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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
List Settings
List settings are editable features of your lists in KanBo board.
When you work with:
at your board, you work with lists. Fit its appearance to your needs. It will help you organize the work process by marking its stages and other details. Learn how to adjust it just for your convenience.
Remember that there are 5 types of card grouping and not every type has the same options to select from the list settings.
Status | List | User | Label | Due date | |
---|---|---|---|---|---|
Name | ![]() | ![]() | – | ![]() | – |
Description | ![]() | ![]() | – | – | – |
Color | ![]() | ![]() | – | – | – |
Follow | ![]() | ![]() | – | – | – |
Archive cards | ![]() | ![]() | ![]() | ![]() | – |
Delete | ![]() | ![]() | – | ![]() | – |
Role | ![]() | – | – | – | – |
Move cards | ![]() | ![]() | – | – | – |
Name
Find a name that reflects the character of cards assigned to that list.
- Hover over the name bar, click and type a new name.
- Press Save button to confirm the changes.

You cannot change names of User and Due date lists.
Description
You can add a description to your Status or List when a name is not enough. Read more about list description.

Color
Well-chosen colors can make work easier and more pleasant. Select the corresponding one.
- Press more button (three dots) on the name bar to open the menu.
Here you can change the color of the list. Choose from 16 different options.
- Select the desired color.

Remember that it works only at Statuses and Lists.
If you need to change the color of a Label list, you need to change the Label color.
Due date and User lists are always grey.
Archive cards
You can archive all cards that are assigned to the list.
Learn more about card archivization and how to send it back to the Board from Archive.
Follow a list
You can follow a list to receive notifications from all the activities that took place in a card that is currently on this list.
Read more about following a List or Status.
Delete
There is a simple way to delete a lists.
Remember that it won’t delete cards that are assigned to that list.
Move cards
There is a simple way to move all cards from your list to another list.
- You can find it in list settings. Open it by pressing more (three dots) at the list name bar.

- After you press
Move cards button, you will see the pop-up window with existing lists.

- Choose one of them for your cards. After that click all the cards will gain a new list.
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. One board can have many different board views.
Can I customize the board view?
Yes, you can use display settings to adjust the visibility of board view information to your needs.
How can I find information more easily?
Use card lists to categorize your tasks and add labels in different colors to customize your workspace. Set the card grouping to desired option. In case of big boards with many cards, use card filtering.
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