Data fields

Data Fields are elements created by Admins, such as Departments, Positions, and Skills, which are used throughout the entire TeamBoard ProScheduler app. These fields help categorize and organize users based on their roles and expertise.

Accessing data fields

1. Click on ⚙️ Settings from the sidebar.

2. Select the Data fields in the app settings.

Adding a new field

Departments

Departments represent organizational units that categorize employees based on functional areas within the company (e.g., HR, IT, Sales). These fields help in grouping team members by their department for easier resource management.

Adding a new department

1. Go to the Department tab > click

2. Enter: Name and Description

3. Click to create a new department.

Editing a department

1. Click directly on the Name or Description field of the department you want to edit.

2. Make your changes inline.

Deleting a department

1. Click the icon next to the department you want to delete.

2. A confirmation dialog will appear: click Yes to confirm.

Positions

Positions define the specific roles or titles that employees hold within departments (e.g., Software Engineer, Project Manager, HR Specialist). These fields ensure that each team member's role is accurately represented for task assignments and resource planning.

Adding a new position

1. Go to the Position tab > click

2. Enter: Name and Description

3. Click to create a new position.

Editing a position

1. Click directly on the Name or Description field of the position you want to edit.

2. Make your changes inline.

Deleting a position

1. Click the icon next to the position you want to delete.

2. A confirmation dialog will appear: click Yes to confirm.

Skills

Skills identify specific expertise associated with employees, helping managers assign tasks based on the unique capabilities of team members (e.g., JavaScript, Project Management, Data Analysis).

Adding a new skill

1. Go to the Skill tab > click

2. Enter: Name and Description

3. Click create a new skill.

Editing a skill

1. Click directly on the Name or Description field of the skill you want to edit.

2. Make your changes inline.

Deleting a skill

1. Click the icon next to the skill you want to delete.

2. A confirmation dialog will appear: click Yes to confirm.

How to apply Data fields

Team members can apply Data fields to their own profile information in the My settings, but cannot configure or update fields created by Admins.