Adding fields into issue screen

Configuring field mapping ensures that Jira fields align correctly with TeamBoard ProScheduler fields. By adding the right Jira fields to your project, you enable seamless task planning, time tracking, and resource management within TeamBoard ProScheduler.

Adding fields to work item screens in Jira differs between project types: company-managed projects use screens and schemes, while team-managed projects offer a simpler, project-specific method.

To check whether your project is team-managed or company-managed, select More actions (•••) next to the project name in either the header or the sidebar. At the bottom of the menu that opens, your project details will be shown.

Company-managed projects

To update screens, you must have Administer Jira rights

What are company-managed projects?

Company-managed projects are set up and maintained by Jira administrators. They're a great choice for teams that need to collaborate with other teams across multiple projects in a consistent way—especially when sharing things like workflows or permissions.

In these projects, only Jira admins can configure key elements like screens, workflows, and field settings (called schemes). This gives more control and consistency but also makes the setup a bit more complex.

Adding a field to a screen

STEP 1 Navigate to ⚙️ settings from the top right screen > Work items.

STEP 2 Under the Fields section in the left menu, click Fields.

STEP 3 Find the field you want to add to the screen.

TeamBoard supports mapping the following Jira field types:

DATE FIELDS → Date picker fields allow people to provide date information using a calendar selection to complete the field. People can also complete the field by typing dates into the field.
DATE TIME FIELDS → Like date picker fields, date time picker fields allow people to provide time of day information using a calendar and a dropdown time selector to complete the field. Time fields have two input areas: one to specify the date, and one to specify the time.
NUMBER FIELDS → Number fields allow people to provide numerical information as free-form text. A single-line text box allows people to complete the field with a number. People can safely enter numbers between -1 trillion and 1 trillion (100,000,000,000,000).

STEP 4 Click the three dots (•••) in the Actions column next to the selected field

STEP 5 From the drop-down menu, select Add field to screen

STEP 6 Check the screens on which you want this field to appear

STEP 7 Click to apply your changes.

Creating a new custom field

STEP 1 Navigate to ⚙️ settings from the top right screen > Work items.

STEP 2 Under Fields in the left menu, click Fields.

STEP 3 Click in the upper right corner. This will open the field creation panel.

STEP 4 Select the type of field you want to create and configure the field by entering its name, description.

Select in the bottom right corner to add your new field.

Now, you can associate the new custom field with work item screens and then add the field to your work items.

Now, you can associate the new custom field with work item screens and then add the field to your work items.

Team-managed projects

Team-managed projects don’t have a screen scheme. Fields can be added to each work type.

What are Team-managed projects?

Set up and maintained by anyone on the team, team-managed projects are ideal for autonomous teams who want to control their own working processes and practices in a self-contained space.

Team-managed projects have simpler project configuration and give project admins more control over setup without involving a Jira admin (unlike company-managed projects, where one is required to configure schemes and screens).

Adding fields to work types

STEP 1 Access Project settings:

Select More actions (•••) next to the project name in either the header or the sidebar.
A menu will open, click ⚙️ Project settings.

STEP 2 Navigate to Work types > Choose the specific work item type (EPIC BUG FEATURE STORY TASK SUBTASK) that you want to modify.

STEP 4 Drag the field from the toolbar into the list of fields. Jira will highlight the areas you can drop the field into.

TeamBoard supports mapping the following Jira field types:

DATE FIELDS → Date picker fields allow people to provide date information using a calendar selection to complete the field. People can also complete the field by typing dates into the field.
DATE TIME FIELDS → Like date picker fields, date time picker fields allow people to provide time of day information using a calendar and a dropdown time selector to complete the field. Time fields have two input areas: one to specify the date, and one to specify the time.
NUMBER FIELDS → Number fields allow people to provide numerical information as free-form text. A single-line text box allows people to complete the field with a number. People can safely enter numbers between -1 trillion and 1 trillion (100,000,000,000,000).

Click to apply your changes.

Creating a new custom field

For team-managed projects, custom fields are local to that project and cannot be reused in other team-managed or company-managed projects.

STEP 1 Access Project settings:

Select More actions (•••) next to the project name in either the header or the sidebar.
A menu will open, click ⚙️ Project settings.

STEP 2 Navigate to Work types > Choose the specific work item type (EPIC BUG FEATURE STORY TASK SUBTASK) that you want to create a field for.

STEP 3 In the bottom-right corner, click Create a Field.

STEP 4 Drag and drop a field type to one of the sections on the left to create a custom field for this work type.

STEP 5 Configure the field by entering its name, description, and field details.

Click to apply your changes.

Fields can also be set for specific work types by following these steps:

Open a work item > Go to the Details section > Select ⚙️ > Create field.