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Planning Events

In TeamBoard TimePlanner, 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:

STEP 1 Open the Planning Dialog:

From the Schedule Board, you can open the Planning Dialog in two ways:

Click in the toolbar

Or, click on a specific date or drag across a range of dates.

Tip: You can open the Planning Dialog from the Calendar Board.

STEP 2 Select the Event tab to begin setting up your event.

STEP 3 Fill in all mandatory fields (*)

  • Event name: The title or name of your event.

  • Description: A brief overview or purpose of the event.

  • Start time and End time: The duration of the event.

  • Teams: If the event involves entire teams, select the team and automatically include all its members in the event.

  • Guests: For events that include specific individuals rather than whole teams, select and add single users as guests.

  • Marker Color: Choose a color that will represent your event on the scheduler, making it easily distinguishable.

STEP 4 Click to add the event to the board.

👉 Watch the video below to see how to create an event:

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 Details panel will appear on the right-hand side.

  1. In the right panel, you can edit the following details: Event name, time range, team involved, guests, description, and marker color.

  2. Click to save your changes.

Deleting the event

Click on the top right corner of the Event Details panel to delete the event.

→ This will unplan the event and remove it from the schedule board.

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