This guide walks you through a hands-on example using the Team Work template. By the end, you'll know how to navigate your project, create and move cards, and build custom boards for your team.
Step 1: Create your account and project
Go to klaro.cards and click Templates in the top menu.
Select the Team work template. You'll see a description of what it sets up for you: a kanban board for tracking tasks, deadline views, and team load overview.
Click Try this template. If you don't have an account yet, you'll be asked to create one — it only takes a moment. Once done, your project is ready with sample cards, dimensions, and boards already in place.
Step 2: Explore the All Cards board
You land on the All cards board, which shows every card in your project as a list. The template has created two sample cards for you, with dimensions like Kind, Progress, Assignee, and Due date already filled in.
This board is your home base: no matter how many boards you create later, All cards always shows everything. Notice the sidebar on the left — it lists all the boards available in your project.
Step 3: See your work on the Kanban board
Click Ongoing work in the sidebar. The same cards now appear as a kanban board, organized in columns by their Progress dimension: Todo, Ongoing, Done, and Abandoned.
This is the view you'll use most for day-to-day work. Each column represents a stage, and you can see at a glance what's in progress, what's done, and what's left to do.
Step 4: Open a card and see its details
Click on any card to open it. You'll see its title, subtitle, and description area on the left, and its dimensions panel on the right — showing Kind, Progress, Assignee, and Due date.
You can edit everything directly: change the progress, reassign the card, update the due date, or write a longer description. Click Close when you're done.
Step 5: Move a card across columns
Back on the kanban, you can change a card's progress simply by dragging it from one column to another. Grab a card and drop it into the Ongoing column — the progress updates automatically.
This is the fastest way to update your workflow. No need to open the card — just drag and drop.
Step 6: Create a new card
To add a new card, click the + button at the top of any column. A dialog appears where you can type a title and set the card's dimensions right away.
Type a title (for example, "Contact support team"), pick an assignee, and click Add card. Your new card appears in the column immediately.
Step 7: Check deadlines and team load
Your project comes with two more boards that show the same cards from different angles.
Click Deadlines in the sidebar. This board organizes cards by how close their due date is — Late, Late tomorrow, Late in 3 days, Next 7 days, and so on. It's a quick way to spot what needs attention.
Now click Team load. This board groups cards by Assignee, so you can see at a glance how work is distributed across your team.
These are the same cards viewed differently. That's the power of boards: one set of cards, many perspectives.
Step 8: Filter a board and save your own view
What if you want a board that only shows your tasks? Go back to Ongoing work, then use the left panel to filter by Assignee — check your name. You can also filter by Progress to focus on Todo and Ongoing items only.
Notice the Save current view as new board... button that appears at the top. Click it, give your board a name like "Personal work", and you now have your own focused view in the sidebar.
Notice how the Done and Abandoned columns show a message: "Cards dropped or created here will disappear from the board." This is the black hole pattern — your personal board filters on Todo and Ongoing, so completed cards automatically vanish from this view. It keeps your board focused on what still needs your attention. Read more about this in the Reduce your mental load guide.
You can create as many boards as you need: one per team member, one for urgent items, one for a specific project phase — it's up to you.
Step 9: Understand your project structure
To see what makes your project tick, click Settings & members in the sidebar. The Dimensions tab shows you all the data fields available on your cards: Progress, Assignee, and Due date, along with their possible values.
Click the Diagram button in the top right to see an ER diagram of your project. It shows the Card entity with its dimensions and the Task kind — a visual map of your data structure.
As your project grows, you can add new dimensions (e.g., Priority, Category, Client), new kinds (e.g., Bug, Feature), and new boards to match your evolving needs.
What's next?
You've just covered the essentials: creating cards, navigating boards, moving work through stages, and building custom views. Here are some guides to go further:
- Go deeper on concepts: The Anatomy of a Card, The Anatomy of a Dimension, The Anatomy of a Board, The Anatomy of a Workspace
- Explore board modes: Board Modes Overview — there are 9 different ways to visualize your cards
- Import your data: Import Cards from CSV to bring your existing information into Klaro Cards
- Collaborate: Manage Members and Roles to invite your team and control access
- Automate: Compute dynamic categories to let dimensions calculate themselves
For a complete overview of what Klaro Cards can do, check the Product Tour.
Need help? Check How to get help and support — we're always happy to hear from you.