Managing members

Managing members involves adding, removing, and organizing resources within the Resource Board. This helps streamline resource allocation and workload management by ensuring the right people are assigned to the right tasks, improving efficiency and team organization.

As a third-party plugin for Jira, TeamBoard ProScheduler allows you to add active Jira users and displays them on a single page, enabling you to assign tasks, track progress, and keep your projects organized.

TeamBoard Proscheduler offers three types of user management:

• Jira users: Active specific members from your Jira instance are automatically synchronized and displayed

• Jira groups: Groups from Jira can be imported directly into ProScheduler

• TeamBoard teams: Refer to the specific team who have been created at the Team Level

Adding members

To add new members to the board, you will have 3 options: Jira users/group, TeamBoard Teams & Generic Resources.

Option 1: Jira users/group

Add Jira users/groups when you want to sync active team members directly from your Jira instance. This option is useful if you have an established team in Jira and want to quickly bring those users or groups into TeamBoard ProScheduler for task assignment and tracking.

1. Go to Resource from the top navigation bar.

2. In the Members panel, select Jira user/group from the dropdown menu.

3. In the search bar, search for a user’s name or a Jira group name.

4. Click the button to add members.

Option 2: TeamBoard Teams

If you’ve already set up predefined teams in TeamBoard ProScheduler, you can quickly add them to your Resource Board. This is ideal for organizations that group resources by project, role, or skill set.

1. Go to Resource from the top navigation bar.

2. In the Members panel, select TeamBoard Teams from the dropdown menu.

3. In the search bar, search for the team name.

4. Click the button to add members.

TeamBoard Teams are set up at the Team Level

Option 3: Generic Resources

Add Generic Resources when you’re in the early stages of project planning and need placeholders for tasks before the actual team members are assigned.

1. Go to Resource from the top navigation bar.

2. In the Members panel, select Generic Resources from the dropdown menu.

3. In the search bar, create a name for the generic resource.

4. Click the button to add members.

Learn more about how to manage Generic Resources in the next section.

Removing members

To remove a member from the board, hover over the member’s name in the Members panel, and click the ❌ icon to delete the member from the list.

Reordering members

To reorder members, click the () icon on a member’s card, then drag and drop it to where you want. The new order will be reflected on the Schedule Board.