youngmon/atlassian-qna huggingface dataset:
Can the users switch between old interface and new improved interface in Advanced Roadmaps?
Asked by NAYANA:

We are planning to upgrade from 2.15 to 3.29 which is a major version(s) jump and we don't want our users to feel overwhelmed at the amount of changes they will have to get acquainted with. Not all users are ready for the switch immediately.

It will be nice to have the ability to switch between the old and new interfaces so that they can have a smooth and easier learning and transition curve.

Is the old interface still available to switch to post upgrade?


Answers:
author: Ravi Sagar _Sparxsys_
body: Hi [@NAYANA](/t5/user/viewprofilepage/user-id/3610097)

Yes you can go back to the old interface in case your users are not yet comfortable with the new improved interface. However I must say it is unlikely that they would like to go back because the new interface is much simpler to use - it is very easy to create schedule by drag the items on the timelines.

Ravi


Tags: advanced-roadmaps

server
Portfolio: team velocity triggers "Unknown exception" error
Asked by Eugene G:

Jira server v8.9.0  
Advanced Roadmaps for Jira v3.27.0 (issue also reproduced in v3.29.0)

Old planning interface throws a strange error once I click the "Velocity" dropdown in Teams view:  

![4.png](https://community.atlassian.com/t5/image/serverpage/image-id/99653i284D3EF7BF23389E/image-size/large?v=v2&px=999 "4.png")  

With indefinite details:  

![2.png](https://community.atlassian.com/t5/image/serverpage/image-id/99649i5CD3E16BE3B9A07F/image-size/large?v=v2&px=999 "2.png")

And uninformative logs:  

![3.png](https://community.atlassian.com/t5/image/serverpage/image-id/99650i9F7DEE554D3637EF/image-size/large?v=v2&px=999 "3.png")Team (private or shared) must include at least one member.

Could somebody advise on possible root cause? Is it expected behavior and I have to switch to improved interface? (there are no any similar error after switching, BTW).   
Probably old interface even is not supported anymore, dunno.  

Let me know if additional details are required.  
TIA!


Answers:
author: Lachlan G
body: Hey Eugene,

Thanks for reporting this we looked into it and could reproduce on our side. We've fixed the problem and it will be released with 3.29.1. I don't have a date for you on when that will go out but it shouldn't be too long. If you watch this ticket you should get an email when it is resolved for good. <https://jira.atlassian.com/browse/JPOSERVER-2798>  

Thanks again!

comments: author: Eugene G
body: Hi, Lachlan!  

Thank you very much for registering the bug.  
Looking forward to 3.29.1 release.

Regards.


Tags: advanced-roadmaps

jira-software

server

velocity
Reference teams created in Advanced Roadmaps (Plans) on a Jira ticket?
Asked by Esther Strom:

We are long-time Jira users, but only recently have started working in what used to be Portfolio, now Advanced Roadmaps/Plans.

Is there any way to reference the teams created in a plan (or shared teams created in Team Management) on a Jira ticket? Since it's possible to assign a ticket to a Team in the plans, we were hoping that there would be a custom field that could carry that value onto the Jira ticket itself. Is this possible?

![2020-06-18 14_45_42-Enhancements Pilot - Advanced Roadmaps - Jira - Vivaldi.png](/t5/image/serverpage/image-id/99529iE5AE8B17D17B5C6D/image-size/large?v=v2&px=999 "2020-06-18 14_45_42-Enhancements Pilot - Advanced Roadmaps - Jira - Vivaldi.png")


Answers:
author: Roi Fine
body: Hi [@Esther Strom](/t5/user/viewprofilepage/user-id/2991092) ,

It is possible. See this [doc](https://confluence.atlassian.com/jiraportfolioserver024/showing-portfolio-custom-fields-in-jira-software-934716200.html) that explains how.

Cheers,

Roi

comments: author: Esther Strom
body: Thank you! When I saw the doc I was set to say that it was server-specific, but I tried it on our Cloud instance and it does work.


Tags: advanced-roadmaps

cloud

jira-software
Does advanced roadmaps only work on nextgen projects?
Asked by Sudarshan Iyer:

I'm trying to set up advanced roadmaps. This might be a very stupid question but just making sure:

a) Is advanced roadmaps the same as jira portfolio?

b) Do advanced roadmaps work only on Next gen project types?


