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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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Creating Card Templates
See how to create cards based on the one model card with a defined structure. You can create a card template and customize it like a standard card or use an existing card to create ready to use card template.
Create a new card template
Create a card template for your cards.
- Open the space and click the three-dot menu button.

- Go to
Settings.
- Select
Card templates.
- Click on the + Add button.
- Type a name and click Create.
Now enter your card template to set the details. As you can see, the card template looks like a normal card. Adding elements and features looks the same. The blue sign next to the name indicates that it is a card template.

Create a card template from an existing card
You can use an existing card to create the template. New cards will gain their features. There are two ways of doing it. Remember that not every card detail can be included in a template.
1. Create a card template on a card
A basic way to create a template using an existing card.
- Enter a card you would like to create a template from.
- Click on the three-dot menu button.
- Select
Create template.

- Figure out a name for your template.

- Click on Create to finish.
Your template is ready to use.
2. Create a card template on the space view
There is a faster way to create a card template. You don’t even have to enter the card.
- Open the quick actions menu at the desired card.
- Click on the three-dot menu button.
- Select
Create template.

3. Note that not all card details will be considered
The following rules apply to cards created from such a template:
- features that are copied:
- Card Elements (notes, to-do lists, documents)
- Card Details (only date dependencies and custom fields)
- features that won’t be copied:
- users (members)
- card status
- card activity stream
- sub card groups and relations
A document in a card created from such a template is the same document as in the source card. It's just attached now also to the card created from that template. You can check it with document references.
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 customize my card template?
Yes. You can add elements and features to your card template just like a standard card.
Can I edit my card templates once they've been created?
Yes. You can edit your card templates whenever you need to.
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