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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 Card Template as Default
Learn how to set the default card template for the board. With this feature every card you create will be based on a pre-prepared pattern.
- Open the Board and press more button (three dots) to open the menu.

- Go to
Settings.
- Select
Card templates.
- Hover over a desired card template name and press more button (three dots).
- Select
Set as default.

Now every new card will be based on this template.
Clear the default card template
The procedure is almost identical, only the last step is different.
- Open the Board and press three dots to open the menu.
- Go to
Settings.
- Select
Card templates.
- Hover over a desired card template name.
- Press more button (three dots)
- Select
Clear default.
Change the order of card templates
Set your own order of card templates. Move the most used templates to the top of the list.
- Open the Board and press three dots to open the menu.
- Go to
Settings.
- Select
Card templates.
- Hover over a desired card template name, drag it and drop at the right position.
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