Creating Multiple Planner Boards | Teambook

Creating Multiple Planner Boards

When creating a Teambook account, a Planner Board is automatically created. Most of the small companies only use one Planner Board and don’t need to create a 2nd one.

In case you manage multi-offices, departments or teams spread around the world, you might be interested in creating various Planner Boards. This gives you a big flexibility to handle different teams with different bank holidays, dedicated projects and so on.

The benefit of a Planner Board is that you can also share your resources as users can be members of multiple Planner Boards. That way, you will handle your primary team in one Planner Board while still being able to add a member that is not part of your primary team in your Board, thus see their availability and book them.

This is very useful for cases where your organization shares a pool of competencies spread in different locations.

To create a Planner Board:

  1. From the Navigation panel, click More... in the Planner section

  2. Click on Create Planner, enter a name and Save