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titleStep 5: Manage Your Tasks, Events & Leaves with Calendar View

If you need a complete overview of your tasks for the month, utilize the Calendar View in TeamBoard TimePlanner. This view automatically syncs data from your Schedule Board, giving you an up-to-date snapshot of your tasks.

To access this view, simply navigate to Calendar within TeamBoard TimePlanner.

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📚 Learn More: Let's explore this functionality with:

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titleStep 6: Track & Log Your Spent Time

This feature allows you to track the actual time spent on an issue and record it directly in your work log. Team members can log and submit their time on scheduled tasks to approvers for timesheet approval.

To log time, go to the tab TimesheetTimelog → Enter the time you've spent on each issue.

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📚 Learn More: Step-by-step on how to log your timesheets.

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titleStep 67: Submit Your Timesheets for Approval

Once you've logged your time, click the Submit Timesheet button to send it to the approvers for review. For more details, click here.

To review and manage the status of your submitted timesheets, go to Timesheets → My timesheets

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📚 Learn More: For more information about timesheets and how to recall your timesheets if needed, click here.

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titleStep 78: Request & Submit Your Leaves / Vacation

TeamBoard TimePlanner allows you to request and submit your leaves directly on the app. You'll have 2 ways to create your leaves:

  1. Request Leaves on the My Leave tab

  • Navigate to Leave > My Leaves > Request Leave.

  • Choose the time range for your leave, select the leave type, and pick an approver.

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  1. Request Leaves Directly from the Schedule board

Go to the Schedule tab → Click on the white space of the specific day you wish to take a leave → Choose a time range for your leave > Select Leave Type > Choose Approver > Note (optional) → Click Submit.

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📚 Learn More: For more information about Leave Management, click here.

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titleStep 89: Customize Your Dashboard

Our dashboard typically consists of customizable widgets that display key information, and metrics tailored to meet your specific needs.

To customize your layout, click on “Edit” on the right corner of the dashboard interface.

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📚 Learn More: More detailed about customizing your Dashboard, click here.

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Additional Information

📖 User Guide | 👨‍💻 Book 1-1 Demo | 🙋 FAQs

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