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Kanera TL;DR

Kanera helps a team organize work without making the process complicated. If you only read one page, read this one.

The basic idea​

Standalone board -> Cards

or

Workspace -> Boards -> Cards
  • A standalone board is independent. Its lists, labels, custom fields, automations, and access apply only to that board.
  • A workspace is a team or area of related work. Its lists, labels, custom fields, templates, and automations are shared by every board inside it.
  • A board is a project, client, campaign, queue, or other stream of work.
  • A list is a stage in your workflow, such as To do, In progress, or Done. Moving a card between lists updates its status.
  • A card is a piece of work. Add a description, assignees, due date, checklist, files, comments, labels, or custom fields when they are useful. Checklist items can act as mini-subtasks with their own description, owner, due date, and one level of sub-checklists.

Choose a standalone board when one board should have its own setup. Put boards in a workspace when they should follow the same workflow and support cross-board Assigned Work and reporting.

Get started in five steps​

  1. Choose Create a board for an independent workflow, or Create a workspace for related boards that share one setup.
  2. Choose the template closest to how you work.
  3. Name the standalone board, or finish the workspace setup and create its first board.
  4. Add a few cards, then assign an owner and due date where needed.
  5. Move cards through the lists as work progresses, and mark them complete when they are finished.

That is enough to start. Add labels, custom fields, automations, and more boards only when you have a clear need for them.

Day-to-day​

  • Open a board to plan and update one stream of work.
  • Open Assigned Work -> My work to see your work across all boards you can access in the workspace.
  • Use Kanban for a visual workflow, List for sorting and reporting, Calendar for due dates, and Work Done to review recent progress.
  • Assign a card when someone owns the outcome. Assign a checklist item when someone owns a smaller part, then add a description or sub-checklist when that item needs more detail.
  • Use comments and @mentions to keep decisions with the work. Watch a card or board when you want updates without being assigned.

Four useful rules​

  1. Use a standalone board when one board needs its own workflow and settings.
  2. Use a board inside a workspace when work needs its own surface but should share the workspace's workflow.
  3. Use a new workspace when several related boards need a different shared process, people, or reporting context.
  4. Start simple. A few clear lists and consistently assigned cards are more useful than a detailed setup nobody maintains.

Go deeper when you need to​

  • Getting Started: choose a standalone board or workspace and complete onboarding.
  • Standalone Boards: understand the independent board model.
  • Workspaces: decide how to organize teams and related work.
  • Boards: create boards and manage their access.
  • Assigned Work: coordinate work across boards.
  • Checklists: break a card into owned mini-subtasks and smaller steps.
  • Views: choose Kanban, List, Calendar, or Work Done.
  • Automations: automate repeatable card updates and housekeeping.
  • Notifications: control assignments, mentions, email, and push alerts.