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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
- Unarchiving Cards
- Adding Cards to MySpace
- Adding Mirror Cards
- Removing Mirror Cards
- Moving Cards between Spaces
- Deleting Cards
- Hinzufügen von Karten zu "MySpace"
- Removing Cards from MySpace
- Entfernen von Karten aus "MySpace"
- Hinzufügen von Status
- Creating Card Blockers
- Managing Card Blockers
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- Documents in KanBo
- Card Documents
- Uploading or Creating Documents in Cards
- Attaching and Detaching Documents in Cards
- Space Documents
- Document References
- Document Sources
- Downloading Documents
- Editing Documents
- Editing Documents in Browser
- Editing Documents in Office Applications
- Renaming Documents
- Deleting Documents
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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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Sidebar
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An intuitive and convenient Sidebar is always visible on the left side of the screen. It helps you navigate through KanBo.
The Sidebar has several expandable sections that open by selecting an icon:
- Notifications – These are updates that inform users of changes to the cards and spaces they are following. You can bookmark them.
- My KanBo – This is a gateway to your personal places in KanBo. There are MySpace, MyWork, and followed cards here.
- Workspaces & Spaces – Here you can navigate all the workspaces and spaces you have access to. They are the building blocks of the KanBo hierarchy.
- Favorites & Recent – Use this section as a shortcut to your favorite and recently viewed KanBo elements.
- Resource Management – It’s an advanced time management tool, that allows you to work more efficiently.
- Add New… – Use it to create new things in KanBo. You can create a workspace, space, or card here.
- KanBo Search – It is a tool that allows users to quickly find information within the KanBo platform. It works by entering specific keywords or phrases.
- KanBo Help Portal – It is a resource provided by KanBo that offers documentation, guides, and other support materials to help users understand and effectively use the KanBo platform.
Your avatar hides additional account settings and other things related to your profile.
The Pin in the upper right corner allows you to keep the Sidebar permanently open.
FAQ
How can I see all my spaces together on KanBo?
You can open all your spaces together by clicking the Workspaces & Spaces button on the Sidebar.
How can I hide or expand the Sidebar on KanBo?
The Sidebar is always visible as a thin bar with icons. You can open it permanently by clicking the Pin button on the open panel.
How to navigate through the different spaces in KanBo?
Use the Sidebar on the left side of the screen. There is a Workspaces & Spaces section with all the spaces you have access to.
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