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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
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Creating Card Statuses
- Changing the Default Card Status
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- 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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Space Templates
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Space is the new name for the board.
Coming soon with the KanBo 3.0 version!
Plan and manage your projects more effectively, starting with KanBo space templates. Create new spaces based on existing and proven ones. Space templates can be customized to meet the specific needs of a team or project, and obviously can save time and effort when creating spaces.
Enable your project teams to adapt through organizational learning. Allow every project team to benefit from your organization’s accumulated project management and process knowledge. Turn your spaces into templates and use them for further work on new projects.
Use space templates at work
Create space templates from scratch or use existing spaces to create them.
After you select a template, use it to create a new space or apply it to an existing space.
You need the Templates role to be able to perform these actions.
FAQ
Can every user create space templates?
Only users with Adding Spaces and Templates roles assigned can create space templates. Go to KanBo Roles for more information.
How to create space templates?
Create space templates with our guide.
Can I customize existing space template to fit my team's needs?
Yes, you can enter the space template and customize it like a simple space.
What kind of templates I can use in KanBo?
Besides space templates, you can also use card templates and document templates.
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