Team Member's Guide

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.

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.

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.

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

TeamBoard TimePlanner allows you to request and submit your leaves directly on the app. You'll have 2 ways to create your leaves:

1. Request Leaves on the My Leave tab

• Navigate to Leave > My Leaves > Request Leave.

• Choose the time range for your leave, select the leave type, and pick an approver.

2. Request Leaves Directly from the Schedule board

Go to the Schedule tab → Click on the white space of the specific day you wish to take a leave → Choose a time range for your leave > Select Leave Type > Choose Approver > Note (optional) → Click Submit.

Our dashboard typically consists of customizable widgets that display key information, and metrics tailored to meet your specific needs.

To customize your layout, click on “Edit” on the right corner of the dashboard interface.