youngmon/atlassian-qna huggingface dataset:
Is there a way to schedule comments in Jira Work Management?
Asked by Jonathan Gall:

I have several jobs that would greatly benefit from the ability to schedule comments in advance.

* Scheduling asking update on tasks
* Avoiding sending messages during weekend or when there is no urgency

Our two primary other communication tool (Slack, Gmail) both have the ability to schedule comments for some time, however, I didn't find any way to do this in Jira Work Management.

Is it possible? If not, is it part of your roadmap?


Answers:
author: Fabian Lim
body: Hi [@Jonathan Gall](/t5/user/viewprofilepage/user-id/5083106)

Welcome to the community!

For your first bullet point you can use Jira automation: <https://community.atlassian.com/t5/Marketplace-Apps-Integrations/Jira-Automation-Video-Tutorial-on-how-to-send-customized-emails/ba-p/1861508>

For the second one, you can use a condition to determine that it only sends on the workdays.

I hope this helps.

Cheers,

Fabian

comments: author: Jonathan Gall
body: Hi [@Fabian Lim](/t5/user/viewprofilepage/user-id/3131564). First of all, thank you for taking the time replying. I took the time to watch the video tutorial, and this doesn't address my need.

What I am after is the ability to schedule a comment reply in an existing ticket. The video you sent is about automating sending emails based on a trigger.


Tags: schedule
restrict the share option
Asked by heike siegert:

Hi,

I am looking for a way to restrict the share option in the customer interface to certain groups.  
I do NOT work with organizations. Does anyone know of a way?

<br />

Thanks in advance

Heike


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@heike siegert](/t5/user/viewprofilepage/user-id/677001) ,

are u talking about "share" in a JIRA Service Desk project or a standard share button at issue level in JIRA Work Management/JIRA Software project?

If you are in JSM Project :

1. From your service project, go to **Project settings** \> **Customer permissions**.

2. Under **Service project access,** select who can access the help center and send requests.

3. Under **Customer sharing,** select who customers can share requests with.

4. Select **Save.**

*BTW You can not limit share to specific groups*

Fabio


Tags: customer

share
Integration Jira with Slack
Asked by Andretti Silva:

Hi,

we need to configure slack with jira to receive alerts for tickets that are close to exceeding the first response time (SLA).

Cant find this documentation.


Answers:
author: Brad Peterson
body: Hi [@Andretti Silva](/t5/user/viewprofilepage/user-id/4650315)

For the same purpose, you can also explore an analytics tool that can alert you when tickets are close to exceeding the first response time SLA. The benefits of using an analytics tool are that you can monitor some advanced SLA metrics as well, which is otherwise not possible. In addition, these SLAs provide relatively greater customer satisfaction compared to basic metrics.

**Here are a few of them:**

* **Effective SLA:** Effective SLA counts the time taken to respond each time a ticket waits on support (not just for the first time but throughout the ticket lifecycle).
* **Total effective SLA:** Measures only the time taken by support in resolving a ticket. For example, if the ticket's overall cycle time is 5 days. But out of 5 days, 3 days we were waiting for the customer to respond while the remaining 2 days, support was working to provide a solution, then the total effective SLA would be 2 days. It helps make customer teams more responsible and helps effectively track proactive service.
* Number of tickets resolved, cycle time, potential regression analysis for customer defects (all in a single report)
* Support engineer-wise tickets open, cycle time, response time, customer satisfaction rating, number of tickets resolved etc.
* Track customers whose license is due for renewal in the coming quarter and have open support tickets.

We at OpsHub, have set up advanced metrics and have been using them extensively to monitor progress. We would be happy to share our learnings till now. Please [reach out to us](https://www.opshub.com/contact-us/?utm_source=Referral&utm_medium=https%3A%2F%2Fcommunity.atlassian.com%2Ft5%2FJira-Work-Management-Questions%2FIntegration-Jira-with-Slack%2Fqaq-p%2F2338282&utm_campaign=Marketplace+answers) if you would like to set up a joint call.

Thanks,

Brad


author: Kateryna_v_SaaSJet_
body: Hi [@Andretti Silva](/t5/user/viewprofilepage/user-id/4650315)

Here is the documentation about [Integration with Slack](https://saasjet.atlassian.net/wiki/spaces/SAASJET/pages/2371420161/Integration+with+Slack) for [SLA Time and Report for Jira add-on](https://marketplace.atlassian.com/apps/1220741/sla-time-and-report-for-jira?tab=overview&hosting=cloud&utm_source=Atlassian_community&utm_medium=referral&utm_campaign=Comment_Integration-Jira-with-Slack&utm_term=20230430), but I think some of the steps definitely be the same for the Jira site, so check the points.