Answers:
author: Elad Ben-Noam
body: HI [@Sudarshan Iyer](/t5/user/viewprofilepage/user-id/2857009) ,

a) advanced roadmaps is the new name of Jira Portfolio.

b) It works on classic projects as well.


Tags: advanced-roadmaps

cloud
Export/Sharing of advanced roadmap view to jira externals
Asked by mweber:

We are using jira advanced roadmaps within our company to visualize the progress of our development work to project managers. This works fine so far for everyone who is member of our jira.  

However, we have stakeholders outside of our company that shall not receive full access to jira and the tasks on our board, but rather have the option to see the roadmap with the task overview and the connections between the tasks, releases, sprints and target dates.  

Is there a way to configure this by permissions?  

Alternatively, is there any export function/plugin that can provide this functionality or something similar?  

<br />

I have done a lot of research and testing, but was not able to find a solution for it.


Answers:
author: Ang?lica Luz
body: Hello [@mweber](/t5/user/viewprofilepage/user-id/3965835) and [@Sarah](/t5/user/viewprofilepage/user-id/1201323),

Thank you for reaching out to Atlassian Community!

When using Advanced Roadmaps, you can export a CSV or Share a read-only view.

For more detailed information, please check the documentation below:

* [Sharing roadmaps](https://confluence.atlassian.com/advancedroadmapscloud/sharing-roadmaps-998651329.html)
* [Exporting reports to CSV](https://confluence.atlassian.com/advancedroadmapscloud/exporting-reports-to-csv-998651780.html)

Regards,  
Ang?lica


author: Sarah
body: Hi,

I'm in the same boat, my CEO has asked for a pdf version of our roadmap.

Any easy suggestions without having to add a paid app? Should be a function of prem membership I would have thought?


author: Levente Szabo _Midori_
body: Hi [@mweber](/t5/user/viewprofilepage/user-id/3965835) ,

[Better PDF Exporter for Jira Cloud](https://marketplace.atlassian.com/apps/5167/better-pdf-exporter-for-jira?hosting=cloud&tab=overview&utm_source=cac&utm_medium=cac-comment&utm_campaign=gh) has integration with Advanced Roadmaps (it's still called Portfolio for Jira in the Docs, renaming coming soon) for this exact use case.

You can look at example exports and details [here in our Documentation.](https://www.midori-global.com/products/better-pdf-exporter-for-jira/cloud/documentation/integrations/portfolio-for-jira?utm_source=cac&utm_medium=cac-comment&utm_campaign=gh)

![jira-portfolio-fields-issue-navigator.png](https://community.atlassian.com/t5/image/serverpage/image-id/99461iBE98358DCCA5F741/image-dimensions/564x276?v=v2 "jira-portfolio-fields-issue-navigator.png")

Feel free to [reach out to our support](https://midori.zendesk.com/hc/en-us/requests/new) if you have any questions.

*(Please note that the Better PDF Exporter is a supported and paid app and I'm part of the team developing it.)*


Tags: advanced-roadmaps

cloud

jira-software
Advanced Roadmaps not loading
Asked by Raymond Mendoza:

On one of my browser instances, Advanced roadmaps is not loading. It works in Incognito and Safari. I cleared cookies, etc. Not sure how to resolve it without blowing the profile away.

The only error I see in the developer console is:

```
Failed to load resource: the server responded with a status of 409 () https://.../gateway/api/engage-targeting/api/v2/user/45582da4-1bfb-4580-a109-b8f7d4df9caf/messages/navV3-onboarding-spotlight-tour/start
```

![Screen Shot 2020-06-17 at 2.01.25 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/99351i4528C079861A4A03/image-size/large?v=v2&px=999 "Screen Shot 2020-06-17 at 2.01.25 PM.png")


Answers:
author: Elad Ben-Noam
body: [@Raymond Mendoza](/t5/user/viewprofilepage/user-id/1245835)

By the error you mention, it probably tries to load the tutorial at first start.

I would suspect that you have some ad blocker extension on your browser that doesn't allow it to run.

Try to disable the ad blocker for a while and if it runs once, the next time it will not need to run again so the ad blocker can be re-enabled.


Tags: advanced-roadmaps

cloud
How do I setup the hierarchy?
Asked by Michael Spence:

How do I setup the hierarchy so that when I link say a Business Value Deliverable to a Feature, that in the Roadmap I can expand the 'feature' to see all the stories' contained within?

Is there anyone from Atlassian able to walk me through the setup?


