Cards

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In this article:

Overview

Cards are the most fundamental units of KanBo hierarchy. Use them as a representation of tasks or any other items that need to be tracked and managed. 

Cards contain information created with notes, files, comments, dates, checklists, and other data relevant to the task at hand. Their extensive structure will allow you to adapt them to any situation.

Learn about the card structure to understand how to navigate within cards. Then have a look at the short video on what basic card work is all about.

Play Video

Go to KanBo Learn Portal for more videos and tutorials.

Cards can represent orders, new software features, story leads, legal cases, potential employees, customer support issues, and much more. Cards can change their statuses – be constantly evolving or just informational. There are a lot of possibilities, but let’s start at the beginning and take a closer look at KanBo cards.

Cards are organized into spaces, which are collections of related cards. Spaces can be used to represent projects, workflows, departments, or any other topics that make sense for your organization. Use cards for your everyday work and move between groupings on the space to show progress. 

Drag cards between groupings to indicate progress or category. You can attach files to cards, make notes, label them, or even use them to create new documents. 

Present your concept to co-workers and delegate tasks by adding them as card users. Use comments in Activity Stream to discuss your ideas. Make to-do lists mentioning responsible users.

Level up working with cards

Once you know the basics, check how to improve and speed up working with cards. Learn how to divide your work into smaller parts, and connect created cards with each other using card relations.

Choose between different space views to visualize your work.

Learn how to use templates. Card templates and document templates can make your work much easier. Configure them to create a complex repository of company documents. Control company documentation from the KanBo level. See how to work with card templates.

Learn how to calculate the work progress and meet tools that can measure and visualize the efficiency of your processes.

Then learn how to predict your team’s work progress. The forecast chart provides valuable insights into the completion of your project, helping you understand how much work has been done and how much is left.

What’s next?

FAQ

Cards are the most fundamental units of KanBo. They can represent tasks or projects that need to be tracked and managed. Its complex structure helps with work organization.

Yes, you can manage the card details’ presence with display settings, and decide what kind of information you want to see on the card front.

Yes, you can duplicate a card or make a card template using an existing card. Then you can create new cards based on that template.

As the space owner, you can disable the ability to delete cards for other users. This option is located in the space settings.

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