Initial configuration

The Permission in app settings allows administrators to control who can access and manage the app and its features. This ensures the right users have the appropriate level of control while keeping your workspace organized and secure.

Permissions are divided into two levels:

• App admin: Can configure all app settings.

• Team admin: Can create teams, manage team members, and access each team’s workspace, including the Schedule, Timelog, and Report Board.

How to set app permissions:

1. Select the Permission in the app settings

2. Under each role, click the to assign users.

3. When you're done, click the  button

Working Capacity refers to the total amount of work a person or team can handle in a certain period, based on their available time and resources. It helps make sure no one is given more work than they can realistically do.

How to set up Capacity schemes:

1. Select Working capacity in the app settings

2. Click the button

3. Click to set the number of work hours for each day of the week

4. Assign the scheme to team members

The Holiday Calendar lets you define official non-working days. These dates are used to automatically block time on schedule views, helping team leads and project managers avoid planning tasks on days.

How to set up Holiday Calendar:

1. Select Holiday Calendar in the app settings

2. Click to create a new calendar.

3. Click to add holiday dates and assign the calendar to members

Holidays are indicated on the Scheduler Board with a red dot. Hovering the cursor over them will display the details. On holidays, the capacity is set to zero.

Data fields are labels like Departments, Positions, and Skills that admins create to organize team members. Once set up, team members can use them to update their profiles.

To create data fields, go to the  ⚙️ Settings > Data fields > Click ➕ to add a new item

Time off refers to any planned absence or leave taken by a team member, such as paid vacation, sick leave, unpaid leave, etc.

Setting up Time off types ensures your scheduling and resource planning reflect actual team availability. It also helps avoid assigning work to team members during their leave.

1. Select Time off in the app settings

2. Click  Add new  to create a new time off type

The color scheme sets the default color for tasks on the Schedule, Timeline, and Gantt board. It helps your team quickly recognize and organize tasks visually.

You can assign colors based on:

• Resource: Use different colors for each assignee.

• JQL (Jira Query Language): Set colors based on conditions like status, priority, issue type, etc.

1. Go to the ⚙️ Settings > Color schemes

2. Select Resource or JQL method

3. Click the   button to configure

In My settings, you can manage your personal preferences. It includes 3 tabs:

Profile

Individuals can update their profile details, including Department, Position, and Technical Skills, to ensure accurate team data and planning.

To update your profile:

1. Go to the ⚙️ Settings > My settings

2. Edit your information in the Profile tab

3. Click to apply the changes

Your updated profile information will appear under your name on the Schedule Board, as shown in the image below:

Calendar (View only)

The Calendar tab shows your personal work schedule and assigned holiday calendar.

Notifications

You can customize which notifications you want to receive in-app and via email.