Planning a single task for multiple assignees

Important Note:

This feature is only available when the date fields are not mapped to Jira fields. If the date fields are mapped to Jira, Jira’s default rules apply, meaning only one assignee can be assigned to a task.

By default, Jira only allows a single assignee for each task. However, TeamBoard ProScheduler enables you to assign a task to multiple assignees. This feature is useful for tasks that require collaboration across different team members, allowing for a more flexible and efficient distribution of work.

Using the Planning Dialog

You can assign a task to multiple assignees from the Planning Dialog in two ways:

Option 1: Using the “New Plan” button

1. Go to the Schedule Board from the top navigation bar.

2. Click in the top-left corner to open the Planning Dialog

3. In the Planning Dialog, you can:

• Search for an existing work item by typing its summary or work item key

• Create a new work item by clicking the button

4. Click the button to add additional assignees to the task. This allows you to assign a task to multiple assignees

5. Complete the task planning by filling in the following fields:

• Assignee: The team member you want to assign to this task.

• Start date: The date the task is scheduled to begin.

• End date: The date by which the task should be completed.

• Hours/Day: Refer to how many working hours per day a person is planned to work on the task.

When using the Planning Dialog:

• The Assignee is automatically set to the user creating the task.

• The Start date and End date are based on the dates you selected while planning.

• The Hours/Day field defaults to 8 hours. However, Admins can change this default in the App Settings to match the team’s actual work schedule.

6. Click to add the plan to the board.

Here’s how the task appears on the Scheduler Board:

Option 2: Clicking on a date or date range

You can click on a member's row and select the desired date to open the Planning Dialog and start planning the task.

1. Go to the Schedule Board from the top navigation bar.

2. Click on a specific date or drag across a range of dates to open the Planning Dialog.

3. In the Planning Dialog, you can:

• Search for an existing work item by typing its summary or work item key

• Create a new work item by clicking the button

4. Click the button to add additional assignees to the task. This allows you to assign a task to multiple assignees

5. Complete the task planning by filling in the following fields: Assignee, Hours/Day, Start date, End date

6. Click to add the plan to the board.

💡

You can also access the Planning Dialog from the Calendar Board by clicking on a specific date or dragging across a range of dates.

Using the Task Card

You can quickly assign a task to multiple assignees using the task card on the Schedule Board.

1. Go to the Schedule Board from the top navigation bar.

2. Right-click the task card you want to assign.

3. Select from the context menu.

4. Choose the additional team members from the list.

When you assign a task to additional team members using Assign more

• The task will automatically appear in each selected member’s row.

• It will be scheduled on the same date as the original assignment.

• You can drag and drop the task card to change the start and end dates for each person if needed.

Using the Jira Work Item Detail panel

TeamBoard ProScheduler allows users to plan tasks directly within the Work Item Detail panel without needing to switch to the ProScheduler app. You can also assign tasks to multiple assignees using the Work Item Detail panel. Follow these simple steps:

1. Open the Jira work item that you want to plan the task.

2. In the right-hand panel, click Open TeamBoard ProScheduler. This opens the planning section for the selected task.

6. In the planning section, click to assign the task to additional team members.

4. Complete the task planning by filling in the following fields:

• Member: The team member you want to assign to this task.

• Start date: The date the task is scheduled to begin.

• End date: The date by which the task should be completed.

• Hours/Day: Refer to how many working hours per day a person is planned to work on the task.

By default, it’s set to 8 hours/day, but Admins can adjust this value in the App Settings based on your team's working schedule.

5. Click  Plan  to confirm.

Once you set the task plan, it automatically appears in the TeamBoard ProScheduler. For visual planning, go to the Schedule Board or Calendar Board. You can easily drag and drop the task to adjust its timeline.

Here is how a task is assigned to multiple members:

Using the Planning Detail panel

You can assign a task to multiple assignees using the Planning Detail panel. Follow these steps:

1. Go to the Schedule Board from the top navigation bar.

2. Open the Planning Detail panel in one of two ways:

   • Right-click on the task card and select from the context menu.

   • Simply click directly on the task card to open the Planning Detail panel.

3. In the Planning Detail panel, go to the Plan Details tab.

4. Click to assign the task to another team member.

Assigning the same task to one person multiple times

In TeamBoard ProScheduler, you can efficiently assign the same task to the same person multiple times. This is particularly useful when a team member needs to work on the same task across different time periods or handle varying workloads.

How to do it:

1. Follow the same steps as planning a task for multiple assignees.

2. Instead of assigning to a new person, select the same team member again.

3. Set a different date range or hours/day for each entry.

This allows the same task to appear multiple times under the same person: