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Planning events

In TeamBoard ProScheduler, an event refers to a task or activity that is not tracked as a Jira work item and is not associated with a specific scheduled time within the Jira system. These events are often used to represent non-Jira work, such as meetings, personal appointments, or other activities that need to be visible on the board but don't require detailed tracking as Jira work items.

Creating events

You can create an event via the Planning Dialog. Follow these steps:

  1. Open the Planning Dialog

  • From the Schedule Board, Click in the top-left corner.

Open the Planning Dialog.jpg
  • Or, click on a specific date or drag across a range of dates to open the Planning Dialog.

click on the date.jpg

You can also open the Planning Dialog from the Calendar Board.

  1. Select the Event tab to begin setting up your event.

Planning an event.jpg
  1. Fill in all mandatory fields (*)

  • Event name: Give your event a clear title.

  • Description: Type a summary of what the event is for.

  • Start time & End time: Set the date and time the event begins and ends.

  • Reminders: Choose when you want a reminder.

What is an event reminder?

An Event Reminder is a notification that alerts users about an upcoming event at a specified time before it begins, helping them stay prepared and on schedule.

  • Participants: Add specific people or select Add all members

  • Marker color: Pick a color to easily identify the event on the Schedule board.

What is an event marker color?

An event marker color is a visual indicator used on the schedule board or calendar view to differentiate between various types of events.

⚙️ To set up the default event marker color: Go to the Settings > click on General.

  1. Click to save the event.

Here is how the upcoming event reminder appears on the board.

Creating events.jpg

Editing or deleting events

Note: Only creators can edit or delete events.

To update or delete an event, follow these steps:

  • Updating the event

  1. On the Schedule Board, click the event you want to update.

  2. The event detail panel will appear on the right-hand side.

  3. In the right panel, you can edit the following details: Event name, time range, participants, color, reminder, and description.

  4. Click to save your changes.

edit the event.jpg
  • Deleting the event: Click at the top of the event details panel to delete the event.

delete event.jpg

You can also edit or delete events on the Calendar Board.

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