Tags: cloud

jira-work-management-cloud
How to Upload file in web ?
Asked by li5bo5:

?????????????? {#toc-hId--468660878}
------------------------------------


Answers:
author: Brant Schroeder
body: [@li5bo5](/t5/user/viewprofilepage/user-id/5202188) Welcome to the Atlassian community

In Jira Work Management you would upload files on specific issues (Tasks, Sub-Task, etc.) there is not a central document repository on the project. Files need to be linked to an issue. If you connect the project with Confluence you could upload files in the Confluence space so they all reside on a single page.

comments: author: li5bo5
body: Thank you. in this page ,i want to upload my file ,Can't I upload it directly?

![1.png](https://community.atlassian.com/t5/image/serverpage/image-id/253349i9EA0E1BC286B8D7F/image-size/large?v=v2&px=999 "1.png")![2.png](https://community.atlassian.com/t5/image/serverpage/image-id/253350i6342324356D2DAFA/image-size/large?v=v2&px=999 "2.png")


author: Brant Schroeder
body: [@li5bo5](/t5/user/viewprofilepage/user-id/5202188) Looks like you are using BitBucket. This is a GIT Repo so you will need to follow the instructions here to add files <https://support.atlassian.com/bitbucket-cloud/docs/add-edit-and-commit-to-source-files/>
Transform my Jira Software project to Jira Work Management
Asked by Raquel L?pez Moreno:

I'm currently working with a project created in Jira Software format, but it falls short compared to other Agile tools available. I've found that Jira Work Management could be the solution, but I can't create a new project from scratch. Instead, I need to transform my current project to the Jira Work Management template to access its additional features.

Is this possible, or is my only option to create a new project from scratch or switch to another tool like Notion or similar platforms?


Answers:
author: Trudy Claspill
body: Hello [@Raquel L?pez Moreno](/t5/user/viewprofilepage/user-id/5200702)

Welcome to the Atlassian Community.

If you are using Jira Server/Data Center apparently you can change the project type from the Project Settings \> Details screen as per [this post](https://community.atlassian.com/t5/Jira-Software-questions/Changing-project-from-quot-Business-quot-type-to-quot-Software/qaq-p/2235757). I don't have such a system where I can verify that.

Unfortunately in Jira Cloud it is not possible to simply change a single setting to change the project type. You do have to create a new Work Management project and then Move the issues from the Software project to the Work Management project.

If you are using Company Managed projects in Jira Cloud, then after you create your new Work Management project you can associate to it the Schemes (workflow, permissions, screens, etc.) used by your Software project. If you do that you won't have to reconstruct all those configurations for your new project.

If you are in Jira Cloud and using Team Managed projects then you will have to recreate your workflows and screens and custom fields, as Team Managed projects are designed specifically to not share configuration elements.


author: Michael Witbrock
body: There is now an import project tool that allows one to import a "software project" into a "business project". It worked well for me.

comments: author: Trudy Claspill
body: Yes, the documentation for that is located here:

<https://support.atlassian.com/jira-work-management/docs/import-data-from-jira-software-to-jira-work-management/>

I think this is a relatively new feature. Atlassian has been making changes to the Import options and I think this is one of them.


Tags: jira

jira-software

project
I would like to migrate issues from Quintiq Projects to Jira.
Asked by Eva Tsalkitzi:

I would like to migrate issues for Projects defined in Delmia Quintiq Projects into Jira.

The issues may have several attachments.

How do I migrate the attachments?


Answers:
author: Trudy Claspill
body: Hello [@Eva Tsalkitzi](/t5/user/viewprofilepage/user-id/5200763)

Welcome to the community.

Have you already decided what tool you will use to execute the migration?

Will you be exporting the Quintiq data to CSV files and then importing the data into Jira from the CSV?

comments: author: Eva Tsalkitzi
body: Hi,

Most likely the issues will be extracted in CSV format and will be imported into Jira from CSV.

What is the exact format required for importing into Jira?


author: Trudy Claspill
body: This documentation provides guidance on using the CSV import feature.

<https://support.atlassian.com/jira-cloud-administration/docs/import-data-from-a-csv-file/>

Note that import process does not support importing History (i.e. changes of status) for an issue, but status history can be imported using the JSON import format. Importing history using the JSON format is described in this post's answer.

