KanBo Access Matrix

Templates and Standardization

Templates and Standardization
Ensure consistency across recurring work

KanBo Templates help organizations standardize processes, reducing setup time and ensuring best practices are applied everywhere.

Template types

TemplateDescriptionExample useSpace TemplatePredefined structure for projects or departmentsMarketing Campaign Template with ready-made statuses, roles, and viewsCard TemplateReusable structure for common tasksMeeting Summary Card with checklist and notesDocument TemplateStandardized file used across SpacesQuarterly Report Template in Excel or Word

Benefits

Reduces human error in setup.

Ensures alignment with corporate process frameworks.

Enables scalable onSpaceing for new projects or teams.

Example

The HR department uses a Recruitment Process Template containing:

Statuses: Application Received → Interview → Offer → Hired.

Card templates: Candidate Profile and Interview Evaluation.

Document templates: Job Description and Offer Letter.

Learn more:Templates Overview →

Ensure consistency across recurring work

KanBo Templates help organizations standardize processes, reducing setup time and ensuring best practices are applied everywhere.

Template types

Template	Description	Example use
Space Template	Predefined structure for projects or departments	Marketing Campaign Template with ready-made statuses, roles, and views
Card Template	Reusable structure for common tasks	Meeting Summary Card with checklist and notes
Document Template	Standardized file used across Spaces	Quarterly Report Template in Excel or Word

Benefits

Reduces human error in setup.
Ensures alignment with corporate process frameworks.
Enables scalable onSpaceing for new projects or teams.

Example

The HR department uses a Recruitment Process Template containing:

Statuses: Application Received → Interview → Offer → Hired.
Card templates: Candidate Profile and Interview Evaluation.
Document templates: Job Description and Offer Letter.

Learn more:Templates Overview →