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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
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Removing Users from Spaces
- Closing and Restoring Spaces
- Moving Spaces between Different KanBo Environments
- Deleting Spaces
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- Creating Cards
- Following Cards
- Scheduling Cards
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Archiving Cards
- Adding Cards to MySpace
- Adding Mirror Cards
- Removing Mirror Cards
- Moving Cards between Spaces
- Deleting Cards
- Removing Cards from MySpace
- Hinzufügen von Karten zu "MySpace"
- Entfernen von Karten aus "MySpace"
- Hinzufügen von Status
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Visualize Work
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- Space Views
- Creating Space Views
- Personal and Shared Space Views
- Card Grouping
- Filtering Cards
- Display Settings
- Work Progress Calculation
- Grouping Description
- Card Grouping Settings
- Changing the Order of Groupings
- Changing the Order of Space Views
- Deleting Space Views
- Following Card Statuses and Custom Fields
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Collaborate
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Level Up Your Work
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Work Securely
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Integrations
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- Advanced KanBo Actions in Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Exporting Space Views to Excel
- KanBo and Azure Logic Apps Integration
- Power Automate Integration: Triggers and Actions
- Seamless Import from Microsoft Planner to KanBo
- Synchronizing KanBo with Outlook Calendar
- Using KanBo Outlook App
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Notes
This post is also available in: Deutsch
In this article:
Overview
Notes are one of the card elements. It is a simple feature that allows users to store information and provide context for the card’s content.
The notes can be used in any situation thanks to their advanced text editing capabilities.
Use Rich Text in your notes - bold, italics, and underlined styles. You can also highlight a quote or use numbering and bulleting in your text.
Notes are always open for other users to add content. You can see updates about editing notes in the Activity Stream.
![](https://help.kanboapp.com/wp-content/uploads/2024/06/note-activity-stream1.png)
Creating notes
To add a note:
- Open the space.
- Enter the card.
- On the top of the card content section, select the + Add element button, and then select
Note.
- Write the note, and then select Add.
Space members and owners can edit existing notes.
Learn how to format your notes using Rich Text.
Adding checkboxes to notes
Rich Text formatting enables the addition of checkboxes to your notes. Its sole purpose is to provide visual assistance.
![](https://help.kanboapp.com/wp-content/uploads/2024/06/edit-note.png)
Checking the note boxes is not included in the work progress calculation as it happens with the to-do list boxes.
To add a checkbox to the note:
- Click on the note to enter the edit mode.
- On the lower right corner of the edited note area, select the
Rich Text icon.
- Place the cursor on the line of text you are editing.
- From the Rich Text menu select the
checkbox icon.
- Select Save.
To mark a checkbox as completed:
- Click on the note to enter the edit mode.
- Select the empty box.
- Select Save.
To unmark a checkbox, proceed in the same way.
Renaming notes
To rename a note:
- On the note, select its name.
- Enter a new name, and then select Save.
Deleting notes
- Open the space.
- Enter the card.
- On the right of the element’s name, select More (the three-dots menu), and then select
Remove.
- Select Remove to confirm the action.
FAQ
Can I add multiple notes to a single card?
Yes, you can add multiple notes to a single card.
How to improve my notes?
You can use Rich Text formatting in your notes, such as bold, italics, underline, numbering, pointing, etc. Try to make checklists too.
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