Product Tour Overview

Welcome to Klaro Cards! This guide walks you through the key concepts you'll use every day. By the end, you'll understand how the pieces fit together and be ready to start organizing your information.

Introduction

What is Klaro Cards?

Klaro Cards helps teams and companies organize their work and processes by structuring the information that flows through them. Tasks, requests, ideas, contacts, deliverables — anything you need to track becomes a card, enriched with structured data and viewed from any angle.

Instead of forcing you into a rigid workflow, Klaro Cards lets you define your own structure, your own categories, and your own views. Whether you're managing a project, coordinating a team, building a knowledge base, or running a CRM, the tool adapts to how you actually work.

What can you use it for?

Klaro Cards fits any situation where you need to structure, track, and share information across a team:

• Project management — track tasks by status, priority, assignee, and due date
• Commercial processes — follow leads, quotes, and orders through their lifecycle
• Customer requests and support — capture incoming requests, assign them, and track resolution
• Email flow management — turn incoming emails into cards automatically, then triage and process them
• Incident management — log incidents, track severity and resolution, and keep an audit trail
• Maintenance planning — schedule and follow up on equipment inspections, repairs, and preventive actions
• Knowledge base or documentation — organize internal procedures, FAQs, or public-facing guides by topic
• Product catalog — list products or services with specs, pricing, and categories
• HR and company directory — manage employees, roles, departments, and the links between them
• Content and event production — coordinate deliverables, deadlines, and responsibilities

Every time you want to create a list of things you'd like to better organize, Klaro Cards might be a very good answer. The same project can combine several of these — for example, a maintenance team might track incidents, equipment, and scheduled interventions, all viewed from different angles.

The building blocks

Cards

A card is a single piece of information. Each card has:

• A title and optional subtitle
• A description (rich text, markdown)
• Attachments (files, images)
• Dimensions that enrich the card with structured data

Cards can represent anything: tasks, people, ideas, events, documents. You decide what they mean in your project by choosing their kind.

You create cards directly from a board, via email, through data import, from an API, using an AI agent, and more.

Dimensions

A dimension adds a piece of structured data to your cards. Think of dimensions as the columns of a spreadsheet where each card would be a row.

Common examples:

Dimensions are powerful because they drive everything else: how cards are displayed on boards, how they're filtered, sorted, grouped, and visualized.

You can even create computed dimensions that calculate values automatically — for example, the number of days until a deadline, or a status derived from other fields.

Boards

A board is a specific view of your cards. It controls:

• Which cards are shown (via filters)
• How they're arranged (via the display mode)
• What's visible on each card (via dimension anchors)

Klaro Cards offers many display modes, so you can view the same cards in completely different ways:

You can create as many boards as you need. A "Tasks by status" kanban, a "Budget overview" chart, and a "Timeline" gantt can all live in the same project, showing the same cards from different angles.

Workspaces

A workspace groups several boards together and controls visibility. You use workspaces to:

• Focus a team on the boards and dimensions they need
• Hide cards or dimensions that aren't relevant to a specific audience
• Control access — each workspace member has a role: Viewer, Contributor, or Manager

For example, a "Marketing" workspace might show only marketing-related boards and hide technical dimensions, while a "Development" workspace shows sprint boards with all technical fields.

Projects

A project is the top-level container. It holds its own set of cards, dimensions, boards, workspaces, and members — completely independent from other projects.

You can create separate projects for different purposes:

• A project for task management
• A project for your company's knowledge base
• A project for client tracking

Each project has its own members with roles. You invite people to a project, and they access it through the workspaces you've set up.

How It All Fits Together

Here's the hierarchy:

Project
├── Dimensions (define the structure)
├── Cards (the information)
├── Boards (the views)
│   ├── Filters (which cards to show)
│   ├── Display mode (how to arrange them)
│   └── Anchors (which dimensions to use where)
├── Workspaces (group boards, control visibility)
└── Members (who has access)

A typical workflow looks like this:

1. Create a project and define your dimensions (Status, Priority, Due Date, etc.)
2. Create cards for your tasks, ideas, or items
3. Build boards that show the right cards in the right layout
4. Organize boards into workspaces for different teams or purposes
5. Invite members and assign roles

Features at a glance

The building blocks above are the concepts. Here's what you can actually do with them — a broader look at the capabilities that make Klaro Cards powerful.

Visualize your data in many display modes

Every board can show the same cards in a completely different layout. Switch between modes to get the right perspective:

• Grid for a simple overview, Gallery to showcase cover images
• Kanban to track workflow stages, Casino to triage cards one by one
• Datagrid for spreadsheet-style views with sorting and grouping
• Matrix for cross-tabulation across two dimensions
• Gantt for timeline-based planning
• Chart for bar, line, pie, and radar visualizations

→ See Board Modes Overview

Filter, search, and focus

Boards can filter cards by any dimension — show only high-priority items, only this week's tasks, or only cards assigned to you. Combine filters to create focused views, and use workspaces to limit what each team member sees.

→ See Limit the cards and dimensions visible in a workspace

Summarize and aggregate

Add summaries to boards: count cards, sum budgets, average scores, or compute any aggregate across your filtered data. Summaries update in real time as you reorganize cards.

→ See Summaries and Aggregations

Compute values automatically

Computed dimensions calculate values from other dimensions — derive a status from dates, count days until a deadline, categorize items by rules, or compute financial totals. Your data stays consistent without manual updates.

→ See Compute dynamic categories, Compute a date dimension

Import and export your data

Bring your data in from spreadsheets via CSV import, or export any board to a spreadsheet at any time. You can also create cards by sending an email.

→ See Import Cards from CSV, Create cards using email

Collaborate with your team

Invite members to your project, assign roles (Viewer, Contributor, Manager), and organize workspaces so each team sees what matters to them. Share or publish boards externally when needed.

→ See Organize Workflow in Workspaces, Manage Members and Roles

Present and communicate

Use Presenter mode to turn any board into a clean, full-screen presentation — perfect for meetings and demos. Take screenshots of your boards to include in reports or emails.

→ See Use the Presenter mode, Take Screenshots with Klaro Cards

Connect and automate

Integrate Klaro Cards with your existing tools via webhooks, connect your AI agents through the MCP server, or set up automations to reduce repetitive work.

→ See Connect your AI Agent to Klaro Cards

Work on the go

Klaro Cards works on mobile too — access your boards, create and edit cards from your phone or tablet.

What's next?

Ready to get started? The Getting Started guide walks you through creating your first project step by step.

Want to go deeper? Browse the guides by topic — each one focuses on a specific feature with practical instructions. Don't miss Klaro Cards hidden gems is great for power users looking to work faster.

Need help? Check How to get help and support — we're always happy to hear from you.