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Table of Contents

Demo Video

 

What is Team management?

Team management refers to actions, strategies, or methods that brings a group of people together to work effectively as a team and achieve a common goal. There are many tasks that require multiple people, so teams are an essential building block to productivity.

Teams Page

  • Go to Apps → TeamBoard ProScheduler → Team Page to manage Team.

  • View Teams in List view or Grid view

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  • Filter Teams: You can filter out the Team for easier search : All , My Team , Others

    • My teams for the teams having you in member list.

    • Others for the teams not having you in member list.

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Create a new team

Click Create a new team to create a new team

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Add member to Team

Add member to board: Search people by name and click on the result to add

Edit Team: You can also edit name

 

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Delete Team

Click on X button to delete team.

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Remove member from

board

Team:

Move mouse on member name, click X to remove the member from the list.

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Drag and drop
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Move member’s position

Move the mouse in the button as show below to drag and drop the team table to the desired position.

Move member’s position: You can change the order of members in the list by drag&drop the card.

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Task Scheduling for Teams

 

 

In Teams Page, click Go To Board to open Team Schedule board.

  • In the Team Schedule board, you can plan task for your members across all projects you have the permission.

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Schedule

Schedule

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Plan tasks

 

 

 

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Plan Events

In case you want to plan something or tasks but they are not Jira Issues and are not included in the scheduled time you can plan an Event

Workload : Show workload

Timelog

 

You can access here to know more about Timelog Timelog

Filter timelog of specific members or all

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Log Time : edit the time on existing card to log time for scheduled task or click on the cell to open a dialog to log time for other tasks

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Time off : You can select the leave type or Time and Date off

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  • View timelog of other members ( this action require admin or team leader role )

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Report

Overview about Capacity , Scheduled and Logged.

 

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All: Filter by Capacity vs Scheduled or Scheduled vs Logged

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Filter by This week/Last week/ This month/ Last month/ Past 30 days/ Custom

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Members

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Projects

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Tasks

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Time off

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  Planning Time |