This page is designed to help Admins, Project Managers, and key stakeholders quickly navigate the setup process, configure boards and manage time and resources efficiently.
Follow these steps to get started and make the most of the app.
1. Installation & Navigation
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After installing TeamBoard ProScheduler, you can access the app via the menu by selecting Apps → 'TeamBoard ProScheduler.'  The Other way: Upon installation, you can access The TeamBoard Project within the Jira project by navigating to the bottom left and selecting 'TeamBoard'  |
2. Initial Settings & Configuration
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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.
To configure App Pemission, go to Settings → Permission 
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  
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Set up the working capacity for your team members, which defines the number of hours or days they are available to work. The capacityscheme can be applied to one or many members. To access capacity scheme settings go to Settings → Working capacity 
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Create and manage a holiday scheme that reflects your organization's official holidays. This allows you to account for non-working days in project timelines and resource planning. To access holiday scheme settings go to Settings → Holiday Calendar
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It refers to the customizable attributes created by Admins, which are applied to employee profiles. These attributes can include categories like Departments, Positions, and Skills To access these settings, go to Settings → Data Fields 
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Define different types of leaves (e.g., vacation, sick leave, parental leave) and allocate them to team members. To access capacity scheme settings go to Settings → Leaves 
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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 Settings → Color Schemes Note: You can skip to the next step if you prefer to keep the default color 
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Want to learn more details about administrator tasks and configurations? Read the full Administrator Guide here. |
Others:
General Settings: All the miscellaneous settings of the app
Gantt Settings: Auto Scheduling and Map Gantt/Timeline dependencies with Issue Links.
Jira Date Mapping with TeamBoard: Align Jira dates with TeamBoard for seamless scheduling.
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Additional Information
We're here to provide you with comprehensive support to ensure you get the most out of TeamBoard. Whether you need assistance with setup, have questions about features, or require technical support, our dedicated team is ready to help.
📖 User Guide | 👨💻 Book 1-1 Demo | 🙋 FAQs
📺 Watch Demo Video | 🌎 Visit site | 🖥️ Support Desk | 📑 Release Note | 🔐 Trust Center
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