Tempo Books Tip of the Month: How to Configure Your Teams

TempoBooks-budget

To get you started with Tempo Books and fully exploit the features, this tip is about how you create your teams and should configure the teams you work with to get the most accurate information about time spent, both on a team level and by team members. With Tempo Teams, teams are linked to JIRA projects and boards, and logged hours by team members are classified by the account category type i.e. billable, operational, capitalized, or internal. The account category types are configured in Tempo Accounts. The information is then displayed in the Team Utilization report in Tempo Books.

See also: Managing Accounts in Tempo Books

Central Team Management

Tempo Teams is a system plugin included and installed with all Tempo products (see Tempo’s dashboard for product overview and getting started guides). Prior to Tempo Planner’s first release, the team space was introduced for a better team management and integration. With Tempo’s centralized team space, you can sync up your teams and link them to JIRA project and agile boards.

For now, we’ll discuss Tempo Teams and how it is used in Tempo Books. There are a few items that may need to be configured in the administrative section for Tempo products; the most important is giving someone the Manage Teams (Tempo Team Manager) permission to be able to create and manage your teams. Other items that may need to be configured for Tempo Teams, are Team Roles and the Teams Custom Field.

Create efficient teams and work smarter

If you are new to Tempo and Tempo Teams, the most important action to start with, is to create teams and configure them with members, working days, permissions and project links as needed.

Let’s start with the team space in Tempo Books by clicking on the Tempo drop-down menu and choose TEAMS more… and open the Tempo Team Navigator. 

Tempo-Books-Create-Teams

There are two ways of creating teams. Teams can be created by clicking the Create New Team (see red box) button or by adding a new entry to the list on the Teams page. The button is located in the top right corner of the Tempo Team Navigator. By clicking the button, a Create Team dialog appears. If you prefer the latter approach, simply just click the Manage drop-down menu and choose Teams, which is an easy way to add a team. Just enter a Name and Summary in the fields and click the Add button.

Tempo-Books-teams-creation

It is mandatory to enter a Name for the new team. Other attributes for the team are Summary (short description) and Team Lead (choose a JIRA user). Click the Create Team button to finish or the Cancel link to proceed without creating a team. The new team will be listed with other teams. It is also possible to delete a team. Other configurations that concern your team are adding its members and permissions, and linking the team to JIRA projects and boards. When you‘ve created your team, this is how your team overview page should look like.

Tempo-Books-Team-Overview

Configure teams to get the most out of Tempo Books

The team configuration can be accessed from the team overview page (as shown above). Attributes to configure are general characteristics, team members, working schedules, permissions, and links. Most important configuration to fully exploit Tempo Books, is linking the team to a certain JIRA project or board.

Given that we’ve created a team, we click on the Configuration tab. To start with are more general attributes to configure, the same as we saw when we created the team, except a mission can be added additionally here (see picture below).

Tempo-Books-Team-configure

Next, we’ll have to add team members to our team. JIRA users can be added, their role, availability, and date when joining or leaving if applicable. The team can also be added to a group and automatically members are added to the team via a group. After the members have been added, we choose the Working Days to set the holiday scheme for members. Working Days is used in Tempo Planner for resource and capacity planning, and does not apply in Tempo Books. 

Tempo-Books-Team-members

There is a difference between permissions within the team and overall permission to manage teams. As mentioned in the beginning, there are a few items that may need to be configured in the Administrative section for Tempo products, which is crucial in Tempo Books. Team Permissions configuration, as seen below, is used to grant permission to browse team overview page and the permission to plan time (which is used in Tempo Planner and is not relevant in Tempo Books). However, to be able to view Team Utilization report in Tempo Books, you have to be a member of the team.

Tempo-Books-Team-Permissions

Finally, and most importantly, you’ll need to link your team to JIRA projects and boards. This needs to be done to track hours logged on a project’s issues by team members.

Click on Links and choose one of the fields to open a drop-down menu to choose a project or a board. One team can be linked to many projects or boards. If needed, the links can be deleted.

Tempo-Books-Team-Links

When team members log hours on issues, which are part of a project/board and linked to an account, the Team Utilization report depicts how hours are spent and groups by category. With Tempo Books it’s easy to see how much effort is billable versus non-billable.

See also: Use your time practically and effectively in JIRA with Tempo Books

Tempo-Books-Team-Utilization

Tempo Books is available now for a 30-day free trial for JIRA Server. Pricing starts at $100 and all licence tiers come with 12 months of full software maintenance (purchasing additional maintenance and support after that is entirely optional) – including all updates and online support.

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Somewhere between marketing and innovation, Steinunn is the product marketing manager for Tempo Cloud. You can find her online most of the time, outside walking, or sailing in the North Atlantic.

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