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Table of Contents

  1. Introduction
  2. Create a card
  3. Change a card name
  4. Working with cards
  5. Card visibility
    • Following a card
    • Visiting a card

Introduction

Cards are the most basic units of KanBo. Use them as a representation of a task or a project. Their extensive structure will allow you to adapt them to every situation.

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They might represent new software features, story leads, legal cases, freelance clients, potential employees or customer support issues. Drag cards between lists to indicate progression or category. You can add users to cards, label them, attach files or even use them to create new documents.

Every KanBo card has three major sections inside: card details on the left side, card activity stream in the center and card elements on the right side.

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Card details are used for describing the card. They are helpful in determining the purpose and character of the card. They also give you an information about other related cards, users and time dependencies. 

Card activity stream shows what is happening in a card. You can explore who created it and trace its entire existence.


Card elements are features which make up the contents of the card. They are useful for describing task details with notes and todo lists or organizing card documents.

Create a card

To create a new card choose + option from the top of every list

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The card will be created in a list where you clicked the + button.

You can select a card template which will be used to create the card's structure.

Change a card name

You can change card's name at any moment.

1. Enter a card. 


2. Click on its name to change it. 


3. Type a new name.

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4. Click Save to submit changes.


Working with cards

Use cards to your everyday work. Show your ideas to coworkers by adding them as card members. Connect created cards with each other using card relations.

Once you know the basics, check how to improve and speed up working with cards and try quick actions.


Learn about card templates and document templates which can make your work easier. Configure them to create a complex repository of company documents. See how to work with card templates.

Card visibility

Learn what you have to do if you want to be up-to-date with all the news at a card. Discover who else keeps track of changes.

Following a card

Following a card will cause you to receive notifications about every activity in the card.

Pay attention to an eye icon next to the name of the card. It is a confirmation that you are following this card.


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There is an option to see who else is following this card. All you need to do is a single click on two-eyes icon at the Card members section.

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Visiting a card

There is a simple way to see visitors of the card. Additionally you can check the dates of their visits.


Click on a monitor icon on Card members section.

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As the monitor icons start flashing, it would mean that other user or users are also displaying the card. 

Having a visual confirmation of a colleague being present in the same moment in the same working context with you provides higher level of transparency and confidence that your team is being actively working towards the common goal.






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