<https://community.atlassian.com/t5/Jira-Software-questions/Uploading-Cards-from-a-Physical-Kanban-Board/qaq-p/2293235>

I have not tested that solution myself.


Tags: cloud
How to capture changes in Assignee field in Jira?
Asked by Rinjini Poddar:

Hi team,

I want to get the previous assignee and current assignee details through the automation rule.

I am using the send email action to provide the information of the Previous Assignee \& Current Assignee. Please find the attached image below -\>

![Send mail for updated Assignee details.png](/t5/image/serverpage/image-id/252884i73CAB8272882C579/image-dimensions/294x88?v=v2 "Send mail for updated Assignee details.png")

Can I know how this can be achieved through the automation rule?

Regards,

Rinjini Poddar


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Rinjini Poddar](/t5/user/viewprofilepage/user-id/5004519)

Try

```
Old Assignee Name: {{#changelog.assignee}}{{fromString}}
New Assignee Name: {{toString}}{{/}}
Regards,
{{initiator.displayName}}

```

The "assignee who initiated the change" I suppose you are referring to the user who caused the changed

comments: author: Rinjini Poddar
body: Thank you [@Alex Koxaras _Relational_](/t5/user/viewprofilepage/user-id/4150197) for your answer.

The smart values are working perfectly.

And the answer to your question is whether I am referring to the user who triggered the changes is correct.

Have a nice day!


Tags: cloud
Weekly Email Summary of Upcoming Tasks
Asked by Brittany Melville:

Does anyone know how to create a filter / subscription that lists tasks assigned to a user that are due in the next 5 days? For example, I want to receive a Jira notification email every Sunday that lists my tasks/sub-tasks due in the upcoming week (Mon-Fri).


Answers:
author: Alex Koxaras _Relational_
body: Hi [@Brittany Melville](/t5/user/viewprofilepage/user-id/5143969)

* Create a filter with JQL: assignee = currentUser() and dueDate \> "-5d"
* Save the filter
* After saving it, click **Details**
* Click **New Subscription**
* Choose the appropriate settings and click **Subscribe**

comments: author: Brittany Melville
body: Thank you - I copied and pasted the filter query just as you wrote it, but it's still showing me all tasks assigned to me with due dates far beyond 5 days. Perhaps the formatting is not right? This is what I used:

assignee = currentUser() and dueDate \> "-5d"


author: Alex Koxaras _Relational_
body: Try this then

```
assignee = currentUser() AND dueDate >= now() and dueDate <= 5d
```


author: Alex Koxaras _Relational_
body: Did it work like you wanted?


author: Brittany Melville
body: That worked. Thank you!


author: Alex Koxaras _Relational_
body: Nice!


Tags: cloud

jira-work-management-cloud
Sub tasks of sub tasks
Asked by C?dric Piasco:

Hello,  

We would need to be able to do other lvl of task:

for now we have Epic - Task - sub task, but we would need to be able to add some other sub lvl, would it be possible ?

We know that we can lock or link task but we would need to have sub task.

Thanks


Answers:
author: John Funk
body: Hi [@C?dric Piasco](/t5/user/viewprofilepage/user-id/3774534)

No, sub-tasks under sub-tasks is not allowed. You can add levels above Epic using the hierarchy functions if you have a Premium subscription.


author: Aron Gombas _Midori_
body: Advanced Roadmaps, available for premium users, allows multi-level hierarchies.

See: <https://www.atlassian.com/software/jira/guides/advanced-roadmaps/overview#what-is-the-heirarchy-in-advanced-roadmaps>


Tags: cloud

jira-work-management-cloud
Overview Feature out yet?
Asked by Stormy Willard:

I got an email about a new Overview feature for Work Management. However, I can not find this feature. So I was wondering if anyone can tell me if it is actually out yet or not? If it is where do you go to find it?


Answers:
author: Trudy Claspill
body: Hello [@Stormy Willard](/t5/user/viewprofilepage/user-id/5200314)

Welcome to the Atlassian community!

I'm not sure if this is the same thing you saw in the email you recieved.

<https://community.atlassian.com/t5/Jira-Work-Management-Articles/COMING-SOON-See-all-your-projects-at-a-glance-with-overviews-in/ba-p/2315325>

If it is, note that it is available only for Premium subscriptions.

I don't know if it is fully rolled out but I have seen it available in at least one Jira Cloud Premium subscription to which I have access. It appears at the top of the left-side panel when I navigate to a Work Management project.

