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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
Board Documents
Documents are integral part of work. Therefore, you can take them with you into the KanBo world. Every document which appears in a card, occurs in Board documents section too.
All these files have a source at SharePoint Document Library which is generated during the Board creation. Every KanBo Board has its own Document Source.
Explore Board documents section
Open the Board documents section and see your files and folders.
- Go to the Board menu by pressing more button (three dots) next to the Board’s name.
- Select Documents.

The pop-up window with all documents added to this Board will appear to your eyes.

Create folders and upload documents
You can manage your documents from the Board level by creating new folders and uploading documents from your hard drive. At the top of Board documents window you can see three buttons: New folder, Upload and Refresh.
Create a new folder
- Select + New folder if you need to create a separate folder for new documents.

- Write a folder name and press Add.
You can now enter it and start adding files.
Upload a new document
- Choose Upload when you have some files on your hard drive that are needed here on this Board.

- Browse your device, select a file and press Open.
You will see a progress bar and confirmation of adding a file in the upper right corner of the Board.
Select Refresh if you want to see the last changes at this section.
There are some characters that cannot be present in the files name. When you upload a document containing not supported characters, you see a notification and have to decide if KanBo can change a file name for you.
Document source
Every KanBo Board has its own Document Source. You can open it in a browser or even change it (if a Document Source is attached to the Board).
Only users with Document Sources role added can change the Document Source.
Select Go to source to open your SharePoint Library.

FAQ
What are board documents?
Board documents are collection of all card documents from the board.
What are the options of storing documents in cards?
Documents can be stored in cards with:
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