Team Member's Guide

Logging into your Jira account, then you can access the app via the Jira menu by selecting Apps > TeamBoard TimePlanner.

Stay in the Loop with Custom Notifications
Tailor your notification settings to stay updated on the activities that matter most—so you never miss a beat.

Just head to Settings → My Settings → Notifications, and choose how you'd like to be notified—whether through in-app alerts or email.

Keep Your Profile Up to Date
As a team member, you can easily update your profile details—like your department, position, a short bio, technical skills, and work experience—to help your team get to know you better.

To make changes, go to Members → My Profile, then click the Edit Profile button.

Plan Smarter with the Schedule Board
Use the Schedule Board in TeamBoard TimePlanner to organize your daily, weekly, or monthly tasks with ease—aligned to your actual working capacity.

To start planning, simply navigate to the Schedule Board within TeamBoard TimePlanner.

In this board, you can plan New Tasks directly or manage Existing Tasks from Jira.

Get the Big Picture with Calendar View
Need a full snapshot of your monthly tasks? The Calendar View in TeamBoard TimePlanner has you covered. It syncs automatically with your Schedule Board, giving you an up-to-date, organized view of everything on your plate.

To access it, just head to the Calendar section within TeamBoard TimePlanner.

Track and Log Your Time with Ease
Easily record the actual time you’ve spent on tasks and log it directly into your work log. Team members can submit logged hours for approval, keeping timesheets accurate and up to date.

To log time, go to Timesheet → Timelog, then enter the time spent on each issue.

After logging your hours, click the Submit Timesheet button to send it to the approvers for review. click here.

To check the status of your submitted timesheets or manage them as needed, navigate to Timesheets → My Timesheets.

Request Time Off with Ease
TeamBoard TimePlanner makes it simple to request and submit leave directly within the app. You have two ways to get started:

1. Quick Request via My Leave Tab

2. Step-by-Step: Go to Leave → My Leaves → Request Leave

3. From there, choose the time range for your leave, select the leave type, and pick an approver—it’s that easy!

Request Leaves Directly from the Schedule board

Head to the Schedule tab, click on the white space of the day you'd like to take off, then:

Select Time Range → Choose Leave Type → Pick an Approver → (Optional) Add a Note → Click Submit.

Your leave request is on its way!

Make the Dashboard Yours
The dashboard features customizable widgets that display key metrics tailored to your needs. To adjust your layout, simply click “Edit” in the top-right corner of the dashboard and start arranging things your way.