For the existing plans scheduled on the TimePlanner board, you can:
Table of Contents | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Info |
---|
|
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 | ||||
---|---|---|---|---|
|
Status | ||||
---|---|---|---|---|
|
Status | ||||
---|---|---|---|---|
|
1. Update a Plan's Details
The
Status | ||||
---|---|---|---|---|
|
Field | Description | Directly Editable | ||||||
---|---|---|---|---|---|---|---|---|
(1) Jira Issue key | Click on the issue key to open the Jira issue detail view. |
| ||||||
(1) Issue Status | Click on the button to update the issue status. |
| ||||||
(2) Task Summary | The summary of an issue |
| ||||||
(3) Plan Duration | Showcase the start dates and end dates of the task. |
| ||||||
(4) General Details |
|
| ||||||
|
| |||||||
→ To update the color, simply click on the color code and select a new color |
| |||||||
(5) Issue Details (Jira) |
|
| ||||||
→ To update another assignee, please access the Plan tab. |
| |||||||
|
| |||||||
|
| |||||||
|
|
2. Reassign Resources & Add More Plans
The
Status | ||||
---|---|---|---|---|
|
| |||
---|---|---|---|
| |||
| |||
(Learn more about Scheduling for clients.) | |||
(Learn more: /wiki/spaces/~7120207b76c5772f164d03a153b3a3db896195/pages/2292420649Recurring Tasks feature) | |||
|
3. Task Planning History
The
Status | ||||
---|---|---|---|---|
|
Info |
---|
Task Planning History is not available for Jira Field Mapping projects. |
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 icon to unplan the task.
From the Planning Details, click on icon to remove the task.
→ A confirmation prompt will appear, allowing you to confirm or cancel the action. Click on YES to remove the task from the board.
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.
5. Bulk
ActionTask Editing
Info |
---|
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.