Planning Tasks for Resources

TimePlanner 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 all Jira projects, 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 Schedules from the left-hand menu.

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

2. 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 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 item onto the board to plan and assign.

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Tip: You can adjust a task’s start and end dates by dragging it left or right. To change its scheduled hours, simply drag it up or down.

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 “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 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.

You can adjust these fields as needed.

5. Click to add the task to the 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. 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 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.

5. 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.

Planning via 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. 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 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 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.