-
Learn the Basics
-
- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- Space Dates
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
-
Visualize Work
-
Collaborate
-
Level Up Your Work
-
Resource Management
-
Work Securely
-
Integrations
-
- KanBo and Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo through Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Elements as Tabs in Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
-
- Exporting Space Views to Excel
- Visitors in Microsoft 365 Environments
- KanBo Autodesk BIM Integration
- KanBo and ServiceNow Integration
- KanBo and Zapier Integration
- Nintex Integration
- Seamless Import from Microsoft Planner to KanBo
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Advanced KanBo Actions in Power Automate
- Adding KanBo Modern Webpart to Your SharePoint Site
- KanBo and Azure Logic Apps Integration
- KanBo and Ui Path Integration: Usage
- Power Automate Integration: Triggers and Actions
-
Applying Space Templates to Existing Spaces
This post is also available in: Deutsch
Space is the new name for the board.
Welcome to the KanBo 3.0 release!
In this article:
Overview
Besides the option to create a space using the space template, you can also apply the space template to an existing space. In this case, new space elements, such as cards or custom fields, are added to existing space elements.
The current space components will not be removed.
Changes to the existing space after applying the space template may be additional:
- Cards (with their card elements and card details)
- Card statuses
- Custom fields
- Space views
- Card blockers
- Card templates
- Space documents structure (optional)
Existing elements will not disappear or be undermined. Cards currently in the space will remain, as will card statuses, space users, or space views. This may result in card statuses that are similar in function. We recommend manually adjusting the number of card statuses and moving cards using bulk actions.
Applying space templates to existing spaces
Only space owners can apply space templates to the space.
To apply a space template to the existing space:
- Open the space.
- On the space top bar, select More (the three-dots menu) and then select
Apply template. - Select the space template.
- Set the start and the end date for the space (optional).
- Select if you need to apply the document structure from the space template.
Apply template.
- Confirm with the Apply button.
FAQ
Can I copy an existing space?
Yes, you can duplicate a space or make a space template using an existing space. Then you can create new spaces based on that template.
What kind of templates I can use in KanBo?
Besides space templates, you can also use card templates and document templates.
Was this article helpful?
Please, contact us if you have any additional questions.