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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
Card Documents
Documents are integral part of work. Therefore, you can take them with you into the KanBo world. Add documents to cards and share with others. Edit existing files or create new one. Use document templates and automatic document folder definition. You can build the structure of the company documents library with a little help of KanBo features.
Where exactly are card documents?
Every document which appears in a card, goes to card elements section and occurs in board documents section. All these files have a source at SharePoint Document Library which is generated during the Board creation.
Documents can be stored in cards with:
All card documents are stored on the right section of a card.
FAQ
What are the options of storing documents in cards?
Documents can be stored in cards with:
Is it possible to change the order of document groups and folders within a card?
Yes, you can change the order of document groups or folders by using drag and drop. Click on the group you want to move and drag it to the desired location. You can also collapse each of them.
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