youngmon/atlassian-qna huggingface dataset:
JIRA Portfolio - Incorrect timeline for stories within an Initiative
Asked by AMIT GULATI:

Here is the scenario

- I created an Initiative.

- Created two epics with Initiative

- Created two stories with one of the epic

- Assigned a release with a fixed release date (31-July-18)

- Gave story points to Initiative only

- Clicked 'Calculate'

- As a result, Timeline showed that initiative will be done by 10-July but stories within that will be completed by 31-July.

Is it not an incorrect representation? This indicates that there is no relationship between Initiative and Story.


Answers:
author: Shannon S
body: Hi Amit,

Without story points, Portfolio is not able to estimate the work required and thus schedule the item in the plan.

Have a look here:

* [Scheduling behavior](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html)
* [Scheduling unestimated items](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html)

Therefore, it has moved it to the end by the release date as it would be completed by that date.

I hope that clarifies things. Let us know if you have any follow-up questions.

Regards,  
Shannon

comments: author: AMIT GULATI
body: Shannon,

i agree that without the story points, stories will be scheduled to last the release date but in this scenario where they are part of an initiative and that initiative is scheduled to end on 10 july, shouldnt that timeline be respected?

If not, what is difference between a unestimated story which is part of a scheduled initiative vs a unestimated story which is not part of any initiative?


author: Shannon S
body: Hi Amit,

So currently Portfolio works from the bottom-up with the estimations expected on the bottom of the hierarchy tree.

If this behavior isn't working for you then you can change the unestimated items scheduling option in the plan. Have a look at the following:

* [Scheduling unestimated items](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html) - here you can actually turn the behavior off.  

> By choosing not to schedule unestimated items, Portfolio for Jira will ignore any unestimated items in your plan. These items will not have any impact on the schedule as well.

Let me know if you have any questions!

Shannon


author: AMIT GULATI
body: I think your first line answers my question.

In my view, estimated dates for Initiative or Epic should be derived from its child's dates..otherwise it caused confusion.


Tags: advanced-roadmaps
Removing collaborators
Asked by Shantini:

Unable to see the 'Remove' option against a member's name. How do I remove this member. I am the admin of the workspace.


Answers:
author: Shantini
body: Thank you Perisic. We have just discovered that a board was created by an ex-colleague and unfortuately now they cannot be removed from the same. Please give us a few more days to figure this out and I shall come back to you if we are unable to fix the issue.  


author: Nikola Perisic
body: Welcome to the community [@Shantini](/t5/user/viewprofilepage/user-id/5456928)

Can you share a screenshot of the issue and blur the information that you don't want to be seen here? Have you cleaned your cache of your browser? Have you tried in incognito mode as well? Which browser are you using and have you tried using a different browser?
Meus quadros sumiram! ? como se eu tivesse criado uma nova conta
Asked by Marketing Strawplast:

Boa noite,

Os meus quadros sumiram. ? como se eu tivesse criado uma nova conta. Como posso fazer para recuper?-los?


Answers:
author: Renato Fagaraz
body: Ol?!

Existe uma chance de voc? ter de fato logado com uma conta nova, por isso n?o est? encontrando nenhum dos seus cart?es. Se voc? localizou os quadros, por?m n?o tem nenhum cart?o dentro deles, vale tamb?m checar se n?o est? com algum filtro de quadro ocultando seus cart?es - <https://support.atlassian.com/trello/docs/filtering-for-cards-on-a-board/>  

Se n?o conseguir localizar os cart?es, talvez seja uma boa ideia abrir um ticket com o time de suporte! <https://trello.com/contact#/>

*** ** * ** ***

Hi!

