Creating Workspaces

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You need the Create Workspace role to create a workspace.

The creation of a workspace varies depending on the environment in which your KanBo is installed.

In this article:

Create a workspace

To create a workspace:

  1. Open Kanbo.
  2. On the Sidebar, go to Workspaces & Spaces, and then select the plus icon in the upper right corner.
  1. Enter the name of the workspace, and go Next.
  2. Select the space color, and then select Next.
  3. 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 Office 365 Group or a new Office 365 Group with MS Team, you need permission granted by your Office 365 Admin.

If you attach the workspace to an existing Office 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 (Office 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. 

  1. Choose the workspace type, select Next.
  2. Check the workspace review, and then select Create workspace.

Creating workspaces in on-premises environments

To create a workspace:

  1. Open Kanbo.
  2. On the Sidebar, go to Workspaces & Spaces, and then select the plus icon in the upper right corner.
  1. Enter the name of the workspace, and go Next.
  2. Select the space color, and then select Next.
  3. Check the workspace review, and then select Create workspace.

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