Answers:
author: Elad Ben-Noam
body: [@Michael Spence](/t5/user/viewprofilepage/user-id/138908)

The setup process is pretty simple and you can read the full tutorial here: <https://confluence.atlassian.com/advancedroadmapscloud/configuring-hierarchy-levels-998650959.html>

I'm not sure what you are trying to do on your setup, but you need to know that the initial Jira setup remains as-is: **Epic-\>Story-\>Sub-Task.**

The advanced roadmaps allow you to add levels above Epic and assign them to issue types:

so if for example, you have issue type named "feature" - you can create your hierarchy to be: **Feature-\>Epic-\>Story-\>Sub-Task**.


Tags: advanced-roadmaps
Use of "global" shared teams in the "view shared teams" menu/plan
Asked by Gianluigi Brasili:

I have defined some shared teams in the "view shared teams" menu/plan as below,

![SharedTeams-view-01.png](https://community.atlassian.com/t5/image/serverpage/image-id/99247i6549C0754D735620/image-dimensions/551x452?v=v2 "SharedTeams-view-01.png")

I defined the availability of each member of the team so the capacity of the whole team is established (as in the image above).

When I create a plan, in the Teams view, I configured the use of the shared teams but I need to define again the capacity for that team.

Below you can see the same team DEV-team as in the preceding image with the standard capacity setting.

![SharedTeams-prj01.png](https://community.atlassian.com/t5/image/serverpage/image-id/99248i9B7D826F569FF613/image-dimensions/542x346?v=v2 "SharedTeams-prj01.png")

Why ?

The scheduler use the capacity of the "global" shared team configuration? and if yes, in which way?

I aspect that the system use the teams as "shared" across multiple plans, but in which way ?


Answers:
author: Sascha Meyer
body: I think you could find your answer here: [https://community.atlassian.com/t5/Advanced-Roadmaps-questions/How-the-Team-capacity-works/qaq-p/1409161](https://community.atlassian.com/t5/Advanced-Roadmaps-questions/How-the-Team-capacity-works/qaq-p/1409161 "Link")


Tags: advanced-roadmaps

cloud
E-mail notification when card changes list
Asked by Lance Richard:

Please could you tell me what is wrong with this string as an automation rule,

when a card is moved into list "{\*}", send an email notification to "xx@gmail.com" with subject "Card \\"{cardname}\\" was moved from \\"{cardpreviouslistname}\\" to\\" {cardlistname}.\\"" and message "Message"

I want the e-mail header as follows : Card X was moved from \[List Y\] to \[List Z\].

Please help,

Thanks


Answers:
author: Lara
body: Hi Lance,

Thanks for reaching out!

Just to confirm, is the issue that the previous list name does not appear in the email subject line?

If so, you'll want to use the **{triggercardpreviouslistname}** [variable](https://support.atlassian.com/trello/docs/automation-variables/) instead.

Let me know how that goes,

Lara  
The Trello Team
Reminder (Trello)
Asked by Higor Lima:

Hello guys!

Are reminder notifications related to the card start date or the due date?


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: Hello [@Higor Lima](/t5/user/viewprofilepage/user-id/5514812)

It's only for due dates. Even the field that is needed to set up the notification tells you this ("Set due date reminder").

![Untitled 2.png](https://community.atlassian.com/t5/image/serverpage/image-id/328381i143CE9456DD657CC/image-size/large?v=v2&px=999 "Untitled 2.png")
Pagamento
Asked by Bruna Caroline Guimaraes Da Silva:

Eu s? consigo fazer o pagamento por um cart?o internacional? Estou no Brasil e n?o consigo assinar o plano e meu cart?o tem limite, mas n?o ? internacional


Answers:
author: Vronik
body: Hi

Aconselho voc?, para este caso espec?fico, a escrever diretamente para o suporte do Atlassian Trello

<https://trello.com/en/contact#/>
I would like the due date on a card to move on by 12 weeks every day.
Asked by Rick Notley:

I would like to setup a rule that changes the date on a card to be 12 weeks away every day (or 84 days if needs to be days not weeks)

We have an events calendar so want an ongoing reminder of the date in 12 weeks time for planning purposes.


