Team management

Owned by Du Hashimoto (Unlicensed)
Last updated: Jan 24, 2024 by Teresa
4 min read

Demo Video

 

What is Team management?

Team management refers to actions, strategies, or methods that brings a group of people together to work effectively as a team and achieve a common goal. There are many tasks that require multiple people, so teams are an essential building block to productivity.

Teams

  • Go to Apps → TeamBoard ProScheduler → Team Page to manage Team.

  • View Teams in List view or Grid view

  • Filter Teams: You can filter out the Team for easier search : All , My Team , Others

    • My teams for the teams having you in member list.

    • Others for the teams not having you in member list.

Actions on Teams page

 

Create team

Click Create a new team to create a new team

Add member

Add member to board: Search people by name and click on the result to add

Edit Team: You can also edit name

 

Delete Team

Click on X button to delete team.

 

Remove member from board: Move mouse on member name, click X to remove the member from the list.

Drag and drop

Move the mouse in the button as show below to drag and drop the team table to the desired position.

Move member’s position: You can change the order of members in the list by drag&drop the card.

 

Task Scheduling for Teams

 

 

In Teams Page, click Go To Board to open Team Schedule board.

  • In the Team Schedule board, you can plan task for your members across all projects you have the permission.

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Schedule

https://devsamurai.atlassian.net/wiki/spaces/TBFJ/pages/516620292

 

Plan tasks

 

 

 

 

Plan Events

In case you want to plan something or tasks but they are not Jira Issues and are not included in the scheduled time you can plan an Event

Workload : Show workload

Timelog

 

You can access here to know more about Timelog https://devsamurai.atlassian.net/wiki/spaces/TBFJ/pages/923697153

Filter timelog of specific members or all

 

 

Log Time : edit the time on existing card to log time for scheduled task or click on the cell to open a dialog to log time for other tasks

 

Time off : You can select the leave type or Time and Date off

 

  • View timelog of other members ( this action require admin or team leader role )

 

Report

Overview about Capacity , Scheduled and Logged.

 

All: Filter by Capacity vs Scheduled or Scheduled vs Logged

Filter by This week/Last week/ This month/ Last month/ Past 30 days/ Custom

Members

Projects

 

Tasks

 

Time off

 

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