How it works

Tasks

Plan, organise and coordinate with tasks in Kinabase

Ensure your team knows who's doing what, by when. Stay organised and deliver what matters, to the people who matter.

Map view

Tasks are your to-do list - useful for getting organised and staying on-top of work.

By enabling tasks in Kinabase, you can assign work to your team, track progress, and ensure nothing gets missed.

Turn on tasks where it makes sense, storing your to-do list in a place that's easy to access and update. From projects to opportunities, and marketing to risk management, tasks help you stay on top of what needs to be done.

    Tasks enable you to...
  • Boost productivity and stay on-top of tasks
  • Get clear, concise and easy progress updates
  • Block out time to focus on important tasks
  • Get helpful reminders when deadlines are approaching
  • View what's coming up on your calendar
  • Set up automations to create tasks automatically
To-do list

Boost productivity and stay on top of tasks

With simple and straightforward task lists, you can easily see what needs to be done, by when.

Kinabase allows you to turn on tasks where it makes sense - whether it's tracking your to-dos for a potential client, for an internal marketing project, or for risk management. Tasks always stay linked to relevant information so when you're ready to complete the task, you don't need to hunt for a needle in a haystack. 

example task list
Task details

Clear, concise and easy progress updates

Assign tasks to your team members with ease to ensure everyone stays on the same page. Keep track of progress and updates in real-time.

Your tasks can be marked as 'Not started', 'In progress' or 'Completed', giving you and your team visibility of what needs to be done and what's already been achieved.

Plus, receive reminders when tasks are due to ensure nothing slips through the cracks.

Calendar

Track your tasks on your dashboard & calendar

Keep on top of your own tasks using your dashboard, and sort these however suits you - by collection, due date, priority and more.

Planning and scheduling gets even easier with the calendar view, allowing you to block out time to focus on important tasks. Drag and drop your tasks from across Kinabase to set when your tasks are due, and when you want to do them.

Dashboard tasks
Automations & Workflows

Set up automations to streamline your workflow

Enhance your efficiency by using tasks, workflows, and automations together. Create tasks automatically when a record is created, or when a record reaches a certain stage in your workflow - and automatically assign them to the right team member.

For instance, you can automatically prompt your technical lead to review a document when it hits the 'Requires Review' stage in your workflow. Less typing and busy work, more doing.

example task list
View all updates

Latest updates from the Kinabase team

Feature Update
Save time adding follow-up tasks for emails, calls and more
Save time adding follow-up tasks for emails, calls and more

10 May 2024

Save time adding follow-up tasks for emails, calls and more

Ensure you and your team don't miss a beat when it comes to following up on important meetings and phone calls, with new follow-up tasks for activities.

Feature Update
Introducing the new Home tab on the dashboard
Introducing the new Home tab on the dashboard

03 May 2024

Introducing the new Home tab on the dashboard

Add your company logo to Kinabase, quickly add records, and see what's next on your to-do list

Feature Update
Manage your time effectively with the Task Calendar
Manage your time effectively with the Task Calendar

25 Apr 2024

Manage your time effectively with the Task Calendar

Schedule time to complete your tasks, and see your deadlines and due dates in your calendar - helping you manage your time more effectively.