Plan, work, track, and report using TeamBoard in Jira

Managing a performing team is the dream of every project manager. Performing teams are the strength of the company and the project manager. Managing your team is a daunting task especially when resource management tools are absent.

Project managers use project management tools like Jira, but fail to plan and manage their team. Kanban-like physical boards track the progress of story tasks however, it lacks the details of team member and the time required for completion. If you are in search of a dashboard that helps you plan and manage your team’s schedule in Jira, then this article is just for you.

DevSamurai team has developed an app called TeamBoard to creates, assigns, and track the activity for all your team members. It gives an inclusive picture of the team members, their tasks along with logged and scheduled time for each issue for reporting.

Why you need TeamBoard?

Apart from assigning and planning your sprints, TeamBoard has various features that improve the team’s performance.

1) It presents an overview of the task assigned to the members. It displays the capacity of your team, assigns issues on working and non-working days.

2) It tracks the progress of the task by logging the time required to complete a task. Reports the project progress by setting timelines to days, weeks, and months

3) Assigns tasks apart from added in Jira. Managers can easily track the time of members that take up additional work.

4) Finally, the reports and time logged into the dashboard help in identifying the best performing team member. It assists in retrospective meetings, sprint plan meetings, and stand-up meetings

Comprehensive Task Visualization with TeamBoard in Jira

With its integration into Jira, TeamBoard offers an exceptional graphical tool for project managers to visualize tasks in the most detailed manner. It allows both an individual and a holistic view of tasks, making it easier to track project progress and anticipate potential obstacles.

1. Detailed Task Insights

TeamBoard provides a granular understanding of every task involved in a project. By presenting tasks individually and collectively, it gives project managers a clear picture of their project’s status, facilitating informed decision-making.

2. Effective Resource Management

One of the key aspects of project management is optimal resource allocation. Here, TeamBoard shines by enabling an intuitive way to track and adjust resources according to project requirements. It effortlessly answers critical questions about the team composition, their workload, and their availability for upcoming tasks, thus aiding in efficient resource planning.

3. Simplified Task Management

The use of a drag-and-drop feature makes task assignment and reassignment in TeamBoard a breeze. In situations where team members may be overcommitted or unavailable, tasks can be effortlessly reassigned to ensure the project proceeds without hiccups.

4. Seamless Integration with Jira

As TeamBoard is part of the Jira platform, it can access all project data swiftly and keep itself updated in real-time. This seamless integration allows for effective tracking and immediate updating of tasks, thereby enhancing overall project management efficiency.

Look and feel of TeamBoard:

An important aspect of visualization tools is its user experience (UX) and user interface (UI). We will discuss some of the UX/UI features of TeamBoard.

1) UI/UX Design:

A simple and intuitive UX/UI design reflects the thinking of its designers.

“A user interface is like a joke. If you have to explain it, it’s not that good”. — Martin Leblanc founder Iconfinder.

The design of TeamBoard is simple. The three different tabs “Schedule”, “Log Time”, and “Report” summarize the issues and logs the time for each.

Plan, work, track, and report using TeamBoard in Jira
TeamBoard to visualize your team activity

2) Drag and Drop features:

Drag and drop feature is commonly found in web apps, but the TeamBoard Scheduler is designed to scroll for a particular date while dragging and dropping. This feature also helps in adding, deleting, and shifting the issues between members and dates.

Plan, work, track, and report using TeamBoard in Jira
Drag and Drop from unplanned issues

3) Visualization of tasks:

The 2-dimensional matrix of members and calendar adds issues for future dates, previous dates, and on non-working days.

Colors are an integral part of visualization tools. It decides the color pattern of individual issues.

Plan, work, track, and report using TeamBoard in Jira
Color pattern for each task

4) Set filters and Timelines:

Features like searching the issues or filtering the members display the specific issues from a large data set. You can set the time range for tabs in days, weeks, or months. Use this feature to analyze the allocation and completion of issues.

5) Quick Reporting:

View the tasks logged each week. This is automatically calculated based on work logged by each member. Calculate weekly performance, by analyzing and comparing scheduled and logged work for the entire team.

Plan, work, track, and report using TeamBoard in Jira
Plan, work, track, and report using TeamBoard in Jira
Project time report

Features of TeamBoard:

The multiple features of TeamBoard allow you to add, create, and log issues for each member. We list some of the exciting features that are needed to manage your team.

1) Create a team:

Add existing members from Jira as your team members. Managed by admin or project managers, the members added are displayed to the extreme left of the scheduler.

Plan, work, track, and report using TeamBoard in Jira
Create your project team in TeamBoard

2) Creating and adding issues:

Unplanned issues added by project managers or scrum masters are displayed in the right pane. The cherry-picking of a task is made easy by the search feature in the pane.

Plan, work, track, and report using TeamBoard in Jira
Right pane for unplanned issues

3) Setting issues:

Planned stories, tasks, and issues are allocated to the team members by dragging and dropping on the scheduler. Another way is to click on a scheduler and create an issue. The create issue also configures the display fields of your choice and gives you the option to imports issues directly.

Plan, work, track, and report using TeamBoard in Jira
Create issues and configure fields

4) Logged and Schedule issues:

View the report of logged and scheduled issues for a day, week, or month in the “Reports” tab. Such reports are good for retrospective meetings to analyze challenges, issues, tasks, and stories are performed after each iteration.

Plan, work, track, and report using TeamBoard in Jira
Compare Logged and scheduled issues

5) Time log for each task:

Again good for auditing and retrospective’s this gives a detailed analysis of the time required to complete each task. You can divide a task between team members and get the overall time allocated and logged for this task. Each task added in the scheduler is listed in the “Task” section. This gives a detail of the time logged and scheduled for each task. You can filter the tasks and traverse through pages to view all the tasks.

Plan, work, track, and report using TeamBoard in Jira
Detailed statistic time info for tasks

What’s next

DevSamurai team keeps adding more values into the plugin, some advanced features are under developing or already in the backlog

Program board: Create TeamBoard from multiple projects and to manage, plan and report as a program

Timesheet: Submit and get timelog reviewed and approved

Advanced reports: Individual time reports, team report, heatmap and more

Contact if you need more details


Improper handling of the project resources could reduce the performance of the team. It is recommended to use a visualization tool to plan and assign issues to a team member.

If you are a Jira user, use the TeamBoard plugin available on Atlassian Marketplace. It helps you to manage your resources by assigning the stories and tasks to the members. It displays a wide view of your teams’ capacity and provides a time log and rich reports for logged and scheduled tasks.

Each member can analyze their performance. The project managers can compare weekly and monthly progress reports. Plan your future sprint meetings and retrospective meets by analyzing the report.

It doesn’t matter where your team is located, what matters is they are on the same page. By using TeamBoards managers will make sure to complete the tasks and reduce the backlogs.

How TeamBoard help Managing Resource in Projects

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