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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
KanBo and ServiceNow Integration
KanBo and Service Now integration allow you to automate KanBo actions by building Flows.
ServiceNow is PaaS provider, providing technical management support, such as IT service management, to the IT operations of large corporations, including providing help desk functionality.
Installing the KanBo app
- Take the XML file with the KanBo app and upload it to the Retrieved Update Sets.
Use import update set from the XML option.
- Open the update set.
- Select Preview Update set button.
- Now commit the application.
- Open the application registry section.
- Choose KanBo and edit the Client ID, Client Secret.
- Paste your instance address in the field Redirect URL in this format https://dev###.service-now.com/oauth_redirect.do
Contact KanBo support for more details.
- Open Connection&Credential Aliases.
- Open KanBo.Add new connection.
- Type the name, select KanBo in Credential and paste https://servicenow.authkanbo.com/kanbo/api in Connection URL.
- Go to Credentials and create a new OAuth 2.0 credential.
- Type the name, in OAuth Entity Profile find KanBo’s default profile.
- Submit.
- In the freshly created credentials, get OAuth Token.
- Type your KanBo instance name and select OK.
In this step you might be asked for your O365 credentials beforehand if you aren’t logged in already.
- Allow access.
- Now you can run the flows with KanBo application.
Preparing a Flow
- Select KanBo inside Application field.
- Select a Trigger you want.
- Start adding KanBo actions.
Actions
User actions
Add user to KanBo
Add user to Board
Add user to Card
Board collection actions
Add board collection

Remove board collection

Add board group

Add Board to Board group

Remove board from board group

Remove board group

Board actions
Add board

Remove board

Close board

Add board chat message

Enable statuses

Disable statuses

Add status

Set status

Rename status

Add list

Rename List

Remove list

Remove user from board

Card actions
Add card

Add comment on card

Add card from template

Archive card

Rename card

Card elements actions
Set due date

Set card date

Set start date

Add todo list

Add todo list item

Edit todo list item

Add note

Edit note

Rename note

Add child relation

Add next-previous relation

Add child card group

Remove user from card

Look up actions
- The look up actions contain:
- Look up Board Collections
- Look up Board groups
- Look up Boards
- Look up Statuses
- Look up Users
- Look up Board Users
- Look up Cards
- Look up Board Templates
- Look up Lists
These actions will bring you an ID of board collection, board, user etc. which you can use in other actions.
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