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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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Card Templates
Card template is a feature that allows you to create cards based on one model card. Using this template, you can define default card elements and details for new cards. It will save a lot of your time and effort.

Don’t start from scratch every time. KanBo’s card template is a powerful tool designed for customization and flexibility. It helps your team share actionable knowledge so you can benefit from each other’s experiences.

Card templates are useful when you need to create complex cards with similar predefined structures, subtasks, or documents. Collaborate with others to create the perfect card template!
Create a card template
See how to create a card template. Make as many as you need.
Did you know that you can use an existing card for a template?
Create a card using the card template
There are only two more clicks between creating a card and using a template.
- Open the space.
- Click on the + button on a grouping.
- Choose a template and enter the name.

- Click Add to confirm.
Wait a few seconds. All template card elements will be added to the new card. Some of them need more time to appear.
Set the Template field to None if you don’t want to use any card template.
You can apply a card template to an existing card too.
Set the default card template
Useful if most of the cards you want to create are based on a template.
Set the default card template for the space.
FAQ
Can I copy an old card to create a new one?
Yes, you can duplicate a card or make a card template using an existing card.
Can I set the card template as the default card template for the space?
Yes. Every card you create will be based on that template. Each time you can use it or not.
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