Answers:
author: Stevan Mandi?
body: [@Rick Notley](/t5/user/viewprofilepage/user-id/5514751) you can create a scheduled automation

Action will be edit issue field

Field: due date

Value:

{{issue.duedate.plusDays(84)}} {#toc-hId--355339699}
----------------------------------------------------

(This will move existing due date 84 days away.

if you want the date to set 84days from the moment when automation is triggered, you can use:

{{now.plusDays(84)}} {#toc-hId-2132173134}
------------------------------------------

Beside using days you can use Hours, Weeks...

The synthax is the same, just replace "Days" with Weeks and change number

comments: author: Rick Notley
body: thanks, not sure how to implement this, what do I need to do to set this up?


author: Stevan Mandi?
body: Sorry, i missed that you are trying to set this in Trello
Team Setup
Asked by Neil Lariviere:

How do you set up your Team in Trello?

<br />

Do you have a single workspace for your department and invite your team into that workspace to their own board? Or have them create their own workspace and invite you into theirs?  

I believe either could work to review the progresses, but wondering if anyone has any best practices on it.


Answers:
author: Lam
body: Hi [@Neil Lariviere](/t5/user/viewprofilepage/user-id/5514796) - Thanks for reaching out to the Community! That's a great question, and there are definitely multiple ways to go about this; it all depends on the size of your organisation and the privacy requirements.

For most users, we recommend having 1 Workspace and then inviting users to Boards you want them to collaborate on. You can then invite users to the Workspace if you want them to be able to create new Boards or have admin capabilities over the Workspace. We have a Webinar here that may be a good resource: <https://www.atlassian.com/webinars/business/how-companies-collaborate-with-trello>
Standard plan subscription
Asked by Evrim Do?anay Oymaner:

Hi Team,

I am trying to upgrade my plan as standard. However it multiplies one annual license. Could you please check and share your feedback? I would like progress with 5 dollars Trello Standart plan with 1 license.

Thanks for your support.

![Picture1.png](/t5/image/serverpage/image-id/328358i3D096BD0837A1656/image-size/large?v=v2&px=999 "Picture1.png")


Answers:
author: Caity
body: Upgrades apply to the entire Workspace rather than an individual user. When upgrading, the bill is automatically calculated taking into account all users, which is why you only have the option to purchase 2 licenses---because there are 2 billable users. The only way to pay for only 1 license is to remove one of those users or reduce them to a single board guest.

We have some more info on how this works here: <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>
? possibile sapere quante licenze ENTERPRISE servono all'interno di un azienda?
Asked by Giordano Pietrucci:

Salve.

Mi chiamo Giordano e faccio parte di una azienda che sta iniziando a usare l'applicazione trello.

Vorremmo acquistare le licenze enterprise e vorremmo capire se possibile quante persone dovrebbero avere una licenza enterprise per continuare a lavorare in trello.

Avete suggerimenti?

Saluti.


Answers:
author: Lam
body: Hi [@Giordano Pietrucci](/t5/user/viewprofilepage/user-id/5514580), Thanks for reaching out to the Community. We can only provide support in English at this time. I hope that's alright!

For the Enterprise plan, we require a minimum purchase of 50 licenses. You can learn more about the plan and get in touch with our Sales team here: <https://trello.com/enterprise>

If you don't need 50 licenses, than I suggest looking at Standard or Premium plans, as there's no minimum spend. You will be billed based on the number of Workspaces members and multi-board guests. Here's a page detailing the differences between our plans: <https://support.atlassian.com/trello/docs/which-trello-plan-is-best-for-me/>
Education group offer
Asked by feliciatee21:

Hi ?

I'd like to check with U is there any offer or discount plan for education group?

I'm interested in the standard plan of Trello.


Answers:
author: Peter Van de Voorde
body: Hi [@feliciatee21](/t5/user/viewprofilepage/user-id/5514574) ,  

Welcome to the Atlassian Community.  

Yes, there is a discount plan for education and non-profit groups. You can submit an application here: <https://support.atlassian.com/trello/docs/non-profit-and-educational-discounts/>  

Cheers,  
Peter
Automation does not work automatically. Useless @ the end.
Asked by STEPHANE TRICART:

I have this automation:

"when a due date is set on a card with an overdue due date, set due date today at 6:00 am"

Which is working when I move card on the board to old date or when I change the date to an old date in the card directly. But this automation is not working automaticaly when I open Trello first time morning after 6 am (like this mornign around 8 am) when a card is late I have either to move to be sure Trello is checking it and upddate the date or open the card to change the date to an old one and Trello is doing the Job.

