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, open the Planning Dialog in one of two ways:

• Click in the toolbar to open the Planning Dialog.

• Click a specific date or drag across a date range on the board.

STEP 2 Select Event

In the Planning Dialog, select the Event tab to begin creating your event.

STEP 3 Enter the Event Details

Complete the required fields marked with an asterisk (*), and add any optional information as needed:

General information

• Event name: Enter a clear name for the event, such as Weekly Team Meeting or Design Review.

• Owner: Shows the member who creates the event.

• Start – end date: Select the date or date range when the event takes place.

• Start – end time: Set the event's start and end time.

• Total hours: TimePlanner automatically calculates the total duration based on the selected dates and times.

• Notes: Add any additional information or context about the event.

• Background color: Select a color to help identify the event on the Schedule Board or Calendar Board.

Participants

• Team: Select a team if you want to include its members in the event.

• Guests: Select the individual members who should participate in the event. This field is required.

STEP 4 Create the Event

After completing the event details, click to add the event to the board.

👉 Once the event is created, it appears on the Schedule Board timeline for all selected participants.

Updating the event

Option 1: From the Event Details Panel

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

2. The Event Details panel opens on the right.

3. Update the event information as needed.

4. Click to save your changes.

Option 2: From the Context Menu

1. Right-click the event card to open the context menu.

2. Choose one of the available actions:

   • Add guests: Add more participants to the event.

   • Change color: Select a different background color for the event card.

Deleting the event

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

2. The Event Details panel opens on the right.

3. Click Delete in the bottom-left corner of the panel.

4. Confirm the action to remove the event.

The event is removed from the Schedule Board for all participants included in the event.