youngmon/atlassian-qna huggingface dataset:
How to assign a single high level activity to more than one team
Asked by Dania Zaccara:

Hi all,

I would like to configure a portfolio plan to monitor requests.

On this level some teams can collaborate on a single request, but portfolio can't let me assign more than one team on each entities of the scope.

Is there a workaround on this?

Thank you all


Answers:
author: Dave
body: Hi Dania,

To help answer your question it would be useful if you could provide a bit more information. Are you looking to actually assign the issue to multiple teams and have the multiple assignment taken into consideration by the scheduling algorithm when you click "Calculate"? If that is the case then there is no workaround.

However if you just want to assign multiple teams for the purposes of filtering or easily identifying which teams are collaborating on a particular issue then there are a couple of options you could consider.

You could either use labels to represent each team (this would be very open ended and not constrained to just team labels) or for a slightly more robust solution you could create a custom field in Jira to represent the teams.

I appreciate that neither of these are particularly great workarounds but they are the best that I can suggest with the current product capabilities.

Regards,

Dave

comments: author: Dania Zaccara
body: Thank you David for your reply.

Let me explain a scenario, may be this can be helpful to better understand the situation:

I'd like to plan all the Ideas of one of our customer. They are managing this planning by asking to each team (that have to collaborate to the idea) the related effort.

So I've only one single element (the idea) worked by different teams, with different effort.

I found a workaround (l don't know if it can be ok). I built one team for each idea and I'm using virtual using to give the effort of the different real team involved on that idea.

It can be ok?

Thank you

Dania


author: Dave
body: Hi Dania,

I guess this depends upon how realistic you're expecting the scheduling to be. For example if you're creating a team per idea but each real team can be working on multiple ideas then there's a risk that you could be overloading teams.

If this is a way of establishing relative effort between the ideas then this might work.

Regards,

Dave


author: GetConnected Atlassian Support
body: Hi David,

thank you.

Yes, it is for a scenario to understandd what kind of effort it's necessary to plan for each idea.

I hope it can work.

Thank you

Dania


Tags: advanced-roadmaps
Sync between Portfolio and JIRA
Asked by Romain VELON:

Hello,

I am using JIRA Software and Portfolio in Cloud. I have question about sync for which it seems there is no answer in the community (even if the question has already be raised).

1. How my AGILE sprints defined in my Boards could be taken into account in Portfolio? It seems Portfolio has his own sprints with no relation at all with JIRA sprints.

2. A change of assignee in JIRA doesn't change the assignee (Member) in Portfolio. Is it possible? Because the opposite sync is working (updating a Member in Portfolio will update the assignee).

Thank you for your help

Romain


Answers:
author: Earl McCutcheon
body: Hello,

For the Sprints Jira should detect and pull in all the pre existing sprints on the board or board's tied to the plan, then schedule issues into these sprints if possible and if it cannot it generates the logical sprints as place holder for future sprints. Additional info can be seen in ["Assigning issues to sprints"](https://confluence.atlassian.com/jiraportfolioserver/assigning-issues-to-sprints-829044493.html)

For the assignees to map over details on the criteria needed for this are covered in [Mapping issue assignees to team members](https://confluence.atlassian.com/jiraportfolioserver/mapping-issue-assignees-to-team-members-868977966.html) and one point to consider is:
> Before calculating your plan, note that for the assignee to display, the issue must have either an *estimate* , or a *sprint manually associated* to it.

Make sure the issue meets the criteria noted and that is has either an estimate or Sprint association to map the assignee over.

Regards,  
Earl


Tags: advanced-roadmaps

jira-cloud

jira-software

sprint
How can I filter a board based on scheduled start date
Asked by Marcel Schot:

Hi,

I have started to use Portfolio and I think it can really help me with the planning and insight into workload and duration.

The issue is that I do not understand how it links to the teams. What I would like to do is plan with the team and then have the items on their board based on the status the item is in and the scheduled / planned start date. However I cannot filter based on the planned start date in the boards in Jira it appears.

Hope you can help either with telling me how you use portfolio to plan and manage the work going to your teams or by telling me how I can filter.

