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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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Workspace Access and Permissions
When collaborating on projects, it’s important to have clear and defined levels of access and permissions in the workspace. This ensures that workspace users have the appropriate level of access to complete their tasks, while protecting sensitive information.
There are 3 levels of access to a workspace:
- owner
- member
- visitor
Each time you add a user to the workspace, you must decide what level of access to the workspace the user will need.
Only workspace users can see the workspace. It is invisible to other KanBo users.
Workspace users permissions
Each level of access to the workspace is associated with different permissions. These are listed in the following table.
| Owner | Member | Visitor | |
|---|---|---|---|
| see workspace |  |
|
|
| manage workspace users | |
– | – |
| manage folders | |
– | – |
| add spaces | |
– | – |
| rename workspace | |
– | – |
| delete workspace | |
– | – |
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