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Learn the Basics
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- Cards
- Card Icons
- Card Details
- Card Statuses
- Card Users
- Card Activity Stream
- Card Status Roles
- Dates in Cards
- Reminder
- Responsible Person
- Card Blockers
- Global Card Blockers
- Card Issues
- Adding Cards to My Space
- Hinzufügen von Karten zu "MySpace"
- Removing Cards from My Space
- Entfernen von Karten aus "MySpace"
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- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Creating Card Statuses
- Changing the Default Card Status
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
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- Documents in KanBo
- Card Documents
- Uploading or Creating Documents in Cards
- Attaching and Detaching Documents in Cards
- Space Documents
- Document References
- Document Sources
- Downloading Documents
- Editing Documents
- Editing Documents in Browser
- Editing Documents in Office Applications
- Renaming Documents
- Deleting Documents
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Visualize Work
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- Space Views
- Creating Space Views
- Personal and Shared Space Views
- Card Grouping
- Filtering Cards
- Display Settings
- Work Progress Calculation
- Grouping Description
- Card Grouping Settings
- Changing the Order of Groupings
- Changing the Order of Space Views
- Deleting Space Views
- Following Card Statuses and Custom Fields
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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 KanBo Space Attached to Subfolder Created by Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Exporting Space 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
- Using KanBo Outlook App
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Downloading and Uploading Space Templates
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You need the Templates role to be able to perform these steps.
Downloading a space template
You can save a space template as a .kbt (KanBo space template) file. You can use this file to upload the space template to any other KanBo environment.
To download the space template:
- Open the KanBo navigation panel.
- Click Spaces.
- Select Space templates.
- Click on more (the three-dot menu) on the selected space tile.
- Select
Download template from the drop-down menu.
You can make this action directly from the space too.
- Enter the space.
- Click on More (the three-dot menu button) on the top bar next to the space’s name.
- Select
Download template from the drop-down menu.
You can also download a normal space as a space template. Use this option if you want to move the space to another KanBo environment.
Uploading a space template
To upload the space template:
- Open the KanBo navigation panel.
- Click
Spaces. - Select Space templates.
- Click + Add space template.
- Choose Add space template from the file.
- Select .kbt file.
- Set the details and click Add.
Now you can create a new space using this space template. A newly created space will have the same structure as the template, using the following rules:
- features that are copied:
- grouping positions, names, roles, and colors
- documents (optional)
- archived cards
- labels
- card statuses
- card relations (card relations between spaces are not copied)
- features that will not be copied:
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