Planning Task
Plan Tasks on the Schedule Board
Use the “New Plan” Button:
Creating a New Plan on the Schedule Board
Click the “New Plan” button to open the Planning Dialog. From here, you can search for and select an issue to schedule. Be sure to adjust the Assignee, Capacity, and Start/End dates to align the task with your project’s needs and your team’s availability.
Use the Issue Box:
Finding Tasks with the Issue Box
On the Schedule Board, click the “Issues” button to open the Issue Box. Use the search bar to quickly find tasks by entering an issue key or summary. For a more refined search, apply filters such as Project, Assignee, Issue Type, Status or JQL filter to zero in on exactly what you need.
Assign Tasks with Ease
Once you’ve located the issue, simply drag and drop it onto the desired spot on the Schedule Board to schedule it or to assign/reassign it to the right team member—quick, intuitive, and flexible.
Planning directly on a Specific Date or Range of Dates:
Plan Tasks Directly from the Calendar
For a more hands-on planning experience, click on a specific date or select a date range on the calendar to open the planning dialog. From there, you have two options:
Plan an existing issue by entering the issue summary or key, or by selecting from your recently viewed issues.
Create a new issue on the spot, then add it directly to the board as a new plan.
The task will automatically be scheduled for the date or date range you originally selected—no extra steps needed.
Planning via Jira Issue Detail:
Plan Tasks Right from Jira
Easily schedule task plans directly from the Jira issue detail page, keeping everything in sync between your Jira issues and TimePlanner project timelines for seamless coordination.
Open a Jira Issue
Click on the “Open TeamBoard TimePlanner” option at the right panel.
Click “Add Plan” to begin scheduling your task with TimePlanner.
Set the Start Date and End Date to define the task's duration.
Enter the Hours/day to specify the daily effort required.
When you're ready, click “Plan” to finalize and schedule it.
Schedule in Jira issue detail: you can also schedule each task on the Jira issue detail page.
Advanced Feature: Plan a Task for Multiple Resources
Overcoming Jira Limitations: Unlike Jira, which restricts tasks to a single assignee, TimePlanner allows you to schedule one issue for multiple resources. This functionality is available when using app data for date fields, bypassing Jira's single-assignee limitation.
Here are 3 efficient ways to assign a Jira issue to several users within TimePlanner:
1. Direct Scheduling from Jira Issue Details
Schedule Tasks for Multiple Team Members from a Jira Issue
Navigate to the Jira issue detail page you'd like to schedule and open the issue.
Click “Open TeamBoard TimePlanner” to access scheduling tools.
Select “Add Plan”, then enter the Start Date, End Date, and Hours/day for the first assignee.
To include additional team members, click “Add Plan” again and repeat the process, adjusting dates and effort as needed for each assignee.
This way, you can assign the same task to multiple people with tailored schedules in just a few clicks.
2. Using the Planning Detail
Add More Plans to an Existing Task
Click on an existing task to open the Planning Detail view.Then, hit the “+New Plan” button to create additional task plans for other team members—perfect for sharing the workload!
3. Via the Planning Dialog
Click on a date or select a range of dates on the calendar to open a dialog.
Then choose
button to add more AssigneesA list of assignable users will appear—simply select multiple team members to assign the task and enable smooth, collaborative task management.
