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Document groups

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Document groups is a new KanBo feature allowing you to keep all documents in a Card in order. Now you can collect sets of documents which have been added to a Card and group them by any condition, for example by their type or purpose.

Documents will be gathered in a form of separate groups and visible on a Card.

Adding a Document group

To add a Document group, click on Add new element and select Document group.

Enter a name for a Document group and click on Add.

Adding documents to a Document group

When you add documents to a Card where a Document group is created, these documents will be placed in this certain Document group.

When you create a second (and next) Document group, documents added further will be placed in a successive Document group.

You can click on + Add Document to select whether you would like to add existing document from board's documents or create a new one.

To add existing document, select one and choose to Attach to the card.

You can create documents right away using + Add document and then Add new Word/Excel/PowerPoint document. This will create new, blank documents of selected sort.

Removing documents from a Document group.

To detach a document from a Document group in a card, click on button next to a document's name. Select Detach.

Changing order of Document groups

You can change order of Document groups and other elements by using drag and drop.

Moving documents between Document groups

You can move particular documents between Document groups or change order of them by using drag and drop.

Collapsing Document groups

When your Document groups take too much of your Card's space because of their amount or length, you can collapse them by clicking on button.

You will be presented with statistics: numer of documents in a Document group and a date of the most recently updated document.

Removing Document group

To delete a Document group from a Card, click on the button next to a group's name and select Remove.

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