TeamBoard for Salesforce
TeamBoard for Salesforce
Breadcrumbs

Resource Scheduler View

The Resource Scheduler View in WorkBoard provides comprehensive visibility into your organization's resource allocation over different timeframes—hours, days, weeks, or months. This view helps you spot production gaps and address scheduling conflicts proactively, making it easier to schedule new business effectively.

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Features of the Resource Scheduler View

I. Plan new task

  1. Click on the square that corresponds to the desired date on the scheduler (e.g., click on Mon 22 for Karl .J).

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  1. A creation modal will pop up where you can input all necessary task details.


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  1. Modify fields according to your requirements and hit 'Create'. image-20240303-154511.png

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A newly created work item / task has been created successfully

II. Viewing Controls

You can view all scheduled tasks by day, week, or month, providing a macro-level perspective of resource allocation.


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For detailed information on a specific task, hover your mouse over the task for about 3 seconds. A tooltip will appear, showing all pertinent details of the task.

e.g., hovering over “Clean data….” reveals its details on the right.

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There’s also a setting menu for customizing what to show:

Click on the icon image-20240303-155227.png and change it to your desire

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Settings for VIEW MODE:

  1. Click on the middle box

    image-20240303-160112.png

  2. Choose what mode to view: Day / Week / Month

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Day View



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Week View


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Month View


View navigation

  1. Select the “Range Picker” box image-20240303-161354.png and select the starting point (Start date) and end point (End date)

  2. The image-20240303-161756.png box will take you to the current date in the view, ensuring you can quickly focus on the present.

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III. Modify existing tasks

  1. Using Modal Box:

    • Click on any task you wish to modify, which will bring up the 'Update Work Item' modal for you to make changes.

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      Update Work Item shows up


  2. Using Mouse for Resizing:

    1. Resize task range using mouse

      image-20240303-170217.png
      Hover over the edge and drag the task size

    2. Adjust it to your liking

      image-20240303-172350.png
      Woa la !


IV. Workload Analysis

Click on the “Workload” button to display the workload associated with all tasks, providing a visual summary of resource usage and availability.


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We're here to provide you with comprehensive support to ensure you get the most out of TeamBoard. Whether you need assistance with setup, have questions about features, or require technical support, our dedicated team is ready to help.

📫 Email us: hello@teamboard.cloud

🌎 Visit our website

📅 Schedule a demo


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