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To schedule for clients, please follow the steps below:

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Assign Clients for the new task

• Start by creating a new Issue in the TeamBoard TimePlanner

• In the Planning Dialog, locate the 'Client' option and select the relevant client for this task (You can assign multiple clients to the same task)

• Click the ‘Plan’ button to finalize the scheduling process.

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Assign or Update Clients for the existing task

To assign or update clients for

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an existing task

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Access to Schedule board → Choose a specific in TeamBoard TimePlanner, follow these steps:

1. Navigate to the schedule board and find the task you want to

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1. update.

2. Click on

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Under Clients section → select the Client's name who is in charge of this task → click on Plan button to finish.

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1. the task card to open the Planning Details on the right side.

2. Select the ‘Plan’ tab to access scheduling options.

3. In the Clients field, add or remove the relevant clients:

   • To add clients, type the client’s name and select it from the dropdown list.

   • To remove a client, click the ‘X’ next to their name.

4. Once the updates are complete, click the ‘Update’ button to save the changes.

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