Data Fields

Data Fields are elements created by admins, such as Departments, Positions, and Skills, and are utilized throughout the entire app.

Once a new data field is created, team members can update their resource information accordingly.

  • Only Jira Admins and App Admins have permission to add and configure Data Fields.

  • Team Members can only apply Data Fields to their profile information.

How to Access & Configure Data Fields

Login to the TeamBoard ProScheduler app → Navigate to the Settings tab → Click on Data Fields

Screenshot 2024-08-13 at 14.25.17.png

Following these options below > click +New to update new data fields

Departments

Organizational units that categorize employees based on functional areas (e.g., HR, IT, Sales).

Screenshot 2024-08-13 at 14.45.55.png

Positions

Positions define the roles or titles of employees within departments.

Skills

Skills help identify specific expertise associated with employees.


How to Apply Data Fields

This part is only applicable to Team Members. Admins cannot access or configure members' profile settings.

Navigate to Settings → My Settings. Under the Profile section, users can update their information, such as Position, Department, and Technical Skills, accordingly.

These elements will be displayed on the Schedule Board. You can group the view by departments or positions.

 

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