How to Plan Tasks on the Schedule Board

1. Planning from the Issue Box

To assign and plan a task for a member: Open the Issues Box, apply the basic filter or JQL to locate the issue, then drag and drop it onto the member's calendar.

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If you want to change the assignee of an existing task, simply drag the task card and drop it onto another member’s calendar.

2. Planning with the “New Plan” button

Click on the "New Plan" button to activate the Planning Dialog

A straightforward method to plan a task, without needing to drag an issue from the Issues Box, is to use the Planning Dialog.

Click .

Within this dialog, you can search for existing Issues or create new Issues to schedule on the board. Ensure you adjust the Assignee, Capacity, and Start/End date for the task to tailor it to your project's needs and resources accurately.

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3. Planning directly on a Specific Date or Range of Dates:

For a more direct task-planning approach, click on a date or select a range of dates on the calendar to open the 'Plan Issue' adialog. HereWithin this dialog, you can either plan have two options:

1. Plan for an existing issue by entering the issue

or create

1. summary or issue key or selecting from issues recently viewed.

2. Create a new issue

and add it

1. , then add this issue as a plan to the

plan

1. board.

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3. Planning

Task from

via Jira Issue Detail

Within a Jira issue, you can navigate to the right panel, click 'Open TeamBoard ProScheduler', then click 'Add Plan'.

Choose the date and scheduled hours for this issue, and then click the 'Plan' button. After clicking the 'Plan' button, the issue will automatically appear on the schedule board

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Updating plan

After planning the task appear on the scheduler at a proper member lane and calendar. The width of the card indicates the start date and end date while the height visualizes the number of hours per day. To update the plan you can visually resize the width, height

Another way to update plan is to open the Plan dialog from the menu and edit on the dialog

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3. Automated Task Planning based on Original Estimate

With this update, you can automatically plan tasks using Jira’s Original Estimate. Just set the task’s start and end dates along with the original estimate, and TeamBoard will divide the estimated hours across the duration, simplifying project planning.

Info
Important Note: This feature is available only for date-mapping projects.

Here’s how to get started:

Step 3: Once the task is scheduled, you can adjust start and end dates by dragging the task card in TeamBoard ProScheduler. The daily task duration will automatically adapt to maintain the original estimate.

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How to Remove/Unplan a Task from the Schedule Board

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

There are three options to remove a task from the board:

Status
colour Blue title option 1

In the Jira Issue Detail view, open the TeamBoard ProScheduler app → To remove a plan from the board, click the X on each plan you want to delete.

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