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Planning Task

Plan Tasks on the Schedule Board

1. Use the “New Plan” Button:

Click on the "New Plan" button to activate the Planning Dialog.

Within this dialog, you have the option to search for and select an issue to schedule on the board. Ensure you adjust the Assignee, Capacity, and Start/End date for the task to tailor it to your project's needs and resources accurately.

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2. Use the Issue Box:

  1. On the schedule board, click the "Issues" button to open the Issue Box.

  2. Enter the desired issue key or summary in the search bar to quickly locate the task you intend to schedule → For a more targeted search, you can also filter issues by Basic Filter (Projects, Assignees, Issue Types, Statuses) or JQL filter to find exactly what you're looking for.

    Planning tasks via the issue box.png

  3. Drag and drop the located issue onto the appropriate spot on the board for scheduling or assigning/reassigning tasks to other members.

search for issues within a project.png

3. Planning directly on a Specific Date or Range of Dates:

For a more direct task-planning approach, click on a date or select a range of dates on the calendar to open a dialog. Within this dialog, you have two options:

  1. Plan for an existing issue by entering the issue summary or issue key or selecting from issues recently viewed.

  2. Create a new issue, then add this issue as a plan to the board.

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The task will be scheduled for the date or range of dates you initially selected.

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4. Planning via Jira Issue Detail:

Schedule task plans directly from the Jira issue detail page, ensuring seamless alignment between Jira and your TimePlanner project management activities.

  1. Open a Jira Issue

  2. Click on the “Open TeamBoard TimePlanner” option at the right panel.

  1. Select "Add Plan" to initiate task scheduling within TimePlanner.

  2. Set the Start Date and End Date to define the task's duration (the overall timeline of the task). Specify the Hours/day to indicate the effort required per day for the task.

  3. Click “Plan” to finish.

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

  • Navigate to the Jira issue detail page you want to schedule → Open a Jira issue.

  • Click on "Open TeamBoard TimePlanner" to access the scheduling features.

  • Select "Add Plan" and fill in the necessary fields like Start Date, End Date, and Hours/day for the first assignee.

  • To add another team member to the same task, simply click "Add Plan" again and repeat the process, adjusting the dates and effort as needed for each additional assignee.

2. Using the Planning Detail

  • Click on an existing task to open “Planning Detail”

  • Clicking on the “+New plan” button to create more task plans for other members

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3. Via the Planning Dialog

  • Click on a date or select a range of dates on the calendar to open a dialog.

  • Then choose Screenshot 2024-10-22 at 17.27.04.pngbutton to add more Assignees

  • A list of assignable users will appear, allowing you to select multiple team members to assign the task to, facilitating collaborative task management.

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Learn more: How to effectively update your tasks and modify planning details

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