Resource feature demo video
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Introduction to Jira Users/Members
TeamBoard ProScheduler integrates with Jira to streamline user management. It automatically imports active Jira users and displays them on a single page, enabling you to assign tasks, track progress, and keep your projects organized.
TeamBoard Proscheduler offers three types of user management:
Jira Users: Active specific members from your Jira instance are automatically synchronized and displayed
Jira Groups: Groups from Jira can be imported directly into ProScheduler
TeamBoard Teams: Refer to the specific team who have been created in the Teams tab of ProScheduler.
Manage Jira Resources in TeamBoard ProScheduler
You can create and manage members and groups
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on the ProScheduler board. To access resources, navigate to the 'Resource' tab from
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Manage members
Click Edit button to change members box to edit mode.
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the board
1. Manage members
To add new members to the board, you will have 2 options: Jira users/group vs. TeamBoard Teams
Jira Users/Group | |
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To add a single member to the board
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To add a Jira Group to the board
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TeamBoard Teams | |
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To add members to the board:
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Remove a member from the board:
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Hover your mouse
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over the member's name
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and click
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button to
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delete the member from the list.
Move a member’s position: You can change the order of members in the list
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. Click on the dots icon, then drag
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and drop the card to a new position. The arrangement of members in
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this list will determine
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their order
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on the scheduling board.
2. Manage Groups
The Groups grid is located under the 'Resource' tab on the right side
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Create a new group:
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Click on
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'Create a New Group' to begin. Fill in the group name and add
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members to the group
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Edit Group: You can also edit the name and remove
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or add members to
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existing groups.
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There is a convenient
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feature that allows you to drag and drop
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members from the members list
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Resources in Scheduling board
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into a group.
Resources on the Scheduling Board
From the Schedule view, you can choose to
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display resources either by Member view or Group view.
Member
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View:
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This shows all the
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individuals added to the project or program board.
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Group
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View:
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This displays all the
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groups and the members
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within each group
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Explore more: Generic Resource Management |