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Learn the Basics
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- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Dates
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
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Visualize Work
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Collaborate
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Level Up Your Work
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Resource Management
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Work Securely
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Integrations
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- Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo in Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Tabs in Teams Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
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- Importing Microsoft Planner Plans into KanBo
- Exporting KanBo Space Views to Excel
- Visitors in Microsoft 365 Environments
- Adding KanBo Modern Web Part to SharePoint Site
- Autodesk BIM Integration
- ServiceNow Integration
- Zapier Integration
- KanBo and Nintex Integration
- UiPath Integration
- Azure Logic Apps Integration
- Power Automate Triggers and Actions in KanBo
- Advanced KanBo Actions in Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
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Creating Workspaces
The creation of a workspace varies depending on the environment in which your KanBo is installed.
In this article:
Create a workspace
You need the Workspace Creation role to create a workspace.
To create a workspace:
- Open Kanbo.
- On the Sidebar, go to Workspaces & Spaces, and then select the plus icon in the upper right corner.
- Enter the name of the workspace, and go Next.
- Select the space color, and then select Next.
- Choose if you want to connect your workspace with Microsoft Teams*, and then select Next.
*There are three ways to create workspaces in the cloud environment.
To create a new Microsoft 365 Group or a new Microsoft 365 Group with MS Team, you need permission granted by your Microsoft 365 Admin.
If you attach the workspace to an existing Microsoft 365 Group / MS Team, you will only see the Microsoft Entities that you own, others will not be visible. You must own a Microsoft Entity (Microsoft 365 Group or MS Teams) to be able to attach it to the workspace in KanBo.
Read more about integrating workspaces with Microsoft Teams.
If you want to merge the workspace with an existing MS Team, select the third option and find the existing MS Team by its name. The new workspace will have the same type, users and document source as the MS Team.
This decision affects the types of workspaces you can create in the next step.
- Choose the workspace type, select Next.
- Check the workspace review, and then select Create workspace.
Creating workspaces in on-premises environments
You need the Workspace Creation role to create a workspace.
To create a workspace:
- Open Kanbo.
- On the Sidebar, go to Workspaces & Spaces, and then select the plus icon in the upper right corner.
- Enter the name of the workspace, and go Next.
- Select the space color, and then select Next.
- Check the workspace review, and then select Create workspace.
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