Planning tasks for resources

Teamboard ProScheduler gives you several ways to plan tasks. You can choose the option that best fits your workflow and project needs.

Planning via the Work Item Box

The Work Item Box includes tasks and backlogs from a Jira project, serving as a centralized hub for viewing and managing tasks in one place.

Here’s how to plan tasks via the Work Item Box:

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

2. Click in the toolbar. This opens a panel on the right that shows a list of your work items.

3. Find a work item by typing its summary or key in the search bar:

You can also use filters to quickly narrow down the list:

• Basic Filter: Use fields like Project, Assignee, Work item type, Status, or Planned to filter tasks.

• JQL (Jira Query Language): For more advanced filtering, switch to the JQL tab and enter your custom query.

4. Once the work items appear in the list, drag and drop the work items onto the board to plan and assign.

Planning via the Planning Dialog

The Planning Dialog is a pop-up window that lets you quickly plan tasks onto the board. You can open this 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. Complete the task planning by filling in the following fields:

• Assignee: The team member responsible for completing the 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.

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

5. Click to add the plan to the board.

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

Planning via 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. Here is how to do it:

1. Open the Jira Work Item for the task you want to plan.

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

3. In the planning section, click to start planning.

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

• Member: The team member responsible for completing the 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  to add the plan to the board.

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.