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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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Enabling the Resource Management and Time Tracking
This feature is currently in the beta testing phase and is only available to a limited number of users.
In this article:
Overview
Resource Management is a large module that contains sensitive data. Therefore, access to its resources is multi-level. Space related data is managed by the space owners, who are responsible for running the Resource Management and Time Tracking tools in the space.
Resource Management and Time Tracking must be enabled separately for each workspace and space, but first they must be activated in KanBo
In addition, to run Resource Management and Time Tracking, the space owner must have the KanBo license type specified below.
Enabling the Resource Management and Time Tracking in KanBo
Only users with the Setup KanBo role can activate the Resource Management and Time Tracking in KanBo.
To activate the Resource Management module in KanBo:
- On the Sidebar select
Resource Management. - Go to Basedata.
- In the General section:
- Check the option Enable Resource Management.
- Check the option Enable Time Tracking.
Enabling the Resource Management and Time Tracking in workspaces
Only workspace owners with the Basic/Enterprise/Strategic KanBo license can activate the Resource Management Module in the workspace.
To activate the Resource Management and Time Tracking modules in a workspace:
- Open the space.
- On the space top bar, go to
More, and then select
Resource Management settings. - In the General tab, check the option Enable Resource Management/Time Tracking on this workspace.
Enabling the Resource Management and Time Tracking in spaces
Only space owners with the Basic/Enterprise/Strategic KanBo license can activate the Resource Management Module in the space.
To activate the Resource Management and Time Tracking modules in a space:
- Open the space.
- On the space top bar, go to
More, and then in SPACE SETTINGS, select
More settings >
Resource Management settings. - In the General tab, check the option Enable Resource Management/Time Tracking on this space.
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