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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.
Step 1: Access TeamBoard TimePlanner
Logging into your Jira account, then you can access the app via the Jira menu by selecting Apps > TeamBoard TimePlanner.
Step 2: Configure Notification Preferences
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.
Step 3: Update Your Profile Information
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.
Step 4: Plan Your Tasks & Events in Schedule Board
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.
📚 Learn More:
To get a detailed, step-by-step guide on planning your tasks, click here.
To learn how to schedule your events in the board, click here.
Step 5: Manage Your Tasks, Events & Leaves with Calendar View
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:
Step 6: Track & Log Your Spent Time
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 → Enter the time you've spent on each issue.
Step 7: Submit Your Timesheets for Approval
Once you've logged your time, click the Submit Timesheet button to send it to the approvers for review. For more details, click here.
To review and manage the status of your submitted timesheets, go to Timesheets → My timesheets
📚 Learn More: For more information about timesheets and how to recall your timesheets if needed, click here.
Step 8: Request & Submit Your Leaves / Vacation
TeamBoard TimePlanner allows you to request and submit your leaves directly on the app. You'll have 2 ways to create your leaves:
Go to tab Leave > My Leaves > Request Leave
The users must choose a range of times for his/her leave. Choose leave type and approver as well.
Go to the Schedule tab → Click on the White space of the specific day you want to take a leave → Choose a time range for your leave > Select Leave Type > Choose Approver > Note (optional) → Submit.
📚 Learn More: For more information about Leave Management, click here.
Step 8: Customize Your Dashboard