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Go to your specific Project or Program in TeamBoard
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 ‘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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To edit or delete a Generic Resource from the system → go to the Resources tab, and find the resource you want to modify.
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1. Edit a Generic Resource
Select Edit from the dropdown menu.
Make the necessary changes (e.g., name, skills).
Confirm the changes to save the updates.Click directly on the name field of the Generic Resource
The field will become editable, allowing you to type the new name.
After typing the new name, click the checkmark (✔) button to save the changes.
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2. Delete a Generic Resource
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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Explore more: Planning with Generic Resources |
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