Get Started with TeamBoard for monday.com

1. Install the Teamboard App using this URL

2. Install the TeamBoard App Directly on Monday Workspace

3. Install the TeamBoard App on the Project Board

4. Install the TeamBoard App on the Item View Center

5. Install the TeamBoard App on the Dashboard Widget

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Configure the mapping fields to sync data from your monday.com table. Before you can fully utilize TeamBoard, it's essential to map the Teamboard fields with your monday.com table columns. The app supports both main items and subitems. Here's how:

Watch this video 👇

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The Capacity Hour Scheme refers to the maximum number of hours a user can work in a single day.

1. Go to App Setting

2. Create a new Scheme

3. Apply the Work Capacity Scheme to Your Board

By default, Teamboard will set an 8-hour workday for all users. To apply the Work Capacity Scheme to your board, go to Board Settings and switch to Capacity Scheme.

4. Apply each user's and team's work capacity

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Manage and track holidays for teams and members in their workspace. If a person has a holiday, their capacity for that day will be zero.

1. Go to App Setting

2. Create holiday Scheme

3. Check it on the Schedule board or in the Calendar view

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You have several options for planning existing tasks on TeamBoard:

1. Input Mapped Fields:

   In your monday.com table, input the fields mapped to TeamBoard, including Assignees, Timeline, and Scheduled Hours.

2. Creating a New Task

• Click "New Item" to add a new task to your board in TeamBoard.

• Input Task Details

3. Use the Item box

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Click the "Workload" button on the top bar to enable this mode

• Green Color: Full of workload - Tasks assigned to an individual or team member have a moderate amount of work

• Red color: Overload - Tasks assigned have a lower volume of work than the individual's or team's capacity.

• Yellow Color: Under workload - Tasks assigned exceed the capacity of the individual or team

Go to Board Setting → Work

Per-person work distribution

With this setting enabled, all tasks will now have their hours divided by the total number of unique assignees and team members.

Work hour Format

By default, it will be displayed in "Hours per day" format and can be changed back and forth in the settings. However, it should be noted that hours will not automatically convert back. For example, a task with a total of 48 hours, when changed, will be seen as a task of 48 hours per day.

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After users log their time for work and submit their timesheet.

If you are an approver, go to the "Timesheet Approval" section. Here, you will see a list of submitted timesheets that need your approval or rejection

Review each timesheet and choose to approve or reject it based on the accuracy and compliance of the logged work.

Leave a comment when you approve or reject a timesheet to provide feedback or ask for clarifications.

Approval Statuses in TeamBoard

Waiting for Approval: the timesheet has been submitted by a team member and is now awaiting the approver's review and decision.

Awaiting Recall Approval: a recall request for a timesheet has been made by the team member and is now awaiting the approver's review and decision

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1. In the dashboard, connect some boards which you want to get items

2. Click on "Add widget." at the top-left of the dashboard

3. Find Teamboard among your installed apps.

4. Use it as you normally would

👏 Remenber setting the mapping fields for each boards.

 

You have several options for planning existing tasks on TeamBoard:

1. Input Mapped Fields:

   In your http://monday.com table, input the fields mapped to TeamBoard, including Assignees, Timeline, and Scheduled Hours.

2. Creating a New Task

• Click "New Item" to add a new task to your board in TeamBoard.

• Input Task Details

3. Use the Item box

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Click the "Workload" button on the top bar to enable this mode

• Green Color: Full of workload - Tasks assigned to an individual or team member have a moderate amount of work

• Red color: Overload - Tasks assigned have a lower volume of work than the individual's or team's capacity.

• Yellow Color: Under workload - Tasks assigned exceed the capacity of the individual or team

Add a work log

You have several options to log your work.

• Click on Log work from the context menu of the planned item on the schedule board.

• In the Time Tracking screen, Click on + Worklog at the top-left or Click ➕ icon on the table.

  

  
  

  A dialog will appear where you can fill in the information for the work log.

  

  
  

Log work in item page

You can now log your work directly on the item page by following these steps:

1. Click the plus (+) icon to add a new view.

2. Choose "TeamBoard" from the options.

3. Click to add a worklog and begin logging your work.

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• After logging your time, navigate to the "My worklog" section to view your logged hours.

Submitting Your Timesheet

1. Click the "Submit new Timesheet" button.

2. Select the date range for the timesheet you want to submit.

3. Choose your approver.

4. Edit or add more entries to your worklog if needed.

5. Optionally, export your timesheet to an .xlsx file for your records.

6. Finally, click to submit your timesheet. The status will show as "Waiting for Approval."

Approval Statuses in TeamBoard

For Team Members:

Draft: the timesheet has been saved but not yet submitted for approval. Team members can continue to edit and add entries as needed.

Waiting for Approval: the team member has submitted the timesheet, and it is now awaiting review by the approver.

Rejected: the approver has reviewed the timesheet and found issues that need to be addressed, resulting in rejection. The team member needs to review the rejection comments, correct the issues, and resubmit the timesheet.

Approved: the approver has reviewed and approved the timesheet. The timesheet is now finalized and recorded.

Awaiting Recall Approval: the team member recalls a submitted timesheet for corrections before it is approved, and it is now awaiting the approver's review for the recall action.

Recalled: the approver has approved the recall request, allowing the team member to make necessary changes to the timesheet.

Unapproved: the approver does not approve the recall request, meaning the timesheet remains unchanged. The team member should follow up with the approver to understand why the recall was not approved and address any issues.

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