Looks like Trello is not doing the job automatically or Maybe my automation is not correct.  

Thanks for your help.


Answers:
author: Mutya A
body: Hi Stephane,

Is this similar to the automation that you have setup? Given that my criteria is more than 5 days overdue. Here I am using a [due date automation](https://support.atlassian.com/trello/docs/create-and-manage-automations/#Due-Date-automations):  

![2024-06-14_17-18-47.png](https://community.atlassian.com/t5/image/serverpage/image-id/329858iB034EFC9E5741706/image-size/large?v=v2&px=999 "2024-06-14_17-18-47.png")

One important note is that automation isn't retroactive, so the actions will only trigger when the events happen after the rules are created.

When you create an automation with a trigger "when a due date is set on a card with an overdue due date", any card with a due date that becomes overdue, after this automation is created, will trigger this automation. It doesn't apply to cards with [due dates](https://support.atlassian.com/trello/docs/adding-dates-to-cards/) that are overdue from before this automation was created.

You can also check your automation log to know how your automation is running:  
<https://support.atlassian.com/trello/docs/opening-the-command-log/>

I hope this helps, but let us know if you have any questions!  
----------------  
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Fusionar
Asked by Uxue Iruretagoyena Andres:

Puedo pasar de un espacio a otro diferentes tableros si tengo diferentes administradores?

el coste se paga por persona por espacio o por tablero?


Answers:
author: Mutya A
body: > **Translation:**
>
> Can I move different boards from one space to another if I have different administrators? Is the cost paid per person per space or per board?

Yes, you can move boards to a different Workspace with different administrators, as long as you are the admin of the board and a member of the Workspace you are moving the board to: <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>

Please see an example of the cost/billing for a Standard or Premium plan: <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/#Examples>

I hope this helps, but let us know if you have any questions!  
----------------  
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Incognito board. Sort of.
Asked by Angela Trovatelli:

Hello all. So, this is a complicated one.

I wanted to know if it would be possible to share a board with different tasks, with different collaborators, without them being able to see other people's colums, names and tasks.

Basically. I need a trello board to have each of my freelancer to be able to see and work on their tasks on their own list only it and for me to check everything on one workspace only. They shouldnt be able to see what's going on on the other list at all. only on theirs

![Screenshot 2024-06-06 at 09.24.57.png](https://community.atlassian.com/t5/image/serverpage/image-id/328261iAD82B62D873766FF/image-size/large?v=v2&px=999 "Screenshot 2024-06-06 at 09.24.57.png")

I don't want them to get in contact with each other, so i need to know if there is a way to hide workspace members so its only me who can see who is part of the workspace. I have attached a picture, you can see that workspace members are visible to all when you share it. And i don't want that to happen. I want to be the only one who can see it.

![Screenshot 2024-06-06 at 09.31.22.png](https://community.atlassian.com/t5/image/serverpage/image-id/328259i876BCFEFFAB1EB37/image-size/large?v=v2&px=999 "Screenshot 2024-06-06 at 09.31.22.png")

A bit confusing. I know.

Thanks for any help you can give!


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: Hello to the community [@Angela Trovatelli](/t5/user/viewprofilepage/user-id/5514438),

As far as I know this is not possible in Trello. Trello doesn't have access control levels like this to prevent users from seeing other's names.

One workaround I see for this is to create separate boards for every freelancer that will be not visible for others, and link cards from those boards into your main board - one that will be accessed by everyone. In this way your collaborators will work in isolation and at the same time you can link their cards in one place.

comments: author: Angela Trovatelli
body: hello [@Tymek Zapa?a _Colorful Budget_](/t5/user/viewprofilepage/user-id/5262427) ! Thanks for your suggestion! I will try it!
password
Asked by ???:

I want to change my email from gmail to my company email, but I logged in by my gmail account.

I didn't remember I have any Atlassian account and password.

Could you help me to create an account and change email?


Answers:
author: Mutya A
body: Hi there!

You can change the email address you use for logging in (gmail) and receiving notifications within the account.

As you're using Trello with an Atlassian account, you can change your email address from your Atlassian account profile. To do that, login to Trello with your gmail account then visit <https://id.atlassian.com/manage-profile/>email and enter your new email address (company email).

We'll send you an email with a link to confirm your address. Follow that link from the email, and log into your account with your previous email once more. Then, you will see your new email address is updated on your profile page.

I hope this helps, but let us know if you have any questions!  
----------------  
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