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Schedule Board

The Schedule Board in TeamBoard ProScheduler is designed to manage and visualize resource allocation across time. It provides an interactive, calendar-like interface showing each team member’s assigned tasks, availability, and workload, helping managers balance resources and optimize productivity.

Board Elements

Element

Description

  1. New Plan

Click New Plan to create and schedule a new task directly on the Schedule Board.

  1. Members

Displays the list of team members or resources. You can switch between four viewing options — Members, Groups, Group by Department, or Group by Position

  1. Resource Filter

Apply filters to show or hide specific members or groups, allowing a focused view of selected teams or individuals.

  1. Workload

Toggle the Workload Board to view resource workloads. You can see which members are underloaded, balanced, or overloaded, enabling better capacity management and task reallocation.

  1. Filter

Use Basic or JQL filters to narrow down visible tasks. Filter by project, assignee, work type, or task status for efficient scheduling.

  1. Search

Quickly find specific tasks using Jump Search.

  1. Work Items

Displays all available work items in the project. You can drag and drop items from this box onto the schedule to assign or reschedule them.

  1. Refresh

Click Refresh to update the board and display the latest data, ensuring real-time accuracy.

  1. Full-Screen Mode

Expands the Schedule Board to full screen for better visibility.

  1. View Settings

Access View Settings to customize the appearance of your Schedule Board.

  1. Board Settings

Modify board-level configurations; use this to tailor the Board to your project’s workflow.

View Selector

  • Today: Instantly jump back to the current date.

  • View Selection: Switch between Day, Week, or Month views depending on the level of detail needed.

  1. Today Line (Red Marker)

Indicates the current day on the timeline.

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