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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
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
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Visualize Work
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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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- KanBo and Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo through Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Elements as Tabs in Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
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- Exporting Space Views to Excel
- Visitors in Microsoft 365 Environments
- KanBo Autodesk BIM Integration
- KanBo and ServiceNow Integration
- KanBo and Zapier Integration
- Nintex Integration
- Seamless Import from Microsoft Planner to KanBo
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Advanced KanBo Actions in Power Automate
- Adding KanBo Modern Webpart to Your SharePoint Site
- KanBo and Azure Logic Apps Integration
- KanBo and Ui Path Integration: Usage
- Power Automate Integration: Triggers and Actions
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Grouping Settings
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In this article:
Overview
Card grouping is a way of categorizing cards in spaces. Grouping settings are editable properties of your groupings, such as their name or color.
You can access the grouping settings when you are working with the:
Customize the appearance of your groupings to suit your needs. It will help you organize your work by marking its stages and other details. Learn how to adjust it just for your convenience.
Remember that there are 5 types of card grouping and not all types have the same options available in the settings.
Card status | Custom field | User | Due date | Space | |
---|---|---|---|---|---|
Name | – | – | – | ||
Color | – | – | – | ||
Description | – | – | – | ||
Status role | – | – | – | – |
Only space owners can edit the grouping settings.
The groupings menu also includes Bulk Actions, such as archiving cards.
Learn more about:
Grouping name
To change the grouping name:
- Open the space.
- On the grouping name bar, select its name.
- Enter the name, and then select Save.
Grouping color
Well-chosen colors can make work easier and more pleasant. Select the corresponding one.
To change the color of the grouping:
- Open the space.
- On the grouping name bar, go to More (the three-dot menu).
- Select the desired color.
Note that this only works with the option to group cards by status and custom fields.
When cards are grouped by due date or user, the groupings are always gray. If you use grouping by spaces, the groupings adopt the color and icon of the spaces.
If you want to change the color of a label grouping field, you need to edit the label.
FAQ
Can I customize the space view?
Yes, you can use display settings to adjust the visibility of space view information to your needs.
How can I find information more easily?
Use custom fields to categorize your tasks and add labels in different colors to customize your workspace. Set the card grouping to the desired option. For large spaces with many cards, use card filtering.
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