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For the existing plans scheduled on the TeamBoard board, you can:

Access to the Planning Details

You will have two options to open the Planning Details on the schedule board:

OPTION 1

Right-click on an existing task and choose “Planning Detail” → the Planning detail will appear in the right panel

Screenshot 2024-10-10 at 15.46.20.png

OPTION 2

Click directly on a specific Task Card to open the Planning Detail in the right panel.

Screenshot 2025-01-08 at 14.54.34.png

Update a General Plan

The GENERAL tab lets you view and update the general of a specific task in TeamBoard, including Jira issue information like duration, planned time, status, and more.

Screenshot 2025-01-08 at 15.15.32.png

Screenshot 2025-01-08 at 15.19.47.png

Field

Description

Directly Editable

(1) Jira Issue key

Click on the issue key to open the Jira issue detail view.

YES

(1) Issue Status

Click on theScreenshot 2025-01-08 at 15.25.26.pngbutton to update the issue status.

YES

(2) Task Summary

The summary of an issue

YES

(3) Plan Duration

Showcase the start dates and end dates of the task.

YES

(4) Planning Detail

  • Original Estimate (Jira): Initial time estimate from Jira.

  • Planned Time: Total planned hours for the task.

  • Unplanned Time: is the extra time spent on a task beyond the Original est plan.

Unplanned Time = Original Est − Planned Time

  • Logged Time: Total hours already logged on this task.

  • Remaining est: Refers to the estimated time still needed to complete a task.

Remaining Est = Planned time - Logged time

NO

  • Color: Indicates the task color.

→ To update the color, simply click on the color code Screenshot 2024-10-31 at 14.48.33.png and select a new color

YES

(5) Issue Detail (Jira)

  • Assignee: Shows the team member assigned to this task.

→ To update another assignee, please access the Plan tab.

NO

  • Reporter: The person who created the task.

  • Story Point: Represents the complexity of the task

  • Label: Additional tagging or categorization of the task.

NO

  • Priority: Shows the task’s priority level.

YES

  • Story Point Estimation

NO

Update the Plan Details

The PLAN DETAILS allows you to customize key scheduling aspects of each plan, including reassigning or adding multiple resources, adding additional plans, updating work duration, and setting recurring tasks.

  1. Add more plans: Click on the + New Plan buttonScreenshot 2024-10-22 at 16.58.21.png to create more new plans for the task.

Screenshot 2025-01-08 at 15.37.26.png

  1. Reassign a plan to another member:
    From the Assignee section, use the dropdown to change another resource.

Screenshot 2025-01-08 at 15.39.37.png

  1. Update the work schedule:

  • Hour/day: To update the hours planned for the task per day.

  • Duration: Directly clicking to define the start and end dates for the task.

Screenshot 2025-01-08 at 15.40.27.png

Add Notes to the Plan

Planning History - Changes Log

Bulk Task Editing

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