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Space Templates

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

Plan your projects more effectively, starting with KanBo space templates. Create new spaces based on existing and proven ones. Space templates can be customized to meet the specific needs of a team or project, and obviously can save time and effort when creating spaces.

Space template scheme

Allow project teams to leverage organizational knowledge. Transform spaces into reusable templates for future projects. Use templates like Event to create spaces that relate to event projects.

Space template scheme 1

Example: Space templates such as Event can be used to create new spaces: Environmental Film Festival, Cleaning Up the World, and Sustainable Fashion Show.

Open templates as you would standard spaces. Prepare elements such as card statuses, custom fields, and, of course, cards.

Example: Space templates are marked with blue stripes.

You can set space dates in your space template, as well as card dates, and then apply it to spaces created based on that template, with possible date shifts.

Space templates gallery

Only space template users can see and use the space template to create new spaces.

Plan your projects effectively with KanBo space templates. Use existing templates to create new spaces tailored to team or project needs, saving time and effort. Each workspace has space templates listed in its dashboard.

To see the space templates that belongs to the workspace:

  • On the Sidebar, select Workspaces & Spaces, and then select the desired workspace.

Editing space templates

To edit a space template:

  1. On the Sidebar, select Workspaces & Spaces, and then select the desired workspace.
  2. Select the space template to open it.
  3. Apply the changes (changes are automatically saved in real time).

Access to space templates is based on the same principles as access to spaces. Only space owners have full editing privileges.

Creating spaces based on space templates

Whenever you create a new space, you can always choose to use a ready-made template. See how to create a space.

If the spaces you create are often based on the same scheme, consider setting the default space template.

See also how to:

FAQ

Only users with Adding Spaces and Templates roles assigned can create space templates. Go to KanBo Roles for more information.

Yes, you can enter the space template and customize it like a standard space.

Besides space templates, you can also use card templates and document templates.

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