Use Issues box
To assign and plan tasks for a member: Open the Issues box, find the Issue then drag and drop on the member's calendar.
When you want to change the assignee of an existing task simply drag the card and drop on another member’s calendar.
Planing dialog
There is a direct way to plan tasks without dragging Issue from the Issues box using the Planning dialog. Click| Table of Contents | ||
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Plan Tasks on the Schedule Board
1. Use the “New Plan” Button:
Click on the "New Plan" button to activate the Planning Dialog.
Within this dialog, you have the option to search for and select an issue 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.
2. Use the Issue Box:
On the schedule board, click the "Issues" buttonto open the Issue Box.
Enter the desired issue key or summary in the search bar to quickly locate the task you intend to schedule → For a more targeted search, you can also filter issues by Basic Filter (Projects, Assignees, Issue Types, Statuses) or JQL filter to find exactly what you're looking for.
Drag and drop the located issue onto the appropriate spot on the board for scheduling or assigning/reassigning tasks to other members.
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 dialog. You can plan adialog. Within this dialog, you have two options:
Plan for an existing issue by entering the issue summary or issue
Updating plan
After planning the task appears 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 and height of task cards.
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 the plan is to open the Plan dialog from the menu and edit the dialog
Schedule one issue for multiple Resources
Jira by default doesn’t allow assigning one ticket to multiple assignees, with TimePlanner that’s possible. This feature is limited and only applied when using app data for the start date and end 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
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 to 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 it to the same member with different dates and working hours.
Here is how a repetitive plan appears on the schedule
Schedule in Jira issue detail: you can also schedule each task on Jira issue detail page.key or selecting from issues recently viewed.
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.
4. Planning via Jira Issue Detail:
Schedule task plans directly from the Jira issue detail page, ensuring seamless alignment between Jira and your TimePlanner project management activities.
Open a Jira Issue
Click on the “Open TeamBoard TimePlanner”option at the right panel.
Select "Add Plan" to initiate task scheduling within TimePlanner.
Set the Start Date and End Date to define the task's duration (the overall timeline of the task). Specify the Hours/day to indicate the effort required per day for the task.
Click “Plan” to finish.
Schedule in Jira issue detail: you can also schedule each task on the Jira issue detail page.
Advanced Feature: Plan a Task for Multiple Resources
Overcoming Jira Limitations: Unlike Jira, which restricts tasks to a single assignee, TimePlanner allows you to schedule one issue for multiple resources. This functionality is available when using app data for date fields, bypassing Jira's single-assignee limitation.
Here are 3 efficient ways to assign a Jira issue to several users within TimePlanner:
1. Direct Scheduling from Jira Issue Details
Navigate to the Jira issue detail page you want to schedule → Open a Jira issue.
Click on "Open TeamBoard TimePlanner" to access the scheduling features.
Select "Add Plan" and fill in the necessary fields like Start Date, End Date, and Hours/day for the first assignee.
To add another team member to the same task, simply click "Add Plan" again and repeat the process, adjusting the dates and effort as needed for each additional assignee.
2. Using the Planning Detail
Click on an existing task to open “Planning Detail”
Clicking on the “+New plan” button to create more task plans for other members
3. Via the Planning Dialog
Click on a date or select a range of dates on the calendar to open a dialog.
Then choose
button to add more AssigneesA list of assignable users will appear, allowing you to select multiple team members to assign the task to, facilitating collaborative task management.
Learn more: How to effectively update your tasks and modify planning details