Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

1. Installation & Navigation

Expand
titleStep 1: How to Install the App (Cloud)
  1. Go to the Atlassian Marketplace and search for “TeamBoard ProScheduler”, or use this link.

  2. Click 'Try it free.'

  3. Choose your Jira site

  4. Now, you can start using TeamBoard ProScheduler🎉

Screenshot 2024-08-12 at 15.09.11.png
Expand
titleStep 2: How to Access to TeamBoard ProScheduler in Jira

After installing TeamBoard ProScheduler, you can access the app via the menu by selecting Apps → 'TeamBoard ProScheduler.'

Access to TeamBoard.png

The Other way: Upon installation, you can access The TeamBoard Project within the Jira project by navigating to the bottom left and selecting 'TeamBoard'

Access to TeamBoard 2.png

2. Initial Settings & Configuration

Expand
titleStep 3: Set Up Permission

In ProScheduler, permissions are categorized into two main levels: App Permission and Board Permission. Each level defines the scope of control and access within the platform.

Status
colourBlue
titleApp permission

  • App Amin: Can configure all app settings.

  • Team Admin: Can create new teams, manage members in all teams, and access all team boards.

To configure App Pemission, go to SettingsPermission

Screenshot 2024-08-13 at 13.41.53.png

Status
colourBlue
titleBOard permission

  • Board Amin: Can configure specific project board or program board settings.

Note: Project Admins or Program Creators are assigned the Board Admin role by default.

To access Board Permission, go to your specific project / program From the board click on the Settings button → Permission

image-20220410-132043.pngimage-20220410-132113.png

Panel
bgColor#EAE6FF

💡 Learn More:

  • For more detailed information on App Permission, please refer to this guide.

  • For instructions on setting up Board Permission, please visit this guide.

...

Expand
titleStep 8: Configure Color Schemes

The color scheme sets the default task color on the scheduler and its appearance on the Schedule, Calendar view, Timeline, or Gantt. Admin can choose between Resource or JQL configuration for a more personalized experience.

To access Color scheme settings go to SettingsColor Schemes

Note: You can skip to the next step if you prefer to keep the default color

Screenshot 2024-08-13 at 15.59.42.png
Panel
bgColor#EAE6FF

💡Learn More: Instruction on how to configure Color Schemes.

Others:

...

Additional Information

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

...