Team Planning

The Team Planning solution in TeamBoard TimePlanner equips team leaders and administrators with an essential toolkit for effective team management.

Accessing Team Details

• Access the Team details by clicking on the specific Team name

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Overview of Team Details

The team details are divided into five key tabs: Member, Dashboard, Schedule, Calendar, Cost, and Report. Each tab is tailored to provide detailed insights and management tools for different aspects of team planning.

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1. Member Tab

• Purpose: Displays a list of team members, allowing for easy management and customization of your team structure.

• Customization: Refer to this guide for instructions on adding, removing, or editing team member details.

2. Dashboard Tab

• Purpose: Offers an overview of your team's workload, scheduled tasks, and a visual representation of time logged and tasks scheduled through bar and line charts.

• Functionality: Detailed instructions on navigating and interpreting the dashboard can be found in the Dashboard Guide.

3. Schedule Tab

• Purpose: Provides an overview of the team's task planning and enables the task creation or assignments to team members.

• Planning Tasks: Consult the Task Planning Guide for a step-by-step process for scheduling and managing tasks.

4. Cost Tab

• Purpose: Gives a comprehensive overview of the planned costs and actual cost for projects, resources, and clients related to the team.

• Cost Management: Refer to the Cost Management Guide to understand what cost management is and how to manage costs in TimePlanner.

5. Report Tab

• Purpose: Compiles and displays reports on workload, time logs, and planned tasks, offering critical insights into team performance and efficiency.

• Usage: Refers to Report Guide to maximize the report function in TimePlanner.