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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
Setting the Board Template as Default
Learn how to set the default board template for KanBo. With this feature every board you create will be based on a pre-prepared pattern.
You need the Global Settings role to make this action.
Set the default board template
In order to set the board template as the default one:
- Open KanBo navigation pane.
- Select
Settings.
- Go to
General.
- Here you can set the Default board template.
Now every new board will be based on this template.
Clear the default board template
The procedure is almost identical, only the last step is different.
- Open KanBo navigation pane.
- Select
Settings.
- Go to
General.
- Set the Default board template to None.
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