![Screen Shot 2023-04-19 at 3.11.11 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/252838iC325365B2C216D71/image-size/large?v=v2&px=999 "Screen Shot 2023-04-19 at 3.11.11 PM.png")

comments: author: Stormy Willard
body: Hey Trudy,

So do I have to have a premium subscription for Jira work management because looking at my account I don't see a premium option for that one. Thank you for your help!


author: Joy R. Davidson
body: Yes, you can tag a bot in Slack with your app using its bot ID or username in your message or command. This will notify the bot and trigger its response or action. You can also mention the bot in a channel or conversation to direct its attention to a specific message or task.
Is there a Calendar display (as in team-managed projects) for company-managed projects?
Asked by Douglas Chritton:

Within team-managed projects there is a calendar displays that I would like to use in our company-managed projects? Is that available without paying for another app?

I am aware of the calendar widget on the dashboard, and the advanced roadmap feature.


Answers:
author: John Funk
body: Hi Douglas,

Calendar displays are available for all Jira Work Management (Business type) projects.

It is not available for any Jira Software projects.


Tags: jira-software

premium
Storage/rentention Period
Asked by Nadine Bettker:

Hi there, how long are Jira tickets kept? Do they have a kind of "expiration date"? thx in advance, Nadine


Answers:
author: Ash Yadav
body: Hi [@Nadine Bettker](/t5/user/viewprofilepage/user-id/5199827) welcome to the Atlassian Community!

In short, forever basically.

Unless they get deleted or archived by someone with the required permissions on your project.

Kind Regards,

Ash

comments: author: Nadine Bettker
body: Hi [@Ash Yadav](/t5/user/viewprofilepage/user-id/5167607) thank you very much for your fast answer :-) Best wishes, Nadine
Summary visualization - only for 7 days?
Asked by Lucia:

Hi! I would ask how I can configure the summary visualization to show me the full status project, not only the last 7 days, it?s possible? Thanks!


Answers:
author: Trudy Claspill
body: Hello [@Lucia](/t5/user/viewprofilepage/user-id/5199678)

Welcome to the Atlassian community!

It is not currently possible to configure the time period for the Overview tiles. Per [this article](https://community.atlassian.com/t5/Jira-Work-Management-Articles/A-new-and-improved-Summary-page-in-Jira-Work-Management/ba-p/2030013)...

* **Overview cards**- these cards provide an overview of recent activity within the project by displaying the number of issues that have been completed, updated and created in the last 7 days as well as the number of issues due in the next 7 days.

I have not found a change request asking for that specific configuration option yet. If you are working with a paid Jira subscription your Jira Administrator could open a support case to ask Atlassian Support if they know of a change request for that functionality. Or you can search for yourself here and open one if you can't find one.

<https://jira.atlassian.com/secure/Dashboard.jspa>

You can also construct a separate Jira Dashboard independently to present the information for the lifetime of the project.
We couldn't load item groups
Asked by michael.gorbachep:

Activity : I'm using JWM board, go to 'LIST' mode, and group the list based on Category  
Symptom : Error on left bottom corner, 'We couldn't load item groups'  

Connection was fine, because it doesn't happen in other project (only on this one project).

Any solution on this?![Capture.PNG](/t5/image/serverpage/image-id/252583i2447355F5EECE176/image-size/large?v=v2&px=999 "Capture.PNG")


Answers:
author: Hannes Obweger - JXL for Jira
body: Hi [@michael.gorbachep](/t5/user/viewprofilepage/user-id/4447199)

I believe this is a known issue; see e.g. [here](https://community.atlassian.com/t5/Jira-Work-Management-Questions/group-by-category-doesn-t-work-on-list-preview/qaq-p/2326209) for reference.

Best,

Hannes


Tags: cloud

jira-work-management-cloud
Information boxes on customer portal without ProForma
Asked by Lukas:

I want to add information boxes to my customer portal without using ProForma.

I need to still be able to filter my tickets by values in custom fields and I don't want to work double by first creating a custom field in JIRA and then creating this field again in ProForma and linking it to the custom field.

So is there any app or way to create a ProForma looking issue in customer portal without using the acutal app?

Thank you!


