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This page is designed to help Admins, Project Managers, and key stakeholders quickly navigate the setup process, configure boards and manage time and resources efficiently.

Follow these steps to get started and make the most of the app.

1. Installation & Navigation

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titleStep 1: How to Install the App (Cloud)

  1. Go to the Atlassian Marketplace and search for “TeamBoard ProScheduler”, or use this link.

  2. Click 'Try it free.'

  3. Choose your Jira site

  4. Now, you can start using TeamBoard ProScheduler🎉

Screenshot 2024-08-12 at 15.09.11.png
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titleStep 2: How to Access to TeamBoard ProScheduler in Jira

After installing TeamBoard ProScheduler, you can access the app via the menu by selecting Apps → 'TeamBoard ProScheduler.'

Access to TeamBoard.png

The Other way: Upon installation, you can access The TeamBoard Project within the Jira project by navigating to the bottom left and selecting 'TeamBoard'

Access to TeamBoard 2.png

2. Initial Settings & Configuration

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titleStep 3: Set Up Permission

In ProScheduler, permissions are categorized into two main levels: App Permission and Board Permission. Each level defines the scope of control and access within the platform.

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titleApp permission

  • App Amin: Can configure all app settings.

  • Team Admin: Can create new teams, manage members in all teams, and access all team boards.

To configure App Pemission, go to Settings → Permission

Screenshot 2024-08-13 at 13.41.53.png

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titleBOard permission

  • Board Amin: Can configure specific project board or program board settings.

Note: Project Admins or Program Creators are assigned the Board Admin role by default.

To access Board Permission, go to your specific project / program → From the board click on the Settings button → Permission

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💡 Learn More:

  • For more detailed information on App Permission, please refer to this guide.

  • For instructions on setting up Board Permission, please visit this guide.

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titleStep 8: Configure Color Schemes

The color scheme sets the default task color on the scheduler and its appearance on the Schedule, Calendar view, Timeline, or Gantt. Admin can choose between Resource or JQL configuration for a more personalized experience.

To access Color scheme settings go to Settings → Color Schemes

Note: You can skip to the next step if you prefer to keep the default color

Screenshot 2024-08-13 at 15.59.42.png
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💡Learn More: Instruction on how to configure Color Schemes.

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Info

Want to learn more details about administrator tasks and configurations? Read the full Administrator Guide here.

Others:

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Additional Information

We're here to provide you with comprehensive support to ensure you get the most out of TeamBoard. Whether you need assistance with setup, have questions about features, or require technical support, our dedicated team is ready to help.

📖 User Guide | 👨‍💻 Book 1-1 Demo | 🙋 FAQs

📺 Watch Demo Video | 🌎 Visit site | 🖥️ Support Desk | 📑 Release Note | 🔐 Trust Center

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