: [@Marc Plotkin](/t5/user/viewprofilepage/user-id/3390356) when I do it from gcal on my iphone I get Trello opening directly, which I think is due to the fact that I use Safari as my web browser. Probably this is an issue with Chrome, rather than Trello or iOS. Perhaps you can configure in Chrome which apps it will open for various URL schemas?

comments: author: Marc Plotkin
body: Interesting. I just went into the Google Calendar settings and set Safari as the default browser and when I then click on the Trello link it opens it inside the GCal app as its own browser. Are you saying when you do it it opens Safari separately?


author: Iain Dooley
body: [@Marc Plotkin](/t5/user/viewprofilepage/user-id/3390356) when I do it, it just opens the Trello app right away, my thinking was that behind the scenes iOS is asking Safari first, which is then opening Trello without first opening Safari.


Tags: google-calendar
How to edit and remove posts
Asked by Gautam Ghosh:

Hello ,

I need to edit and remove some posts for confluence. Can you please let me know the process.

Found some posts mentioning about edit button below questions / answers, but did not find the buttons under my postings.

Please assist.

Thanks

Gautam


Answers:
author: Nic Brough -Adaptavist-
body: I am sorry, but this is not clear to me.

Are you asking about "posts" in Confluence? Pages or blogs that you want to hide/archive/delete? Or are you asking about posts here in the Community?

comments: author: Gautam Ghosh
body: Hello Nic ,

I am referring to post in Community .

Thanks

Gautam


author: Nic Brough -Adaptavist-
body: Ah, ok. You can edit your own posts by clicking on the options ... menu on the right hand side of the name and date line on your post.

Standard users can't remove or delete posts, but moderators and leaders can move them to a place where they'll be hidden for a while and eventually deleted (a bit like a waste bin - they are left there for a while in case someone changes their mind, or someone is not sure they should have removed it)

As a leader, I can do that, although there's a bug in Khoros at the moment that prevents me removing some parts of questions or discussions. Looking at this conversation here, I can move the whole thing, but I might not be able to remove the comment where you answered my clarification question!

If you want us to remove any postings, please let us know here, and I'll (try to) do the "remove" thing.
Exporting spaces
Asked by Gustavo Delazari Borges:

Hello,

I would like to export all my Confluence spaces and the date of the last modification for each. I was following this documentation in order to get that through SQL query (<https://confluence.atlassian.com/doc/finding-unused-spaces-or-pages-107184852.html>). However, I don't need the personal spaces. Is there a way to be assertive like this since I don't have the power to simply eliminate unnecessary information?

Any help would be appreciated.


Answers:
author: Radek Dost?l
body: Well, for starters, you will need to export the spaces one by one - unless you are fine generating the whole Confluence backup of everything (and even that is not recommended, native SQL backup is simply superior).

When you get the link to export one space, you get the URL structure so that you can automate the process (however.. and I can't stress this enough, do this synchronously, one by one, don't try to export all spaces at once, you might as well crash the instance that way).

Secondly, all personal space keys start with tilda '\~', so that's one way to identify them at first sight. And more importantly, it should be very easy to exclude personal spaces from the query. I don't exactly have a db in my hands right now, but I'm fairly sure that there is something like a "personal" boolean somewhere. Just run a few selects on the tables you're querying from that kba.


author: Ismael Jimoh
body: Hi [@Gustavo Delazari Borges](/t5/user/viewprofilepage/user-id/4196975)

Why do you want to use SQL to export spaces. You could export each space from the UI and to my knowledge this gives you an xml file which contains all the information you need.

Thanks.

comments: author: Gustavo Delazari Borges
body: Hi Ismael,   

I couldn't find anything from the UI.

My idea is to get just a report (CSV or Excel file), containing all spaces and their respective last modification date.

Sql query is fine for me since I can specify the columns that I need. I was having a problem only to eliminate personal spaces from the query.

Thank you for your answer.


Tags: confluence-server

server
Is it possible to change the colors of items on a page?
Asked by shawn.carsten:

I'd like to change the color of certain categories on my pages based on what the current status is. Is that possible in Confluence?

The idea is that the information required at each status would have a different color and therefore be easier to identify what needs to be filled out at each status.


