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Space Templates

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Space is the new name for the board.
Coming soon with the KanBo 3.0 version!

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.

Enable your project teams to adapt through organizational learning. Allow every project team to benefit from your organization’s accumulated project management and process knowledge. Turn your spaces into templates and use them for further work on new projects.

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

Space templates can be opened for editing just like a standard space. Prepare elements such as card statuses, custom fields or base cards.

Example: Space templates are marked with blue stripes.

Space templates gallery

All the space templates you can access are collected in one place.

To see the space template gallery:

  1. On the Sidebar, select your avatar.
  2. Select Settings > Space templates.

You can select the space template to be opened for editing.

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

Editing space templates

To edit a space template:

  1. On the Sidebar, select your avatar.
  2. Select Settings > Space templates.
  3. Select the space template to open it.
  4. Apply the changes.

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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