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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
- Space Dates
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
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Visualize Work
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Collaborate
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Level Up Your Work
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Resource Management
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Work Securely
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Integrations
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- Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo in Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Tabs in Teams Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
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- Importing Microsoft Planner Plans into KanBo
- Exporting KanBo Space Views to Excel
- Visitors in Microsoft 365 Environments
- Adding KanBo Modern Web Part to SharePoint Site
- Autodesk BIM Integration
- ServiceNow Integration
- Zapier Integration
- KanBo and Nintex Integration
- UiPath Integration
- Azure Logic Apps Integration
- Power Automate Triggers and Actions in KanBo
- Advanced KanBo Actions in Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
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Card Structure
Cards are the building blocks of the KanBo hierarchy. A card can be a representation of a task, project, or important information. All the work is happening in cards. They are located in spaces and have a well-defined structure.
The card structure:
Cards in different space views
Cards can be very complex, but when we look at them in space view, we want to see only the most important information. This is a visual representation of the card in a Kanban view. It is a white rectangle with the status, card name, and responsible user on the top line. Below that, we see various icons representing card details.
Example: Food card in Kanban view. What can we see from the space level? This card is in progress. It’s a subcard of the Urban Picnic card. It has the outdoor label and 6 of 8 completed checklist items.
Read more about card icons to learn how to interpret them without opening cards.
The appearance of the cards may vary depending on the selected space view. In chart-based views, cards are displayed as bars.
Example: In the Gantt Chart view, cards are displayed as simple bars on a timeline.
We can select which information is displayed on cards using display settings.
Card view
To open the card:
- In space view, select the card.
Cards have a well-defined structure that can be expanded by adding more card elements. Every KanBo card has three major sections on the Content tab: card details on the left, card elements in the middle, and card activity on the right.
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Card Details are used to describe the card. They are helpful in determining the purpose and character of the card. They also give you information about users, card progress, custom fields, and time dependencies.
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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 checklists, or for organizing documents.
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Card Activity shows what is happening inside a card. You can explore who created it and track its entire existence. There is also space for messages.
Head to the articles about each section for more information:
Card top bar
In the top bar of the card, you can find basic card details, such as its name, the Home Space, and related cards.
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The Home Space of the card. A card can be visible in multiple spaces but it always has the one original space where it is located.
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Related cards. A card can have many relations with other cards at the same time. You can see and add new relations here.
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The name of the card.
Card tabs
Now KanBo cards have tabs. The former structure of a card is found in the Content tab. However, a card can have more tabs, depending on its use, for example, the Subwork tab.
Two additional tabs appear in the mobile view: Activity tab and Details tab. They correspond respectively to card details and messages with the card activity stream. This is because the Content tab contains only card elements in this view.
Example: The Content tab with card elements in the mobile view.
Learn more about cards.
FAQ
What are cards in KanBo?
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. Cards are what make up the content of the spaces.
How to use cards?
Use cards as a representation of a task and track its progress with statuses. Connect different cards together using card relations. Learn the card basics with our guide.
What the icons on card front mean?
Card icons represent the content of a card. You can decide which ones to display on cards using Display settings.
What are the ways of presenting cards?
Use space views to present cards in different ways. You can use views that show card grouping, such as Kanban or List views, or present them as a table, calendar, chart, or map.
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