TeamBoard ProScheduler

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.

CleanShot 2025-11-02 at 16.16.19@2x-20251102-094503.jpg

Board Elements

Element

Description

  1. CleanShot 2025-11-02 at 17.12.28@2x-20251102-101232.jpg New Plan

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

  1. CleanShot 2025-11-02 at 17.13.06@2x-20251102-101311.jpg 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. CleanShot 2025-11-02 at 17.13.32@2x-20251102-101336.jpg Resource Filter

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

  1. CleanShot 2025-11-02 at 17.13.58@2x-20251102-101404.jpg 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. CleanShot 2025-11-02 at 17.14.23@2x-20251102-101425.jpg Filter

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

  1. CleanShot 2025-11-02 at 17.14.43@2x-20251102-101448.jpg Search

Quickly find specific tasks using Jump Search.

  1. CleanShot 2025-11-02 at 17.15.06@2x-20251102-101511.jpg 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. CleanShot 2025-11-02 at 17.15.37@2x-20251102-101540.jpg Refresh

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

  1. CleanShot 2025-11-02 at 17.16.04@2x-20251102-101607.jpg Full-Screen Mode

Expands the Schedule Board to full screen for better visibility.

  1. CleanShot 2025-11-02 at 17.16.28@2x-20251102-101630.jpg View Settings

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

  1. CleanShot 2025-11-02 at 17.17.04@2x-20251102-101706.jpg Board Settings

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

  1. CleanShot 2025-11-02 at 17.17.28@2x-20251102-101735.jpg

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.