For the existing plans scheduled on the TeamBoard board, you can:
Accessing to the Planning Details
You will have two options to open the Planning Details on the schedule board:
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Right-click on an existing task and choose “Planning Detail” → the Planning detail will appear in the right panel
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Click directly on a specific Task Card to open the Planning Detail in the right panel.
1. Updating a General Plan
The
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(1) Jira Issue key | Click on the issue key to open the Jira issue detail view. |
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(1) Issue Status | Click on the |
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(2) Task Summary | The summary of an issue |
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(3) Plan Duration | Showcase the start dates and end dates of the task. |
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(4) Planning Detail |
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→ To update the color, simply click on the color code |
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(5) Issue Detail (Jira) |
→ To update another assignee, please access the Plan Details tab. |
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2. Updating the Plan Details
The
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To update the color, simply click on the color code and select a new color. |  |
(Learn more: Recurring Tasks feature) |  |
3. Adding notes to the plan
This feature The
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This functionality facilitates better documentation and communication within teams, providing a seamless way to include important annotations, reminders, or instructions alongside plan items.
Users within the resource will have the right to create notes and view notes created by everyone.
Users will only have the right to edit or delete their notes
To add notes, click on the Task card to open the Planning Details in the right panel → Navigate to the Notes tab and click the 
button to add your note.
4. Planning History - Changes Log
Keeps a detailed record of all changes made to the project schedule
Throughout the project, many adjustments are made to task deadlines. The Planning History logs who made each change and when allowing for easy tracking and analysis of how changes impact the project timeline.
To access Planning History, click on the Task card to open the Planning Details in the right panel → Go to the History tab.
5. Bulk Task Editing
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Bulk editing does not apply to Recurring Tasks or Jira Field Mapping projects. |
Bulk action on the Schedule board allows users to make changes to multiple tasks at once.
Users can select multiple tasks by checking the box on each task card → When tasks are selected, a bulk action toolbar appears on the board. (The toolbar can be flexibly moved to different positions on the board.)
From here, users can update:
Change the task card color
Assign tasks for additional members.
Unplan tasks.
