Updating plans

Here’s what you can update:

• Update the assignee

• Update the color

• Update the Hour/day

• Update the date range

• Update the status

• Update the repeat task

• Remove the plan

Using the Planning Detail Panel

The Planning Detail Panel provides a space to display additional information about a specific task. This panel is designed to manage and update plans directly from the Schedule Board or Calendar Board.

To update a plan via the Planning Detail Panel, follow these steps:

STEP 1 Open the Planning Detail Panel

From the Schedule Board, Right-click on the task card and select from the context menu.

Or, click directly on the task card to open the planning detail panel.

STEP 2 Update the task details through the following tabs:

General

With the General tab, you can:

Edit the summary of the task You can edit the task summary by clicking on it directly and typing your changes.
Change the task color Click on the current color or color code, then choose a new color from the basic palette, custom picker, or predefined options.
Update the status Click on the current status and select a new one from the available options, like TO DO IN PROGRESS DONE
Update the priority Click on the current priority and choose a new level (Highest, High, Medium, Low, or Lowest) from the menu.

Plan Details

With the Plan Details tab, you can

Reassign a plan to another member From the Assignee section, use the dropdown menu to select and assign the task to a different team member.
Add more plans Click button to add additional plans to the task. This allows you to schedule the same task for multiple assignees or time blocks. (Learn more: Planning a single task for multiple assignees)
Update the work schedule Hour/Day: Set the number of hours planned per day for the task. Date Range: Click to select the start and end dates for the task duration.
Update the repeat task Set up recurring tasks for ongoing activities that repeat over time, such as daily, weekly, bi-weekly, or monthly. (Learn more: Recurring Tasks feature)

Using the Jira Work Item Detail view

TeamBoard ProScheduler allows users to plan tasks and update tasks directly within the Work Item Detail view without needing to switch to the ProScheduler app. Here is how to do it:

1. Open a Jira work item detail view that you want to update the task.

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

3. In the planning section, click to open the Update plan form.

4. Update the task details as needed, then click to apply your changes.

Once you update the task plan, the changes are automatically reflected in TeamBoard ProScheduler.

Using the Task card

You can quickly update a task from the Schedule Board or Calendar Board by right-clicking on a task card. This opens the context menu, where you can:

Dragging & Dropping on the board

You can easily update a task’s schedule or assignee by dragging and dropping the task card on the Schedule Board. This intuitive drag-and-drop functionality helps you quickly make updates and keep your project on track.

Here’s how you can use this feature:

• Adjust start and end dates: Drag the task card left or right to adjust the start and end dates.

• Reassign to another member: Drag and drop the task card onto another team member’s row to reassign it.

• Change Scheduled Hours: Drag the task card up or down to adjust the scheduled hours per day.

Performing bulk task editing

Bulk action on the Schedule board allows users to make changes to multiple tasks at once.

Users can select multiple tasks by checking the box on each task card → When tasks are selected, a bulk action toolbar appears on the board. (The toolbar can be flexibly moved to different positions on the board.)

From here, users can update:

• Change the task card color

• Assign tasks for additional members.

• Unplan tasks.

Bulk editing does not apply to Recurring tasks or projects with Jira Field Mapping

Removing plans

You can remove a plan in three ways:

OPTION 1

1. Go to the Schedule Board.

2. Hover over the task card you want to remove.

3. Click on the task card to remove it from the board.

OPTION 2

1. Go to the Schedule Board.

2. Right-click on the task card you want to remove.

3. From the context menu, click  Unplan to remove the task from the board.

OPTION 3

1. From the Scheduler Board, right-click on the task card.

2. From the context menu, select to open the Planning Detail Panel.

3. In the top-right corner, click to remove the task.

Or

1. Simply click directly on the task card to open the Planning Detail Panel.

2. In the top-right corner, click to remove the task.

When you remove a plan from the Schedule Board, it only removes the task from the board view — it does not delete the Jira issue.