Card Elements

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Card elements are features that make up the contents of the card. They are useful for describing task details with notes and to-do lists or organizing card documents.

Every KanBo card has three major sections inside: card details on the left side, card activity stream in the center, and card elements on the right side.

The right section was prepared for staff you may need to complete the task. Use card elements to create and collect necessary records.

There are four categories of card elements:

Card documents can be stored in document groups and document folders.

You can set an individual name and position for every element and create it in any quantity. Take advantage of them to make your arrangement of the workflow.

Use these elements to make a card template for future cards.

Add a new card element

Together with card elements, you can create notes, documents, or even cards. 

  1. Open a space.
  2. Enter a card.
  3. Click on +Add new element in the upper right part of a card.
  1. Select the element you would like to add.

Read about the difference between the card document group and the document folder.

Remove a card element

  1. Open the space.
  2. Enter the card.
  3. To remove an element select the three-dot menu button next to the element’s name
  4. Select Remove.
  1. Confirm your action to finish.

FAQ

Yes, one of the card elements is a to-do list, which can represent steps to follow to complete the card.

Yes, KanBo provides automatic work progress calculation using the card elements like to-do lists and child card groups.

Yes, you can attach files like documents, pictures, and many more by uploading them to a card. There is a copy&paste option to add files to a card too.

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