Planning a single Task for Multiple assignees

By default, Jira only allows a single assignee for each task. However, TeamBoard TimePlanner enables you to assign a task to multiple assignees. This feature is useful for tasks that require collaboration across different team members, allowing for a more flexible and efficient distribution of work.

Using the Planning Dialog

You can assign a task to multiple assignees from the Planning Dialog in two ways:

Option 1: Using the "Create plan" button

1. Go to the Schedules from the left-hand menu.

2. Click in the toolbar to open the Planning Dialog

3. In the Planning Dialog, you can:

• Search for an existing work item by entering the summary or work item key in the search bar.

• Create a new work item by clicking the button

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Tip: Use the Basic Filter (Project, Assignee, Status) or the JQL Filter for advanced search to quickly locate the issue you want to plan.

4. Complete the task planning by filling in the Work details:

Show details

Required fields

• Assignee: Select the member who will work on the task.

• Start Date – End Date: Set the period when the task is planned.

• Time spent: Enter the planned hours, then choose how they are allocated:

  • Per day: Apply the entered hours to each working day in the selected period.

  • Total: Distribute the entered hours across the selected period.

Additional options

• Repeat: Set a recurrence for the plan, or keep Never for a one-time plan.

• Mark as billable: Turn this on if the work should be included as billable time.

• Rate Type: Choose the rate source used for cost or billing.

• Rate: Check or enter the applicable rate. If no rate is available, the planned work may be excluded from Cost Reports.

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.

You can adjust these fields as needed.

5. Scroll down and click button to add additional assignees to the task. This allows you to assign a task to multiple assignees

6. Repeat this step to add more assignees as needed. Each assignee will have a separate plan with its own planning details.

You can also expand Other plans for this work to review any existing plans for the selected work item.

7. Click to add the task to the board.

Here’s how the task appears on the Scheduler Board:

Option 2: Clicking on a date or date range

You can create a plan directly from the Schedule Board by selecting a date or range of dates on a member’s row.

Steps:

1. Go to the Schedules from the left-hand menu.

2. Click on a specific date or drag across a range of dates to open the Planning Dialog.

3. Complete the task planning by filling in the Work details:

Show details

Required fields

• Assignee: Select the member who will work on the task.

• Start Date – End Date: Set the period when the task is planned.

• Time spent: Enter the planned hours, then choose how they are allocated:

  • Per day: Apply the entered hours to each working day in the selected period.

  • Total: Distribute the entered hours across the selected period.

Additional options

• Repeat: Set a recurrence for the plan, or keep Never for a one-time plan.

• Mark as billable: Turn this on if the work should be included as billable time.

• Rate Type: Choose the rate source used for cost or billing.

• Rate: Check or enter the applicable rate. If no rate is available, the planned work may be excluded from Cost Reports.

4. Scroll down and click button to add additional assignees to the task. This allows you to assign a task to multiple assignees

5. Repeat this step to add more assignees as needed. Each assignee will have a separate plan with its own planning details.

You can also expand Other plans for this work to review any existing plans for the selected work item.

6. Click to add the task to the board.

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Tip: You can open the Planning Dialog from the Calendar Board and plan tasks using the same process as on the Schedule Board.

Using 'Assign more' button

Option 1: From the task context menu

1. Go to the Schedules from the left-hand menu.

2. Right-click the task card you want to assign.

3. Select from the context menu.

4. Choose the additional team members from the list.

Option 2: From the task action toolbar

1. Select the task by checking the checkbox on the card.

2. The task action toolbar appears at the top of the Schedule.

3. Click Assign more.

4. Search for or select the additional team member from the list.

5. Repeat the steps to assign the same task to more members as needed.

Using the Jira Work Item Detail panel

TeamBoard TimePlanner allows users to plan tasks directly within the Work Item Detail panel without needing to switch to the TimePlanner app.

You can also assign tasks to multiple assignees using the Work Item Detail panel. Follow these simple steps:

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

2. In the right-hand panel, click Open TeamBoard TimePlanner. 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 available fields:

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

5. To create another plan for the same work item, select again and repeat the steps above for the additional assignee.

Using the Planning Detail panel

You can assign the same task to multiple assignees by creating additional plans from the Planning Detail panel.

1. Go to the Schedules from the left-hand menu.

2. Open the Planning Detail panel in one of two ways:

• Right-click on the task card and select from the context menu.

• Simply click directly on the task card to open the Planning Detail panel.

3. In the Planning Detail panel, go to the Details tab.

4. Click to create an additional plan for another assignee.

5. Complete the planning details for the new plan: Assignee, Hours/Day, Start Date, and End Date.

   The new plan is marked with a New label until it is saved.

6. Click  to add the new plan.

Assigning the same task to one person multiple times

In TeamBoard TimePlanner, you can efficiently assign the same task to the same person multiple times.

This is particularly useful when a team member needs to work on the same task across different time periods or handle varying workloads.

How to do it:

1. Follow the same steps used to create additional plans for multiple assignees.

2. When adding a new plan, select the same team member again.

3. Set a different date range or Hours/Day for each plan.

4. Repeat the process to create additional plans as needed.

Each plan is displayed separately under the same member on the Schedule.