Versions Compared

Version Old Version 3 New Version 4
Changes made by

Annie@DevSamurai

Annie@DevSamurai

Saved on

Key

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

How to Update Tasks & Planning Details

For the existing plans scheduled on the TeamBoard board, you can:

Access to the Planning Details

You will have two options to open the Planning Details on the schedule board:

Status
colourBlue
titleOPTION 1

Right-click on an existing task and choose “Planning Detail” → the Planning detail will appear in the right panel

Screenshot 2024-10-10 at 15.46.20.pngImage Added

Status
colourBlue
titleOPTION 2

Click directly on a specific Task Card to open the Planning

Dialog.
Screenshot 2024-10-10 at 15.46.20.pngImage Removed

  1. Update Working hours, Start date, or end date for this task

  2. Configure recurrence options as needed (Learn more: Recurring Tasks)

  3. Add more assignees: Click the Screenshot 2024-10-10 at 16.33.30.pngImage Removed button to add more team members who will work on the same task.
    (Learn more: Multiple assignees planning)

  4. To remove an assignee from the task, click the Screenshot 2024-10-10 at 16.33.36.pngImage Removed button beside their entry.

  5. Click Save to finalize updates

Screenshot 2024-10-10 at 15.47.07.pngImage Removed

Detail in the right panel

Screenshot 2025-01-08 at 14.54.34.pngImage Added

Update a General Plan

The

Status
colourBlue
titleGENERAL
tab lets you view and update the general of a specific task in TeamBoard, including Jira issue information like duration, planned time, status, and more.

Screenshot 2025-01-08 at 15.15.32.pngImage Added

Screenshot 2025-01-08 at 15.19.47.pngImage Added

Field

Description

Directly Editable

(1) Jira Issue key

Click on the issue key to open the Jira issue detail view.

Status
colourGreen
titleyes

(1) Issue Status

Click on theScreenshot 2025-01-08 at 15.25.26.pngImage Addedbutton to update the issue status.

Status
colourGreen
titleyes

(2) Task Summary

The summary of an issue

Status
colourGreen
titleyes

(3) Plan Duration

Showcase the start dates and end dates of the task.

Status
colourGreen
titleyes

(4) Planning Detail

  • Original Estimate (Jira): Initial time estimate from Jira.

  • Planned Time: Total planned hours for the task.

  • Unplanned Time: is the extra time spent on a task beyond the Original est plan.

Unplanned Time = Original Est − Planned Time

  • Logged Time: Total hours already logged on this task.

  • Remaining est: Refers to the estimated time still needed to complete a task.

Remaining Est = Planned time - Logged time

Status
colourRed
titleno

  • Color: Indicates the task color.

→ To update the color, simply click on the color code Screenshot 2024-10-31 at 14.48.33.pngImage Added and select a new color

Status
colourGreen
titleyes

(5) Issue Detail (Jira)

  • Assignee: Shows the team member assigned to this task.

→ To update another assignee, please access the Plan tab.

Status
colourRed
titleno

  • Reporter: The person who created the task.

  • Story Point: Represents the complexity of the task

  • Label: Additional tagging or categorization of the task.

Status
colourRed
titleno

  • Priority: Shows the task’s priority level.

Status
colourGreen
titleyes

  • Story Point Estimation

Status
colourRed
titleno

Update the Plan Details

The

Status
colourBlue
titlePlan details
allows you to update your plan's details, including reassigning or adding multiple resources, adding additional plans, updating work duration, and setting recurring tasks

Add Notes to the Plan

Planning History - Changes Log

Bulk Task Editing