Collaboration

Documents and Knowledge

Work where your files already are

KanBo integrates seamlessly with corporate document libraries like SharePoint or OneDrive, ensuring secure access, version control, and consistency across departments.

Document management levels

Level	Description	Example
Card Documents	Files linked to a single task	Contract draft, design file, project brief
Space Documents	Shared files used by all Cards in a Space	Templates, meeting notes, reports
Document Sources	Linked SharePoint or other repositories	Central knowledge base for multiple teams
Document Templates	Predefined files for standardization	Budget template, compliance form

Example

In the Supplier Audit Space, the audit checklist Word document is stored in the Space document library, ensuring every Card referencing the checklist points to the same master file.

Knowledge sharing best practices

• Use Card Notes for context or explanations.
• Maintain To-Do Lists for procedural steps.
• Link Cards to capture dependencies between decisions and outcomes.
• Keep all documentation up to date by working directly within the connected file source.

Learn more: Document Management →