Welcome to the Team Member's Guide for TeamBoard TimePlanner!
This guide will walk you through the essential steps to get started and make the most out of the platform. Whether you're new to TeamBoard TimePlanner or just need a refresher, this guide will help you navigate the features with ease.
Logging into your Jira account, then you can access the app via the Jira menu by selecting Apps > TeamBoard TimePlanner.
Customize your notification settings to ensure receive timely updates on various activities, ensuring you're always in the loop.
Go to Settings → Navigate to My Settings → Switch to the Notifications tab. Here, you can choose how you receive notifications—either via app notifications or email.
As a team member, you can update your profile information including Department, Position, Brief Self-Introduction, Technical Skills, Working Experience, etc.
To update your Profile → Go to the Members tab → My Profiles → click on the Edit profile button.
📚 Learn More: How to access, set up and manage your Profile in TimePlanner.
Use the Schedule Board in TeamBoard TimePlanner to efficiently organize your daily, weekly, or monthly tasks and events according to your working capacity.
To plan your scheduling → Access to the Schedule board within TeamBoard TimePlanner
In this board, you can plan New Tasks directly or manage Existing Tasks from Jira.
If you need a complete overview of your tasks for the month, utilize the Calendar View in TeamBoard TimePlanner. This view automatically syncs data from your Schedule Board, giving you an up-to-date snapshot of your tasks.
To access this view, simply navigate to Calendar within TeamBoard TimePlanner.
📚 Learn More: Let's explore this functionality with:
This feature allows you to track the actual time spent on an issue and record it directly in your work log. Team members can log and submit their time on scheduled tasks to approvers for timesheet approval.
To log time, go to the tab Timesheet → Timelog
📚 Learn More: Step-by-step on how to log your timesheets.