There's a chance that you've actually logged in with a new account, which is why you're not finding any of your cards. If you've located the boards but don't have any cards in them, it's also worth checking that you don't have a board filter hiding your cards - <https://support.atlassian.com/trello/docs/filtering-for-cards-on-a-board/>

If you can't find the cards, it might be a good idea to open a ticket with the support team! <https://trello.com/contact#/>
Is there a way to create a custom report formatted as a csv file using automation?
Asked by Amy:

I would like to create a board button or setup a scheduled report that is formatted as a csv file that can be emailed to the end users


Answers:
author: Maria
body: Hi [@Amy](/t5/user/viewprofilepage/user-id/4034084)   

<br />

Creating a board button or setting up a scheduled report to be formatted as a CSV file and emailed to end users in Trello involves a few steps, and might require using Trello's automation tool, or integrating Trello with an external service like Zapier or Integromat. Here's a general approach to achieve this:

### Using Trello's Built-In Automation {#toc-hId-2116048073}

Trello's built-in automation tool, Butler, can automate many tasks, but it has limited capabilities regarding file formatting and email sending. Butler can help with exporting data or triggering actions, but it doesn't natively support exporting reports as CSV files directly or scheduling emails. You might need to manually export Trello board data and use an external tool to schedule and format the report. The easiest way to do it is to try [Planyway power-up which provides the exporting feature](https://planyway.com/help/features/export-to-CSV?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions).

### Integrating Trello with External Automation Tools {#toc-hId-308593610}

For more advanced automation, like creating CSV reports from Trello cards and emailing them on a schedule, you can use external automation services like Zapier.
how to change my user name?
Asked by Let?cia Toigo:

My name is Let?cia Toigo, but when I created the trello account I used another name. Now, my trello user name appers with a differente name than I'd like. How can I change it? ![Sem t?tulo.jpg](/t5/image/serverpage/image-id/313155iDF4CB87BCE819CFD/image-size/large?v=v2&px=999 "Sem t?tulo.jpg")


Answers:
author: Ste Wright
body: Hi [@Let?cia Toigo](/t5/user/viewprofilepage/user-id/5456755)

Details are on this page: <https://support.atlassian.com/trello/docs/changing-your-public-name/>
> To change your Trello username, go to <https://trello.com/u/me>.

Ste
CHANGES NOT SAVE AT THE DESCRIPTIONS
Asked by Salvando Peludos:

We have a problem saving card descriptions. In some occasions a label appears where it says "changes not saved". This has happened 4 times in the last two weeks.

Does anyone know why it happens and how to fix it?![WhatsApp Image 2024-03-19 at 16.04.00.jpeg](https://community.atlassian.com/t5/image/serverpage/image-id/313156iAC21E0343DA7ECEE/image-size/large?v=v2&px=999 "WhatsApp Image 2024-03-19 at 16.04.00.jpeg")


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: Welcome to the community [@Salvando Peludos](/t5/user/viewprofilepage/user-id/5456789).

Do you indeed have any unsaved changes if you click "Edit" button or this label appears seemingly without purpose?
Change permissions
Asked by Michelle:

Why do I need to ask the admin to change my permissions to add an attachment? Why am I not automatically the admin of my Trello account?

This seems rather complicated to use. How do you add information by tying it on the card.

Why can't you personalize the card to only have the information you need not what was prewritten by


Answers:
author: Michelle
body: It appears there isn't a real person to speak with or a step-by-step guide on how to use this website, so I just delete my account. I consider myself smart and this is a very complicated. Nothing you click on provide any info there are just cards you add to the board but what else is there to benefit from using this. I thought it would work like sticky pads to help stay on top of daily task, but no. Thank you
Training/Tutorial
Asked by Sandy Larowe:

Another question, does Trello offer any Tutorials for new customers?


Answers:
author: Laurie Sciutti
body: Hi [@Sandy Larowe](/t5/user/viewprofilepage/user-id/5456568) and welcome to the Community! Have a look [here](https://university.atlassian.com/student/collection/850385/path/1432534)... There are also additional intermediate courses [here](https://university.atlassian.com/student/catalog/list?category_ids=26536-trello). HTH
How to add due dates and assign people to points in checklists ?
Asked by Jonas Kunert:

Is it possible to add due dates and assign people to single points on a checklist ?


Answers:
author: Maria
body: Hi [@Jonas Kunert](/t5/user/viewprofilepage/user-id/5456751)   

It's possible in Trello but unfortunately only if you have a Premium subscription.

