Updating Plans

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

1 1. Update a Plan's Details
2 2. Reassign Resources & Add More Plans
3 3. Task Planning History
4 4. Remove/Unplan a Task from the Schedule Board
5 5. Bulk Task Editing

To update other member's plans, users need both ‘View team schedules’ and ‘Manage team schedule’ in Team Permission.
Assigning a plan to multiple assignees is not available for Jira Field Mapping projects.

To open the Planning Details:

Simply select directly the Issue Card on the schedule board > then the Planning Details will appear directly in the right-hand panel including 3 tabs: details plan history

1. Update a Plan's Details

The details tab allows you can view and update details of a specific task in TimePlanner, including Jira issue information like duration, planned time, status, and more.

Field	Description	Directly Editable

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 the button to update the issue status.	yes
(2) Task Summary	The summary of an issue	no
(3) Plan Duration	Showcase the start dates and end dates of the task.	no
(4) General Details	Scheduled: Daily hours planned for this task.	yes
	Story Point Estimation 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 and select a new color	yes
(5) Issue Details (Jira)	Project: Indicates the project name associated with this task	no
	Assignee: Shows the team member assigned to this task. → To update another assignee, please access the Plan tab.	yes
	Reporter: The person who created the task. Story Point: Represents the complexity of the task Label: Additional tagging or categorization of the task.	no
	Status: Indicate the current status of the task Priority: Shows the task’s priority level.	yes
	Start Date & Due Date: Duration of the Task.	no

2. Reassign Resources & Add More Plans

The plan tab enables users to customize key scheduling aspects of each task:

Add more plans: Click on the + New Plan button to create more new plans for the task.

Add more plans: Click on the + New Plan button to create more new plans for the task.
Reassign a plan to another member: From the Assignee section, use the dropdown to change another resource.
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.
Link a task plan to clients: Use the dropdown to select clients associated with the task. (Learn more about Scheduling for clients.)
Set up recurring tasks for ongoing activities that repeat over time such as daily, weekly, bi-weekly or monthly. (Learn more: Recurring Tasks feature)
Mark task as billable: Toggle the task's billable status to track it for invoicing or billing purposes. (Learn more: Cost Planning) To set up billable tasks, users need either: Permission from Billing Admins. The ‘Allow users to set billable for a task’ feature is enabled in General settings.

3. Task Planning History

The HISTORY tab allows you to view the history logs of your task planning to better track changes and adjustments over time such as task's schedule, assignees, and related information.

Task Planning History is not available for Jira Field Mapping projects.

4. Remove/Unplan a Task from the Schedule Board

There are 3 ways to remove a task from the board:

On each Issue Card, use the icon to unplan the task.
From the Planning Details, click on icon to remove the task.
→ A confirmation prompt will appear, allowing you to confirm or cancel the action. Click on YES to remove the task from the board.
In the Jira Issue Detail view, open the TeamBoard TimePlanner app → To remove a plan from the board, click the X on each plan you want to delete.

5. Bulk Task Editing

Bulk action on the Schedule board allows users to make changes to multiple tasks at once.

Users can select multiple tasks by checking the box on each task card → When tasks are selected, a bulk action toolbar appears on the board. (The toolbar can be flexibly moved to different positions on the board.)

From here, users can update:

Change the task card color
Assign tasks for additional members.
Unplan tasks.