Creating a Kanban Card

In Kanbanoo cards directly correspond to M-Files objects. Therefore to manually create a Kanban card you have to create an M-Files object that will display in the currently visible Kanban board.

To create a Kanban card use the regular M-Files Create button (

big plus symbol) or press the suitable button in the Create section of the M-Files task area.

Before pressing the Create button, make sure that no other M-Files object is selected by clicking into an empty area on the Kanban board - otherwise M-Files will establish a relationship between the two objects.

Make sure that your object's properties match the requirements for the current M-Files view, otherwise the newly created object will not show in the Kanban board. Should that happen, you can locate the object in M-Files Recent view and change it appropriately.

Tips

If you want to create a separate assignment that is linked to a Kanban card, first select the Kanban card and then click the Create button. M-Files will automatically create the necessary relationship. You will have to press the Refresh button after closing the create dialog to see the newly created separate assignment.