Templates

Space Templates

Space Templates
Start every project with a solid foundation.

Space Templates allow you to create pre-configured project structures — complete with statuses, cards, fields, and relationships.

Key Features

Predefined Layouts: Start new Spaces based on proven project configurations.

Customization: Adjust templates to specific team or project needs (statuses, custom fields, roles).

Controlled Visibility: Only authorized users with the Templates role can create, view, or apply templates.

Date Shifting: Define relative start and due dates, automatically adjusted when applied.

Portability: Export templates as .kbt files and import them into other KanBo environments.

Default Templates: Assign a default template for all new Spaces in a Workspace to ensure structural consistency.

Business Example

A construction company creates a Space Template called “Site Project – Standard Setup” including statuses like Planning, Procurement, Execution, and Closeout.

Each new site project is launched from this template, ensuring every team starts with the same documentation structure, risk tracker, and standard checklists.

Start every project with a solid foundation.

Space Templates allow you to create pre-configured project structures — complete with statuses, cards, fields, and relationships.

Key Features

Predefined Layouts: Start new Spaces based on proven project configurations.
Customization: Adjust templates to specific team or project needs (statuses, custom fields, roles).
Controlled Visibility: Only authorized users with the Templates role can create, view, or apply templates.
Date Shifting: Define relative start and due dates, automatically adjusted when applied.
Portability: Export templates as .kbt files and import them into other KanBo environments.
Default Templates: Assign a default template for all new Spaces in a Workspace to ensure structural consistency.

Business Example

A construction company creates a Space Template called “Site Project – Standard Setup” including statuses like Planning, Procurement, Execution, and Closeout.

Each new site project is launched from this template, ensuring every team starts with the same documentation structure, risk tracker, and standard checklists.