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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
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Notifications
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Zusammenarbeiten
Card Details
Card details are used for describing the card. They are helpful in determining the purpose and character of the card. They also give you information about other related cards, users and time dependencies.
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.
Left section has informational character. You can’t change the order of the card details.
Here is a list of card details:
Except two – Board and Card Completion you can modify card details from the card level.
Modify card details
Use left section of the card to control the workflow. Here you can:
- change the status of the card
- change the card list
- change the list at MyBoard
- add users to the card an see its followers and viewers
- add and remove a label or even create a new one
- add card dates and set reminders
- add relation with any existing card or create a new related one

You can also make a card detail modification with Quick Actions menu.
Visibility of card details
Card details can be visible from the Board level. You can add or remove them using Display Settings.

FAQ
How can I customize cards?
Use card lists to categorize your tasks and add labels in different colors to customize your workspace. Change card statuses to show the work progress. Remember to add a description to a card using notes. Check all the card details you can choose from.
How to modify card details faster?
Use quick actions or set card grouping by the desired option and move cards.
How to change what information are visible on the card front?
Use board display settings to add or remove card details on the card front. Remember to save the changes.
Can I search for a card by the text it contains inside?
Yes, use KanBo Search. Type a query and see the results as cards which contains your text fragment not only in card name but also in notes, comments and even document’s content.
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