Regards,

Marcel


Answers:
author: samrobertsofficial
body: Hi [@Marcel Schot](/t5/user/viewprofilepage/user-id/910128),

At the moment 'schedule start' + 'schedule end' fields are only available in Portfolio and aren't surfaced in Jira. This is because the same issue might have different schedule dates in different plans (might have different estimates or team velocities). I understand if this is not ideal.

There are 2 ways that come to mind to get what you're looking for.

1. In the scope table, use the checkboxes to select the issues you care about, then choose the "Set targets" -\> Set target dates from calculated. Then you'll need to commit those changes into Jira from Portfolio. You could then filter 'target dates' in Jira. Keep in mind this will override any target dates you already have (if you are using them)

2. If you are a Server customer running at least version 2.18, you could investigate whether trying out our new experience will help. In the new experience, Portfolio manipulates target dates directly, rather than schedule dates. You can read more here: <https://community.atlassian.com/t5/Jira-discussions/Unlock-a-new-planning-experience-in-Portfolio-for-Jira-Server-2/td-p/932559>

Thanks,

Sam


Tags: advanced-roadmaps
Is there a limit on the number of boards I can add to a plan on Portfolio for JIRA
Asked by Perrycurtis Elechi:

Hi guys,

I am currently trialing the Portfolio for JIRA plug in. I noticed it won't let me add more than 3 boards. I want to know if this is because it's a trial version. Will a paid version allow more than 5 boards by Plan?


Answers:
author: Dave
body: Hi,

There is no difference in limits between the trial and full versions of Portfolio. There are limits as to what you can add for a plan - the details can be found here: <https://confluence.atlassian.com/jiraportfolioserver/creating-and-deleting-plans-802170502.html>

I would however be interested to know more about how you are being blocked from adding additional boards. During the initial setup of a plan the issues sources will be used to determine the number of issues and projects that will be loaded into the plan and you should see an error message if your issue sources exceed those limits.

So for example if your 3 boards yield issues that exceed the limits for a plan then you will not be able to add them. However, if your boards yield very few issues then you will be able to add significantly more than 5.

Regards,

Dave


Tags: advanced-roadmaps
Ticker tape on Chrome with JIRA Status
Asked by clarence d. Nygaard:

Is there a way to have a Ticker Tape across the bottom of the Screen with data from JIRA like % complete, Number of open items.


Answers:
author: Rohan
body: This feature does not exist within Portfolio for Jira, but there may be a third party vendor who creates such a plugin for jira.

We'd suggest having a look at the apps on the marketplace.

Best Regards,  
The Portfolio for Jira Server team.


Tags: advanced-roadmaps
Jira Portfolio
Asked by Mahesh:

Trying to include some boards in my portfolio plan. What if a Kanban board is restricted to some user ( Non-Shareable ) . Will I be able to include that board in my plan ?


Answers:
author: Earl McCutcheon
body: Hello,

No, a restricted plan will not show up. The Board filter must be shared and the the user needs a minimum of browse project permissions for the project/board to be visible in the portfolio plan import settings.

Regards,  
Earl


Tags: advanced-roadmaps
leaving workspace notifications
Asked by Nisrine:

If i leave a workspace, does it notify the admin or other members in that workspace? If i'm an admin? if i'm not an admin?


Answers:
author: Vronik
body: Look at this

<https://support.atlassian.com/trello/docs/receiving-trello-notifications/>

<https://support.atlassian.com/trello/docs/watching-cards-lists-and-boards/>
How to archive cards in a list after X days of inactivity
Asked by Morgan Smith:

Is there a way to set up a Butler automation so that cards in a list with X days of no activity are automatically archived?

My team has a list for cards awaiting input from other teams before we can act on them. Often, they become stale or no longer needed.

I have an automation to archive items that have been in the list for 45 work days. The problem is, when they're unarchived (but are still pending an answer), it looks at the total time spent in the list, and gets caught in the next weekly run.

My ideal state for this list would be "when a card in list Y has had no activity for 45 work days, archive the card." Unfortunately I can't figure out how to accomplish this. Has anyone succeeded with something similar?


Answers:
author: milynnus
body: [@Morgan Smith](/t5/user/viewprofilepage/user-id/5456761)

Just completed work for a used car business with similar requirements for waiting for parts and getting them install on the vehicles. Trello has variables for time in list and time spent is previous list (which means you have to move out of the list). There is a date of last activity. We ended up using due dates and labels. I am not suggesting that it will work for your requirement but one has to spend time understanding the problem to create a workable solution.

comments: author: Morgan Smith
body: What's interesting is Trello tracks the date of last activity, but does not offer it as a usable field for automation. My company doesn't really use due dates reliably.  

