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| title | Step 2: How to Access TeamBoard TimePlanner in Jira |
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After installing TeamBoard TimePlanner, you can access the app via the Jira menu by selecting Apps > TeamBoard TimePlanner.  | Panel |
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| panelIcon | :check_mark: |
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| Next Step: Set up User Roles and Permissions to ensure each team member has the appropriate access level and functionality within the app. |
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2. Setup User Roles & Permissions
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| title | Step 3: Define User Roles |
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App Admin: Full access to all features and configurations within the app. By default, users who are in the jira-admin or org-admin group are automatically granted App Admin permission. Team Admin: Manages team-specific activities like team creation, resource planning, work logs, and team member configurations. Client Admin: Manages client portfolios and links clients to tasks. Billing / Cost Admin: Handles financial configurations, such as billing rates and cost management.
Leave Approver: Have the authority to approve or reject leave requests submitted by team members. Timesheet Approver: Have permission to approve or reject timesheets submitted by team members.
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| colour | Blue |
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| title | Team members |
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Users assigned to viewer roles (e.g., Timesheet Viewer, Scheduler Viewer) can view or edit their own data but do not have permission to view or make changes to others. | Info |
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For more detailed information on granting specific permissions to users, please refer to the Permission Settings guide. |
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| title | Step 4: Access & Configure Permissions |
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To configure app permissions and assign these roles:  Image Added |
3. Initial Configuration & Settings
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| title | Step 15: Configure Working Capacity |
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Set up the working capacity for your team members, which defines the number of hours or days they are available to work. To access capacity scheme settings go to Settings → Working capacity  |
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| title | Step 26: Set Up Holiday Calendar |
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Create and manage a holiday scheme that reflects your organization's official holidays. This allows you to account for non-working days in resource planning. To access holiday scheme settings go to Settings → Holiday Calendar  Image Removed Image Added |
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| title | Step 37: Configure Leave Types & Allocation |
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Define different types of leaves (e.g., vacation, sick leave, parental leave) and allocate them to team members. To access capacity scheme settings go to Settings → Leaves Note: If your organization doesn't require the Leave Approval Workflow, you can disable this feature by clicking the corresponding button and proceed to the next step.  |
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| title | Step 48: Configure Rates & Allocation |
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Set up billing rates and cost configurations for different resources or projects. This is essential for accurate cost management and financial reporting within your projects. To access these settings, go to Settings → Rate and Cost. Note: If you do not require the Cost Tracking or Billable Hour Tracking feature, you may skip this step.  |
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| title | Step 59: Create Field Data |
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Field data refers to the customizable attributes created by Admins, which are applied to employee profiles. These attributes can include categories like Departments, Positions, Skills, and Currencies. To access these settings, go to Settings → Field Data  |
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| title | Step 610: Map Jira Date Field (If needed) |
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Map the Start Date and End Date fields in TeamBoard TimePlanner to corresponding Jira fields. Note that when mapping date fields to Jira, the app adheres to Jira’s specifications, which may limit certain advanced features like scheduling tasks multiple times or assigning one task to multiple users. If your team normally schedules one task to multiple resources, you may skip to the next step.  |
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Additional Information
📖 User Guide | 👨💻 Book 1-1 Demo | 🙋 FAQs
📺 Watch Demo Video | 🌎 Visit site | 🖥️ Support Desk | 📑 Release Note | 🔐 Trust Center