1. Schedule View
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Schedule View
Resource scheduling board is used to manage the allocation of resources over time. It visualizes the availability and utilization of resources, provides tools to assign tasks to the appropriate resources. It helps to ensure that resources are used efficiently and effectively.
Access the Schedule tab in the ProScheduler board to view a list of resources and their corresponding task calendars.
Planning tasks
Task Planning demo video
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2.1 Assign and make plan for tasks
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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
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When you want to change assignee
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of existing task simply drag the
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card and drop on other member’s calendar.
Hover the mouse on the vertical border of task to adjust the start and end date.
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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.
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
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Another way to update plan is to open the Plan dialog from the menu and edit on the dialog
Schedule one issue for multiple Resources
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Assign an existing task to more other members.
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2.3 Plan one issue many times
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2.4 Plan issue dialog
Click or select a range of dates in calendar to open Plan Issue dialog. You can create new plan for an issue. The dialog allow you make multiple schedules and assign it to multiple users. You can choose existing issue or create a new issue then make plans for it.
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3. Others
3.1 Search Feature
Next and Previous utility function to show results in search feature.
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Jira by default doesn’t allow assigning one ticket to multiple assignee, with ProScheduler 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
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
Multi-Card Management
Supports selecting and moving multiple cards on the scheduler.
For Mac: Command + Click to select an additional card and move it.
For Windows: Control + Click to select an additional card and move it
Bulk actions on the scheduler.
Allow users to apply certain actions to multiple tasks at once
Change the color of multiple tasks.
Assign multiple tasks to a user.
Supports unplanning multiple tasks.
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.
Here is how a repetitive plan appear on the scheduler
Plan Events
In case you want to plan something or tasks but they are not Jira Issues and are not included in the scheduled time you can plan an Event
Others
Search Feature
Search feature demo video
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3.2 Tips to maximum calendar view
Minimize member bar and hide issue box to maximum calendar view
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Jump search is a convenient way to search for the tasks which exist on the scheduler.
To search, click on the search box enter the text, it will search against the Issue summary or Issue key.
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