As the alternative solution, I can recommend [Planyway power-up](https://planyway.com/help/features/checklists#add-assign-and-schedule-checklist-items?utm_source=atlassiancommunity&utm_medium=referral&utm_campaign=atlassianquestions) which does the same, plus allows you to visualize checklist items as cards on the calendar and timeline views. This feature is in the paid Planyway plan but the cost is less and you can only have it for the required user count, not for everyone in the workspace.   
![Planyway Checklists Assign Check Item Card Editor](https://files.planyway.com/assets/3.0.562/planyway-checklists-assign-card-editor.png)

comments: author: Jonas Kunert
body: Thank you very much! That answer was very helpful :)


author: Gaurav Kataria
body: This article explains how to do that <https://support.atlassian.com/trello/docs/how-to-use-advanced-checklists-to-set-due-dates/>
Is there a way to get the name of the workspace as an automation variable?
Asked by John OLeske:

When creating reports and automation buttons I have found it can sometimes be difficult to find the source of those reports and emails when being a member of many workspaces. Is there a way to include the name of the workspace that the automation is being run on?  

Right now as a work around for finding the source I am using {boardlink} as part of the report to ensure I can find the source but it would be much more useful to be able to have the title of the email be something like "{workspacename}: {boardname} report X"


Answers:
author: Renato Fagaraz
body: Hi, John!  

I don't believe it is possible right now, but if you could reach out to the support team at <https://trello.com/contact#/>, they could create a [JAC](https://jira.atlassian.com/projects/TRELLO/issues/) ticket on your behalf for this suggestion to be implemented.

I'll also add a bit of additional info on our Implementation of [New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html)

Hopefully this helps!


Tags: automation

variable
How do I consolidate all accounts so we have an admin in charge of accounts/billing?
Asked by Karen Chenvert:

Our team all created accounts individually. Some staff have Workspace Accounts and some staff have Boards. We now need to purchase the Standard Plan for everyone, but wondering how to have 1 admin account with multiple users. Is there a way to do this without losing work done in the past?


Answers:
author: Gaurav Kataria
body: Karen, I would suggest you do two things:

1. Move all the boards that your team uses into one common workspace. Here is how to do it: <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>
2. Select the person who will be the Admin for that workspace, and have that person purchase the Standard plan by upgrading that workspace. You can do it by visiting: <https://trello.com/w/{enter> the name of your workspace here}/billing
Anyone using Unito powerup Google sheets, with input from Google forms
Asked by Phil Fiacco:

Looking to see if anyone has a working solution for the Unito powerup for Google Sheets, that works but the issue is the data entered into the sheets is via Google forms which does not create and event so the powerup does not know data is present.


Answers:
author: Seweryn Kalemba
body: Hi [@Phil Fiacco](/t5/user/viewprofilepage/user-id/5456722)

Our new Google Forms Sync Power-Up might be a solution to your problem. It connects directly with Google Forms, so there's no need to use Google Sheets as a middleware. Take a look and let me know if that helps you in your case.

<https://trello.com/power-ups/65c425d7ddcf0bca2d2051e5/google-forms-sync>
How to upgrade 2 premium, with an individual account & switch to team work space?
Asked by Posgrados ESDAI:

We started to use trello as a team for our internal organization, we want to upgrade to premium, keeping only the work space we need and cleaning the rest.

How can we do that?

The 1 user for premium could be our business? and all of us be part of it?

Thank you

Jacquie


Answers:
author: Gaurav Kataria
body: Jacquie, here is how to do it:

1. Move all the boards that your team uses into one common workspace. Here is how to do it: <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>
2. Select the person who will be the Admin for that workspace, and have that person purchase the Premium plan by upgrading that workspace. You can do it by visiting: <https://trello.com/w/{enter> the name of your workspace here}/billing

If you have additional questions, please visit this page as explains in detail how billing works for Trello <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>
Hello! Asking about the Automations not working for the new Trello members on our team.
Asked by JP:

Automations were enabled for all users but for some reason, it's not working for the new members of the team/board. Automations can't be clicked and unresponsive at all for them.


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

I can see you've also created a support ticket (TRELLO-190479) with us. Please respond to us in that support ticket and we can investigate this further.

Cheers!
I'm new to Trello and have a couple of questions
Asked by Sandy Larowe:

1- Once somebody is an Observer or a Member and assigned to a card, do the automatically get updates when something changes?

2- How do I send the link to the team (Members and Observers) of my Trello Board OR are they automatically linked to in when they sign up with Trello with my invitation? Do they have to create a password?


