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Collections

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Coming soon with the KanBo 3.0 version.

In this article:

Overview

Collections allow you to create sets of elements related to each other in a way that makes sense to you. Collections can hold cards, spaces, workspaces, and links. You can further catalog items inside the collection using folders.

Collections are available in the Favourites & Recent section.

Each KanBo item is represented as a tile. They have an activity stream counter. The activities within the folder items add up. You can see their total number next to the folder name.

The contents of the collection can be rearranged and modified at any time.

You can share your collections with other users.

Creating collections

1. Creating collections

To create a new collection:

  1. On the Sidebar, select the star icon .
  2. Select + Add element, and then select Collection.
  3. Enter the collection name, and then select Create collection.

The collection is created and appears in the Favorites section. Click on it for opening.

2. Adding elements to collections

In the upper left corner of the empty collection, there is a button that lets you add various elements: cards, spaces, workspaces, links, or folders.

To add an element to the collection (for example, a folder):

  1. Select + Add element, and then select the element type.
  2. Enter the folder name, and then select Create folder.

The folder has been created. Now you can decide whether you want to add items outside or inside the folder.

To add an element inside the folder:

  1. Open the folder by clicking on the triangle next to its name and making it point downwards.
  2. Select the + Add element, and then select the element type.
  3. Follow the on-screen commands.

Use the + Add element button below all collection elements to add items outside the folders, directly to the collection.

3. Arranging collections

The position of any element in the collection can be changed, including folders. You can also move items between folders.

To change the position of the collection’s element:

  • Drag an element, and move it to the desired position.

Adding existing collections to favorites

To add a collection to Favorites:

  1. On the Sidebar, select the star icon .
  2. Select + Add element, and then select Collection.
  3. Go to Add existing collection.
  4. On the chosen collection, select Add.
collection-adding-kanbo

Removing collections from favorites

To remove a collection from Favorites:

  1. On the Sidebar, select the star icon .
  2. On the chosen list position select More (the three-dot menu), and then select Remove from Favorites.

Renaming collections

To rename a collection:

  1. On the Sidebar, select the star icon .
  2. On the chosen list position select More (the three-dot menu), and then select Rename.
  3. Enter the new name, and then select Save.

Deleting collections

To delete a collection:

  1. On the Sidebar, select the star icon .
  2. On the chosen list position select More (the three-dot menu), and then select Delete.
  3. Confirm you are sure you want to delete the collection with all its contents. Original KanBo elements will not be removed.

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