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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:
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Go to the
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Click
a. Searching for a Work Item
Enter the work item summary or key in the search bar.
b. Filtering Work Items
You can use the Basic filters to narrow the list. You can combine multiple filters to make the results more specific.
c. Filtering with JQL
For more advanced searches, switch to the JQL tab.
Enter a Jira Query Language (JQL) query to define more specific conditions than those available in the Basic filters.
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Select
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Once the work items appear in the list, drag and drop the work item onto the board to plan.
Tip: Adjusting Task Schedules and Hours
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Change dates: Drag the left or right edge of a task horizontally to modify its start or end date.
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Change hours: Drag the task edge vertically up or down to adjust its scheduled hours.
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
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Go to the
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Click
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In the Planning Dialog, you can:
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Search for an existing work item by entering the summary or work item key in the search bar.
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Create a new work item by clicking the
Tip: Use the Basic Filter (Project, Assignee, Status) or the JQL Filter for advanced search to quickly locate the issue you want to plan.
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Complete the task planning by filling in the Work details:
Required fields
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Assignee: Select the member who will work on the task.
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Start Date – End Date: Set the period when the task is planned.
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Time spent: Enter the planned hours, then choose how they are allocated:
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Per day: Apply the entered hours to each working day in the selected period.
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Total: Distribute the entered hours across the selected period.
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Additional options
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Repeat: Set a recurrence for the plan, or keep Never for a one-time plan.
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Mark as billable: Turn this on if the work should be included as billable time.
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Rate Type: Choose the rate source used for cost or billing.
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Rate: Check or enter the applicable rate. If no rate is available, the planned work may be excluded from Cost Reports.
You can also expand Other plans for this work to review any existing plans for the selected work item.
When using the Planning Dialog:
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The Assignee is automatically set to the user creating the task.
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The Start date and End date are based on the dates you selected while planning.
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The Hours/Day field defaults to 8 hours.
You can adjust these fields as needed.
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Click
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:
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Go to the
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Click on a specific date or drag across a range of dates to open the Planning Dialog.
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In the Planning Dialog, you can:
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Search for an existing work item by entering the summary or work item key in the search bar.
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Create a new work item by clicking the
Tip: Use the Basic Filter (Project, Assignee, Status) or the JQL Filter for advanced search to quickly locate the issue you want to plan.
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Complete the task planning by filling in the Work details:
Required fields
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Assignee: Select the member who will work on the task.
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Start Date – End Date: Set the period when the task is planned.
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Time spent: Enter the planned hours, then choose how they are allocated:
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Per day: Apply the entered hours to each working day in the selected period.
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Total: Distribute the entered hours across the selected period.
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Additional options
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Repeat: Set a recurrence for the plan, or keep Never for a one-time plan.
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Mark as billable: Turn this on if the work should be included as billable time.
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Rate Type: Choose the rate source used for cost or billing.
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Rate: Check or enter the applicable rate. If no rate is available, the planned work may be excluded from Cost Reports.
You can also expand Other plans for this work to review any existing plans for the selected work item.
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:
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Open the Jira Work Item for the task you want to plan.
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In the right-hand panel, click Open TeamBoard TimePlanner. This will open the planning section for the selected task.
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In the planning section, click
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Complete the task planning by filling in the available fields:
Required fields
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Assignee: Choose who will work on the item.
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Hour/Day: Set the planned hours per working day, such as
8hor4h30m. -
Start Date – End Date: Define when the planned work will take place.
Additional options
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Repeat: Set a recurrence for the plan, or keep Never for a one-time plan.
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Mark as billable: Turn this on if the work should be included as billable time.
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Rate Type: Choose the rate source used for cost or billing.
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Rate: Check or enter the applicable rate. If no rate is available, the planned work may be excluded from Cost Reports.
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Click
Once you set the task plan, it automatically appears in the TimePlanner. For visual planning, go to the Schedule Board or Calendar Board. You can easily drag and drop the task to adjust its timeline.
Learn more: How to effectively log time for your tasks.