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: Hello to the community [@Sandy Larowe](/t5/user/viewprofilepage/user-id/5456568) ,

1. Yes, card members will get an notification for due dates, mentions and other card updates. As or due dates notification, remember to fill "set due date" reminder field in the Dates section, or it will not send the notification. You can learn more exactly what notifications are send [here](https://support.atlassian.com/trello/docs/receiving-trello-notifications/).
2. To invite new members to your board, click "Share" button in the right top corner of the screen, locate "Share this board with a link" text and click "Create link" under it. You can now send this link to other people. Yes, they will have to create a password because they need to be Trello users to access your board as members/observers.
How many devices can be logged in in one payed standard account?
Asked by Tarik Hadzimuratovic:

How many devices can be logged in in one payed standard account?

How many devices can be logged in in one free account?


Answers:
author: Renato Fagaraz
body: Hi, Tarik!  

There is no limitation there, you can log on as many devices as you want on any plan, free or paid.  

Hopefully this helps!
Envio Autom?tico de E-mail
Asked by Victor Marques:

Boa tarde, como vai?

Tem a possibilidade de automatizarmos o envio de algum e-mail para um destinat?rio espec?fico, com um conte?do espec?fico, quando movemos um cart?o de lugar?


Answers:
author: Renato Fagaraz
body: Boa tarde, Victor!  

? poss?vel sim, utilizando a funcionalidade de [automa??o](https://trello.com/guide/automate-anything) do Trello. Por l?, voc? pode determinar alguns gatilhos espec?ficos que desencadeiam a??es predeterminadas, como voc? descreveu "toda vez que movimentarmos um cart?o, envie um e-mail".   

Se voc? quiser dar uma olhada, temos a p?gina do [guia de utiliza??o](https://trello.com/guide/automate-anything), e o agregado de [artigos de automa??o](https://support.atlassian.com/trello/docs/butler/) do time de suporte.

Espero que isso ajude!

*** ** * ** ***

Good afternoon, Victor!

Yes, you can, using Trello's automation feature. There, you can determine some specific triggers that trigger predetermined actions, as you described "every time we move a card, send an email".

If you want to take a look, we have the user guide page, and the aggregate of support team automation articles.  
Hope this helps!
From 8th April what will happen my existing boards?
Asked by Orla Keogh:

Hi there,

I'm trying to understand how the changes coming into effect on April 8th will affect my team. We are using workspaces and boards across the Team and im hoping to learn more about how the rule differs by Workspaces versus Boards themselves? Is the change limiting to 10 workspaces and boards within that Workspace are not concerned?

Thanks


Answers:
author: Andrea Crawford
body: Hi [@Orla Keogh](/t5/user/viewprofilepage/user-id/1765611) - [This article](https://support.atlassian.com/trello/docs/workspace-user-limit/) should help answer your questions about the collaborator limit. Let me know if you have follow-up questions.
> On April 8, 2024, if your Workspace already has 10 or more collaborators, you won't be able to add any new collaborators to your Boards or Workspaces. If you don't want to add more collaborators then you won't need to make any changes yet.
>
> From May 20, 2024, if your Workspace has more than 10 collaborators, the boards in this Workspace will become view-only. You'll be able to see any of the boards in the Workspace you have access to but won't be able to make changes.
Bamboo - SQL Queruy Builds with a certain label
Asked by Tim Finch:

Does anyone have a SQL Query that will list all builds (within a certain project if possible) that have a specific label?

Any help appreciated.


Answers:
author: Daniel Santos
body: Hi [@Tim Finch](/t5/user/viewprofilepage/user-id/1985184)

The following query should help you with this:

```
SELECT
      L.NAME
     , B.FULL_KEY
     , BR.BUILD_NUMBER
     , BR.BUILD_STATE
FROM
     LABEL L
     JOIN BUILDRESULTSUMMARY_LABEL BRL
          ON BRL.LABEL_ID=L.LABEL_ID
     JOIN BUILD B
          ON B.BUILD_ID=BRL.BUILD_ID
     LEFT JOIN BUILDRESULTSUMMARY BR
          ON BR.BUILDRESULTSUMMARY_ID=BRL.BUILDRESULTSUMMARY_ID
WHERE 
     B.FULL_KEY LIKE '<PROJ>-%'

```

(i) You need to change **\<PROJ\>** to match the project key of your project.  

