# Features - Kanera

> Explore Kanera Home, ranked Up next queues, Board and Table views, My Cards, Team Cards, Portfolio, board syncing, reporting, notes, automation, and API access.

Canonical page: https://www.kanera.app/features

Features

# Everything your team needs to plan, coordinate, and review.

A complete look at how Kanera handles standalone boards, one-way board syncing, workspaces, daily focus, global work, calendars, reporting, notes, automations, and integrations.

[Start free](https://board.kanera.app/signup)[View pricing](https://www.kanera.app/pricing)

No card required · 30-day Pro trial included

Client work Delivery Support Product Roadmap Design Internal Ops

Global Work My Cards Team Cards Portfolio

Client work Delivery Overdue Product Roadmap Today Client work Support Today Internal Ops Thu Product Design Next week

What's included

## Everything your team needs, in one place.

[Home Deadlines, recent boards, weekly work, and progress](#home)[Boards & Workspaces Independent boards or shared multi-board workflows](#board-structure)[Kanban & Table Visual planning plus editable table reporting](#kanban-list)[Calendar Dated work on a month or week grid](#calendar)[Global Work My Cards, Team Cards, and Portfolio across every board](#assigned-work)[Up next One ranked work order across every board and project](#up-next)[Work Done Daily progress history for standups and reviews](#work-done)[Cards & Checklists Rich task cards with assignable mini-subtasks](#cards-checklists)[Customisation Colours, icons, themes, and workspace settings](#customisation)[Custom Fields Structured data on cards, shared across the workspace](#custom-fields)[Scratchpad Private work in progress that stays beside the work](#scratchpad)[Notes Team documentation kept next to the work](#notes)[Search & Shortcuts Global search, quick actions, keyboard shortcuts, and filtering](#search)[Automations Trigger-based automations to keep work moving](#automations)[Board Syncing Native one-way list syncing between boards](#board-syncing)[Collaboration Multiple organisations, roles, permissions, and guests](#collaboration)[Notifications In-app, email, push, ntfy, Gotify, and webhook delivery](#notifications)[API & MCP Chat destinations, REST API, webhooks, and MCP](#api)[Mobile & PWA Installable, mobile-ready, and offline-capable](#mobile-pwa)[Polish & Performance Fast, responsive, and carefully refined](#polish-performance)[Import & Export Trello, CSV, and Kanera import, plus Excel reporting exports](#data)

Viewing Jump to feature section Home Boards & Workspaces Kanban & Table Calendar Global Work Up next Work Done Customisation Custom Fields Cards & Checklists Scratchpad Notes Automations Board Syncing Collaboration Notifications Search & Shortcuts API & MCP Mobile & PWA Polish & Performance Import & Export

[Home](#home)[Boards & Workspaces](#board-structure)[Kanban & Table](#kanban-list)[Calendar](#calendar)[Global Work](#assigned-work)[Up next](#up-next)[Work Done](#work-done)[Customisation](#customisation)[Custom Fields](#custom-fields)[Cards & Checklists](#cards-checklists)[Scratchpad](#scratchpad)[Notes](#notes)[Automations](#automations)[Board Syncing](#board-syncing)[Collaboration](#collaboration)[Notifications](#notifications)[Search & Shortcuts](#search)[API & MCP](#api)[Mobile & PWA](#mobile-pwa)[Polish & Performance](#polish-performance)[Import & Export](#data)

Home

## Start with the work that needs you.

Home turns Kanera into a focused daily starting point. Review deadlines, assigned work, recent boards, weekly activity, and completed work in one place.

Use it for Daily triage Deadline review Returning to recent boards Personal progress

Plan access Included in Free

Home

View

Your day at a glance

- Overdue, due-today, next-seven-days, and done-this-week totals
- Your top Up next cards in the exact order you set in My Cards
- Focus tiles that filter the weekly agenda
- Assigned cards and checklist items grouped by urgency
- Source board, workspace, list, label, and due-date context
- Quick access to recently opened boards
- A 28-day completion trend with week-over-week change
- A useful last-saved view when the connection drops

Boards & Workspaces

## Choose independence or shared structure.

Use Kanera like a board-first tool with standalone boards, or group related boards in a workspace when they should share one workflow and reporting context.

Choose by need Independent projects Trello-style boards Standardised team delivery Cross-board reporting

Client work Workspace One shared setup Lists Labels Fields Automations

Delivery Support Onboarding

Same workflow and reporting on every board

or Event plan Own setup

Personal Own setup

No shared layer, so changes affect only that board

Plan access Included in Free

Standalone boards One board with its own configuration and access.

