Member's Guide

Welcome to the Team Member's Guide for TeamBoard ProScheduler!

This guide will help you get started with using ProScheduler effectively to manage your tasks, and schedules, and collaborate with your team.

Step 1: How to Access to TeamBoard ProScheduler in Jira

As team members, you can access the app via the menu by selecting Apps → 'TeamBoard ProScheduler.'

The Other way: Upon installation, you can access The TeamBoard Project within the Jira project by navigating to the bottom left and selecting 'TeamBoard'

Step 2: Update Your Profile Information

As a team member, you can update your profile information including Department, Position, Technical Skills, etc.

To update your Profile → Go to the ProSchduler app → Navigate to the Settings tab → Select My Settings → then update your profile → click on Save settings to apply the changes.

Step 3: Schedule your Tasks, Events & Time-offs on the Schedule Board

Use the Schedule Board in TeamBoard to efficiently organize your daily, weekly, or monthly tasks and events according to your working capacity or time-off request.

To plan your scheduling → Access to the Schedule board within TeamBoard

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 on the board, click here.

Step 4: Manage & Overview your Workload

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.

Step 3: Schedule your Tasks & Events on the Board