Team Leader Level

Team leaders play a vital role in coordinating and overseeing team activities within TeamBoard TimePlanner. They possess specific permissions to access and manage various aspects of their team members' profiles, including capacity, calendar, time log, timesheet, and vacation data.

Responsibilities of Team Leaders

1. Access Permissions:

As the Team Leader, users are granted comprehensive permissions to oversee various aspects crucial to team management. Specifically, users have the authority to:

1. View and Manage Team Schedules

2. Work Logs and Manage Team Member Configuration

For detailed information about the permissions granted to team leaders, please refer to the Team Leader permission guide.

2. Coordination and Oversight: They are responsible for ensuring smooth collaboration within the team, optimizing resource allocation, and monitoring progress toward project goals.

Setting a Team Leader

1. Setting up via the Three Dots Menu

To designate a team member as a team leader:

1. In a team, click on the menu icon next to the team member's name.

2. Choose the "Set as team leader" option from the drop-down menu.

2. Setting up via the Team Permission Settings

Step 1: Navigate to the Teams Tab > Select the Team Board button in your chosen team where you want to set up a new Team Leader role

Step 2: Click on the Permission Settings button located in the right corner of the screen.

Step 3: In the ‘Leader’ column, click on the permission icon

Step 4: From the dropdown list, select the team member you want to appoint as the new team leader. Then click on ‘Save’ to finish.

Remove a Team Leader

To remove a team leader, click on the dropdown menu next to the leader’s name and choose “Remove leader role”

Access Team's TimeSheet

If a user is marked as “Team leader” role, he/she will have permission to access to Team's Timesheet