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Learn the Basics
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- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Removing Users from Spaces
- Closing and Restoring Spaces
- Moving Spaces between Different KanBo Environments
- Deleting Spaces
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- Creating Cards
- Following Cards
- Scheduling Cards
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Archiving Cards
- Adding Cards to MySpace
- Adding Mirror Cards
- Removing Mirror Cards
- Moving Cards between Spaces
- Deleting Cards
- Removing Cards from MySpace
- Hinzufügen von Karten zu "MySpace"
- Entfernen von Karten aus "MySpace"
- Hinzufügen von Status
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Visualize Work
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Collaborate
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Level Up Your Work
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- Custom Fields
- Labels
- Lists
- Reminders
- Bookmarks
- Collections
- Rich Text
- Card Blockers
- Local Card Blockers
- Global Card Blockers
- Notification Settings
- Following Card Statuses and Custom Fields
- Kartenblocker
- Erinnerung
- Globale Kartenblocker
- Detaillierungsgrad des Activity Streams
- Kartenstatus und benutzerdefinierten Feldern folgen
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Work Securely
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Integrations
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- Integrating Workspaces with Microsoft Teams
- 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
- Adding KanBo Modern Webpart to Your SharePoint Site
- Hinzufügen von KanBo Modern Webpart zu Ihrer SharePoint-Website
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Creating Space Templates Using Existing Spaces
This post is also available in: Deutsch
Only users with Adding Spaces and Templates roles assigned can create space templates. Go to KanBo roles for more information.
Once you have a well-organized and useful space, you can create a template from it.
- Open the space.
- Click More (the three-dot menu button) and open the space menu.
- Select Create space template.
- Enter a name.
- Set the background color, and start and end dates (optional).
- If there were document sources, you must decide whether to:
- copy,
- attach,
- or don’t include any documents at all.
- Then choose whether you want to create a new Office 365 Group or attach it to an existing one.
- Click Add.
Now you can use it to create new spaces.
When you create a new space using this space template, you will be asked again whether you want to create a new Office 365 Group or attach it to an existing one.
A newly created space will have the same structure as the template, according to the following rules:
- features that will be copied:
- grouping positions, names, roles, and colors
- documents (optional)
- archived cards
- labels
- card statuses
- card relations (card relations between spaces are copied)
- features that will not be copied:
FAQ
Can I copy an old space to create a new one?
Yes, you can duplicate a space or make a space template using an existing space.
Can I edit a space template after creating it?
Yes, you can edit a space template by opening it and making the necessary changes. However, any spaces created using the old version of the template will not be affected by the changes.
Who can create space templates in KanBo?
Only users with the Adding Spaces and Templates roles can create space templates in KanBo.
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