Quickstart

7. Manage Documents and Knowledge

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KanBo connects work with your enterprise document systems like SharePoint or OneDrive.

Document Management Options

  • Card Documents: Attach files directly to tasks.
  • Document Sources: Link shared document libraries.
  • Document Templates: Standardize recurring files such as reports or proposals.
  • Notes and To-Do Lists: Capture details, instructions, and smaller tasks.

All document updates remain versioned and synchronized across Cards and Spaces.

Example
In a Contract Negotiation Card, link the draft from SharePoint and collaborate with legal and procurement teams on the same document.

Learn more: Document Management →