Updating Plans

Here’s what you can update:

• Update the assignee

• Update the color

• Update the Hour/day

• Update the date range

• Update the status

• Update the repeat task

• Remove the plan

Using the Planning Detail Panel

The Planning Detail Panel gives you a complete view of a selected task plan and allows you to review or update its scheduling, recurrence, billing, and related work item information without leaving the Schedule Board or Calendar Board.

The panel contains three tabs:

• Details: View and update the selected plan.

• Other plans: Review other plans created for the same Jira work item.

• History: Review changes made to the task plan.

Details

STEP 1 Open the Planning Detail Panel

1. Go to the Schedules from the left-hand menu.

2. Open the Planning Detail panel in one of two ways:

• Right-click on the task card and select from the context menu.

• Simply click directly on the task card to open the Planning Detail panel.

STEP 2 Update the Plan Details

When the Planning Detail Panel opens, go to the Details tab. You can update the task and schedule information directly from the panel.

Task details

• Summary: Click the task summary and edit the text.

• Status: Click the current status and select a new status from the dropdown.

Schedule details

• Assignee: Click the current assignee and select another member from the dropdown.

• Start – End: Click the date range and select new start and end dates.

• Scheduled: Click the scheduled hours and enter the new planned time.

• Logged time: View the time already logged for the work item. This value cannot be edited from the Planning Detail Panel.

• Clients: Click Select clients, then choose the client or clients associated with the plan.

• Background color: Click the current color to select a different color for the task card.

After making your changes, click Update to save the plan.

Work details

Expand Work details to review information from the associated Jira work item, such as:

• Project

• Story point estimate

• Original Estimate

• Planned time

• Remaining estimate

• Assignee

• Priority

• Story point

• Reporter

• Labels

These fields provide additional Jira work item information alongside the TimePlanner plan.

Recurrence

Expand Recurrence to adjust the recurrence settings for the plan:

• Repeat: Click the current recurrence pattern and choose a new option from the dropdown, such as Daily, Weekly, Bi-weekly, Monthly, Quarterly, or Yearly.

• From: Click the date and select when the recurring series should begin.

• Until: Click the date and select when the recurring series should end.

• Occur: Select or clear the weekday checkboxes to choose which days the task should repeat on.

After making your changes, click Update to save the recurrence settings.

Billing

Expand Billing to adjust the billing settings for the plan:

• Mark as billable: Turn the toggle on or off to set whether the planned work is billable.

• Rate Type: Click the dropdown and select the rate type you want to apply, such as Resource Rate.

• Rate: View the rate and currency applied to the selected rate type.

After making your changes, click Update to save the billing settings.

Add More Plans

Use Duplicate to create an additional plan for the same task. This is useful when you want to schedule the task for another assignee or a different time period.

1. In the Planning Detail Panel, click at the bottom.

2. A new plan is added and marked with a New label.

3. Complete the planning details for the new plan: Assignee, Hours/Day, Start Date, and End Date.

4. Adjust other settings such as Recurrence or Billing if needed.

5. Click Update to save the new plan.

You can repeat these steps to create additional plans for the same task.

Other Plans

The Other plans tab shows all additional plans created for the same Jira work item. Use this tab to check how the task is scheduled across different assignees or date ranges.

For each plan, you can see:

• Assignee: The member assigned to the plan.

• Repeat: Whether the plan is recurring.

• Billing: Whether the plan is marked as billable.

• Start – End: The scheduled date range.

• Scheduled: The planned hours and allocation, such as 8h/Per day.

The number next to Other plans shows how many additional plans exist for the work item.

Click View details on any plan to open and manage that specific plan in the Details tab.

History

History

The History tab records changes made to task plans, so you can track what changed, who made the change, and when it happened.

Use Show history for all plans to control the history displayed:

• Disabled: Show history for the currently selected plan only.

• Enabled: Show history for all plans associated with the same work item, including created, edited, and deleted plans.

Using the Jira Work Item Detail panel

TeamBoard TimePlanner allows users to plan tasks and update tasks directly within the Work Item Detail panel without needing to switch to the app. Here is how to do it:

1. Open a Jira work item that you want to update the task.

2. In the right-hand panel, click  Open TeamBoard TimePlanner. This opens the planning section for the selected task.

3. In the planning section, click to open the Update plan form.

4. Update the task details as needed, then click to apply your changes.

Using the Task card

You can quickly update a task from the Schedule Board or Calendar Board by right-clicking on a task card. This opens the context menu, where you can:

Change status: Update the task status (To Do, In Progress, Done, etc.).

Assign more: Assign additional team members.

Change color: Pick a different color to help visually organize or highlight the task card on the board.

Remove plan: Remove the plan from the board.

Dragging & Dropping on the board

You can easily update a task’s schedule or assignee by dragging and dropping the task card on the Schedule Board. This intuitive drag-and-drop functionality helps you quickly make updates and keep your project on track.

Here’s how you can use this feature:

Reassign to another member: Drag and drop the task card onto another team member’s row to reassign it.

Adjust start and end dates: Drag the task card left or right to adjust the start and end dates.

Change Scheduled Hours: Drag the task card up or down to adjust the scheduled hours per day.

Performing bulk task editing

Bulk action on the Schedule board allows users to make changes to multiple tasks at once.

Users can select multiple tasks by checking the box on each task card → When tasks are selected, a bulk action toolbar appears on the board. (The toolbar can be flexibly moved to different positions on the board.)

From here, users can update:

• Change the task card color

• Assign tasks for additional members.

• Remove plans.

Removing plans

You can remove a plan in three ways:

Option 1

1. Go to the Schedule Board.

2. Hover over the task card you want to remove.

3. Click on the task card to remove it from the board.

Option 2

1. Right-click on the task card you want to remove in Schedule board.

2. From the context menu, click  Remove plan to remove the task from the board.

Option 3

1. Go to the Schedules from the left-hand menu.

2. Open the Planning Detail panel in one of two ways:

• Right-click on the task card and select from the context menu.

• Simply click directly on the task card to open the Planning Detail panel.

3. Click Delete in the bottom-left corner of the panel to remove the plan.