How-to guides
Step-by-step Kanroo guides with annotated screenshots: boards, tasks, the wiki, sharing, forms, team access, integrations, and your account.
Getting started
- Find your way around the Home screenWhat each part of the Kanroo Home screen shows: your numbers, the week, Now, Stuck, changes since your last visit, boards, and wiki pages.
- Search tasks, boards, and pagesOpen the Kanroo search with Shift+K, find tasks, boards, and wiki pages, include archived items, and read the matching text snippets.
- Keyboard shortcutsAll Kanroo keyboard shortcuts for boards, tasks, and the wiki, and how to open the shortcut list with Shift+?.
Boards & tasks
- Create a boardCreate a Kanroo board from scratch or from a template, and save your own boards as templates for your organization.
- Create a taskCreate a Kanroo task with title, description, list, priority, due date, labels, and assignees, then add checklists, files, and comments.
- Switch views and filter a boardShow a Kanroo board as Kanban, swimlanes, calendar, or table, filter its tasks, and share the exact view with a link.
- Mark a list as doneTell Kanroo which list holds finished tasks: done tasks are never overdue, Home counts them, and recurring tasks need it.
- Repeat a taskMake a Kanroo task come back every week, month, or year: how the Repeat field works, what it needs, and what happens when the task is done.
- Set a WIP limit, a list color, and moreUse the Kanroo list menu: soft work-in-progress limits, list colors, reorder, rename, archive all tasks of a list, and delete a list.
- Archive and restore tasks and boardsArchive finished Kanroo tasks, lists, and boards without losing them, find them again in the archive, and restore them.
- Import a board from Trello or a CSV fileMove a board into Kanroo from a Trello JSON export, a CSV file from Jira, Asana, or a spreadsheet, or a Kanroo export. Review it before it is created.
- Export a boardDownload a Kanroo board as JSON or CSV, including archived tasks, comments, and checklists, or print it as an overview or a poster.
Wiki
- Create Spaces and pages in the wikiOrganize the Kanroo wiki in Spaces, add pages and subpages, edit in place, and save changes with history and restore.
- What you can put in a wiki pageHeadings, lists, task lists, tables, callouts, code, images, Mermaid diagrams, mentions, and links to tasks and pages in a Kanroo wiki page.
- Markdown referenceThe Markdown syntax that Kanroo wiki pages, task descriptions, and comments support, with examples, plus what Kanroo leaves out.
- Draw diagrams with MermaidAdd flowcharts and other Mermaid diagrams to a Kanroo wiki page, as code or in the visual editor, and copy or download them as images.
Team & access
- Invite people to your organizationInvite teammates to a Kanroo organization by email or with an invite link, choose their role, and know how seats and plans work.
- Manage members, roles, and teamsChange organization roles, remove members, and build teams in Kanroo, so you can give a whole group access to boards and Spaces at once.
- Manage who can open a boardGive the whole organization, a team, or single people access to a Kanroo board or wiki Space as viewer, editor, or manager.
- See who is onlineKanroo presence shows who has the same board, task, or wiki page open and who is editing. What it shows, and how the owner turns it off.
Integrations
- Create a personal API keyCreate, name, scope, and revoke personal Kanroo API keys for scripts, integrations, and AI agents, and keep them safe.
- Connect AI agents with MCPKanroo includes a Model Context Protocol (MCP) server. An AI agent such as Claude Code, Codex, or Cursor can use it to read and change your boards, tasks…
Account
- Choose your notificationsWhich Kanroo events send you an email or a push notification, how to turn them on or off, and how to stop them with one click.
- Change your name, avatar, and themeSet your Kanroo display name and avatar, switch between light, dark, and system theme, and find where to delete your account.