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Workflows

Streamline your processes with customisable workflows

Workflows
Workflow stage change
STREAMLINED PROCESSES

Process automation

Create structured workflows that guide your team through complex processes. Define stages, set task requirements, and ensure nothing falls through the cracks.

  • Guided workflows

    Create step-by-step processes to guide your team through complex tasks with clarity and consistency.

  • Stage progression

    Move records through defined stages with clear visibility of status and next step.

  • Conditional logic

    Set up rules and conditions to determine how records progress through your workflow.

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BENEFITS

Workflows let you...

Standardise processes

Ensure every team member follows the same steps for consistent results.

Track progress

See at a glance where each record stands in your process with visual stage indicators.

Ensure compliance

Build verification steps and approval requirements directly into your workflows.

Reduce training time

New team members can follow established workflows to get up to speed quickly.

Improve collaboration

Create clear handoffs between team members with assigned tasks and notifications.

Adapt to your needs

Easily modify workflows as your processes evolve, without disrupting your team.
Task list
PROCESS MANAGEMENT

Stage progression

Track exactly where each record stands in your process. Create custom stages that map to your business processes, from simple status tracking to complex approval flows.

  • Visual progress indicators

    See at a glance which stage each record is in with clear visual indicators.

  • Stage requirements

    Define what needs to be completed before a record can move to the next stage.

  • Role-based permissions

    Decide who can advance, approve, or roll back.

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Workflows for every department

Sales pipeline

Track leads from initial contact through qualification, proposal, and closing

Project management

Guide projects from planning to execution, testing, and delivery

Support tickets

Manage customer support from issue logging to resolution and verification

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Ready to streamline your business processes?

Start using Kinabase workflows to create consistent, reliable operations.
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FAQs

Frequently asked questions

How customisable are Kinabase workflows?

Kinabase workflows are fully customizable to match your business processes. You can define your own stages, set specific requirements for moving between stages, and create automation rules that trigger when records progress through your workflow.

Can I control who has access to different workflow stages?

Yes, Kinabase offers granular role-based permissions that integrate with workflows. You can define which team members can view, edit, or move records at each stage, ensuring the right people have the appropriate level of access.

Do workflows integrate with other Kinabase features?

Absolutely. Workflows integrate seamlessly with other Kinabase features like tasks, activities, automations, and reporting. For example, you can automatically create tasks when a record moves to a new stage or generate reports showing how long records stay in each stage.

Can I create different workflows for different types of records?

Yes, you can create unique workflows for each collection in Kinabase. For example, you might have one workflow for your sales pipeline, another for project management, and a third for support tickets - each with their own stages and requirements.