This query will list not only build results labels, but also the plan ones.  

I hope that helps.
Creating a bamboo job to pick HP Controllers available and start Performance Testing Execution
Asked by pawansinha4u:

I want to create a bamboo job to pick HP Controllers and Open the Scenario and start execution. I know this is available via Performance Centre but i need to run a test directly by controllers.


Answers:
author: Victor Debone
body: Hello [@pawansinha4u](/t5/user/viewprofilepage/user-id/1937837)! Welcome to the community :)

Is it possible for you to give some more details before we answer?

What do you mean by creating a Bamboo Job? Do you want to have a new item in the Job selector, thus creating an app for Bamboo; or do you want to write a shell script that is able to talk to HP Controllers?

Also, can you describe what are HP Controllers and Performance Center?

comments: author: pawansinha4u
body: Yes I want to have a task created may b a shell script which will pick up the controllers and start execution and get the results


author: pawansinha4u
body: Forget performance center

hp controller is a tool which will emulate the 1000s of user for performing load test.


author: Victor Debone
body: Ok!

For creating a Script task, you can follow [this page](https://confluence.atlassian.com/bamboo/script-289277046.html) :) If you need some custom code and the Script task doesn't provide what you are looking for, you can [write a Task plugin](https://developer.atlassian.com/server/bamboo/introduction-to-writing-tasks/) and include it into your Bamboo installation.
Mix bamboo specs and 'click' configuration
Asked by m4mbax:

Hello dear community

Mainly because I do not know (see title) how the 'other' is named, I can not find any hints on

**Can one mix bamboo specs and the 'normal' UI-based clicky-clony way?**

Any pointer to a reference is appreciated.

What we basically have is mono repo and a 'click'-configured bamboo server with hundreds of jobs. All of them are, as said, configured by clicking.

As cloning etc. becomes more and more a hustle we want to try Bamboo Specs. The problem is, are these two kinds "mixable"?  

Lets say there is a repo like this:

\[parent\]

- child 1 // built with click interface

- child 2 // built with Bamboo Specs

Is that possible?


Answers:
author: Rafael Pinto Sperafico
body: Hi [@m4mbax](/t5/user/viewprofilepage/user-id/3546672) ,

If you want to use Bamboo Specs to clone configuration (Project, Plan, ...) then you could [Export existing plans to Bamboo Specs](https://confluence.atlassian.com/bamboo/exporting-existing-plans-to-bamboo-specs-894743917.html "Export existing plans to Bamboo Specs"). Once you have that, follow the [Tutorial: Create a simple plan with Bamboo Java Specs](https://confluence.atlassian.com/bamboo/tutorial-create-a-simple-plan-with-bamboo-java-specs-894743911.html "Tutorial: Create a simple plan with Bamboo Java Specs") replacing the *PlanSpec.java*content with the one you have exported from Bamboo.

Do the necessary changes to created another Project, Plan, ... based on your needs. Latest Bamboo Specs reference available on <https://docs.atlassian.com/bamboo-specs-docs/6.9.2/>. Search for your Bamboo version in one of the following:

* <https://docs.atlassian.com/bamboo-specs/>
* <https://docs.atlassian.com/bamboo-specs-docs/>

For more information about Bamboo Specs, please refer to <https://www.youtube.com/watch?v=mU4-7foED3I> - **Configuration as Code in Bamboo - Atlassian Summit Europe 2017**

Kind regards,  
Rafael

comments: author: m4mbax
body: Hey [@Rafael Pinto Sperafico](/t5/user/viewprofilepage/user-id/2904254)

Thanks for the answer. The question is still: Can one mix them?

Thanks for a reply


author: Rafael Pinto Sperafico
body: Hi [@m4mbax](/t5/user/viewprofilepage/user-id/3546672) ,

The *mix* can be accomplished by following the information already mentioned. Alternatively, you could make use of Bamboo SDK and create a plugin based on its API and your necessity.

* <https://developer.atlassian.com/server/bamboo/>
* <https://docs.atlassian.com/atlassian-bamboo/6.9.2/>
* <https://docs.atlassian.com/bamboo-specs/6.2.5/>

Kind regards,  
Rafael


Tags: bamboo-administration