Answers:
author: Bill Bailey
body: Maybe take a look at the status macro. And if you are on the server/DC edition, then take a look at this article:

[Getting-Started-with-User-Macros-Writing-a-Wrapper-Macro](https://community.atlassian.com/t5/Confluence-articles/Getting-Started-with-User-Macros-Writing-a-Wrapper-Macro/ba-p/979571)


author: Fabian Lim
body: Hi [@shawn.carsten](/t5/user/viewprofilepage/user-id/4678613)

What are you using to identify the status of a page? are you using a specific macro?

Thanks

comments: author: shawn.carsten
body: [@Fabian Lim](/t5/user/viewprofilepage/user-id/3131564) At this point, I was hoping to reference text from a table that I added to the top of my confluence page. I'm brand new to confluence, so I don't know what other pre-built macros are out there, or if I can create my own macros somehow.


Tags: change

colour
How to add a Table of Contents to a Main Front Page in Confluence
Asked by Ms Design:

Is there a way to prevent people from having to dig through all the Page Tree sub headers to find what they want?

I know there is a way to add a Table of Contents to individual pages, but how do I add one to the Front Main Page? When visitors land on the main page, I would like there to be a Table of Contents to direct them to where they need to go to find a certain topic.

The way it's set up now is we have the Page Tree on the left side bar. This shows the main headers and the sub headers. However, we have A LOT of pages and spaces.


Answers:
author: Pramodh M
body: Hi [@Ms Design](/t5/user/viewprofilepage/user-id/4657006)

Page Properties Macro will help you with this requirement

<https://support.atlassian.com/confluence-cloud/docs/insert-the-page-properties-macro>

You can choose to display the table of contents with this Macro of all the pages on the index page.

Thanks,  
Pramodh
How to add an image under a numbered item
Asked by lhunter:

I am trying to add an image under a step. For example, I have:

1. do this

2. do that

3. do the other

I would like to add an image under number 2. But whenever I add the image, it's at an odd location in the doc, no right under number 2.

If I remove the numbering, to fix the image location, then number 3 becomes number 1.

It shouldn't be this hard... Should it?


Answers:
author: Fabian Lim
body: I have used confluence for years and end up typing the numbers myself because it's so frustrating. Hopefully someone from atlassian can share a workaround.

Cheers

comments: author: Derek Jackson
body: In case you have not figured it out yet, check out this post.

The magic is SHIFT+ENTER to add an unnumbered line.

<https://community.atlassian.com/t5/Confluence-questions/Issue-with-numbering-formatting-after-importing-docx-with-images/qaq-p/59559>


Tags: cloud

confluence-cloud

image
Is it possible to create ID's for web elements
Asked by shawn.carsten:

Hello,

I'm new to Confluence. I'm trying to interact with our Confluence pages using Excel Visual Basic. In order to do so I need the 'element ID's" from the html. (right click and hit 'Inspect' on the web page). However, none of the elements I've created with a template appear to have element ID's associated with them. Can someone tell me how to add element ID's to the tables, columns, text boxes, drop downs, etc on the pages I've created?


Answers:
author: Brant Schroeder
body: [@shawn.carsten](/t5/user/viewprofilepage/user-id/4678613) That would require you to be able to edit the way the HTML is generated to ensure the elements had an ID. I am not aware of anyway to do this on Server and would guess it is not possible on cloud. I am not aware of any apps that provide this functionality either.

There are some marketplace apps that allow you to add your own HTML on a page but this would be very different from what you were asking for.

comments: author: shawn.carsten
body: "There are some marketplace apps that allow you to add your own HTML on a page but this would be very different from what you were asking for."

That sounds like it's exactly what I'm asking for. Ideally I was hoping it could be done in confluence, but if I have to use a third party marketplace app then I guess that's what I have to do. Could you tell me which marketplace you're referring to, or do you know a specific app that has that capability?


author: Brant Schroeder
body: Here is a link - [https://marketplace.atlassian.com/search?product=confluence\&query=HTML](https://marketplace.atlassian.com/search?product=confluence&query=HTML)


author: Katie A
body: Shawn, this is a late reply, but may help future googlers like myself.  

I found how to do this by putting your table inside of the "Advanced Tables - Tables Plus" macro. This gives the table the ID you put in the macro, so you can use your CSS/etc to reference it. Unfortunately it makes the page messy if you have many tables b/c it's another macro container. (Also idk how much it costs. It's included in my work confluence macro list). I wish the build in tables could have an id though.


Tags: identity