Customer Q & A - PLAN. Issue Panel & Filters

Filters on the issue panel don’t apply to the planning dashboard on the left.

Filters on the issue panel don’t apply to the planning dashboard on the left. (Apply filter switch)

By default filters apply only to the Issue panel (i.e. backlog), where you can find issues to be scheduled. However, if you want filters to also be applied to the planning dashboard on the right, you can do it by simply turning on ‘Apply filters to Timelines’ switch.
For example, if you want only tickets from the project ‘Scrum’ to be visible on the users:

I created an issue in Jira, but I cannot find in ActivityTimeline?

Most probably the issue was not yet synchronized from Jira, you can resolve this simply by clicking on the ‘Refresh' button.
By default issues are synced every 15 minutes from Jira to ActivityTimeline, but synchronization can be triggered manually by ‘Refresh’ button. All the changes from ActivityTimeline are synced to Jira instantaneously.

I started trial and cannot find some issues in ActivityTimeline

If you've started your ActivityTimeline trial and noticed that certain issues from your Jira instance aren't appearing in ActivityTimeline, there could be several reasons for this.

Here are the most common scenarios:

1. Project is not active in AT: Verify that all necessary projects are active in ActivityTimeline. You can check this in the ‘Configurations’ → 'Projects' page.

   

2. Large Number of Issues in Jira: If your Jira instance has a significant number of issues, some may not load by default. Increase the ‘Number of Issues to load from Jira' setting in 'Configuration’ → 'Advanced settings'. This setting determines how many issues ActivityTimeline should retrieve during the Setup Wizard Synchronization or Full Synchronization.

3. Older Issues Not Updated Recently: By default, ActivityTimeline does not display issues older than 18 months. If you need to access older issues, adjust the "Ignore issues older than (NN months)" setting in ‘Configurations’ → 'Advanced settings'. After updating, perform a Full Synchronization to see the changes.

4. Permission Restrictions in Jira: ActivityTimeline might lack the necessary permissions to view certain issues. Review the Jira Permissions schemes for your projects and issues. Ensure that the 'atlassian-addons-project-access' group has the required access.

How do I use JQL to find issues in ActivityTimeline?

There are 2 option for this:

• First one, if you have your filters saved in Jira, they will be available right away in the dropdown “Jira filter” (Note, that filter must be marked as ‘Favourite’ in Jira for it to appear in the dropdown).
  

• Alternatively, you can use advanced JQL search right in ActivityTimeline from ‘Extra’ tab on the left panel:

Is it possible to schedule tickets automatically?

It is possible to automatically schedule tickets on the dashboard. For this you need to go to ‘Extra’ tab on the left panel click on ‘Auto Schedule tickets to entire team’ button.
After this you will be presented with an auto-schedule dialogue:

By default system suggests you to use ‘Placeholders' to auto-schedule tasks, meaning the System won’t update the actual Jira tasks, but rather will create placeholders to present you with a suggested plan. You can later use ‘Bulk Reschedule’ button to bulk-approve them and replace for actual Jira tasks.