Answers:
author: Lukas
body: We are using JSM Data Center v 4.20.10 JIRA v 8.20.10
Does Jira Work Management have Quick filter buttons as in Jira Software?
Asked by samantha_sharkov:

Can't find a way to build smth like this ![jira3.jpg](/t5/image/serverpage/image-id/252467iF5C508160218E1D7/image-size/large?v=v2&px=999 "jira3.jpg")


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@samantha_sharkov](/t5/user/viewprofilepage/user-id/5135528) ,

quick filters is a concept for boards that are specific of JIRA Software projects.

In a JIRA Work Management project you can use filter option but you can't define quick filters

![Immagine.png](https://community.atlassian.com/t5/image/serverpage/image-id/252479iCCB94B498319B3BF/image-size/large?v=v2&px=999 "Immagine.png")

Fabio

comments: author: samantha_sharkov
body: Thank you [@Fabio Racobaldo _Herzum_](/t5/user/viewprofilepage/user-id/781528) . This would be a neat feature to have given the current filter is super long and overflowing with options. Cognitively overwhelming.


Tags: cloud

jira-work-management-cloud
Can I create an automation that created a list of tasks when a certain task is created?
Asked by samantha_sharkov:

E.g. Set up an automation rule:

When a ticket with a title "Create Survey" is created,

Create 10 tasks as follows...


Answers:
author: Trudy Claspill
body: Hello [@samantha_sharkov](/t5/user/viewprofilepage/user-id/5135528)

Yes, you can do that with an automation rule.

comments: author: samantha_sharkov
body: Thank you, [@Trudy Claspill](/t5/user/viewprofilepage/user-id/3569011) !


Tags: cloud

jira-work-management-cloud
New issues automatically added into planner
Asked by Elliot Gates:

Hi,

I am finding that whenever I check back on an advanced roadmap i've created there are new issues (top of project hierarchy, one level above EPIC) that are added in.

The issues have nothing to do with the plan itself, and no one in my organisation has manually added them into the plan.

What are the conditions for issues to be automatically added in?


Answers:
author: Joseph Chung Yin
body: [@Elliot Gates](/t5/user/viewprofilepage/user-id/3962548) - I concur with replies from other two users. It has to do with your plan input source configuration. Your new issues being added to your plan were because they were introduced in your source (from Jira).

Best, Joseph Chung Yin


author: M Amine
body: Hi [@Elliot Gates](/t5/user/viewprofilepage/user-id/3962548)

When creating your plan, you specified a scope (Projet, Board ...etc). This scope is used to automatically include new issues.

Cheers.


author: Rudy Holtkamp
body: Hi [@Elliot Gates](/t5/user/viewprofilepage/user-id/3962548) ,

They will end up in your plan if they fall into one of the issue sources of the plan. You can check them if you go to your plan, settings \> configure \> issue sources

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/110709i995E8435B98CD0CB/image-dimensions/463x318?v=v2 "image.png")


Tags: advanced-roadmaps

cloud
Advanced Roadmap configuration - For Completed issues what is a higher limits
Asked by AsmitaD:

. It works for 150 days i want to see the done issues for more that a year say 400/500 days. possible ?


Answers:
author: Jonny Adams
body: Hi [@AsmitaD](/t5/user/viewprofilepage/user-id/560442)

1. Go to **More \> Completion date**.
2. Select which filtering time frame you'd like to use for completed issues.

Then,

1. Go to **More \> Completion date** and open **Schedule range**.
2. Select the schedule's range you want to filter by.


Tags: advanced-roadmaps

cloud

jira-software

jira-software-cloud
Auto Scheduling is not making date changes
Asked by Shob:

Hello,

Does auto schedule considering the "Lead" value?

I have 2 tasks

One should start after the other is finished and the auto schedule not changing the issues start and end date accordingly..

How does it work?

I installed the 3.29.1 version


Answers:
author: Dave
body: Hi [@Shob](/t5/user/viewprofilepage/user-id/1380027) ,

If you have 2 issues (lets call them "A" and "B") and you've created a dependency relationship between them so that "A" blocks "B" then the auto-schedule function will take that dependency relationship into consideration.

However, there are 2 modes that you can configure in a plan for dependency scheduling. The first is "Sequential" which means that dependant issues must be assigned to different sprints and the second is "Concurrent" which means that dependant issues can be scheduled to the same sprint (if the sprint capacity can accommodate both of them). The Auto-Scheduler will set start and end dates that match the start and end of the assigned sprint so for concurrent scheduling it will appear that dates have been set the same for both A and B.

I would recommend checking your scheduling configuration for your plan to see what mode you are using. Please let me know if you need any further assistance!

Regards,

Dave


Tags: advanced-roadmaps

server