I understand that I could technically make a "last activity" custom field, have it update to "now" every time a comment is submitted, and then set the archive to be X days from that date, but... Well, to be honest, I just thought this would be something Trello could accommodate without a clunky workaround.


author: milynnus
body: [@Morgan Smith](/t5/user/viewprofilepage/user-id/5456761)

Due date (IMO) when used in card progression can be quite effective. The key is in getting the collaborators to understand what it represents at each stage.

The fact that any activity will reset the last activity, it is commonly used in Aging power up. For time spent in list, Trello used a move from the list to compute the value since that is probably the most common/convenient denominator available for them without having to accommodate to specific use case.
Prueba premium
Asked by Antonella Barticciotto:

Necesito probar 14 dias de cuenta premium pero otro espacio de trabajo y no puedo elegirlo.


Answers:
author: Mutya A
body: Hola,

?Gracias por escribirnos! Por favor, ten en cuenta que estamos usando un servicio de traducci?n para ayudarnos a responder a nuestros clientes internacionales. Si?ntete en libertad de calificar la calidad de la respuesta.

Puedo ver que solo tienes espacios de trabajo pagos. Debes tener un espacio de trabajo gratuito para poder realizar una prueba Premium. Puede crear un nuevo espacio de trabajo aqu?: <https://support.atlassian.com/trello/docs/creating-a-new-workspace/>

Una vez que tenga un Workspace gratuito, puede realizar su prueba gratuita de 14 d?as de Premium, sin necesidad de tarjeta de cr?dito, aqu?: <https://trello.com/free-trial>
How to modify the Card's title with a portion of the description's text with Automation
Asked by Giancarlo Giuliano:

Hello,

I have a question.  

When I add a new card on a list, I would like to change the title with part of the description which contains the name of the client.

For example, in the description (very long) I have the client's name in the middle, I would like to put it in the title, so i can read the name without open the card itself.

Example of the Title: Assegna a tecnico TKT: 02897214

Example of the text I would like to overwrite in title:   

**Seriale:**

260292268

**Richiesta:**

Assistenza tecnica Modello: VX520DGEMCV2-ISP

**Cliente:**

Penny Market Billa Ag Penny Market Spa - **Sig.:** .  
CSO EUROPA SNC **GIARRE (CT)**   
tel:095444444 - 0 - 3479609536 - 33311111111111

**Descrizione:**

Assistenza tecnica VX520DGEMCV2-ISP  
Ticket: 242092369004 - sostituire pos e alim TID 97411420: SIM (8939104150005204069) Soluzione da installare: Desktop GPRS Modello: VX520DGEMCV2-ISP Alias Ordine di Lavoro: K24N000017154 P.Iva: IT12619750156 Vecchio ser: 260292268 Vecchio mod: VX520DGEMCV2-ISP \[...\]

I would like to parse out the text AFTER "Cliente:" and before - SIG.:.

Can anyone explain me how to do it? If using wildcards, can you explain WHERE should I write the conditions in the Trello free account?

Thanks!


Answers:
author: Dreamsuite Mike
body: Hi [@Giancarlo Giuliano](/t5/user/viewprofilepage/user-id/5467557)

You can use regex for this.

Bear in mind, you need to be sure that the text (including formatting) is consistent...

Automation:

when the description of a card contains "regex:/Cliente:\\\*\\\*\\n\\n(.\*) - \\\*\\\*Sig/", rename the card to {cardname} - {wildcard1}

![Screenshot 2024-05-24 09.42.23.png](https://community.atlassian.com/t5/image/serverpage/image-id/325749iA6C8B59108F46427/image-size/large?v=v2&px=999 "Screenshot 2024-05-24 09.42.23.png")

There is a help page on pattern matching and wildcards

<https://support.atlassian.com/trello/docs/pattern-matching-and-wildcards/>

The regex support is a ***secret***feature of automation that is shrouded in mystery ?

