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Creating Space Templates Based on Existing Spaces

Space is the new name for the board.
Welcome to the KanBo 3.0 release!

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Once you have a well-organized and useful space, you can create a template from it. A space created from such a template will have the same structure as the space template, according to the following rules:

If you select to apply or reapply the space template document structure to the existing space:

  • Files that were never present in the existing space will be copied
  • Files that were present and removed from the existing space will be copied
  • Files that were already present in the existing space (even if they were modified) will not be copied
  • Files will not be attached to already existing cards (existing cards will not be modified after applying space templates)

Spaces and space templates can only exist in workspaces, therefore the rules for user access to space templates depend on the integration with Microsoft Teams. Users can be inherited from the workspace or added manually. Learn more about available space types.

Only space template users can use it to create new spaces.

Creating space templates based on existing spaces

Only workspace owners with the Templates role assigned can create space templates in the workspace. 

You need to be the owner of the workspace to create a space template in it, but you can base this template on existing spaces from any workspace you have access to.

To create a space template using the existing space:

  1. Open the space.
  2. On the space top bar, go to More (the three-dot menu button), and then select  Create space template.
  1. Select the workspace for this space template.
  2. Enter the name.
  3. Set the start and end dates (optional), and then go Next.
  4. Select the color and avatar for the space template, and then go Next.
  5. Choose if you want to connect your space with Microsoft Teams, and then select Next.
  6. If you have connected the space to MS Teams, you can now select the space type, and then go Next.
  7. If the space has documents, select if you want to apply the files structure to the space template.
  1. Confirm the space template review by selecting Create space template.

Now you can use this space template to create new spaces.

When you create a new space using the space template, you are asked again whether you want to create a new Microsoft 365 Group or attach it to an existing one.

Read more about:

FAQ

Yes, you can duplicate a space or make a space template using an existing space.

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.

Only users with the Templates role can create space templates in KanBo.

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