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Welcome to the Team Member's Guide for TeamBoard ProScheduler!
This guide will help you get started with using ProScheduler effectively to manage your tasks, and schedules, and collaborate with your team.
Step 1: Access to TeamBoard ProScheduler in Jira
As team members, you can access the app via the menu by selecting Apps → 'TeamBoard ProScheduler.'
The Other way: Upon installation, you can access The TeamBoard Project within the Jira project by navigating to the bottom left and selecting 'TeamBoard'
Step 2: Update Your Profile Information
As a team member, you can update your profile information including Department, Position, Technical Skills, etc.
To update your Profile → Go to the ProSchduler app → Navigate to the Settings tab → Select My Settings → then update your profile → click on Save settings to apply the changes.
Step 3: Schedule your Tasks, Events & Time-offs on the Schedule Board
Use the Schedule Board in TeamBoard to efficiently organize your daily, weekly, or monthly tasks and events according to your working capacity or time-off request.
To plan your scheduling → Access to the Schedule board within TeamBoard
In this board, you can plan New Tasks directly or manage Existing Tasks from Jira.
📚 Learn more:
To get a detailed, step-by-step guide on planning your tasks, click here.
To learn how to schedule your events on the board, click here.
To learn how to request your Time-offs on the board, click here.
Step 4: Manage & Optimize your Workload
Balancing your workload is crucial for productivity and efficiency.
Use the Workload View to see how your time is distributed across tasks and projects.
To access this view, go to the Workload button. If you are overloaded or underutilized, you can adjust tasks to balance your workload.
Step 5: Manage Your Tasks, Events & Leaves with Calendar View
If you need a complete overview of your tasks for the month, utilize the Calendar View in TeamBoard ProScheduler. This view automatically syncs data from your Schedule Board, giving you an up-to-date snapshot of your tasks.
To access this view, simply navigate to the Calendar tab.
📚 Learn More: Let's explore this functionality with:
Step 6: Manage Tasks in Timelines or Gantt Chart
The Timeline or Gantt Chart view helps you track and manage your tasks in relation to the overall project timeline.
Timeline: The task hierarchy mirrors the issue hierarchy in Jira, providing a clear visual representation of task dependencies.
Gantt Chart: Offers more flexibility, allowing you to customize the hierarchy using Work Breakdown Structure (WBS) numbering.
You can switch between these views based on your needs, and if desired, you can hide one of the views by clicking the icon.
📚 Learn More: How to plan your Issues in Timeline & Gantt Chart, click here
Step 7: Track and Log your Actual Time
This feature allows you to track the actual time spent on an issue and record it directly in your work log.
To log time, go to the Timelog tab → If you have scheduled tasks in the period just simply enter the time and click log to log your time.
📚 Learn More: Time Logging in TeamBoard ProScheduler here.
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