Working with Tempo teams makes it easier to collectively manage the work done by a group of people, and teams need Team Leads. Being a Tempo Team Lead gives you permissions to view team members' worklogs, plan time for team members (if you have Tempo Planner installed), and submit and approve team members' timesheets.
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You can follow these tutorials for examples of working with teams as a team lead: Managing a team using Tempo for Serverand /wiki/spaces/DRAFTTIMESHEETSDC/pages/244187212Managing shared resources using Tempo for Server.
To watch videos showing these workflows, see the Managing Your Team and Managing Shared Resources playlists on Tempo's YouTube channel. |
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The first step to working with teams is to create one, and to do this you need the Tempo Team Administrator permission from your Jira administrator.
If you need to manage the plans and work done by your team, but not create or delete teams, you only need to be a member of a Permission Role with the Manage Team permission for that team.
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You can add Jira groups to a team. The groups will be added as a single entity so you cannot define each member's role, commitment, or joining and leaving dates.
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As a Team Lead, you have permissions to view, manage, and approve all plans and worklogs, and also to manage the team.
By default, Members don't have any team permissions - for example, they can’t view the worklogs of their teammates. You probably don't want all team members to be able to view each other's worklogs or plan time for each other, but giving them permissions to View Team Plans lets them see the work that is planned for or by their teammates.
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A Permission Role is a powerful and flexible tool for giving specific permissions to certain team members or other non-members. For example, you can give more or all permissions to a senior team member so that they're like a Team Lead. You can also add a Jira user group to a Permission Group, such as giving a group of other Team Leads permissions to View Team Plans.
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From your Team Overview (click your team's name in the Teams view), you can link your team to Jira projects on which they're working. This makes your team available in Jira searches and filters. You can also link to Jira boards to help with project and issue management.
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Linking projects and issues to your team also lets you plan time for your team members inTempo Planner – see below.
Before you can plan with issues from these projects, you need to link your team to these issues:
Make sure that the Tempo Team Custom Field is visible in your Jira screens.
Rw ui expands macro Rw expand title Associating the Tempo Team Field to Jira Screens To associate the Tempo Team field to Jira screens, you need the Jira Administrator permissions:
- Click Jira settings on the Jira sidebar.
- Select Issues.
- Under Fields, select Custom fields.
- Find the Tempo Team custom field.
- Click the ellipsis (...) to the right, and then select Screens from the drop-down.
- Select the screen you would like to associate the field to (for example, the Default Screen, the Resolve Issue Screen, or the Workflow Screen).
- Click Update to save.
Link the Jira project or board to your team, as described above.
In Jira, open an issue to which you want to link your team, and then click Edit. Scroll down to the Team field, and select your team from the drop-down. Click Update at the bottom of the issue to save these changes.
Now your team can be used in the Jira Issue search, such as when creating filters for Jira Agile boards.
Planning Time for Team Members
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If you've linked your team projects and issues as described in the section above, you can drag and drop issues from those projects directly from the sidebar into your Team Planning Timeline – just click … and then Team in the upper-right of the Resource Planning view to open it.
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To create plans using the issue suggestions sidebar in Tempo Planner, you need the View Team Plans and Manage Team Plans for the team you are planning for:
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As Team Lead, you can view your whole team's timesheet from the Timesheet view in Teams 
. This is a handy way to see all team members' work at a glance, and you can filter the data by User, Project, Issue, etc.
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After team members have logged time, they must submit their timesheet for approval at the end of the current period. If they select you as the Reviewer, you'll get a notification of the submission. You can then approve or reject their timesheets from the Approval view in Teams .
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A powerful thing about reports is that you can save them. This lets you create your own templates using all the filters and data that you set up. Then the next time you want to run that report, it's just one click in the Saved Reports section in the Reports overview..
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