KanBo Glossary & Feature Reference

Overview

Overview
Core Concepts

Workspace – Strategic container for departments or business domains

Space – Operational environment for projects, processes, or initiatives

Card – Atomic unit of work (task, deliverable, issue, or decision)

To-Do List – Subtasks within a card

Folder – Hierarchical grouping of Spaces within a Workspace

Workflow & Structure

Status – Represents process stages

Status Roles – Information, Not Started, In Progress, Completed, Cancelled

Responsible Person – Owns the outcome of a card

Co-Worker – Collaborates on the task

Visitor – Observer with limited access

Card Relations – Parent–Child, Next–Previous, Mirror relations

Card Blocker – Marks a card as blocked or waiting

Custom Fields – Tailor-made metadata fields

Labels – Tag cards for grouping and filtering

Card Template – Reusable task structure

Space Template – Predefined structure of statuses, cards, and roles

Document Template – Linked SharePoint or file-based template

Folder Definition – Automatic folder creation for cards and documents

Time & Scheduling

Start Date / Due Date / Reminder Date – Schedule control

Timeline View – Visual representation of task durations

Gantt View – Dependencies and project planning over time

Calendar View – Due date visualization

Milestones – Key delivery points

Forecast Chart – Predicts completion trends

Time Chart – Analyzes time in each process stage

Collaboration & Communication

Comments – Contextual discussions on cards

@Mentions – Direct notifications to users

Activity Stream – Chronological record of actions (User, Card, Space)

Space Chat – Real-time discussions at space level

Shared Space – Cross-organizational or external collaboration area

Mirror Card – Displays the same card in multiple spaces

Visitor Access / Guest User – Controlled external participation

Filters & Personal Views – Custom views based on role, label, or status

Reporting & Analytics

Card Statistics – Lead time, cycle time, reaction time

Forecast Chart View – Predictive completion analysis

Time Chart View – Efficiency monitoring

Workload View – Resource distribution overview

Parent–Child Aggregation – Hierarchical reporting

Space Cards – Represent entire spaces at higher reporting levels

Performance Indicators – Lightweight metrics for throughput and delays

Bottleneck Index – Identifies blocked or delayed cards

Knowledge & Document Management

Card Documents / Space Documents – File management levels

Document Sources – Connected repositories (SharePoint, OneDrive)

Notes – Internal contextual information

To-Do Lists – Checklists for subtasks

Version Control – Always work with the latest file

Document Source Management – Governance of linked file libraries

Resource Management (Strategic & Enterprise Licenses)

Resource Types – Time-based (people), Unit-based (machines)

Allocations – Basic, Duration-based, and Soft allocations

Resource Manager Roles – Human, Non-Human, Resource Admin, Finance Manager

Workload View – Capacity vs. demand

Scheduling Assistant – Conflict detection and optimization

Scenario Planning – “What-if” simulations

HR/ERP Integration – Employee data and availability sync

Analytics DashSpaces – Cost, effort, and utilization metrics

Automation & Integration

KanBo Robot – Zero-code automation (“When this happens → do this”)

Triggers – Card created, status changed, due date reached

Actions – Move, assign, tag, comment, update fields

KanBo Sync Engine – Connect KanBo with Jira, Azure DevOps, BIM 360, SQL

KanBo MCP (Model Context Protocol) – AI and context automation layer

Power Automate – Microsoft automation workflows

Power BI – Live dashSpaces

Outlook Add-in – Create cards from emails

REST API / Webhooks – Developer integration layer

Administration, Security & Governance

Roles & Permissions – Owners, Members, Visitors, Administrators

Subsidiaries – Organizational divisions managing their own resources

License Types – Business, Enterprise, Strategic

Audit Trail – Full visibility of activity and compliance

Access Matrix – Defines role-based visibility

Templates Governance – Controlled template creation and application

Data Sovereignty – 100% customer-owned infrastructure

Authentication & Encryption – Secure access and TLS communication

Deployment Options

Cloud Deployment – Managed SaaS

GCC High Cloud – FedRAMP/DoD compliant environment

On-Premises – Fully hosted within customer infrastructure

Hybrid Deployment – Cloud collaboration + local storage

Backup & Disaster Recovery – Enterprise continuity management

Learning & Adoption

Analytics-Based Learning Progress – Monitors adoption metrics

KanBo Help Portal – Feature documentation and troubleshooting

KanBo Learn Platform – Video-based guided learning

Learning Paths – For New Users, Contributors, Managers, Administrators, and Executives

