The Team Planning solution in TeamBoard TimePlanner equips team leaders and administrators with an essential toolkit for effective team management. Central to this solution are the team boards, which serve as a visual and interactive hub for overseeing all aspects of your team's work.
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Accessing Team
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Open your team list in the “Teams” section.
Click on "Team board" within the team that you would like to view its board. This action will navigate you directly to your team's board, revealing a comprehensive view of your team's activities and planning tools.
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Details
Access the Team details by clicking on the specific Team name
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Overview of Team
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Details
The team board is details are divided into five key tabs: Member, Dashboard, Schedule, Calendar, Cost, and Report. Each tab is tailored to provide detailed insights and management tools for different aspects of team planning.
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Purpose: Displays a list of team members, allowing for easy management and customization of your team structure.
Customization: Refer to the Team List Guide /wiki/spaces/~7120207b76c5772f164d03a153b3a3db896195/pages/2383544374 for instructions on adding, removing, or editing team member details.
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Cost Management: Refer to the Cost Management Guide to understand what cost management is and how to manage costs in TimePlanner.
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Purpose: Compiles and displays reports on workload, time logs, and planned tasks, offering critical insights into team performance and efficiency.
Usage: Refers to Report Guide to maximize the report function in TimePlanner.
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Important Notes:
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For Team Leaders and Admins Only: Remember, the Team Planning feature is exclusive to users with team leader or admin status, ensuring you have the tools necessary for high-level team management.
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