1. Schedule View
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Description
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①
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Team members list
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②
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Unassigned planned tasks are list on the bottom of the board. Drag the tasks and drop on member’s calendar to assign them.
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③
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Unplanned tasks are listed on the right bar. Drag the tasks and drop on member’s calendar to assign them.
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④
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Today date. Click to scroll calendar to today.
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⑤
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View range options for the calendar. You have 3 options, Days, Weeks and Months
2. Assign and make plan for tasks
Drag tasks and drop on member's calendar to assign them. When you want to change assignee, drag the task and drop on other member’s calendar.
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Hover the mouse on the vertical border of task to adjust the start and end date.
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Hover the mouse on the bottom border to adjust the plan hours per day for the task.
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3. Others
Hide unplanned issue bar to maximum calendar space
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Resource Planning in Schedule Board
TeamBoard TimePlanner enhances resource scheduling with its Schedule Board in the Calendar view, allowing users to plan tasks according to their capabilities.
Let's delve into the functionalities of the Resource Planning solution offered by TimePlanner.
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Schedule Board Overview
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View Switcher: Toggle between team-level and individual-level views to schedule tasks accordingly.
Team Selection: Easily switch between different teams to display each team's tasks in the schedule view, facilitating team-specific planning.
New Plan Button: Create a new issue directly from the schedule board.
Current Date Navigation: Quickly navigate to today's date.
Time Frame Selection: Choose to view schedules by days or weeks.
Advanced Filter: Apply filters to the schedule using Basic Search and Quick Filter (JQL Search) to focus on specific tasks, projects, or team members.
All Filter: Filter the Schedule view by Tasks, Leave, and Events
Workload Overview: Get a clear view of resource workloads.
Jump Search: Quickly find specific items using jump search.
Issue Box: All issues are compiled in the project.
Basic search
JQL (Jira Query Language) Search
Refresh Page: Update the board with the latest data.
Board Settings: Adjust board configurations as needed.
Export: Export the schedule board to an XLSX file.
Today Line: A marker for the current day.
Zero Capacity: Identifies days with no available capacity.