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Learn the Basics
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- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Creating Card Statuses
- Changing the Default Card Status
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
- Adding Cards to MySpace
- Hinzufügen von Karten zu "MySpace"
- Removing Cards from MySpace
- Entfernen von Karten aus "MySpace"
- Adding Mirror Cards
- Removing Mirror Cards
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- Documents in KanBo
- Card Documents
- Uploading or Creating Documents in Cards
- Attaching and Detaching Documents in Cards
- Space Documents
- Document References
- Document Sources
- Downloading Documents
- Editing Documents
- Editing Documents in Browser
- Editing Documents in Office Applications
- Renaming Documents
- Deleting Documents
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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 Space Template as Default
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Learn how to set the default space template for KanBo. With this feature, every space you create will be based on a pre-designed template.
You need the Global Settings role to make this action.
Set the default space template
To set the space template as the default one:
- Open the KanBo navigation panel.
- Select Settings.
- Go to
General. - Here you can set the Default space template.
Now every new space will be based on this template.
Clear the default space template
The procedure is almost identical, except for the last step.
- Open the KanBo navigation panel.
- Select
Settings. - Go to
General. - Set the Default space template to None.
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