Cards in KanBo
Cards are the most fundamental units of KanBo. Use them as a representation of tasks or any other items that need to be tracked and managed. Cards are collected in boards which may represent projects or company departments. Cards contain information created with notes, files, comments, dates, checklists, and other data relevant to the task at hand. Their extensive structure will allow you to adapt them to every situation.
How to use cards?
Cards might represent new software features, story leads, legal cases, freelance clients, potential employees or customer support issues and many, many more! Cards can change their statuses – be under continuous development or have just purely informative character.
Drag cards between lists to indicate progression or category. You can attach files to cards, make notes, label them or even use to create new documents. There are a lot of possibilities but let us start from the begging and take a closer look to KanBo cards.
Card front is a rectangle with the name at the top and different card icons inside. They help to see all the important details without entering the card.
The status icon in the upper left corner shows the stage of completing the task. The symbol inside the circle inform about the status of the card. This example shows that the task is Completed. The circle around inform about work progress calculation which is 100% in our case.
On the right corner you can find the avatar of user who is responsible for the card.
Other card icons are placed in the middle of the card. You decide what kind of information you want to see at the card front. Manage card details presence with board display settings.
Enter the card by clicking on the card front.
Cards have a strictly defined appearance inside which is based on three different sections.
Every KanBo card has three major sections inside: card details on the left side, card activity stream in the center and card elements on the right side.
- Card details are used for describing the card. They are helpful in determining the purpose and character of the card. They also give you an information about other related cards, users and time dependencies.
- Card activity stream shows what is happening in a card. You can explore who created it and trace its entire existence.
- Card elements are features which make up the contents of the card. They are useful for describing task details with notes and ToDo lists or organizing card documents.
Working with cards
Cards can be organized into boards, which are collections of related cards. Boards can be used to represent projects, workflows, departments, or any other groupings that make sense for your organization. Use cards to your everyday work and move between lists on the board to show progress. Choose between different board views to visualize your work.
Present your concept to co-workers and delegate tasks by adding them as card members. Use comments in Activity Stream to discuss your ideas. Make ToDo lists with mentioning responsible users.
Level up working with cards
Once you know the basics, check how to improve and speed up working with cards. Learn how to divide work into smaller parts and connect created cards with each other using card relations.
Learn about using templates. Card templates and document templates can make your work much more easier. Configure them to create a complex repository of company documents. See how to work with card templates.
Control company documentation from KanBo level. Connect your document library with KanBo and allocate access to files for employees using boards and cards features.
What are cards in KanBo?
Cards are the most fundamental units of KanBo. They can represent tasks or projects that need to be tracked and managed. Its complex structure helps with work organization.
Can I customize the information displayed on the card front?
Yes, you can manage the card details’ presence with board display settings, and decide what kind of information you want to see at the card front.
Can I copy an existing card?
Yes, you can duplicate a card or make a card template using existing card. Then you can create new cards based on that template.
How to prevent other users from accidentally deleting cards?
As the board owner, you can disable the ability to delete cards for other users. This option is located in the board settings.
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