- Independent lists, labels, fields, templates, and automations
- Direct board access for organisation members and guests
- Board-specific API, webhooks, imports, and settings
- A simple fit for one project, client, or personal workflow

Workspaces Several boards operating on one shared model.

- Shared lists, labels, fields, templates, and automations
- A shared member roster with board-by-board access
- Drag boards between sidebar groups to keep navigation ordered
- Board groups, Global Work, and consistent reporting
- A strong fit for teams repeating a process across projects

Kanban & Table

## Plan visually. Track precisely.

Use Kanban when work needs a visual flow. Switch to Table when you need inline editing, grouping, sorting, custom columns, calculations, and spreadsheet-ready reporting.

Switch views without losing context or forcing your team into one rigid way of working.

Board

Table

Calendar

One card, every view

Plan access Included in Free Unlimited boards on Pro

Board view Table view

View

Board view Move cards through custom workflows with drag-and-drop kanban columns, visual list customisation, and card previews.

- Drag-and-drop kanban workflows
- Custom list icons and colours
- Card covers and visual previews
- Labels, assignees, due dates, and progress indicators
- Automatic board health for overdue, unassigned, inactive, and due-soon work
- One-click health drill-downs plus shortcuts to Work Done and Portfolio
- Completion, archive, move, copy, duplicate, and quick actions

Table view Turn your work into a structured table when you need more detail. Filter, group, sort, resize, reorder, show, hide, aggregate, break down, and export the data that matters.

- Group by list, assignee, due date, label, status, or custom fields
- Sort by title, due date, created date, updated date, or assignee
- Show, hide, resize, and reorder columns
- Add cards directly into groups
- Sum or average number-based custom fields per group
- Break totals down by a second dimension for reporting
- Export filtered reports to multi-sheet Excel workbooks

Calendar

## See the month you have already committed to.

Calendar places dated cards on a month or week grid, on one board or across Global Work, so crowded days show up before you promise anything else.

Use it for Deadline planning Crowded-day checks Client commitments Weekly focus Launch and campaign dates

Plan access Included in Free

Calendar

View

Highlights

- Month and week ranges with previous, next, and Today navigation
- Cards placed on their due date, with due-time slots shown
- Overdue and completed cards marked in place
- Labels, assignees, checklist progress, and attachment indicators on each card
- Open a card from its date, or right-click to quick-edit its due date
- Board and Global Work filters carry into the calendar
- Source board shown on every card in My Cards and Team Cards
- Cards without a due date stay available in Board and Table

Global Work

## See the work across every project.

My Cards brings personal assignments together, Team Cards gives coordinators a cross-project view, and Portfolio keeps the wider delivery picture visible.

Use it for Personal task focus Assigned work review Team workload review Cross-organisation reporting Portfolio health Leadership rollups

Plan access Included in Free

My Cards

View

My Cards

- See your assigned cards across every accessible board
- Review assigned checklist items with their parent-card context
- Create cards for yourself without leaving the global view
- Switch between Board, Table, Calendar, and Work Done
- Save the scope, filters, display, grouping, sorting, and table setup

Team Cards

View

Team Cards

- Review everyone together or focus on one teammate
- Review assignments and workload across every accessible board
- Create work directly for the selected person
- Group and filter by source, workflow, dates, labels, and fields
- Use Board, Table, Calendar, and Work Done across the result set
- Keep board-level permissions and assigned-items-only restrictions

Portfolio

View

Portfolio

- Roll up active, overdue, unassigned, completed, and next-seven-days cards
- Count overdue assigned checklist items
- Compare organisations, workspaces, and boards in one hierarchy
- Review 60 days of movement and delivery activity
- Choose a reporting period and filter the summary
- Open any metric as a card-level Table drill-down

Up next

## Make the next card unambiguous.

Rank assigned cards once, across every board. Your queue stays within reach, while team leads can coordinate the same order from Team Cards.

Use it for Personal focus Cross-board priorities Team coordination Daily work order

Plan access Included in Free

Amelia's Up next drawer

View

One order, wherever you work

- Open your personal queue from any page beside notifications
- Add only active cards assigned to the person whose queue you are managing
- Drag rows or use precise controls to change the order
- Complete a card from the drawer, or remove it without changing the card
- See the same rank on Home, Board, Table, and Global Work
- Filter a board or My Cards to show only cards already in your queue
- Review and curate permitted teammate queues in Team Cards grid or table layouts

Work Done

## Know what actually moved forward.

Planning is only half the picture. Work Done gives you a daily history of progress on one board, in My Cards, or in Team Cards for standups, async updates, reviews, and client check-ins.

