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Learn the Basics
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- Spaces
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Settings
- Duplicating Spaces
- Renaming Spaces
- Adding Cards to My Space
- Removing Cards from My Space
- Removing Users from Spaces
- Closing and Restoring Spaces
- Deleting Spaces
- Moving Spaces between Different KanBo Environments
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- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Copy & Paste
- Quick Actions
- Duplicating Cards
- Changing the Default Card Status
- Creating Card Statuses
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Renaming Cards
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
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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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Space Documents
Documents are an integral part of work. Therefore, you can take them with you into the KanBo world. Every document which appears on a card occurs in the space documents section too.
All these files have a source at SharePoint Document Library, which is generated during the space creation. Every KanBo space has its own Document Source.
Explore space documents section
Open the space documents section and see your files and folders.
- Open the space.
- Go to the space menu by clicking More (the three-dot menu) next to the space’s name.
- Select Documents.

The pop-up window with all documents added to this space will appear.

Create folders and upload documents
You can manage your documents from the space level by creating new folders and uploading documents from your hard drive. At the top of the space documents window, you can see three buttons: New folder, Upload, and Refresh.
Create a new folder
- Select + New folder if you need to create a separate folder for new documents.

- Write a folder name and click Add.
You can now enter it and start adding files.
Upload a new document
- Choose Upload when you have some files on your hard drive that are needed here on this space.

- Browse your device, select a file, and click Open.
You will see a progress bar and confirmation of adding a file in the upper right corner of the space.
Select Refresh if you want to see the last changes in this section.
There are some characters that cannot be present in the file's name. When you upload a document containing not supported characters, you see a notification and have to decide if KanBo can change a file name for you.
Document source
Every KanBo space has its own Document Source. You can open it in a browser or even change it (if a Document Source is attached to the space).
Only users with the Document Sources role added can change the Document Source.
Select Go to source to open your SharePoint Library.

FAQ
What are space documents?
Space documents are the collection of all card documents from the space.
What are the options of storing documents in cards?
Documents can be stored in cards with:
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