Check out <https://regex101.com/> for more info and a test console. I also included regex in some of my articles...Check out this one:

<https://community.atlassian.com/t5/Trello-articles/Mikes-Trello-Tips-Automation-to-truncate-a-numeric-custom-field/ba-p/2385182>


author: Dreamsuite Mike
body: Hi [@Giancarlo Giuliano](/t5/user/viewprofilepage/user-id/5467557)

Did my answer help you? If you have any follow-up, please let me know. If you are happy, please click the accept answer so this clears out of the **unanswered questions** list

Cheers,

Mike
Is there a way to connect two accounts without loosing the board information.
Asked by Barbara Lay:

One account is listed under a personal name, but needs to be a non profit account. This is a church account that has been listed under a personal name. I need to make it a non profit account and register for non profit pricing. help..


Answers:
author: Vronik
body: Look at this:

<https://support.atlassian.com/trello/docs/merging-and-splitting-multiple-trello-accounts/>

<https://support.atlassian.com/trello/docs/switching-between-trello-accounts/>

<https://trello.com/power-ups/595e989fa8f137d2af456fd4/board-sync-by-unito>
Add due date to card created by email
Asked by monica_avila:

I have already searched this forum and found other Trello users have asked this before, but it seems the previous answer of "you can accomplish this with the Butler bot" is no longer supported. So how do I accomplish this?

An email sent to Trello creates the card on the board.

The email contains the due date.

How do I populate a custom "due date" field with the due date from the email?

Right now, the only way I am able to add a Due Date checkbox is to arbitrarily add 3 days, one week, or some other random day count to the date the card was created. And of course this hardly ever matched the REAL due date listed in the card's email. This is causing confusion for our users who depend on these cards to keep track of work in progress and due dates. HELP, PLEASE!


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@monica_avila](/t5/user/viewprofilepage/user-id/3528244) ! Just to clarify, are you wanting to populate a custom date field, or the default due date field? If it's the latter, you can use the below rule:  

```
when anyone enters a card description containing a date, set due on the date
```

<br />

If it's a custom field, you can use wildcards to achieve this:  

```
when the description of a card contains "Due Date: {*}", set custom field "Date" to "{wildcard1}"
```

For this to work, each email would need to follow the same format (e.g. the date is always preceded by "Due Date: ").

comments: author: monica_avila
body: Thanks for trying to answer my question! Perhaps I did not follow your steps correctly but neither suggestion worked for me. This is what I would like to happen:

![Trello Date.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/316156i584F0F64D2AA75DD/image-size/large?v=v2&px=999 "Trello Date.jpg")How do I get the 2024-06-01 that is being sent to the card via email to appear in the Due date checkbox of the card?


author: Hannah Humbert - Simpla Workflows
body: [@monica_avila](/t5/user/viewprofilepage/user-id/3528244) can you share what you tried? This is the rule that should do what you want:  

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/316168i6EC496BBCA1C874E/image-dimensions/532x204?v=v2 "image.png")


author: monica_avila
body: OMG THANK YOU!!!!! Seeing WHERE you added this rule changed everything. I was not trying to create the trigger from the Date tab ???? I was trying to set the trigger in the Card Content tab. I am embarrassed to admit how much time I wasted on this. THANKS, HANNAH!!!!!


author: Hannah Humbert - Simpla Workflows
body: You're welcome!!? Easy to miss! Glad that's working for you now ?


Tags: custom-field

due-date
Removing guests
Asked by Kayla Elkins:

I see we now have a remove button to remove guests. However, when I try to remove guests, it just keeps loading and doesn't do anything. Is anyone else having this issue?


Answers:
author: Mutya A
body: Hi Kayla, welcome to the Community!

I just tried removing guests without any issues. My guess is that you might be having either connection or browser issues. Using one of the [supported browsers](https://support.atlassian.com/trello/docs/what-browsers-and-mobile-platforms-does-trello-support), try logging into Trello in the following ways to see if you can reproduce the issue you are having:

* Disable all extensions and customizations in your current browser
* Use a private/incognito browsing tab
* Try using a different browser on the same computer
* Connect to a different network

For more troubleshooting tips:  
<https://support.atlassian.com/trello/docs/troubleshooting-browser-issues-with-trello>

Let me know how you go with this!

