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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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Setting Card Template as Default
Learn how to set the default card template for the space. With this feature, every card you create will be based on a pre-prepared pattern.
To set the card template as default:
- Open the space and click More (the three-dot menu button) to open the menu.

- Go to
Settings.
- Select
Card templates.
- Hover over a desired card template name and click on the three-dot menu button.
- Select
Set as default.

Now every new card will be based on this template.
Clear the default card template
The procedure is almost identical, only the last step is different.
- Open the space and click the three-dot menu button.
- Go to
Settings.
- Select
Card templates.
- Hover the cursor over the desired card template name.
- Click the three-dot menu button.
- Select
Clear default.
Change the order of card templates
Set the order of card templates. Move your most used templates to the top of the list.
- Open the space and click the three-dot menu button.
- Go to
Settings.
- Select
Card templates.
- Hover over the name of the card template you want to use and drag it to the correct position.
FAQ
Can I set one of card templates as the default card template for the space?
Yes. Follow the instruction above.
Can I change the order of my card templates on KanBo?
Yes, you can change the order of your card templates to suit your needs.
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