Team Planning
The Team Planning solution in TeamBoard TimePlanner equips team leaders and administrators with an essential toolkit for effective team management.
Accessing Team Details
Access the Team details by clicking on the specific Team name
Overview of Team Details
The team details are divided into five key tabs: Member, Overview, Schedule, Calendar, Cost, and Report. Each tab is tailored to provide detailed insights and management tools for different aspects of team planning.
1. Member Tab
Purpose: Displays a list of team members, allowing for easy management and customization of your team structure.
Customization: Refer to this guide for instructions on adding, removing, or editing team member details.
2. Overview Tab
Purpose: It offers an overview of your team's workload, scheduled tasks and a visual representation of time logged and tasks scheduled through bar and line charts.
The information displayed within the overview is exclusively related to your team.
3. Schedule Tab
Purpose: Provides an overview of the team's task planning and enables the task creation or assignments to team members.
Planning Tasks: Consult the Task Planning Guide for a step-by-step process for scheduling and managing tasks.
4. Calendar Tab
Purpose: It provides a comprehensive overview of your team's schedules and tasks ensuring efficient time management and resource allocation.
Planning Tasks: Refer to the Team Calendar guide for step-by-step scheduling tasks on the Calendar view.
5. Cost Tab
Purpose: Gives a comprehensive overview of the planned costs and actual cost for projects, resources, and clients related to the team.
Cost Management: Refer to the Cost Management Guide to understand what cost management is and how to manage costs in TimePlanner.
5. Report Tab
Purpose: Compiles and displays reports on workload, time logs, and planned tasks, offering critical insights into team performance and efficiency.
Usage: Refers to the Report Guide to maximize the report function in TimePlanner.