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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
Boards in KanBo
We offer a versatile and complex digital platform that allows teams, departments, and individuals to manage their projects and tasks with ease. Boards and cards are the basic units of KanBo. With its user-friendly interface and intuitive tools, it offers a flexible solution that can meet the needs of the largest organizations.
From basic board creation to advanced customization options, KanBo provides the features and functionality required to streamline workflows, increase productivity and foster collaboration. Explore benefits of KanBo boards.
How to use boards?
Initial board view is the Kanban view visible on the example above.
How to start?
- Create the board.
- Divide the work into tasks and create cards for them.
- Describe cards using available card elements and categorize them.
- Use board views to visualize the work stages.
Kanban view is the basic way to organize the work. It is focused on grouping cards (tasks) according to predetermined criteria (e.g. priority, status of completion, responsible person) represented by vertical lists.
However, boards give you the opportunity to visualize work in a variety of ways, and Kanban view is just one of them. Considering the differences in the way each department works within the company and the individual preferences of employees, we have created 8 unique views for your projects.
Collaborate with others using boards
Once you create the board, let others see it, help with particular pieces of work and give the feedback.
- Invite other users to the board.
- Engage your co-workers by assigning them to cards.
- Use mentions in comments and board chat to communicate.

Your own workspace - MyBoard
What if you have to work on many complex projects at the same time?
Use MyBoard to collect cards from other boards and visualize your personal stream of work. Manage your personal board. All cards in MyBoard are mirrors of cards from origin project boards. You can use Calendar or Kanban view to plan your own tasks. Learn how to manage MyBoard.
The example below shows Kanban view with card grouping by boards selected in MyBoard.
FAQ
What is a board in KanBo?
Boards are collections of cards that allow you to organize and visualize work. A board can be a product, project, resource, or organizational structure that is under continuous development.
How to add users to a board?
There are three levels of board access: owner, member and visitor. Only the board owner can add new users to the board by using the users section in the board menu.
Can I be notified of everything that happens in the board?
Yes, follow the board to get notification about every board action.
How can I share information between different boards?
Use card relations to connect cards between different boards.
Can I copy an existing board?
Yes, you can duplicate a board or make a board template using existing board. Then you can create new boards based on that template.
Can I see connected with me cards from different boards in one place?
Yes, every user has a space called MyBoard. You can track all cards you are following in one place.
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