Feature Clinics & Champions Network – Ongoing adoption programs

Core Concepts

Workspace – Strategic container for departments or business domains
Space – Operational environment for projects, processes, or initiatives
Card – Atomic unit of work (task, deliverable, issue, or decision)
To-Do List – Subtasks within a card
Folder – Hierarchical grouping of Spaces within a Workspace

Workflow & Structure

Status – Represents process stages
Status Roles – Information, Not Started, In Progress, Completed, Cancelled
Responsible Person – Owns the outcome of a card
Co-Worker – Collaborates on the task
Visitor – Observer with limited access
Card Relations – Parent–Child, Next–Previous, Mirror relations
Card Blocker – Marks a card as blocked or waiting
Custom Fields – Tailor-made metadata fields
Labels – Tag cards for grouping and filtering
Card Template – Reusable task structure
Space Template – Predefined structure of statuses, cards, and roles
Document Template – Linked SharePoint or file-based template
Folder Definition – Automatic folder creation for cards and documents

Time & Scheduling

Start Date / Due Date / Reminder Date – Schedule control
Timeline View – Visual representation of task durations
Gantt View – Dependencies and project planning over time
Calendar View – Due date visualization
Milestones – Key delivery points
Forecast Chart – Predicts completion trends
Time Chart – Analyzes time in each process stage

Collaboration & Communication

Comments – Contextual discussions on cards
@Mentions – Direct notifications to users
Activity Stream – Chronological record of actions (User, Card, Space)
Space Chat – Real-time discussions at space level
Shared Space – Cross-organizational or external collaboration area
Mirror Card – Displays the same card in multiple spaces
Visitor Access / Guest User – Controlled external participation
Filters & Personal Views – Custom views based on role, label, or status

Reporting & Analytics

Card Statistics – Lead time, cycle time, reaction time
Forecast Chart View – Predictive completion analysis
Time Chart View – Efficiency monitoring
Workload View – Resource distribution overview
Parent–Child Aggregation – Hierarchical reporting
Space Cards – Represent entire spaces at higher reporting levels
Performance Indicators – Lightweight metrics for throughput and delays
Bottleneck Index – Identifies blocked or delayed cards

Knowledge & Document Management

Card Documents / Space Documents – File management levels
Document Sources – Connected repositories (SharePoint, OneDrive)
Notes – Internal contextual information
To-Do Lists – Checklists for subtasks
Version Control – Always work with the latest file
Document Source Management – Governance of linked file libraries

Resource Management (Strategic & Enterprise Licenses)

Resource Types – Time-based (people), Unit-based (machines)
Allocations – Basic, Duration-based, and Soft allocations
Resource Manager Roles – Human, Non-Human, Resource Admin, Finance Manager
Workload View – Capacity vs. demand
Scheduling Assistant – Conflict detection and optimization
Scenario Planning – “What-if” simulations
HR/ERP Integration – Employee data and availability sync
Analytics DashSpaces – Cost, effort, and utilization metrics

Automation & Integration

KanBo Robot – Zero-code automation (“When this happens → do this”)
Triggers – Card created, status changed, due date reached
Actions – Move, assign, tag, comment, update fields
KanBo Sync Engine – Connect KanBo with Jira, Azure DevOps, BIM 360, SQL
KanBo MCP (Model Context Protocol) – AI and context automation layer
Power Automate – Microsoft automation workflows
Power BI – Live dashSpaces
Outlook Add-in – Create cards from emails
REST API / Webhooks – Developer integration layer

Administration, Security & Governance

Roles & Permissions – Owners, Members, Visitors, Administrators
Subsidiaries – Organizational divisions managing their own resources
License Types – Business, Enterprise, Strategic
Audit Trail – Full visibility of activity and compliance
Access Matrix – Defines role-based visibility
Templates Governance – Controlled template creation and application
Data Sovereignty – 100% customer-owned infrastructure
Authentication & Encryption – Secure access and TLS communication

Deployment Options

Cloud Deployment – Managed SaaS
GCC High Cloud – FedRAMP/DoD compliant environment
On-Premises – Fully hosted within customer infrastructure
Hybrid Deployment – Cloud collaboration + local storage
Backup & Disaster Recovery – Enterprise continuity management

Learning & Adoption

Analytics-Based Learning Progress – Monitors adoption metrics

KanBo Help Portal – Feature documentation and troubleshooting

KanBo Learn Platform – Video-based guided learning

Learning Paths – For New Users, Contributors, Managers, Administrators, and Executives

Feature Clinics & Champions Network – Ongoing adoption programs