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Learn the Basics
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- Cards
- Card Icons
- Card Details
- Card Statuses
- Card Users
- Card Activity Stream
- Card Status Roles
- Dates in Cards
- Reminder
- Responsible Person
- Card Blockers
- Global Card Blockers
- Card Issues
- Adding Cards to My Space
- Hinzufügen von Karten zu "MySpace"
- Removing Cards from My Space
- Entfernen von Karten aus "MySpace"
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- Creating Cards
- Changing Card Statuses
- Following Cards
- Scheduling Cards
- Renaming Cards
- Duplicating Cards
- Quick Actions
- Mass Actions
- Copy & Paste
- Creating Card Statuses
- Changing the Default Card Status
- Changing the Order of Card Statuses
- Deleting Card Statuses
- Moving Cards between Spaces
- Archiving Cards
- Unarchiving Cards
- Deleting Cards
- Creating Card Blockers
- Managing Card Blockers
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- Documents in KanBo
- Card Documents
- Uploading or Creating Documents in Cards
- Attaching and Detaching Documents in Cards
- Space Documents
- Document References
- Document Sources
- Downloading Documents
- Editing Documents
- Editing Documents in Browser
- Editing Documents in Office Applications
- Renaming Documents
- Deleting Documents
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Visualize Work
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- Space Views
- Creating Space Views
- Personal and Shared Space Views
- Card Grouping
- Filtering Cards
- Display Settings
- Work Progress Calculation
- Grouping Description
- Card Grouping Settings
- Changing the Order of Groupings
- Changing the Order of Space Views
- Deleting Space Views
- Following Card Statuses and Custom Fields
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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 KanBo Space Attached to Subfolder Created by Power Automate
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Exporting Space 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
- Using KanBo Outlook App
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Setting Card Template as Default
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Learn how to set the default card template for the space. With this feature, every card you create will be based on a pre-prepared pattern.
To set the card template as default:
- Open the space and click More (the three-dot menu button) to open the menu.
- Go to Settings.
- Select
Card templates. - Hover over a desired card template name and click on the three-dot menu button.
- 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 space and click the three-dot menu button.
- Go to
Settings. - Select
Card templates. - Hover the cursor over the desired card template name.
- Click the three-dot menu button.
- Select
Clear default.
Change the order of card templates
Set the order of card templates. Move your most used templates to the top of the list.
- Open the space and click the three-dot menu button.
- Go to
Settings. - Select
Card templates. - Hover over the name of the card template you want to use and drag it to the correct position.
FAQ
Can I set one of card templates as the default card template for the space?
Yes. Follow the instruction above.
Can I change the order of my card templates on KanBo?
Yes, you can change the order of your card templates to suit your needs.
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