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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 Elements
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.
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.
The right section was prepared for staff you may need to complete the task. Use card elements to create and collect necessary records.
There are four categories of card elements:
Card documents can be stored in document groups and document folders.
You can set an individual name and position for every element and create it in any quantity. Take advantage of them to make your own arrangement of the workflow.
Use these elements to make a card template for future cards.
Add a new card element
Together with card elements you can create notes, documents or even cards.
- Click on +Add new element on the top right part of a card.

- Select the element you would like to add.

Read about the difference between card document group and document folder.
Remove a card element
- To remove an element select the more button (three dots) next to element’s name
- Select Remove.

- Confirm your action to finish.
FAQ
Can card have a list of tasks to be completed?
Yes, one of card elements are ToDo lists, which can represent steps to follow to complete the card.
Can I track the work progress of a card?
Yes, KanBo provides automatic work progress calculation using the card elements like ToDo lists and child card groups.
Can I attach files to cards?
Yes, you can attach files like documents, pictures and many more by uploading it to a card. There is the copy&paste option to add files to a card too.
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