Use it for Daily standups Weekly reviews Client updates Team progress reports Understanding what changed

Plan access Included in Free

Work Done

View

Highlights

- Daily progress history
- Cards created, moved, and completed
- Checklist items completed
- Owner attribution
- Board and list context
- Review any day from the last 60 days

Customisation

## Make Kanera fit your team's workflow.

Kanera is flexible without becoming messy. Give each standalone board its own setup, or standardise lists, labels, fields, templates, and automations across a workspace.

Built for Teams with multiple workflows Client-facing boards Internal operations Project templates Personal preference

Plan access Included in Free

Highlights

- Board icons, colours, and background gradients
- List icons and colours
- Workspace accent colours
- Custom labels with names and colours
- Board groups for organising multiple boards
- Show, hide, resize, and reorder table columns
- Custom field icons and ordering
- Card surface field visibility
- Dark, Carbon, Light, and Paper themes with accent colours

Custom Fields

## Track the details that matter.

Real work needs more than title, assignee, and due date. Keep fields specific to one standalone board, or share a field catalogue across workspace boards for consistent filtering and reporting.

Custom Field types Text Number Checkbox Date URL Select User

Use it for Priority Status Client Department Effort estimate Revenue impact Risk level Review stage

Plan access Included in Free

Highlights

- Board-specific or workspace-wide custom field catalogue
- Single and multi-select options
- Single and multi-user fields
- Custom colours for select options
- Custom icons per field
- Show or hide fields on cards
- Reorder fields
- Edit field names and options
- Sum and average number fields in Table view

Cards & Checklists

## Keep the work and the details together.

Kanera cards hold the practical details behind each piece of work. Checklist items work like lightweight subtasks, with their own owner, due date, description, and sub-checklists.

Plan access Included in Free Pro: 200 GiB storage

Cards

- Rich markdown descriptions
- Mentions, emoji, embedded images, and links
- Inline title and description editing
- Description change diffs for audit review
- Due dates with practical time slots
- Overdue and due-soon indicators
- Cover images and attachments
- Comments and activity
- Duplicate, copy, move, archive, and shareable links
- Side-panel or full-modal card layout
- Card watching for notifications

Checklists

- Multiple checklists per card
- Custom checklist titles
- Drag-and-drop checklist items
- Move items between checklists
- Checklist progress bars and counters
- Hide or show completed items
- Per-item due dates and assignees
- Rich descriptions on checklist items
- Sub-checklists for smaller steps
- Per-item detail panels with nested progress
- Checklist templates
- Completions shown in Work Done

Scratchpad

## Keep unfinished thinking in Kanera.

Scratchpad is a private place for work in progress. Keep meeting notes, reminders, rough drafts, and pasted screenshots beside the work without sharing them.

Use it for Daily notes Meeting prep 1:1 talking points Rough drafts Personal todos Pasted screenshots Temporary research Follow-ups

Plan access Included in Free

Scratchpad

View

Private, quick, and always nearby

- Private to your account, including from organisation administrators
- A separate scratchpad for each organisation you use
- Up to 50 named pages in a searchable page switcher
- Markdown formatting, checklists, links, files, and pasted images
- Autosave with browser draft recovery
- Resizable dock that leaves the app underneath interactive
- Pop out into a focused browser tab
- Resizable bottom sheet on narrow screens

Notes

## Keep context next to the work.

Turn durable context into structured documentation. Notes hold runbooks, processes, decisions, references, and project material in personal or shared workspace and board trees.

Use it for Project briefs Meeting notes Runbooks Internal processes Client context Research Decision logs Reference docs

Plan access Included in Free

Notes

View

Highlights

- Personal and team notes
- Workspace-level and board-level notes
- Rich markdown content
- Embedded images and file attachments
- Nested tree structure
- Drag-to-reorder and re-parent notes
- Card backlinks
- Full-text search
- Safe collaborative editing with edit locks

Automations

## Automate the project housekeeping.

Kanera automations help your team keep work moving without repeating the same manual updates. Trigger automations from common workflow events, then run one or more actions in order.

Multiple actions per automation. Enable, disable, or reorder automations. All automation activity is logged on cards.

