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.
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).
Select Go to source to open your SharePoint Library.
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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