...
Table 1: Valid actions for each member role as follows
Category | Action | Admin | Team admin | Team leader | Member |
|---|---|---|---|---|---|
Create |
|
|
|
| |
Update information |
|
|
|
| |
Delete |
|
|
|
| |
Remove from specific teams |
|
|
|
| |
Add to a team |
|
|
|
| |
Generic Resource Planning | View on schedule board |
|
|
|
|
Create tasks |
|
|
|
| |
Update tasks |
|
|
| | |
Un-plan tasks |
|
|
|
| |
Reassign tasks |
|
|
| |
Member needs View Schedule in Team Permission to view generic resource tasks planning.
Member needs Manage Schedule in Team Permissionto create, update, un-plan, or reassign generic resource tasks to other members.
...
b. Create a new issue, then add this issue as a plan to the board.
The task will be scheduled for the date or range of dates you initially selected
...
→ Update the assignee to a desired Generic Resource and adjust the
...
hour/day.
...
For various methods of assigning tasks, please refer to our Planning Task.
...
All tasks: All tasks will be reassigned to the assignee you selected.
Tasks within a date period: Only tasks with a time range that falls within the duration you selected can be reassigned.
For example:, you are planning 2 tasks for Virtual Resource as below:
Task A : start date is
10th January, 2025and end date is15th January, 2025Task B: start date is
12th January, 2025and end date is15th January, 2025→ If you select a date range from
January 12 to 15and attempt to reassign, Task A's start date falls outside of this period, so Task A cannot be reassigned.
Tasks after a specific date, to replace the plans after the selected date.
All plans are reassigned to the selected generic resource or user after the selected date. The changes are permanent and will not revert to the original assignee: Only tasks with a start date on or after the date you selected can be reassigned.
Click on Assign to finalize the task reassignment.
...
From the Schedule board, at the Generic Resource row, Click click on a date or drag-drop to select a range of dates → Open the planningdialog. Within this dialog, you have two options:
a. Plan for an existing issue by entering the issue summary or issue key or selecting from issues recently viewed.
b. Create a new issue.
The system will automatically detect the
...
Generic Resource and the range of dates you initially selected
...
→ Click Plan to perform planning action.
For various methods of planning tasks, please refer to our Planning Task.
...