Task Planning demo video
Planning Tasks from the Issue Box
The Issue Box contains tasks that you have planned for your project in Jira Board, including the backlog.
To assign and plan a task for a member: Open the Issues Box, apply the basic filter or JQL to locate the issue, then drag and drop it onto the member's calendar.
If you want to change the assignee of an existing task, simply drag the task card and drop it onto another member’s calendar.
Tips: You can search by project and planned status to ensure that the project is progressing according to schedule and meeting its objectives
Planning Tasks from the Planning Dialog
A straightforward method to plan a task, without needing to drag an issue from the Issues Box, is to use the Planning Dialog.
Click on a date or select a range of dates on the calendar to open the 'Plan Issue' dialog. Here, you can either plan for an existing issue or create a new issue and add it to the plan.
Planning Task from Jira Issue
Within a Jira issue, you can navigate to the right panel, click 'Open TeamBoard ProScheduler', then click 'Add Plan'.
Choose the date and scheduled hours for this issue, and then click the 'Plan' button. After clicking the 'Plan' button, the issue will automatically appear on the schedule board
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
