Getting Started for Admins, Project Managers,...

This page is designed to help Admins, Project Managers, and key stakeholders quickly navigate the setup process, configure boards and manage time and resources efficiently.

Follow these steps to get started and make the most of the app.

1. Installation & Navigation

  1. Go to the Atlassian Marketplace and search for “TeamBoard ProScheduler”, or use this link.

  2. Click 'Try it free.'

  3. Choose your Jira site

  4. Now, you can start using TeamBoard ProScheduler🎉

Screenshot 2024-08-12 at 15.09.11.png

After installing TeamBoard ProScheduler, you can access the app via the menu by selecting Apps → 'TeamBoard ProScheduler.'

Access to TeamBoard.png

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

2. Initial Settings & Configuration

In ProScheduler, permissions are categorized into two main levels: App Permission and Board Permission. Each level defines the scope of control and access within the platform.

App permission

  • App Amin: Can configure all app settings.

  • Team Admin: Can create new teams, manage members in all teams, and access all team boards.

To configure App Pemission, go to SettingsPermission

BOard permission

  • Board Amin: Can configure specific project board or program board settings.

Note: Project Admins or Program Creators are assigned the Board Admin role by default.

To access Board Permission, go to your specific project / program From the board click on the Settings button → Permission

 

💡 Learn More:

  • For more detailed information on App Permission, please refer to this guide.

  • For instructions on setting up Board Permission, please visit this guide.

Set up the working capacity for your team members, which defines the number of hours or days they are available to work. The capacity scheme can be applied to one or many members.

To access capacity scheme settings go to SettingsWorking capacity

 

💡 Learn More: Step-by-step guide to seting up Working Capacity schemes to your resources.

Create and manage a holiday scheme that reflects your organization's official holidays. This allows you to account for non-working days in project timelines and resource planning.

To access holiday scheme settings go to SettingsHoliday Calendar

 

 

 

Others:

 


Additional Information

We're here to provide you with comprehensive support to ensure you get the most out of TeamBoard. Whether you need assistance with setup, have questions about features, or require technical support, our dedicated team is ready to help.

User Guide | Book 1-1 Demo | 🙋 FAQs

Watch Demo Video | Visit site | Support Desk | Release Note | Trust Center

 

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