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Welcome to the Team Member's Guide for TeamBoard TimePlanner!

This guide will walk you through the essential steps to get started and make the most out of the platform. Whether you're new to TeamBoard TimePlanner or just need a refresher, this guide will help you navigate the features with ease.

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titleStep 1: Access TeamBoard TimePlanner

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

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titleStep 2: Configure Notification Preferences

Customize your notification settings to ensure receive timely updates on various activities, ensuring you're always in the loop.

Go to Settings → Navigate to My Settings → Switch to the Notifications tab. Here, you can choose how you receive notifications—either via app notifications or email.

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titleStep 3: Update Your Profile Information

As a team member, you can update your profile information including Department, Position, Brief Self-Introduction, Technical Skills, Working Experience, etc.

To update your Profile → Go to the Members tab → My Profiles → click on the Edit profile button.

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📚 Learn More: How to access, set up and manage your Profile in TimePlanner.

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titleStep 4: Plan Your Tasks & Events in Schedule Board

Use the Schedule Board in TeamBoard TimePlanner to efficiently organize your daily, weekly, or monthly tasks and events according to your working capacity.

To plan your scheduling → Access to the Schedule board within TeamBoard TimePlanner

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

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📚 Learn More:

  • To get a detailed, step-by-step guide on planning your tasks, click here.

  • To learn how to schedule your events in the board, click here.

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titleStep 5: Manage Your Tasks, Events & Leaves with Calendar View

If you need a complete overview of your tasks for the month, utilize the Calendar View in TeamBoard TimePlanner. This view automatically syncs data from your Schedule Board, giving you an up-to-date snapshot of your tasks.

To access this view, simply navigate to Calendar within TeamBoard TimePlanner.

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📚 Learn More: Let's explore this functionality with:

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titleStep 6: Track & Log Your Spent Time

This feature allows you to track the actual time spent on an issue and record it directly in your work log. Team members can log and submit their time on scheduled tasks to approvers for timesheet approval.

To log time, go to the tab TimesheetTimelog → Enter the time you've spent on each issue.

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📚 Learn More: Step-by-step on how to log your timesheets.

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titleStep 7: Submit Your Timesheets for Approval

Once you've logged your time, click the Submit Timesheet button to send it to the approvers for review. For more details, click here.

To review and manage the status of your submitted timesheets, go to Timesheets → My timesheets

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📚 Learn More: For more information about timesheets and how to recall your timesheets if needed, click here.

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titleStep 8: Request & Submit Your Leaves / Vacation

TeamBoard TimePlanner allows you to request and submit your leaves directly on the app. You'll have 2 ways to create your leaves:

  1. Request Leaves on the My Leave tab

  • Navigate to Leave > My Leaves > Request Leave.

  • Choose the time range for your leave, select the leave type, and pick an approver.

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  1. Request Leaves Directly from the Schedule board

Go to the Schedule tab → Click on the white space of the specific day you wish to take a leave → Choose a time range for your leave > Select Leave Type > Choose Approver > Note (optional) → Click Submit.

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📚 Learn More: For more information about Leave Management, click here.

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titleStep 9: Customize Your Dashboard

Our dashboard typically consists of customizable widgets that display key information, and metrics tailored to meet your specific needs.

To customize your layout, click on “Edit” on the right corner of the dashboard interface.

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📚 Learn More: More detailed about customizing your Dashboard, click here.


Additional Information

📖 User Guide | 👨‍💻 Book 1-1 Demo | 🙋 FAQs

📺 Watch Demo Video | 🌎 Visit site | 🖥️ Support Desk | 📑 Release Note | 🔐 Trust Center