Page Comparison

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

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Info
To update other member's plans, users need both ‘View team schedules’ and ‘Manage team schedule’ in Team Permission. Assigning a plan to multiple assignees is not available for Jira Field Mapping projects.

To open the Planning Details:

Simply select directly the Issue Card on the schedule board > then the Planning Details will appear directly in the right-hand panel including 3 tabs:

Status

colour	Blue
title	details

Status

colour	Blue
title	plan

Status

colour	Blue
title	history

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1. Update a Plan's Details

The

Status

colour	Blue
title	details

tab allows you can view and update details of a specific task in TimePlanner, including Jira issue information like duration, planned time, status, and more.

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Field

Description

Directly Editable

(1) Jira Issue key

Click on the issue key Screenshot 2024-10-31 at 14.11.15.png Image Addedto open the Jira issue detail view.

Status

colour	Green
title	yes

(1) Issue Status

Click on the Screenshot 2024-10-31 at 14.11.39.png Image Addedbutton to update the issue status.

Status

colour	Green
title	yes

(2) Task Summary

The summary of an issue

Status

colour	Red
title	no

(3) Plan Duration

Showcase the start dates and end dates of the task.

Status

colour	Red
title	no

(4) General Details

Scheduled: Daily hours planned for this task.

Status

colour	Green
title	yes

Story Point Estimation
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

colour	Red
title	no

Color: Indicates the task color.

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

Status

colour	Green
title	yes

(5) Issue Details (Jira)

Project: Indicates the project name associated with this task

Status

colour	Red
title	no

Assignee: Shows the team member assigned to this task.

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

Status

colour	Green
title	yes

Reporter: The person who created the task.
Story Point: Represents the complexity of the task
Label: Additional tagging or categorization of the task.

Status

colour	Red
title	no

Status: Indicate the current status of the task
Priority: Shows the task’s priority level.

Status

colour	Green
title	yes

Start Date & Due Date: Duration of the Task.

Status

colour	Red
title	no

2. Reassign Resources & Add More Plans

The

Status

colour	Blue
title	plan

tab enables users to customize key scheduling aspects of each task:

Add more plans: Click on the + New Plan buttonImage Added to create more new plans for the task.

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Reassign a plan to another member: From the Assignee section, use the dropdown to change another resource.

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Update the work schedule:

Hour/day: To update the hours planned for the task per day.
Duration: Directly clicking to define the start and end dates for the task.

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Link a task plan to clients: Use the dropdown to select clients associated with the task.

(Learn more about Scheduling for clients.)

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Set up recurring tasks for ongoing activities that repeat over time such as daily, weekly, bi-weekly or monthly.

(Learn more: Recurring Tasks feature)

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Mark task as billable: Toggle the task's billable status to track it for invoicing or billing purposes. (Learn more: Cost Planning)

Info

To set up billable tasks, users need either:

Permission from Billing Admins.
The ‘Allow users to set billable for a task’ featureisenabled in General settings.

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3. Task Planning History

The

Status

colour	Blue
title	HISTORY

tab allows you to view the history logs of your task planning to better track changes and adjustments over time such as task's schedule, assignees, and related information.

Info
Task Planning History is not available for Jira Field Mapping projects.

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4. Remove/Unplan a Task from the Schedule Board

Info
This guide applies to regular tasks only. For unplanning recurring items, please click here.

There are 3 ways to remove a task from the board:

On each Issue Card, use the Image Added icon to unplan the task.
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From the Planning Details, click on Image Added icon to remove the task.
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→ A confirmation prompt will appear, allowing you to confirm or cancel the action. Click on YES to remove the task from the board.
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In the Jira Issue Detail view, open the TeamBoard TimePlanner app → To remove a plan from the board, click the X on each plan you want to delete.

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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.

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Key

1. Update a Plan's Details

2. Reassign Resources & Add More Plans

3. Task Planning History

4. Remove/Unplan a Task from the Schedule Board

5. Bulk Task Editing