Managing Members

1 Introduction to Jira Users/Members
2 Manage Jira Resources in TeamBoard ProScheduler
- 2.1 1. Manage members
- 2.2 2. Manage Groups
3 Resources on the Scheduling Board

Introduction to Jira Users/Members

TeamBoard ProScheduler integrates with Jira to streamline user management. It automatically imports active Jira users and displays them on a single page, enabling you to assign tasks, track progress, and keep your projects organized.

TeamBoard Proscheduler offers three types of user management:

Jira Users: Active specific members from your Jira instance are automatically synchronized and displayed
Jira Groups: Groups from Jira can be imported directly into ProScheduler
TeamBoard Teams: Refer to the specific team who have been created in the Teams tab of ProScheduler.

Manage Jira Resources in TeamBoard ProScheduler

You can create and manage members and groups on the ProScheduler board. To access resources, navigate to the 'Resource' tab from the board

1. Manage members

To add new members to the board, you will have 2 options: Jira users/group vs. TeamBoard Teams

Jira Users/Group

Jira Users/Group

To add a single member to the board

Select Jira users/group from the dropdown menu.
Search for individuals by name, then click on the resulting profiles to add them

To add a Jira Group to the board

Select Jira users/group from the dropdown menu.
Search for a specific Jira Group name, then click on the resulting profiles to add them.

TeamBoard Teams

TeamBoard Teams

To add members to the board:

Select TeamBoard Teams from the dropdown menu. → Search team names and click on the result to add them.

Remove a member from the board: Hover your mouse over the member's name and click Screenshot 2024-10-14 at 17.02.10.png button to delete the member from the list.

Move a member’s position: You can change the order of members in the list. Click on the dots icon, then drag and drop the card to a new position. The arrangement of members in this list will determine their order on the scheduling board.

2. Manage Groups

The Groups grid is located under the 'Resource' tab on the right side

Create a new group: Click on 'Create a New Group' to begin. Fill in the group name and add members to the group

Edit Group: You can also edit the name and remove or add members to existing groups.

There is a convenient feature that allows you to drag and drop members from the members list into a group.

Resources on the Scheduling Board

From the Schedule view, you can choose to display resources either by Member view or Group view.

Member View: This shows all the individuals added to the project or program board.

Group View: This displays all the groups and the members within each group

Explore more: Generic Resource Management