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Schedule View
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Description
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①
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Team members list
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②
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Unassigned planned tasks are list on the bottom of the board. Drag the tasks and drop on member’s calendar to assign them.
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Unplanned tasks are listed on the right bar. Drag the tasks and drop on member’s calendar to assign them.
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Today date. Click to scroll calendar to today.
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View range options for the calendar. You have 3 options, Days, and Weeks
Assigning and planning task
Use Issues box
To assign and plan task for a member: Open the Issues box, find the Issue then drag and drop on member's calendar.
When you want to change assignee of existing task simply drag the card and drop on other member’s calendar.
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Planing dialog
There is a direct way to plan task without dragging Issue from Issues box is using the Planning dialog. Click on a date or select a range of dates on the calendar to open Plan Issue dialog. You can plan for an existing issue or create a new Issue and add into the plan.
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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
Move the cursor over the vertical border of the task and resize the card to change the start and end dates.
Move the cursor over the bottom border and resize the card to adjust the plan hours per day.
Another way to update plan is to open the Plan dialog from the menu and edit on the dialog
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Schedule one issue for multiple Resources
Jira by default doesn’t allow assigning one ticket to multiple assignee, with TimePlanner that’s possible. This feature has limitation and only applied when using app data for the start date and and date.
This feature is only available when the date fields are app data and not mapped with Jira fields. When mapping with Jira fields it must follow Jira’s spec only 1 assignee is allowed
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Using Planning dialog: When using the planning dialog for a new task or editing an existing task, you can add additional plans and assign them to different assignee
Another quicker way is to open the card menu and choose Assign More it will show all assignable users to select
Repetitive plan
This feature is only available when the date fields are app data and not mapped with Jira fields. When mapping with Jira fields it must follow Jira’s spec
You can repeat a task multiple times by assigning to the same member with different dates and working hours.
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Here is how a repetitive plan appear on the scheduler
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Schedule in Jira issue detail: you can also schedule for each task in Jira issue detail page.
Others
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Resource Planning in Schedule Board
TeamBoard TimePlanner enhances resource scheduling with its Schedule Board in the Calendar view, allowing users to plan tasks according to their capabilities.
Let's delve into the functionalities of the Resource Planning solution offered by TimePlanner.
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Schedule Board Overview
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View Switcher: Toggle between team-level and individual-level views to schedule tasks accordingly.
Team Selection: Easily switch between different teams to display each team's tasks in the schedule view, facilitating team-specific planning.
New Plan Button: Create a new issue directly from the schedule board.
Current Date Navigation: Quickly navigate to today's date.
Time Frame Selection: Choose to view schedules by days or weeks.
Advanced Filter: Apply filters to the schedule using Basic Search and Quick Filter (JQL Search) to focus on specific tasks, projects, or team members.
All Filter: Filter the Schedule view by Tasks, Leave, and Events
Workload Overview: Get a clear view of resource workloads.
Jump Search: Quickly find specific items using jump search.
Issue Box: All issues are compiled in the project.
Basic search
JQL (Jira Query Language) Search
Refresh Page: Update the board with the latest data.
Board Settings: Adjust board configurations as needed.
Export: Export the schedule board to an XLSX file.
Today Line: A marker for the current day.
Zero Capacity: Identifies days with no available capacity.