Team leaders play a vital role in coordinating and overseeing team activities within TeamBoard TimePlanner. They possess specific permissions to access and manage various aspects of their team members' profiles, including capacity, calendar, time log, timesheet, and vacation data.
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In this guide, you will explore:
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Responsibilities of Team Leaders
1. Access Permissions:
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As the Team Leader, users are granted comprehensive permissions to oversee various aspects crucial to team management. Specifically, users have the authority to:
View and Manage Team Schedules/ Work Logs
Manage Team Member Configuration
For detailed information about the permissions granted to team leaders, please refer to the Team Leader permission guide.
2. Coordination and Oversight:
They are responsible for ensuring smooth collaboration within the team, optimizing resource allocation, monitoring team capacity, and
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team time tracking.
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Adding a Team Leader
1. Setting up via Team Details
To designate a team member as a team leader:
In a team, click on the menu icon next to the team member's name.
Choose the "Set as team leader" option from the drop-down menu.
Remove a Team Leader
To remove a team leader, click on the dropdown menu next to the leader’s name and choose “Remove leader role”
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Access the Team details by clicking on the specific Team name
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Find the member you want to assign as the new team leader in the list of members.
From the Action column, click the Star icon
to select the 'Set as leader' option.
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2. Setting up under the Team Permission Settings
Access the Team details by clicking on the specific Team name
Click on the Permission Settings button located in the right corner of the screen.
In the ‘Leader’ column, click on the permission icon.
From the dropdown list, select the team member you want to appoint as the new team leader. Then click on ‘Save’ to finish.
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Removing a Team Leader
Locate the current team leader in the list of members.
In the Action column, click on the highlighted Star icon
to revoke the Leader role for the selected member.
Access Team's TimeSheet
If a user is marked as “Team leader” role,
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you will have permission to access to Team's Timesheet
For more information about the Team's Timesheet and tips on using it effectively as a team leader, please visit here.