# Feature OP-9855 - Add team planner to onboarding tour

Project: OpenProject
Status: closed
URL: https://community.openproject.org/work_packages/OP-9855

## Planning

| Attribute | Value |
| --- | --- |
| Date |  |
| Priority | Medium |
| Target versions | 12.1.0 |
| Sprint | 12.1.0 |
| Backlog bucket |  |
| Votes |  |
| List |  |
| Roadmap |  |
| Relevance |  |

## OPEN POINTS / FEEDBACK

_No work packages_

## Features and Chunks

_No work packages_

## Bugs and other work packages

_No work packages_

## Technical Details

| Attribute | Value |
| --- | --- |
| Module |  |
| Feature Flag |  |
| Requires doc change | No |
| Enterprise plan |  |

## Details

| Attribute | Value |
| --- | --- |
| Pull preview |  |
| Mockups |  |
| Found in mobile app version |  |
| Follow-up feedback e-mail |  |
| Accessibility | No |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable |  |
| Product manager |  |
| Developers |  |
| Designer |  |
| Ordered by |  |
| Signed off by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| PD (min) |  |
| PD (max) |  |
| Work |  |
| Labor costs |  |

## Description

**As** an OpenProject user  
**I want to** get a quick introduction to the team planner  
**so that** I know how to use it.

**Acceptance criteria**

  - Enable the module Team planner as default in the Demo project for the Cloud edition trial
  - Have appropriate demo data for the team planner (see <mention class="mention" data-id="40195" data-type="work_package" data-text="#40195">\#40195</mention>)
  - Add a short explanation for the team planner to the onbording tour

**Include Onboarding for team planner:**

  - After Boards (before Members) highlight the Team planner module item in the menu.
    
      - ~~Text: In the team planner you can distribute tasks in your team and see who is working on what.~~
      - Text: The team planner lets you visually assign tasks to team members and get an overview of who is working on what.
      - 
  - Highlight the calendar part.
    
      - ~~Text: All work packages assigned to a team member will be displayed in a weekly planning board.~~
      - Text: The weekly or biweekly planning board displays all work packages assigned to your team members.

<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/27496/content"></div></figure>

  - Highlight the Add assignee link below the board.
      - ~~Text: Add assignees to your team planner view.~~
      - Text: To get started, add assignees to the team planner.

<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/27495/content"></div></figure>

  - Highlight and click the Add existing button.
      - ~~Text: Add existing work packages and drag them to the planner to assign them to someone and define start and end date with drag and drop.~~
      - Text: Search for existing work packages and drag them to the team planner to instantly assign them to a team member and define start and end dates.

<figure class="image op-uc-figure"><div class="op-uc-figure--content"><img class="op-uc-image" src="/api/v3/attachments/27497/content"></div></figure>

  - Highlight a card on the team planner
      - Text: Drag work packages horizontally to move them backwards or forwards in time, drag the edges to change start and end dates and even drag them vertically to a different row to assign them to another member.  
         
  - Continue with Members