Use it for Intake workflows Review workflows Client handoff steps Recurring checklists Assignment rules Label-driven escalation Custom field defaults Due-date workflows Completion processes

Plan access Included in Free Unlimited automations on Pro

Automations

View

Triggers

- Card enters a list
- Card due date arrives
- All checklist items on a card are completed
- Card assigned to selected users
- Card marked complete
- Selected label added to a card

Actions

- Add or remove labels
- Add or remove assignees
- Apply checklist templates
- Populate custom field values
- Set due dates with offsets and time slots
- Clear due dates
- Move cards to a list
- Mark cards complete or incomplete

Board Syncing

## Mirror the right work. Keep boards separate.

Select source lists and map them into another board. New cards are copied automatically, then Kanera keeps their working context current in one direction.

Use it for Client-reported bugs Partner intake Stakeholder requests Internal escalation queues

Plan access Pro only

Create a one-way board mirror

View

The context stays in sync Changes on the source card flow to its linked destination copy without a custom API bridge.

- Titles and rich descriptions
- Matching labels and mapped custom fields
- Comments and attachments
- Checklist structure and item content
- Moves between mapped lists and card completion
- Source archive state and attributed activity

The destination stays useful The internal team gets a real card in its own board, with local control where ownership should stay local.

- Keep internal assignees and due dates independent
- Move a linked card outside mapped lists without stopping content sync
- Pause, resume, remap, or remove a board mirror
- See the source board and original-card link on every synced card

Collaboration & Permissions

## Share the right work with the right people.

Use one account across independent organisations, then give teammates and guests the right access inside each one. Roles stay clear at organisation, workspace, and board level.

Roles Owner Full control

Admin Manage workspace

Member Added per board

Editor Edit board work

Observer Read board work

Use it for Internal teams Client boards Partner collaboration Private projects Controlled external access

Plan access Pro only: Board guests

Highlights

- Create, join, and switch organisations without another login
- Independent roles, plans, billing, work, and settings per organisation
- Organisation invitations for existing or new Kanera users
- Organisation, workspace, and board-level permissions
- Explicit member access for each board
- Assigned-items-only card visibility
- Board-scoped guests with one free board each on hosted Pro
- Invitation expiry and revocation
- Workspace admins inherit every board in their workspace
- Role and visibility changes apply in real time

Comments, Activity & Notifications

## Control how updates reach you.

Kanera keeps every update in the notification drawer, then lets each person choose where it goes: email, browser push, ntfy, Gotify, or their own webhook. Add per-workspace exceptions so a busy board never drowns out a client project.

The in-app drawer always stays complete. Quietening a channel changes what interrupts you, never what you can go back and read.

Plan access Included in Free Pro only: Personal channels

Inbox Channels Workspace rules

View

Highlights

- Markdown comments with quote replies
- Mentions in comments and descriptions
- Emoji support
- Thumbs-up reactions on teammates’ comments
- Edit and delete own comments
- Full card activity feed with timestamped changes
- Description diffs in activity for audit trails
- Activity coalescing for rapid edits
- Integration updates shown in activity
- Watch cards or entire boards
- In-app notification drawer
- Mention and assignment sound option

Delivery channels Five outbound channels, each with its own per-type preferences.

- Email and browser push master toggles
- Personal ntfy topics on ntfy.sh or your own server
- Self-hosted Gotify with an application token
- Personal webhook with a signed JSON payload
- Per-type preferences on every channel
- Test any destination before enabling it
- Organisation-level push controls for self-hosting

Workspace rules Exceptions per workspace, without weakening your defaults.

- Pause outbound delivery for one workspace
- Narrow types and channels per workspace
- Separate rules for standalone boards
- Rules can restrict but never widen defaults
- The in-app drawer always stays complete

Search & Shortcuts

## Find the work—or jump straight to the next action.

Open one keyboard-first palette to navigate, create a card, change theme, or search across cards, comments, notes, and attachments. Use contextual shortcuts to move around and update work, then filter every view by the fields that matter.

Plan access Included in Free

Global search Keyboard shortcuts

View

Keyboard shortcuts

- Press ? to see the shortcuts available on the current screen
- Jump to Home, My Cards, Team Cards, Portfolio, or Settings with two-key sequences
- Open search, Scratchpad, Up next, notifications, and Help without leaving the keyboard
- Switch board views, create and find cards, and toggle compact cards
- Edit assignment, labels, due date, list, completion, watching, and links on an open card
- Single-letter shortcuts stand down automatically while you type

Highlights

- Quick actions for Home, My Cards, Team Cards, Portfolio, Settings, and theme
- Create a new card directly when the palette opens from a board
- Arrow-key navigation, Enter to select, and Escape to close
- Real-time card search by title and workspace-wide full-text search
- Search across titles, descriptions, comments, notes, and attachment names
- Filter by labels and assignees
- Filter by custom select and user fields
- Overdue-only filtering
- Combined filters
- Sticky completed-card date ranges in Board and Global Work
- Completed work included in Table filters, aggregates, and export
- Completed-card history by date
- Archived cards filter

Chat, MCP, Full API & Webhooks

## Connect Kanera to your stack and your agents.

Kanera is built to be more than a closed system. Post card activity straight into Slack, Discord, Telegram, or Zulip. Use the API to build custom workflows, reports, sync jobs, and integrations. Use webhooks to send Kanera activity to other systems. Use MCP to let AI agents securely connect to Kanera.

