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Optimize workflows by scheduling tasks without affecting workload metrics.
Early-stage project planning enables flexibility in assigning tasks for virtual resources.
Maintain efficiency by preventing resource interruption while executing the project.
Support flexibility for quick and easy task reassignment as projects progress.
Scope
→ Generic Resources ensure smooth operations and effective task management throughout all project stages.
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Generic Resources are designed to be project-specific, meaning they are only available within the context of the project or program where they are created.
These resources are isolated and cannot be shared, transferred, or reused across multiple projects
Permissions on Generic Resource
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To grant permission for App Admin and Board Admin, please refer to this guide. |
How to Create a Generic Resource
1. Creating a New Generic Resource
To create a new Generic Resource, please follow the below methods:
Go to your specific Project or Program in TeamBoard
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Access to the Resource tab from the board → Select Generic Resources from the dropdown menu.
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Use the search bar named ‘Search or create generic resource’
To create a new generic resource, type a unique name for the resource in the search bar.
Press Enter to complete the creation.
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Assign the Resource (Optional):
Once the resource is created, you can assign it to groups as needed.
In the Groups section, you can add resources to existing groups or create a new group.
Click the "+" button next to the group name to add generic resources
Then confirm the addition.
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How to Edit or Delete a Generic Resource
To edit or delete a Generic Resource from the system → go to the Generic Resources tab, find the resource you want to modify, and click the three-dot menu (•••).
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1. Edit a Generic Resource
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2. Delete a Generic Resource
Select Delete from the dropdown menu → Find the Generic Resource you want to delete → Click the X icon to initiate the deletion process.
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When deleting a Generic Resource, you will be prompted to choose from the following options:
Reassign: Select a new assignee to transfer any tasks currently assigned to the generic resource (Refer to this guide to explore Reassign Tasks from Generic Resources to Members)
Delete: Permanently delete the generic resource without reassigning tasks.
Discard: Cancel the deletion process.
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