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Learn the Basics
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- Adding Cards to MyBoard
- Adding Users to Boards
- Board General Info
- Board Settings
- Boards in KanBo
- Closing and Restoring Boards
- Creating Boards
- Deleting Boards
- Duplicating Boards
- Following Boards
- Moving Boards between Different KanBo Environments
- MyBoard
- Personal and Shared Board View
- Removing Cards from MyBoard
- Renaming Boards
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- Attaching and Detaching Documents in Cards
- Board Documents
- Card Documents
- Co-Authoring
- Deleting Documents
- Document References
- Document Sources
- Downloading Documents
- Editing Documents
- Editing Documents in Browser
- Editing Documents in Office Applications
- Renaming Documents
- Uploading or Creating Documents in Cards
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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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- Advanced KanBo Actions in Power Automate
- Creating a KanBo Board Attached to a Subfolder Created by Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Exporting Board 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 and Outlook Tasks
- Using the KanBo Outlook App
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Konzept der Ansichten
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Kartenstatus
Duplicating Cards
In case that you would like your card to serve as a template or a base for another cards, you can simply copy a card.
- Enter your card.
- Click on more button (three dots).
- Select
Copy card.
- You can now change the original card’s name. Once it is done, press Copy button.
A copy of a card will be added to the same list in which is located the original card. It will have information that it was copied from some other card in the stream.
Not every detail will be copied from an old card.
Will be copied:
- Card Dates
- Labels
- Card Elements (Notes, Todo lists, Card Documents)
Will not be copied:
- Card Status – it will be set to the default in the copied card
- Card Activity Stream
Please note that the document in the copied card is not a copy. It has the same source as the document in the original card.
Use Quick Actions to get it done faster.
FAQ
Can I copy an old card to create a new one?
Yes, you can duplicate a card or make a card template using existing card.
How can I customize cards?
You can decide what will be displayed on a card front using display settings. Try also to arranging card elements inside the card. Remember that you can change colors of lists and labels.
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