----------------

If this post ***helps*** your query, then please consider **Accept answer** to help the other users find it more quickly.
Automate a card file inventory
Asked by Halcon:

Hello! I put it in context, the cards are moved to a list X and from there, I would like to generate a copy to another list, this I do know how to do it, but I would like it to be placed in the list with the name of the corresponding month, thanks for the help


Answers:
author: milynnus
body: [@Halcon](/t5/user/viewprofilepage/user-id/5466573)

Information from this page should help you create a solution. <https://support.atlassian.com/trello/docs/arithmetic-and-formatting-in-date-variables/>
copying card from work space to my private space
Asked by Hesham Farg:

Hi,

I'd like to know what happens when I copy a card or list from a workspace that has team members to my own private workspace. Will the team members of the original workspace be able to see the card in my private workspace? Will it show in the activity log that I copied the card to my private workspace and show the name of the workspace?


Answers:
author: Mutya A
body: Hi Hesham,

Happy to answer your questions below:
> Will the team members of the original workspace be able to see the card in my private workspace?

No, they won't see the copied card once you move it in your private workspace if they are not members of that workspace or board.
> Will it show in the activity log that I copied the card to my private workspace and show the name of the workspace?

Yes, it will be seen in the Board Activity log that you have copied the card and that you have moved this card to another board.

Hope this helps but let me know if you have other questions.   
----------------  
If this post ***helps*** your query, then please consider **Accept answer** to help the other users find it more quickly.
What happens to my custom fields if I downgrade from Paid to Free?
Asked by Andy McAfee:

I'm considering upgrading to Trello Premium from Free. Let's say I create and utilize custom fields on some cards and then downgrade back to Free at a later time.

What happens to the field names and values on the cards I've already created once I downgrade? Are they still visible/populated? If so, will search/filter include the custom field values in the search?


Answers:
author: Dreamsuite Mike
body: Hi [@Andy McAfee](/t5/user/viewprofilepage/user-id/4765270)

It is worth noting that custom fields are also available in Trello Standard at half the price...

If you are using custom fields in Premium then downgrade to free, the field data is retained but you will not see it on the cards. This means that if you then decide to upgrade again in the future, the custom fields will reappear exactly as they were when you last stopped using Premium.

comments: author: Andy McAfee
body: Good to know. Thank you.


Tags: custom-fields

downgrade

search
Version
Asked by Sevilla:

je veux savoir comment ?a se passe avec la formule standard que j'ai pris car je ne souhaite payer plus?

J'ai re?u un message qui dite que je dois changer vers la version premium avant le 19 avril


Answers:
author: Mutya A
body: Bonjour Sevilla,

Merci de nous avoir ?crit ! Veuillez noter que nous utilisons un service de traduction pour nous aider ? r?pondre ? nos clients internationaux. N'h?sitez pas ? ?valuer la qualit? de la traduction.  

Vous avez peut-?tre vu le message concernant notre limite d'utilisateurs pour les espaces de travail gratuits. Cela n'affecte pas votre espace de travail standard, vous pouvez donc ignorer le message. Seuls les espaces de travail sur notre forfait gratuit seront limit?s ? 10 collaborateurs. Pour plus d'informations:

<https://support.atlassian.com/trello/docs/workspace-user-limit/#How-does-this-affect-my-Premium-or-Standard-Workspaces>

J'esp?re que cela t'aides!
1000 action
Asked by Artem:

On the website, it's mentioned that the standard package has a limit of 1000 actions. The question is, does this limit pertain solely to automated actions within automations, or does it encompass various tasks such as transferring cards, creating new cards, and generating new cards, among others?


Answers:
author: Rasmus Wulff Jensen
body: This is only for Automation Executions... There are no limits for on normal work actions
Is it possible to have two fully synchronized cards on the same board?
Asked by Samuel:

I need to have the same card twice on the same board. When changes are made to one card, I want the other card to change as well (full synchronization). It seems that power-ups like Unito only facilitate the same card *across* boards. Can anybody help me out?


Answers:
author: Dreamsuite Mike
body: Hi, full 2-way sync is really only viable with Unito.

You can mirror information between cards with automation but you have to build it very carefully to avoid infinite loop scenarios. Note, that Trello Automation prevents loops from executing so you cannot cause complete chaos.

It is quite an advanced build to ensure it works correctly and without any loop errors.

Can you explain your use case so that I can try to help more?