Plan access Pro only: REST API Pro only: MCP server Pro only: Custom webhooks Pro only: Chat destinations

Chat destinations

View

Chat destinations Built-in posting to the channel your team already watches.

- Slack
- Discord
- Telegram
- Zulip

- Choose the events each channel receives
- Map your own Priority field for escalation posts
- Messages formatted per platform with card links
- Send a test, pause, or replace a connection
- Delivery history with retries on failure

REST API Build on top of Kanera with full API access.

- API keys with Read, Write, and Admin access levels
- Developer documentation and interactive reference
- Create and update boards, cards, comments, checklists, notes, attachments, custom fields, labels, and activity
- Integration changes appear immediately for the team
- Integration updates clearly attributed in card history

Custom webhooks Send Kanera updates to the systems around your team.

- Choose which events each destination receives
- Review delivery history and retry failures
- Pause destinations and rotate secrets
- Reliable event delivery for reporting and sync

MCP Make Kanera usable by AI agents.

- Fully functional MCP server
- Let agents read workspace context and inspect work
- Support AI-assisted project operations
- Use Kanera as the source of truth for team and project context

Mobile & PWA Support

## Install Kanera and keep recent boards close.

Kanera works in the browser and can be installed like an app on desktop and mobile devices. Recent boards stay available for browsing when your connection gets unreliable.

Your work should travel with the team, not only live in a desktop tab.

Plan access Included in Free

Mobile & PWA

View

Mobile support

- Responsive layouts across mobile, tablet, and desktop
- Touch-friendly board, card, and navigation surfaces
- Add to home screen from mobile browsers
- Push notifications on installed devices

Installable PWA Use Kanera in the browser or install it like an app.

- Installable on desktop, iOS, and Android
- Offline board browsing
- Offline board cache
- Recent boards stay available when the network drops

Polish & Performance

## Built to feel instant.

Kanera is designed around a simple belief: your work tool should never make you wait. Opening cards, moving work, switching views, and navigating large boards should feel smooth and immediate.

Fast is not a bonus feature. It is part of the foundation.

Performance

- Fast navigation and instant-feeling updates
- Smooth card detail loading
- Skeleton loading states
- Lazy-loaded activity and comments
- Background reconciliation
- Real-time collaboration

Polish Small details make repeated work feel calmer.

- Responsive transitions and loading states
- Right click shortcut menus
- Practical keyboard and pointer interactions
- Consistent spacing, hierarchy, and card surfaces

Import & Export

## Bring work in. Get data out.

Kanera gives teams practical control over board and workspace data. Import Kanera or Trello exports into the structure you choose, then export whenever you need it.

Plan access Included in Free

Import Create a new workspace board from an import, or append imported cards to an existing standalone board.

- Guided Kanera import
- Guided Trello board import
- Bring in lists, labels, cards, comments, and custom fields
- Map imported structure to standalone board or workspace settings

Export Export data for backups and migration, or export Table reports for analysis, billing, and stakeholder updates.

- Full export of your data at any time
- Export structured data to JSON
- Export filtered Table reports to Excel
- Cards, Summary, and Report sheets when aggregates are enabled
- Summary rows shaped for PivotTables, AutoFilter, SUMIFS, and AVERAGEIFS
- Break down aggregate totals by another reporting dimension

Get started

## Explore Kanera with the full Pro experience.

Start with a 30-day Pro trial. No card required. Plan work, track progress, customise workflows, automate updates, connect your stack, and keep your team aligned.

[Start free](https://board.kanera.app/signup)[View pricing](https://www.kanera.app/pricing)

No card required · 30-day Pro trial · Free plan available

## Machine-readable resources

- [Kanera AI index](https://www.kanera.app/llms.txt)
- [Kanera documentation index](https://www.kanera.app/docs/llms.txt)
- [Agent discovery guidance](https://www.kanera.app/agents.md)
